Richard Shumway is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has a background that includes nearly a decade at Wilcox Electric, LLC. He and his wife own a rental property that they manage for a family member. 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, including managed solutions and separately managed accounts, and is notable for its large network of advisors and branch offices as well as its affiliated financial services.

Amanda Mc Gehrin is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2022, she worked at Trident Funding and has experience in yacht sales from positions at Bluewater Yacht Sales and Annapolis Yacht Sales. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Sandra Duff is a financial advisor at Ameriprise Financial Services with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including MSI Financial Services, Morgan Stanley, and Citigroup Global Markets. Duff also serves as a Paraplanner for Preal Haley and Associates. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides personalized retirement planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Andrew Hickey III is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Capital One advisors, Wells Fargo Clearing, Truist Investment Services, and Chevy Chase Financial Services. Outside of his advisory role, he is a partner at Symmetry Financial Partners, where he engages in insurance sales and financial planning. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies across a complex affiliate network.

Scott Martin is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. for eight years. Outside of his advisory role, he acts as the personal representative for his mother’s estate. Wells Fargo Advisors is a national securities firm offering a range of investment advisory services, financial planning, and retirement consulting to individual, corporate, and institutional clients, operating with over 14,000 advisors and approximately $671 billion in assets under management.

Dawnette Edgerton Cameron is a Series 66 licensed advisor with Ameriprise Financial Services LLC, bringing eight years of industry experience. She previously worked at Edward Jones for seven years and was self-employed for one year. Cameron serves on the Board of Directors for United Way of Central Maryland's Anne Arundel County RUN Board and is a member of the Retired Racehorse Project Strategic Advisory Council. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jordan Toepel is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Nuveen Investments for 15 years and Calamos Investments for two years. Outside of his advisory role, he is involved in youth soccer coaching, serving as an assistant coach for Christos FC and owning Everything Hurts, LLC, through which he coaches for the Liverpool International Academy Central MD. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, affiliated trust company, and securities-based lending options.

Andrew Kadala is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior firms include Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is also an investment advisor at Fishing Creek Financial LLC, a financial services business he has been involved with since 2018. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Venus Wilson is a Series 66-licensed financial advisor with Thrivent Investment Management in Bowie, MD, bringing 20 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of her advisory role, Wilson serves as an advisory board member for the Maryland Insurance Administration, providing input on licensing issues related to life and health advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes written recommendations on various planning topics and the option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Meeshan Reid is a CFP® certificant and financial advisor with Ameriprise, based in Columbia, MD, with 12 years of industry experience. Their prior roles include positions at E*Trade Securities and Morgan Stanley among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides customized retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Denika Tokunaga is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill from 2008 to 2014 before joining LPL Financial, where she has been since 2014. Outside of her advisory role, she is involved as a life coach and serves on the board of Project Culture. 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 investment programs and utilizes a variety of portfolio management strategies supported by advanced operational tools.

Sean Eldred is a CFP® and CFA® with 21 years of industry experience. He has been with Ameriprise Financial Services since 2016 and is currently based in Columbia, MD. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing tax-aware withdrawal planning for clients approaching or in retirement.

David Greeley is a Series 66-licensed financial advisor with Edward Jones in Hanover, MD, bringing 12 years of industry experience. He has worked at Edward Jones since 2016 and previously from 2007 to 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Fred Sherrill is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 20 years of industry experience, including roles at City National Bank since 2017 and RBC Capital Markets LLC since 2008. Outside of finance, he is involved in a residential real estate development company as managing director and is an active owner of a small private company related to interior design. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.

Andrew Dans is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Co., Ameriprise, American General Life Insurance, and AIG Capital Services. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process with a five-member committee and uses tax-aware strategies alongside defensive tactics to manage risk and positioning.

Kirk Michel is a financial advisor with Thrivent Investment Management in Odenton, MD, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at WesBanco Securities, Morgan Stanley, E*TRADE, TIAA-CREF, PNC Wealth Management, and Merrill. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, and estate planning, with the option to combine planning with managed-account services under a consolidated billing program.

Paul Burdett Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1999 and Capitalist Investment Services from 2004 to 2024. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Jessica Costello is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Annapolis, Maryland. She assists clients in creating personalized strategies aimed at achieving their financial goals, focusing on areas such as college education planning, legacy planning, personal retirement planning, women's wealth, and retirement income. Jessica emphasizes placing the client at the center of the wealth management process by discussing individual concerns and priorities to develop meaningful financial goals and corresponding investment strategies. Jessica began her career in the securities industry in 1996 with Legg Mason and joined The O'Malley Stansbury Group at Merrill in 2010. She holds a Bachelor's degree in Business Administration from the University of Delaware and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her team has been recognized by Forbes as one of the Best-in-State Wealth Management Teams in 2023, 2024, and 2025. Residing in Annapolis with her husband Tom and son Jack, Jessica enjoys skiing, boating, and watching the Washington Capitals. She is also involved in the community through participation in the organization Clothing Our Kids.

John Barnes is a financial advisor with Raymond James Financial in Severna Park, MD, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Raymond James Financial and affiliated entities since 2010 and is associated with The Barnes Group and Capitalist Investment Services. Outside of his advisory work, Barnes manages rental real estate properties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs for municipal and public finance clients.

Collin Fleming is a financial advisor with Wells Fargo Clearing in Annapolis, MD, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Shore United Bank, Fort Lauderdale Country Club, The Cannon Club, Disney, and Wingate University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisers.