Shannon Storch is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and previously worked at St. Maria Goretti High School and Fairfax County Public Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning engagements on a one-time or ongoing basis and combines these with managed-account programs under a consolidated billing option called WealthPlan.

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.

Roger Tabler Jr. is a financial advisor with Edward Jones in Gettysburg, PA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Edward Jones in 2021, he worked at Client One Securities, LLC and Signator Investors, Inc. Outside of his advisory work, he is involved with Mai & Tabler Properties LLC, a property business in Westminster, MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Paul Sorenson is a Series 66-licensed financial advisor with LPL Financial, based in Westminster, MD, and has eight years of industry experience. Prior to joining LPL in 2018, he was involved with the 58th Presidential Inaugural Committee and co-owned Gravel Springs Farms. He also co-owns a farming enterprise, Lowman and Sorenson Enterprises, LLC. 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 financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Elizabeth Johnides is a financial advisor at Edward Jones in Hanover, PA, holding a Series 66 designation with 16 years of industry experience. Prior to joining Edward Jones in 2024, she worked with Cambridge Investment Research and has been involved with multiple business ventures including ownership and management roles in various LLCs and partnerships. Outside of advising, she has been linked to business activities in sectors such as brewing and real estate. 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 through a nationwide network of financial advisors and branch offices, offering a range of advisory programs under a fiduciary standard.

Elizabeth Wise is a financial advisor with LPL Financial in Westminster, MD, holding a Series 66 license and four years of industry experience. She has worked at LPL Financial since 2021 and is also affiliated with M&T Bank in a financial institution duty related to investments. Prior to her advisory roles, she held positions in the restaurant industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, supported by technology and oversight of substantial discretionary assets.

Timothy Beschner is a financial advisor with LPL Financial based in Westminster, MD. He holds a Series 66 designation and began his advisory career in 2025. His prior work includes several roles with Chapelgate Presbyterian Church and a position at Liberty University. Outside of his advisory role, he owns Besch Inc, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive technology and a broad non-advisory financial services platform.

David Poehlmann is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones in 2025, he worked at Hartford Funds Distributors LLC for six years and held roles at Prudential Annuities Distributors Inc and The Prudential Insurance Company of America. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Jacob Lawrence is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His work history includes roles at Cetera Wealth Services, LLC since 2015 and Sand Dollar by the C, LLC since 2026. He is also involved as a financial advisor and secretary at Riggle Wealth Group LLC, where he focuses on financial planning and investment management. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of services such as portfolio management, financial planning, and access to multiple program platforms and third-party money managers.

Aaron Puckett is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor with LPL Financial since 2010. He previously worked at 1st Global Advisors Inc and Edward Jones. Outside of his advisory role, he operates a small farm, selling a limited number of steers annually. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions supported by a large network of advisors and a broad platform of products and services.

William Perryman III is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Commonwealth Financial Network, Mutual of America Life Insurance Company, BANK of AMERICA, N.A., and Merrill. He is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

Mikhail Abuzov is a financial advisor with LPL Financial in Hanover, PA, holding a Series 66 designation and seven years of industry experience. He previously worked at M&T Securities and has been affiliated with M&T Bank since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various operational and research tools.

Sarah Clark is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds the ChFC® and Series 66 designations and has worked at Mass Mutual Investors Services since 2017, with prior experience at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of her advisory role, she is also involved in health sales and annuities as an agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, annual planning relationships without discretionary management.

Ellen Boyce is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 26 years of industry experience. She previously worked at The Investment Center Inc and IC Advisory Services, Inc. Boyce is based in Hanover, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Cynthia Fremont is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of advisors and branch offices nationwide.

Shawn Abma is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, he is a limited partner in a family-owned partnership that receives gas royalties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account services while maintaining separate implementations.

Gemma Boyce is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and has previously worked at Boyce Financial, The Investment Center, Inc., and Len Stoler Lexus. Outside of her advisory role, she is also involved with North Ridge Wealth Planning as a financial advisor and acts as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management options and third-party managers, supporting both discretionary and non-discretionary account management across multiple program structures.

Cindy Mc Clintic is a financial advisor at Edward Jones with 12 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2014. Based in Hanover, PA, she serves a range of clients within the firm’s institutional category. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies, including separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Sarah Daugherity is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked at firms including Pruco Securities, Ameriprise Financial Services, PNC Wealth Management, and Morgan Stanley. Outside of her advisory role, she serves on the board of Phenomenology, Performing Arts, and the Conewago Township Police Board, and assists her father in marketing his book series. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Luke Austin is a financial advisor with Edward Jones in Hanover, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 13 years of industry experience, including nine years at Edward Jones and previous roles at Signator Investors Inc and Mai Financial Partners. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.