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.

Robert Allison is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory services, he has been involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm’s approach includes curating third-party asset managers and using a tiered wrap fee structure.

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.

Corrine Hostler is a Series 66 licensed advisor with Raymond James Financial, where she has worked since 2025. She has 11 years of industry experience, including prior roles at Wells Fargo and The Alexander Financial Group. Outside of her advisory role, she is affiliated with The Alexander Financial Group as a non-investment-related support advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning and employs analytical tools to support client decision-making.

Benjamin Alexander is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds a Series 63 designation and has been active in advisory roles since 2011, including managing The B.T. Alexander Financial Group. Outside of finance, he operates a small family farm in McConnellsburg, Pennsylvania. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, alongside specialized municipal advisory services and innovative employer advisory programs.

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 with RBC Capital Markets in Hagerstown, MD, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2017. Outside of his advisory role, he is president of a family foundation and serves on the boards of a nonprofit cemetery and a health system. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations with tailored portfolio management, financial planning, custody, and brokerage services. The firm offers multiple advisory programs that integrate in-house and third-party managers and incorporate options for rebalancing, tax management, and responsible investing.

Brian Barrows is a CFP®-certified financial advisor with three years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms, including Barrows Trostle Advisors and Avantax Advisory Services. Outside of advising, he is involved in client service management focused on accounting and tax preparation. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

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.

Keri Stains 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. Prior to this, she was employed at ACNB Bank and F & M Trust Company. Outside of her advisory role, she is involved in direct marketing activities with Le-Vel Brands, LLC and Pampered Chef, Ltd. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Skubon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2001. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Megan Stickell is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Helen Taormina is a financial advisor with Raymond James & Associates in Chambersburg, PA, holding a Series 66 license and 10 years of industry experience. She previously worked at Merrill from 2015 to 2023 before joining Raymond James in 2023. Outside of her advisory role, she is a co-owner of an LLC with her husband, although she does not have direct management responsibilities. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and advisory services with a range of portfolio management strategies.

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.

Alfred Smith is a Senior Resident Director and Wealth Management Advisor at Merrill, where he provides personalized wealth management strategies tailored to clients' individual financial goals. He leverages access to Merrill’s investment insights and Bank of America’s banking and lending solutions to create flexible strategies that adapt to changing market conditions. With a focus on managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income, Alfred employs a rational, goals-based approach to help clients manage risk and pursue long-term financial objectives. With over twenty years of experience navigating diverse economic and market environments, Alfred offers guidance to individuals, families, and businesses seeking to secure their financial futures. He holds the Certified Financial Planner (CFP®) and Personal Investment Advisor (PIA) designations, reflecting his commitment to professional standards and ongoing education. Alfred is a graduate of Tulane University and also holds a high school diploma from Montclair High School. Outside of his professional role, Alfred is active in community service, upholding Merrill’s tradition of local engagement. He enjoys cooking, golfing, running marathons, and playing tennis. When not working with clients, he spends time with his family, including his wife and two daughters, as well as pursuing yardwork and reading history.

Darrien Uglow is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. He has been affiliated with Cetera and Cetera Investment Services LLC since 2025 and 2026, respectively, and has a background working at F&M Trust Co. and in the hospitality industry. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

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.