John Creegan is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Randstad USA and Enterprise Rent-A-Car, among others. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified investment approach that combines passive and active managers overseen by an internal Investment Committee.

Robert Brill is a Certified Financial Planner® (CFP®) with 22 years of industry experience, currently serving at PNC Wealth Management since 2011. He holds the Series 66 designation and operates out of Frederick, MD. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and employs mutual funds and ETFs for portfolio management.

David Brinkley Sr. is a ChFC® credentialed financial advisor with 33 years of industry experience, currently with TLG Advisors, Inc. His prior roles include positions at The Leaders Group Inc., State of Maryland, and Cetera Advisors LLC. Outside of advisory work, he serves as an unpaid trustee for Monocacy Insurance, a subsidiary of Frederick Health. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing a research approach that combines fundamental analysis with Modern Portfolio Theory.

Justin Wunder is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Kendall Capital Management and Clever Profits, as well as teaching roles at McDaniel College and Century High School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network, offering diversified, risk-class based investment strategies that combine passive and active management supported by an internal Investment Committee.

Tamara Haskins is a financial advisor with Eagle Strategies (New York Life) based in Clarksburg, MD, holding Series 63 and Series 65 licenses and 24 years of industry experience. Her career includes roles at Merrill, Next Financial Group, and Bluepoint Financial, among others. Outside of advising, she is involved in marketing and promotion for her son, former NFL draft prospect Dwayne Haskins, and serves as an officer for the Haskins Family Foundation, focusing on community outreach and educational programming. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations and primarily non-discretionary asset management.

Eric Jones is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and M&T Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online credentials. The firm’s approach emphasizes algorithm-driven model selection and portfolio implementation via mutual funds and ETFs, with third-party delegation of execution and proxy voting.

Michael Ament is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior experience includes over a decade at H. Beck, Inc. and several roles within Cambridge Investment Research and Cetera firms. Outside of his advisory work, he is employed by TAG Advisors in an investment-related role. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and offers a range of proprietary and third-party investment strategies.

Colleen Smith is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. She has worked at several firms including Morgan Stanley, FSC Securities Corporation, and Kramer Financial LLC. Outside of her advisory role, she works as an American Sign Language interpreter with Purple Communications. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its large scale, recent consolidation activities, and a complex network of affiliated entities.

Terry Glendenning Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having 21 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he sublets part of his office suite to a construction management company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Jason Bowers is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities LLC and The Prudential Insurance Company of America for 11 years. Outside of his advisory role, he is also a financial planner at Convergent Financial Partners and an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Richard Streett V is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2023. He specializes in retirement planning, portfolio management, and retirement income, working with individuals and families to address their key financial priorities. Richard holds a Bachelor of Science in Business Administration with a concentration in Finance and Portfolio Management from Coastal Carolina University. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach emphasizes understanding clients' priorities to provide personalized and informed financial guidance. Originally from Frederick, Maryland, Richard is involved in his local community. In his free time, he coaches baseball at his former high school and participates in activities such as running local races including 5Ks, 10Ks, and half-marathons.

Erica Nolan is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Citigroup Global Markets, and Grove Point Investments. Nolan was with Securities America Advisors and Securities America Inc for nine years before joining OSAIC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process that includes asset allocation, portfolio optimization, and access to third-party money managers and proprietary models.

Matthew Mcgreevy is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Legg Mason Wood Walker. He serves on the board and finance committees of Hood College in Frederick, Maryland. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and market simulations.

David Mccabe is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s services include financial planning, access to third-party asset managers, and model-driven investment strategies developed by internal and external portfolio strategists.

Mary Kmiecinski is a financial advisor at Edward Jones in New Market, MD, holding CFP® and Series 66 designations with six years of industry experience. Prior to Edward Jones, she worked at Metas Solutions, The Goal, Credible Behavioral Health Software, and R.E. Michel. Outside of advising, she is involved in food service businesses and serves as a recreational baseball umpire. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Anita Coffman is a financial advisor with Morgan Stanley in Frederick, MD, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and uses structured financial planning tools, including scenario modeling, while managing approximately $2.74 trillion in client assets.

James Peachey is a financial advisor with Edward Jones in Frederick, MD, holding a Series 66 designation and having 20 years of industry experience, all with Edward Jones since 2006. Outside of his advisory role, he is the owner of Plum Peachey, LLC, a rental property business in Bay Saint Louis, MS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated financial capabilities beyond advisory services.

Allison Myers is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at Anchor Home Inc. and Frederick County Parks and Recreation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Keenan Becker is a Wealth Management Advisor at Merrill Lynch Wealth Management with over a decade of experience in the financial services industry. He began his career at Merrill Lynch in 2012 and currently serves as a Senior Vice President based in Frederick, Maryland. His professional focus includes areas such as college education planning, divorce transition planning, executive compensation, retirement income, and services for endowments, foundations, and non-profits. Keenan has earned the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He holds a bachelor's degree in Business Management from West Virginia University. He is committed to helping clients clarify and prioritize their financial goals and translating complex financial challenges into clear and concise plans. Outside of his professional responsibilities, Keenan is involved with community organizations including Special Olympics Maryland and Habitat for Humanity. He enjoys cooking, golfing, ice hockey, traveling, and spending time with his family in Gaithersburg, Maryland.

Hans Hoffmeyer is a financial advisor at Cetera with 15 years of industry experience. His background includes roles at Avantax Advisory Services and Kevin O'Reilly, along with ownership of Potomac Advisory Group, where he provides tax preparation, financial advising, and insurance services. He is also involved in insurance marketing, selling specialty and commercial insurance products for collectors and business clients. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a large network of independent advisors, utilizing multi-manager platforms and a variety of program structures.