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 at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2011 and City National Bank since 2017. Herrera serves on several local nonprofit boards, including the Washington County Chamber of Commerce, Hagerstown Community College Foundation Finance Committee, The Greater Hagerstown Committee, and The John R. Hershey Jr. and Anna L. Hershey Family Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs tailored to clients' risk profiles, combining in-house and third-party investment managers with various portfolio management and financial planning services.

Jennifer Beason is a financial advisor with LPL Financial in Cascade, MD, holding the ChFC® and Series 63 designations and having 42 years of industry experience. Her previous roles include positions at H. Beck, Inc. for 16 years and Grove Point Investments, LLC, and Grove Point Advisors, LLC for four years each. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

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.

Christopher Smith is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his current role, he worked in media at WAAY-TV and briefly with Squad Fitness. Outside of his advisory work, he has served as a meteorologist during newscasts for Allen Media at WAAY-TV. 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 programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

David Abeles is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as trustee for several family trusts in Hagerstown, MD. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a large platform of products and services, offering both brokerage and advisory solutions.

Jeremy Douglas is a financial advisor at Raymond James Financial Services Advisors, Inc. with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Fulton Bank, Guardian Life, and Wells Fargo Clearing. 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 using analytical tools to support client goals and is notable for its affiliation with a municipal advisor and specialized retirement plan advisory services.

Paul Ritchie is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior work includes roles at Wheatland Advisors, Orrstown Bank, Cetera Wealth Services, and Charles Schwab. Outside of his advisory work, he serves as the corporate treasurer for Hope Reformed Presbyterian Church and is a committee member of the Edwin D Martin & Judith M Martin Private Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Eric Shank is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and over 31 years of industry experience. Prior to joining Osaic in 2024, he spent nearly three decades with Fortis Investors, Inc./Woodbury Financial Services, Inc. He also serves as a board member of Grace Baptist Church in Waynesboro, PA. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is noted for its large scale, complex affiliate structure, and recent consolidation activity.

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 with OSAIC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Woodbury Financial Services Inc and AFS Insurance and Financial Services, as well as work at RC Engine Service. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and managed portfolio strategies. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various tools and multiple program options for clients.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent four years with New England Securities. 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 other sources.

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 at Cambridge Investment Research Advisors with eight years of industry experience. He holds the Series 66 designation and has been associated with Cambridge since 2018. Outside of his advisory role, Hill serves on the boards of the Rehoboth Bay Foundation and Waldo's & Company and is involved in tax preparation and administrative consulting through his own firms. Cambridge Investment Research Advisors serves a diverse clientele including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides both discretionary and non-discretionary portfolio management and utilizes proprietary model strategies under the Founders Gate Capital brand.

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.