Jeffrey Linger is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he served with the Maryland State Police for 22 years. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

David Smith is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at SMECO for 19 years. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutional investors, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Silas Hoxie is a CFP® with seven years of industry experience, currently advising at OSAIC since 2025. He previously worked at Lincoln Financial Advisors for seven years and Heritage Financial Consultants for one year. Hoxie also serves as an adjunct professor at Towson University, where he teaches a retirement benefits class. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and a complex affiliate network.

Dolly Suarez is a CFP® with three years of experience and is currently with LPL Enterprise. She has previously worked at firms including Cetera, Avantax, and Commonwealth Financial Network. Suarez is also involved with Heimlantz CPAs & Advisors, a CPA firm, and Heimlantz Financial Advisors, a wealth management firm offering financial and business planning. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

Justin Ruest is a CFP® with 16 years of experience at Edward Jones, where he has worked since 2010. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he coaches middle school baseball in Prince Frederick, MD. 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 and investment strategies through a nationwide network of more than 23,700 financial advisors.

Frank Nelson is a CFP® professional with 14 years of experience at Nelson Financial Planning Services, LLC, an independent firm based in White Plains, MD. He has provided financial planning and consulting services since 2012. In addition to his advisory work, Nelson offers income tax preparation services. Nelson Financial Planning Services specializes in personal financial planning for individuals, corporations, trusts, estates, and charitable organizations. The firm employs a fundamental research approach and emphasizes tailored investment policy statements, non-discretionary account management, and extensive non-securities advice including tax preparation and business consulting.