Roger Martinson is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he serves as a director for The Greater Delmar Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Michael Magee is a Series 65-licensed financial advisor with LPL Financial in Salisbury, MD, holding six years of experience at LPL and sixteen years at Granger & Magee, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party asset management, supported by advanced operational tools.

Daniel Livingston is a CFP® professional with 29 years of experience in the financial industry. He has worked at LPL Financial since 2016 and previously spent nine years at Capitol Securities Management, Inc. Outside of his advisory work, he pursues woodworking as a hobby. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Dylan Thompson is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked previously in the food and hospitality sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a comprehensive range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Christopher Wilde is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2020. Outside of his advisory role, he serves as treasurer for the Maryland Creative Problem Solvers, Inc. and the Eastern Shore Sailing Association. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and consulting services through discretionary and non-discretionary program structures, with access to affiliated and third-party money managers.

Kelley Selph is a financial advisor at LPL Financial with 26 years of industry experience. She holds the CFP® and ChFC® designations and has worked previously at Edward Jones for 20 years, Morgan Stanley for 2 years, and Prospera Financial Services for 2 years. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gregory Holman is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Merrill, Bank of America, and Andersen Wealth Management. Holman also serves as a Senior Relationship Manager at In Focus Financial Advisors, Inc., a financial services firm. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of investment strategies and serves over 800,000 clients through more than 10,000 advisors.

Samantha Chesley is a financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2024, she held roles at State Farm VP Management Corp. and various insurance agencies. Outside of her advisory work, she serves as treasurer for DAKA Properties LLC, a property management business in Maryland. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Mark Granger is a financial advisor with LPL Financial in Salisbury, MD, holding a Series 65 credential and 10 years of industry experience. He has worked at LPL Financial since 2020 and has been associated with Granger & Magee, PA since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Thomas Sweeney is a financial advisor with LPL Financial holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 28 years of industry experience, including prior roles at Edward Jones, Andersen Wealth Management, and Legg Mason Wood Walker. Outside of his advisory work, he is an author with a book available on Amazon. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Carol Kurtz is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 66 designation and has previously worked with Generations Financial Advisors. Outside of her advisory role, she serves as treasurer for Snow Hill Mennonite Church, managing bookkeeping, payroll, and taxes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and advisory services with multiple program structures and a multi-manager platform.

Randall O'Neal is a CFP® certificant with 17 years of industry experience, currently serving at Edward Jones since 2009. He is based in Salisbury, MD, and holds the Series 66 designation. He serves on the Board of Governors for Salisbury Christian School, participating in setting school policy. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.