Nathan Novotny is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Bob Hall LLC for eighteen years. Outside of his advising role, he is involved in real estate through ownership and management of residential rental properties and serves as vice president and joint owner of Kesler - Finn LLC, providing consultation on real estate acquisition and leasing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, with additional affiliated capabilities such as a trust company and securities-based lending.

Thomas Riffe is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he served four years in the United States Marine Corps and worked at Shore United Bank. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christie Agamaite is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, she has worked with the Department of the Navy since 2003. She has also served as treasurer for the Sharks Swim Team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Casey Styer is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016. Prior to that, he worked at Blue Agave Grill for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

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.

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.

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 finance, he serves as president of the Cardinals Crest Homeowners Association, overseeing compliance with HOA bylaws and presiding over meetings. OSAIC serves a wide range of retail and institutional clients through a large network of advisors, providing integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions. The firm employs asset-allocation tools and automated rebalancing to build diversified portfolios across multiple asset classes.

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.

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.

Mackenzie Embrey is a financial advisor with Edward Jones in Huntingtown, MD, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2018, Embrey worked at Firstbank and spent two years at the University of Northern Colorado. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Brandon Hsia is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Lincoln Investment Planning and Hendershot Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios and technology tools.

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.