Jonathan Waters is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and held positions at MetLife Securities Inc. from 2007 to 2017. Waters is also involved in renewable energy projects through ownership of BlueWaters Solar, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using collaborative, annual planning processes supported by firm-approved analytical tools.

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.

Timothy Long is a CFP® with 34 years of industry experience and is currently affiliated with Cetera. He has worked extensively at Cetera and its affiliated entities since 2025, and previously spent 30 years at Concourse Financial Group Securities Inc. He is the founder and sole owner of Cornerstone Financial, where he serves as president, and he also teaches financial planning as an adjunct professor at Shippensburg University. Additionally, he serves on the Financial Advisory Council at Shippensburg University and is a board member and corporate secretary for the Project Gros Mangles Foundation. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to third-party money managers and a variety of program structures, including both discretionary and non-discretionary portfolio management.

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.

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.

Sarah Dzbynski is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and two years of industry experience. She has worked with firms including Northwestern Mutual and MassMutual Life Insurance Company. Outside of financial services, she works as a quality analyst at Mercy Medical Center, focusing on data analysis and process improvement in patient care. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning relationships that use firm-approved software tools to analyze client goals and deliver written recommendations.

David Abeles is a CFP®-credentialed financial advisor with 26 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Abeles serves as a trustee for several family trusts. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a wide range of brokerage and advisory solutions.

Eric Shank is a financial advisor at OSAIC with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked for Fortis Investors, Inc./Woodbury Financial Services, Inc. for 29 years. He also serves as a board member of Grace Baptist Church in Waynesboro, PA. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across various investment types.

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.

Andrew Shank is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. His prior work includes roles at Woodbury Financial Services Inc. and AFS Insurance and Financial Services, as well as experience outside finance at RC Engine Service. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across a variety of asset classes.

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 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.

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 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.

J Scott Hill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and eight years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and is involved in various business activities including tax preparation, insurance sales, and serving as a board member for nonprofit organizations. Outside of financial advisory, Hill has experience as an Airbnb host and operates J.a. Hill Associates, which provides administrative consulting and tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a mix of proprietary and third-party investment strategies.

Roger Tabler Jr. is a financial advisor with Edward Jones in Gettysburg, PA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Edward Jones in 2021, he worked at Client One Securities, LLC and Signator Investors, Inc. Outside of his advisory work, he is involved with Mai & Tabler Properties LLC, a property business in Westminster, MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.