Leo Ritter is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient solutions.

Larry Leese is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC, and has operated Larry Leese & Associates, P.A. since 1989. Outside of his advisory work, he is involved with his CPA and tax preparation practice through Larry Leese & Associates, P.A., and serves in a fiduciary capacity for a testamentary trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Lester Dennis is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Clearing. Outside of his advisory work, he is involved in farm and timber land ownership in Snowhill, MD, which he manages jointly with his spouse. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer strategies. The firm’s approach combines proprietary research and planning tools with flexible implementation choices across brokerage and advisory programs.

Timothy Lund is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2003, Tim has developed and implemented integrated wealth strategies to assist clients in growing, preserving, and transferring their wealth. He focuses on affluent individuals and uses a goals-based planning model to identify client objectives, organize affairs, and prioritize tasks, offering customized financial strategies and consistent communication. Tim's areas of expertise include financial analysis, asset allocation, retirement projections, net-worth reporting, education funding, trust and estate planning, long-term care strategies, and a tax-sensitive approach that considers the interconnected nature of investments, wealth transfer, and charitable initiatives. He emphasizes personal retirement planning, portfolio management, tax minimization, and retirement income in his client relationships. Tim has been in the financial services industry since 1999 and previously worked with Banc of America Investment Services as well as in banking and insurance. Timothy Lund holds a high school diploma from Loyola Blakefield and a bachelor's degree from the University of Delaware. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He and his wife reside in the Fenwick Island area, where he enjoys golf, skiing, and reading in his free time.

Thomas Sweeney is a financial advisor at LPL Financial with 28 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. His prior experience includes roles at Edward Jones, Andersen Wealth Management, and Cambridge Investment Research. Sweeney is also the author of a book available on Amazon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies.

Edward Gerner is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, he spent 15 years at Woodbury Financial Services, Inc. He is also president of R. K. Tongue Co., Inc., an insurance brokerage firm. Additionally, he serves as a member at-large for the Beach Lacrosse Club, a nonprofit youth sports organization. OSAIC Wealth, Inc. provides integrated brokerage and advisory services to a diverse client base that includes individuals, institutions, and charitable entities. The firm offers a range of investment solutions supported by asset-allocation tools, risk assessments, and third-party money managers, operating through a large network of affiliated advisors.

Patrick Sears is a Senior Financial Advisor with The Truitt Team at Merrill Lynch Wealth Management, joining the firm in 2016. He collaborates closely with clients to develop a comprehensive understanding of their individual situations, helping them make informed financial decisions aligned with their goals. Patrick contributes to business development within the team and seeks continual improvements in client service by maintaining open communication and providing regular updates on performance and financial adjustments. Born and raised in Maryland, Patrick earned his Bachelor’s degree from Salisbury University. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He specializes in areas such as college education planning, corporate retirement plan services, divorce transition planning, family wealth management, legacy planning, and retirement income strategies. Patrick resides in Bishopville, Maryland, and is a member of Glen Riddle Golf Club in Berlin. Outside of his professional work, he enjoys adventure sports, football, golfing, surfing, and traveling.

Brian Dawson is a financial advisor with Raymond James Financial, holding the ChFC® and Series 66 designations and bringing 26 years of industry experience. He has worked at Raymond James Financial Services since 1999 and held a role at Bassett, Dawson & Foy Inc for eight years. Dawson is also a vice president and branch manager of Dawson Wealth Management LLC, a business he co-founded in 2023. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools, with a notable affiliation in municipal and public-finance advisory services.