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Nikolaus K

Series 66

Salisbury, MD

Cetera

Nikolaus Kober is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. He also works as an associate at Kober & Company PC, a CPA firm providing tax and accounting services to small business clients. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and operates a multi-manager platform with diverse program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jason E

Series 66

Salisbury, MD

Edward Jones

Jason Edwards is a financial advisor at Edward Jones in Salisbury, MD, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Medtronic from 2016 to 2023. Outside of his advisory role, he manages a rental property listed on platforms such as VRBO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, and corporate entities. The firm offers various advisory strategies and affiliated investment options, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Nathan C

CFP®, Series 66

Salisbury, MD

Cetera

Nathan Canada is a CFP® certificant currently with Cetera, where he has worked since 2023. He has three years of industry experience with previous roles including Key Financial Services and multiple positions at Salisbury University. He also has involvement with Comprehensive Financial Solutions as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management, financial planning, and retirement services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Aaron C

Series 66

Salisbury, MD

Merrill

Aaron Collins is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and Equitable Advisors. Outside of his advisory role, he owns a business providing rental electric scooters and is involved in an insurance brokerage. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary investment strategies for individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Elizabeth B

CFP®, Series 66

Salisbury, MD

Cetera

Elizabeth Brittingham is a CFP® with eight years of industry experience, currently affiliated with Cetera. She has held roles at Cetera Advisors LLC and Comprehensive Financial Solutions since 2017. In addition to her advisory work, she serves as adjunct faculty at Salisbury University, teaching wealth management tax planning. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Adam D

Series 66

Salisbury, MD

Cetera

Adam Dopkowski is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Salisbury University and Camp Hill School District. Outside of finance, he is involved with Hoppers Tap House. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual clients across wealth levels, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform and supports various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Robert S

Series 63, Series 65

Salisbury, MD

LPL Financial

Robert Sidell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. His prior work includes roles at RBC Capital Markets, Ferris, Baker Watts, and Waddell & Reed. Outside of his financial career, he is also active as an artist and poet under the pen name Icky. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a wide network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert K

Series 66

Salisbury, MD

Cetera

Robert Kober is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has operated Kober & Company PC, a CPA public accounting firm providing tax, accounting, and bookkeeping services, since 2007. The firm serves individuals and small businesses with tax planning and representation before tax authorities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment programs and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Matthew P

Series 63, Series 66

Laurel, DE

OSAIC

Matthew Parker is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors for nine years and The Insurance Market Inc for another nine years. Outside of his advisory role, Parker serves as a football official for the Del Mar VA Football Officials Association and is a board member of the Western Sussex Chamber of Commerce. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a portfolio approach that incorporates asset allocation tools, risk tolerance assessments, and both discretionary and non-discretionary management options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Roger M

Series 66

Delmar, DE

Edward Jones

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.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Michael M

Series 65

Salisbury, MD

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel L

CFP®, Series 63, Series 65

Salisbury, MD

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dylan T

Series 66

Salisbury, MD

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher W

Series 63, Series 65

Salisbury, MD

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kelley S

CFP®, ChFC®, Series 63, Series 65

Salisbury, MD

LPL Financial

Kelley Selph is a CFP® and ChFC® with 27 years of experience in the financial services industry. She has worked at LPL Financial since 2025, following two decades at Edward Jones and earlier roles at Prospera Financial Services and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party managers, supported by advanced operational tools and a large network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Gregory H

Series 66

Salisbury, MD

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jonathan H

Series 66

Millsboro, DE

Edward Jones

Jonathan Hodges is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones in 2025, he worked for the Naval Supply Systems Command and the Naval Sea Logistics Center from 2010 to 2025. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Active portfolio management Founder/Business Owner Intergenerational Families
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Samantha C

Series 63, Series 66

Salisbury, MD

Edward Jones

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.

Retirement income strategy Early retirement planning Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Women Professionals
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Mark G

Series 65

Salisbury, MD

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Thomas S

ChFC®, Series 63, Series 65, Series 66

Pittsville, MD

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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