Jessica Collazo is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Raymond James Financial Services, Sullivan & Associates, and T. Rowe Price. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including multi-manager and fund-of-funds structures.

Randy Lakes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC, RLMM Enterprises, LLC, Grove Point Investments, LLC, and IFG Advisory Services Inc. Lakes is also involved in managing Lakes Investment Solutions Group, LLC as a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party strategies.

Jessica Light is a CFP® professional with nine years of industry experience, currently affiliated with LPL Enterprise. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, Community Bank of the Chesapeake, Infinex Investments, and ISI of Maryland. She also serves as an adjunct professor at the College of Southern Maryland and assists clients with Medicare Supplement and drug plan purchases through her business, Retirement Light, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Ryan Palmieri is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked previously with Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he owns Palmieri Financial Services, LLC, where he provides financial planning and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform that incorporates model portfolios, third-party managers, and bespoke strategies.

Shaun Kline is a financial advisor at Edward Jones in La Plata, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent 12 years at American Girl. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Mark Walker is a financial advisor with Edward Jones in La Plata, MD. He holds the ChFC® designation and Series 66 license, and has 13 years of industry experience, having worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Alexandra Greathouse is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining LPL Financial in 2025, she held roles at Grove Point Investments LLC and Lakes Investment Solutions Group, as well as Lakes & Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various asset classes.

Elizabeth Swann is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Thrivent and its related entities since 2003 and holds leadership roles outside of her advisory work, including serving as President of the La Plata Volunteer Fire Department Ladies Auxiliary and Treasurer for Trinity Episcopal Church. Additionally, she works as an Accounting Manager at the College of Southern Maryland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based analyses and written recommendations across various financial planning topics without discretionary trading authority.

Katharine Myers is a financial advisor with Morgan Stanley in La Plata, MD, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

Troy Grimes is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at TK Elevator and Otis Elevator Company. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a national network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Joan Smith is a Series 66 licensed financial advisor with Edward Jones, where she has worked for 16 years. She is based in California, Maryland, and has spent her entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Justin Lynam is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as president of the Cardinals Crest Homeowners Association, where he oversees compliance with HOA bylaws and presides over community meetings. OSAIC Wealth serves a diverse client base through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options.

Carrie Kelly is a financial advisor at Edward Jones with 16 years of experience, holding a Series 66 designation. Based in California, MD, she has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Mary Sulick is a financial advisor at Cetera with 24 years of industry experience. She holds the PFS™ designation along with Series 63 and Series 66 licenses. Her prior experience includes roles at Avantax Investment Services, 1st Global Advisors, and HeimLantz Professional Corporation. Sulick serves on the Anne Arundel County Pension Trustee Board and is involved with a nonprofit focused on the prevention of child abuse. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options and manages over $256 billion in assets through a nationwide network of independent advisors.

Anna Tcirkunova is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at 11 Invest LLC for six years and Most LLC for ten years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Andrew Dunbar is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 29 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Morgan Stanley, and Truist Investment Services. Outside of his advisory career, he is active as a freelance musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, and institutions through a broad network of investment adviser representatives, offering a range of advisory and brokerage services including financial planning and access to model portfolios and third-party asset managers.

Elizabeth Rockenbaugh is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2020. She has five years of industry experience and a background that includes roles at Creative Software Consultants and A-Whisco, Inc. Outside of her advisory work, she serves as a youth soccer referee in Sandy, Utah. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Lisa Kennedy is a Series 66-licensed financial advisor with two years of industry experience, currently with LPL Enterprise. Her prior roles include positions at PRUCO Securities, Thrivent Financial, and Thrivent Investment Management. Outside of her advisory work, she serves on nonprofit boards including Harbor Christian Homeschool Group of Calvert County and Voices In Praise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios from LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and other specialized services.

John Carey is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2025, he served in the US Navy for six years and worked at Precise Systems Inc and Digital Home Technologies LLC, an IT consulting firm he owns. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Keven Kling is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to his financial services career, he served 33 years in the United States Air Force and the District of Columbia Air National Guard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.