Kathleen Schwartz is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 15 years of experience in the financial industry. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee 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.

Alyssa Groves is a Series 66 credentialed financial advisor at Edward Jones in Williamsport, MD, with one year of industry experience. She has held prior roles at Truist and Etsy among other organizations, and has academic experience from the University of California Irvine. 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 and investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Daniel is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory role, he is the owner of Greystone Farm LLC, a business he has been involved with since 2009. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Lauren Epperly is a financial advisor with Equitable Advisors in Martinsburg, WV, holding a Series 66 designation and four years of industry experience. She previously worked at Truist Financial Corporation from 2013 to 2021 before joining Equitable Advisors in 2021. Outside of her advisory role, she serves on the board of the Panhandle Home Health Puttin' Tournament Committee and is involved with local community organizations including the Junior League of the Eastern Panhandle and youth sports clubs. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Reggie Turner is a financial advisor at Edward Jones with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at RBC Capital Markets LLC, Pruco Securities LLC, The Prudential Insurance Company of America, E K Riley Investments LLC, and PNC Investments. Outside of his advisory work, he serves as a trustee for the 1772 Foundation focused on historic preservation and is a co-founder of the Western Maryland Community Development Corporation; he is also a commissioner with the Maryland Commission on African American History & Culture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors and reported approximately $1.01 trillion in assets under management.

Brandi Small is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Cetera and First United Bank and Trust, where she assists the Trust Department with estate planning and administration tasks. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party money managers.

Cindy Ross is a financial advisor with Edward Jones in Kearneysville, WV. She holds the Series 66 designation and began her advisory career in 2025. Prior to joining Edward Jones, she worked at Carrabba’s Restaurant and Target, and spent over two decades at the Social Security Administration. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Kaleigh Weatherholtz is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. She has worked previously as a non-registered assistant and has experience in education and community sports organizations. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, delivering solutions through LPL-sponsored programs and endorsed third-party managers.

Hollie Hadsall is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2016. 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 plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Amanda Ryder is a financial advisor at Edward Jones with 11 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2023, she worked at Truist Advisory Services and BB&T Bank. Outside of advising, she is involved with the Avery Raymond Burkhart Memorial Scholarship Fund and co-owns a hobby farm focused on beef cattle and hay production. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm is notable for its large retail advisor network and branch footprint, as well as its comprehensive offerings including trust services and securities-based lending.

Darrell Evans is a ChFC® credentialed financial advisor with Ameriprise, bringing 10 years of industry experience. He previously spent nine years with Edward Jones before joining Ameriprise in 2025. Outside of his advisory work, he serves as president of the Antietam Exchange Club of Hagerstown and is a board member for Washington County Public Schools. 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 clients approaching or in retirement with a written Recommendation Report and ongoing annual planning advice focused on dependable income and tax-aware withdrawal strategies.

Joshua Zoldan is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wealth Enhancement Group, and Mutual of Omaha Investor Services. He is also involved with All Seasons Wealth, a non-investment related support company based in Williamsport, Maryland. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports a broad network of advisors and affiliated firms.

Dennis Koons is a financial advisor with Raymond James Financial in Hagerstown, MD, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Raymond James Financial and Raymond James Financial Services since 2009 and has operated Koons Family LLC since 2006. In addition to his advisory role, he works as an independent contractor for Ark Financial Advisors, where he provides client servicing, trade execution, and business development. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support customized investment strategies, maintaining specialized capabilities in municipal advisory services and employer-sponsored retirement plans.

Sara Church is a financial advisor with LPL Financial in Martinsburg, WV, holding Series 63 and Series 65 designations and 10 years of industry experience. She has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jennifer Fountain is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Her prior experience includes roles at Geostellar, Rodan & Fields, and Christian Caine Jewelers, Inc. 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 programs and investment strategies through a large nationwide network of advisors and branch offices.

Patti Grant is the sole advisor at Hive Wealth Management LLC, an independent firm based in Ashton, MD. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to founding Hive Wealth Management, she worked at Cozen O'Connor and Jefferies & Company, Inc. Grant serves as a trustee and member of the Federal City Council, an organization that collaborates with local government and civic leaders in Washington, DC. Hive Wealth Management LLC provides portfolio management and financial planning services, managing client accounts primarily on a discretionary basis. The firm serves a narrower client base and offers negotiated, fixed-fee financial plans alongside asset-based portfolio management.