Shannon Peterson is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns a rental real estate holding company with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

John Wirth Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured discovery process supported by firm-approved planning tools and modeling techniques.

Henry Chalkley is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory work, he serves as Chairman Emeritus and advisor to the Board of Directors of the Maryland Private Golf Club Conference. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies and affiliated services under a fiduciary standard.

Garrett Phillips is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he held roles at NewDay USA and HomeBuyer Connections, among others. He also works as a business processor and paraplanner with River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Eric Bonner is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with LPL Financial since 2009 and also maintains a long-term association with Tower Federal Credit Union starting in 2005. Outside of his advisory role, he has worked as a waiter at Phoenix Upper Main in Ellicott City, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning services, and institutional solutions supported by in-house and third-party research.

Joel Dovi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2009. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and investment recommendations based on risk profiles and firm research.

Steven Grassl is a financial advisor with Morgan Stanley in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm’s financial planning process involves structured discovery and advanced planning tools, serving clients through personalized strategies and various institutional arrangements.

Paul Burdett III is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. Prior to joining Raymond James, he worked at the National Oceanic and Atmospheric Administration and held positions at Anne Arundel County and the Smartlink Group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual investors, pension plans, charitable organizations, and government entities. The firm offers tailored advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Richard Shumway is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has a background that includes nearly a decade at Wilcox Electric, LLC. He and his wife own a rental property that they manage for a family member. 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, including managed solutions and separately managed accounts, and is notable for its large network of advisors and branch offices as well as its affiliated financial services.

Amanda Mc Gehrin is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior roles include positions at Trident Funding and yacht sales firms in Annapolis. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Sandra Duff is a financial advisor with Ameriprise in Bel Air, MD, holding a Series 66 designation and 20 years of industry experience. She previously worked at MetLife Securities Inc from 2010 to 2016 before joining Ameriprise, where she has been since 2016. Outside of her advisory role, she serves as a paraplanner for Preal Haley and Associates. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Andrew Hickey III is a financial advisor at Osaic with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Inc. and Capital One advisors. Hickey is also a partner at Symmetry Financial Partners, where he engages in insurance sales and financial planning. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools, risk assessments, and automated portfolio rebalancing across multiple asset classes.

Scott Martin is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He acts as a personal representative for his mother's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Dawnette Edgerton Cameron is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise in 2025, she worked at Edward Jones from 2018 to 2025 and has held roles outside the financial industry, including at Coca-Cola Refreshments. She serves on the Board of Directors for the United Way of Central Maryland's Anne Arundel County RUN Board and is a member of the Retired Racehorse Project Strategic Advisory Council. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Edith Bonilla is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 65 and Series 63 licenses and having two years of industry experience. She previously worked at J.P. Morgan Securities and Bank of America. Outside of finance, she owns and operates Emperma LLC, a cosmetic tattooing business. 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Jordan Toepel is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Nuveen Investments for 15 years and Calamos Investments for two years. Outside of his advisory role, he is involved in youth soccer coaching, serving as an assistant coach for Christos FC and owning Everything Hurts, LLC, through which he coaches for the Liverpool International Academy Central MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, affiliated trust company, and securities-based lending options.

Andrew Kadala is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Cetera Advisors LLC since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his firm work, he is involved as an investment advisor with Fishing Creek Financial LLC, a financial services business. 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 various portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

Venus Wilson is a Series 66-licensed financial advisor with Thrivent Investment Management in Bowie, MD, bringing 20 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of her advisory role, Wilson serves as an advisory board member for the Maryland Insurance Administration, providing input on licensing issues related to life and health advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes written recommendations on various planning topics and the option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Connor Delaney is a financial advisor with LPL Financial in Columbia, MD, holding a Series 66 designation and six years of industry experience. His prior roles include positions at BFJ Wealth Management, Avantax Investment Services, and Dynamic Capital Consulting. Outside of advising, he has been involved with Wellspring Health, Inc. since 2018. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Meeshan Reid is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise, Meeshan worked at firms including Commonwealth Financial Network, Morgan Stanley, E*Trade Securities, Capital One Investing, Massmutual, and Pinnacle Investments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.