Naima Ama is a financial advisor with Morgan Stanley in Hedgesville, WV, holding a Series 66 designation and three years of industry experience. She previously worked at Bank of America, Merrill, and has experience in both higher education and retail sectors. Outside of finance, she has been involved with One Hour AC LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Lisa Taylor is a ChFC® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. She is licensed with Series 63 and Series 66. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Brian Yurek is a CFP® and ChFC® financial advisor with Edward Jones in Williamsport, MD. He has 13 years of industry experience, all of which has been with Edward Jones since 2013. 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 large network of financial advisors and branch offices nationwide.

Marissa Correll is a CFP® professional with 18 years of experience in the financial industry. She has been with Edward Jones since 2016. Outside of her advisory role, she serves as a board member for Destination Arts in Waynesboro, PA, where she volunteers at art galleries and participates in planning efforts for the local art alliance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Tyler Hornbecker is a financial advisor at Edward Jones in Boonsboro, MD, holding a Series 66 designation with eight years of industry experience. His work history includes roles at Edward Jones since 2018 and prior positions at First Data and several hospitality-related businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Everson is a CFP®-certified financial advisor with Ameriprise, bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as president of the Tuscarora Springs Homeowners Association and is a deacon at the Church of Christ in Martinsburg, WV. Ameriprise provides a retirement-income planning service geared toward clients approaching or in retirement, typically serving those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Colleen Randall is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at LPL Financial, M&T Securities, and M&T Bank. She serves on the finance committee of Fahrney Keedy Senior Living Community in Boonsboro, MD. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Amber Connors is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Equitable Advisors, she worked at Navy Federal Credit Union and has been involved in entrepreneurial ventures including Amber Connors Yoga Lifestyle and Dancingyogiamber LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of program sponsors and third-party managers to provide advisory and brokerage solutions.

Laura Herrera is a financial advisor with RBC Capital Markets in Hagerstown, MD, holding a Series 66 designation and bringing 14 years of industry experience. She has worked at RBC Capital Markets since 2011 and at City National Bank since 2017. Outside of her advisory role, she serves on the boards of several local nonprofits, including the Washington County Chamber of Commerce, the Hagerstown Community College Foundation’s Finance Committee, and the John R. Hershey Jr. and Anna L. Hershey Family Foundation, and participates on the executive committee of the Greater Hagerstown Committee. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs, offering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm combines in-house and third-party investment management with various program features, including tax management and responsible-investing options.

Karen Schleuss is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Raymond James since 2021 and previously held positions at LPL Financial and Bank of Charles Town. Schleuss is also associated with Clarity Planning, a support company tied to Raymond James. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored financial planning and investment consulting using risk profiling and analytical tools and offers a range of advisory programs supported by technology and specialized services such as municipal advisory and employer consulting.

Daniel Kelly is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He previously worked at FAI Wealth Management and has held multiple roles within Raymond James over the past several years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

David Abeles is a CFP® professional with 25 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for several family trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Jeremy Douglas is a financial advisor at Raymond James Financial Services Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Fulton Bank and related firms since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized municipal and public-finance capabilities.

Paul Ritchie is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Wheatland Advisors, Inc and Orrstown Bank, where he currently serves as a financial advisor and trust officer. Outside of his advisory role, he is corporate treasurer for Hope Reformed Presbyterian Church and serves on the committee of a private charitable foundation. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients and offers diverse program structures, including discretionary and non-discretionary management and access to third-party money managers.

Amy Forman is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various topics, with options to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Jacob Barr is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and six years of industry experience. He has worked at Raymond James since 2019 and previously held positions at Towson University and Bridgewater College. In addition to his role at Raymond James, Barr serves as an independent contractor financial advisor for Ark Financial Advisors. 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 employs fact-finding, risk profiling, and analytical modeling to tailor non-discretionary planning and investment consultations to client goals.

Christian Taylor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Wells Fargo Clearing Services, LLC for 10 years and Cetera Advisors LLC for 4 years. 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 and consulting using analytical tools, and supports municipal and public-finance clients through a unique affiliation with a municipal advisor.

Robert Correll is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent ten years at WACCO Properties, Inc. Correll serves on several local boards, including the Waynesboro Beneficial Fund and United Way of Franklin County, and is involved with community organizations such as the Waynesboro Youth Soccer Association and the Waynesboro Area YMCA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Thomas Trimble is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He has held positions at Wells Fargo Advisors LLC from 2012 to 2016 and has been with Wells Fargo Clearing since 2016. He holds the Series 63 and Series 65 licenses and is based in Hagerstown, MD. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Cortnie Beaver is a CFP® with seven years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at AmeriServ Trust and Financial Services, Thrivent Advisor Network, and Sterling Financial Management. Outside of her advisory work, she serves on nonprofit boards for Habitat for Humanity of Washington County and the Arts Alliance of Greater Waynesboro, where she contributes to committee reviews and financial presentations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support various investment strategies.