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.

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 eight years of experience in the financial services industry. She is currently with LPL Financial and has held roles at several firms, including AmeriServ Trust and Financial Services and Thrivent Advisor Network. In addition to her advisory work, she serves on the boards of Habitat for Humanity of Washington County and the Arts Alliance of Greater Waynesboro. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of investment solutions and uses both proprietary research and third-party models to support its network of advisors.

Zachary Delphi is a financial advisor with Ameriprise in Martinsburg, WV, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Fidelity Investments and The Vanguard Group, Inc. He serves as Treasurer on the Board of Directors for The Robert C. Byrd Center for Congressional History and Education. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Shaun Basalik is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he has been associated with Vector Marketing in a commission-based capacity. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Brandon Skaggs is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has been with Wells Fargo Clearing since 2018 and previously worked at CoStar Group for ten years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. Their advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

John Schriever is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with MML Investors Services and MassMutual since 2015. Outside of advising, he is the owner of 2JS Holdings LLC, a business established to hold a commercial property. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

John Hershey III is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2017. Outside of his advisory role, he serves as president of a family foundation and holds board positions with a nonprofit cemetery and a health system. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs with tailored investment strategies executed through in-house and third-party managers.

Daniel Norris is a financial advisor with Mass Mutual Investors Services in Hagerstown, MD, holding Series 63 and 65 licenses and bringing 26 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Company. Outside of advising, he is a leadership board member of the Fellowship of Christian Athletes and owns Oak Valley Farms. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as collaborative annual relationships focusing on client goals and strategies.

Dena Morgan is a financial advisor with Edward Jones in Martinsburg, WV, holding CFP® and Series 66 credentials and with seven years of industry experience. She previously worked at Bechtel Corporation for nine years and served as a county engineer for Berkeley County. Morgan is active in her community as a board member of Horses with Hearts and the Professional Business Women's Association, and she serves as vice president of BNI Martinsburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Valerie Walters is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Gerald Spessard II is a financial advisor with RBC Capital Markets in Hagerstown, MD, holding a Series 66 designation and 11 years of industry experience. He has worked at RBC Capital Markets since 2014 and concurrently at City National Bank since 2017. He serves on the board of The John R. Hershey Jr. and Anna L. Hershey Family Foundation, Inc., a charitable institution. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a range of in-house and third-party managers.

Ashton Vattelana is a financial advisor with Edward Jones in Hagerstown, MD, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at F. Hoffmann-La Roche AG in Diagnostics and AstraZeneca Pharmaceuticals. He is involved with local organizations, serving on the Community Impact Committee of the United Way of Washington County and as a board member of the Meritus Health Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large nationwide network of advisors and branch offices.

Cameron Baumgardner is a financial advisor with Morgan Stanley in Hagerstown, MD, holding a Series 66 designation. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2025 and previously worked at Guidehouse from 2023 to 2025. Cameron has no prior industry experience before joining the financial sector. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and serves clients through a combination of direct and corporate financial planning agreements.

Karen Dattilio is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2020. Her previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and modeling tools to help clients develop tailored plans.

Kimberly Blenckstone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Joshua Mongold is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Azer Scientific for two years and has extensive experience in the healthcare sector, including roles at the VA Medical Center in Martinsburg and WVU Medicine - Jefferson Medical Center. 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 over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Christopher Redos is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory work, he is the owner and president of Windy Meadows Holdings LLC, a business engaged in the sale of cattle, hay, eggs, and wholesale frozen food, and he also performs as a musician in a local band. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.