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.

Nathanael Hanft is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Serafini Financial Group and Commonwealth Financial Network. Hanft also operates a side business related to real estate rental in Hagerstown, MD. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment process that combines passive and active management guided by quantitative and fundamental research.

Alexis Bush is a financial advisor with CWM, LLC, holding a Series 65 credential and four years of industry experience. Her career includes roles at Carson Wealth, Bowers Advisory Group, Bowers Insurance, and MVB Bank. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services using discretionary model portfolios overseen by an in-house Investment Committee.

Scott Ford is a financial advisor at CWM, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Carson Wealth, Cetera Advisor Networks, LPL Financial, and Cornerstone Wealth Management Group. Outside of his advisory role, Ford is involved in multiple business activities including authoring financial education materials, chairing the Four World International Institute focusing on social networks and environmental restoration, and volunteering with Eastern Panhandle Search & Rescue. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, with a strong operational focus on retirement plans and institutional services.

Joshua Hoffman is a Series 66-licensed financial advisor at PNC Wealth Management with three years of industry experience. He has held roles at several firms, including Merrill, Morgan Stanley, and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs with annual rebalancing, delegating portfolio management and proxy voting to third parties.

Scott McCaskill is a CFP®-credentialed financial advisor with 25 years of industry experience. He is the owner and president of McCaskill Financial Advisors, LLC and is affiliated with Commonwealth Financial Network. Prior to his current roles, he worked with Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. Outside of financial advising, he is a co-owner of Princess Cassandra Designs, a wedding and event invitation company based in Frederick, MD. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages over $212 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

Sevda Yakhuzova is a financial advisor at CWM, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Carson Wealth, Middletown Valley Bank, and United Bank. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios overseen by an in-house Investment Committee.

Forrest Miles is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He previously worked at PNC Investments for 16 years before joining LPL Financial in 2022. Outside of his advisory role, he is involved with Miles Financial Solutions LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both in-house and third-party sources.

Evan Vink is a financial advisor with LPL Financial in Hagerstown, MD, holding a Series 66 license and five years of industry experience. His prior roles include positions at Sterling Financial Management, the Department of Defense, and Red Bull. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

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 at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) designation. Additional professional experience, educational background, and personal interests are not provided.

Matthew Mcgreevy is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets. Mcgreevy serves on the Board of Trustees and multiple committees at Hood College in Frederick, Maryland. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning and investment services supported by structured planning tools and a broad platform of retail and institutional products.

David Mccabe is a ChFC®-designated financial advisor with 17 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved with Centuria Financial Group, where he serves as a financial planner. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm combines advisory programs with a range of financial products and utilizes a platform that integrates model portfolios, third-party asset management, and insurance offerings.

Shane Small is a financial advisor with Cetera Investment Advisors and holds a Series 66 designation. He has 16 years of industry experience, including a decade with Cetera and First United Bank and Trust. He serves as a board member of Waynesboro Country Club. Cetera Investment Advisors operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides portfolio management, financial planning, and access to third-party money managers through various program structures nationwide.

Anita Coffman is a Series 66-registered financial advisor with Morgan Stanley in Frederick, MD, with 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

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 with Cetera and holds Series 63 and Series 65 credentials. He has 14 years of industry experience and has previously worked with Avantax and Kevin O'Reilly. Hoffmeyer is the owner of Potomac Advisory Group, which provides tax preparation, financial advising, and insurance services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supporting both discretionary and non-discretionary account structures.

Davin Rudy is a Senior Financial Advisor at Merrill Lynch Wealth Management, providing personalized financial strategies to help clients pursue their long-term goals. He specializes in wealth management services including portfolio construction, education planning, liability management, tax minimization strategies, and cash management. Davin works closely with business owners, physicians, executives, individuals, and families across various stages of wealth. With over twenty-five years of experience in business and team management, Davin prides himself on being a dedicated professional and family man. He is a graduate of the University of Delaware and holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is proficient in both English and Spanish. Davin and his family have lived in Frederick, Maryland, since 2001. He is involved in community activities including Habitat For Humanity, FC Frederick, and Elite Feet Dance Studio. Outside of his professional life, he enjoys chess, drawing, football, genealogy, photography, soccer, spending time with his family, traveling, and watching movies.