Thomas Petty is a financial advisor at Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2020. Prior to his career in finance, Petty spent several years with Four Seasons Hotels and Resorts and also operated a moving and hauling business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services through its network of financial advisors.

Lora Davis is a financial advisor with LPL Financial in Easton, MD, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at LPL Financial since 2009 and has been associated with Shore United Bank (formerly Centreville National Bank) since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by research and model portfolios.

Thomas Ervin is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by comprehensive tools and methodologies.

Nicholas Voyton is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 65 designation and one year of industry experience. Prior to joining LPL, he worked at Sikich LLC and Deloitte & Touche LLP. Outside of his advisory role, he is involved with Severn Financial Solutions LLC, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and diverse investment strategies.

Christopher Parks is a financial advisor with LPL Financial, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience, including roles at Michael Andersen Registered Investment Advisor and Shore United Bank, where he currently maintains additional responsibilities connected to LPL business divisions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Steven Cleveland is a financial advisor with Ameriprise in Annapolis, MD, holding Series 63, Series 65, and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved with Waypoint Group, LLC, providing financial paraplanning services including data entry, analysis, and plan presentation. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Brian Bauer is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Bauer serves as treasurer for Limestone University in Gaffney, SC. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kirk Thrush is a Senior Vice President and Financial Advisor at Merrill Lynch Wealth Management in Easton, Maryland. He brings a comprehensive approach to wealth management, focusing on family wealth strategies, legacy planning, retirement income, and tax minimization. Kirk also manages daily operations of the Merrill Lynch branch in Talbot County while serving a diverse clientele that includes affluent families, endowments, foundations, and non-profits. Since earning his bachelor's degree in business management from the University of Maryland in 1980, Kirk gained experience working at 3M Corporation before joining Merrill Lynch in Washington, D.C. in 1983. He relocated to Easton in 1994 to expand the firm's local presence. Kirk holds the Personal Investment Advisor (PIA) designation and emphasizes educating clients to ensure a clear understanding of financial plans and strategies. Outside of his professional responsibilities, Kirk is engaged in the community, having served as past president of the Board of Trustees for The Country School in Easton. He is also involved with the Eastern Shore Hockey Association. In his personal time, Kirk enjoys outdoor activities like skiing, golfing, boating, biking, baseball, fishing, and ice hockey.

George Gelston is a financial advisor with Mass Mutual Investors Services in Annapolis, MD, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2003. Gelston also operates as a licensed agent in life, health, disability income, fixed annuities, property and casualty, and long-term care insurance. MassMutual Investors Services 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 seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Mave Wellington is a financial advisor at Morgan Stanley with Series 66, Series 63, and Series 65 credentials. Wellington joined Morgan Stanley in 2026 and has prior experience with the Maryland Insurance Administration and Vector Marketing. Outside of advisory work, they have been involved with the YMCA since 2021. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of retail and institutional investment products.

Skylynd Kahat is a financial advisor at Robert Baird & Co. with five years of industry experience. Kahat holds the Series 66 designation and has been with Baird since 2020. Prior to joining Baird, Kahat worked in the hospitality industry and insurance services. Outside of advising, Kahat serves as the head coach of a lacrosse team. Robert Baird & Co.’s DDK Group provides wealth management and consulting services to individuals, families, pensions, corporations, and institutional clients. The group offers tailored investment strategies through a combination of in-house and third-party managers, covering a wide range of asset classes and management approaches.

Marjorie Inden is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63, 65, and 66 licenses and has 27 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Smith Barney since 2008 and 2009, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Aimee Watkins is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2020. Prior to her current role, she worked at Benson & Mangold Real Estate from 2014 to 2017. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

David Butler is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. He serves as co-trustee of a family trust. 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 includes investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Brandon Myers is a CFP® with eight years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Wells Fargo and Merrill Lynch. Outside of finance, his background includes work in the hospitality and restaurant industries. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Stefen Main is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer and Equitable Advisors. Outside of his advisory role, he is involved with Waypoint Group LLC in a capacity related to his financial advisory activities. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate non-discretionary recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gregory Beane serves as a Resident Director at Merrill Lynch Wealth Management. He began his career with Merrill in 1990 and has been based on the Eastern Shore of Maryland since 1997. Throughout his tenure, Gregory has focused on helping multi-generational families, small businesses, and nonprofit organizations address both their short-term and long-term financial goals. Gregory holds a bachelor’s degree from James Madison University and maintains the professional designation of Personal Investment Advisor (PIA). His team takes a holistic approach to wealth management, advising clients on strategies that encompass both the growth and preservation of their personal balance sheets. His expertise includes divorce transition planning, family wealth management strategies, legacy planning, retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income. In addition to his professional work, Gregory is involved in his community through coaching youth hockey and participating in local organizations such as the Tidewater Rotary Club. He resides in Royal Oak, Maryland with his wife and two children. His interests include fishing, golfing, ice hockey, running, and skiing.

Jennifer Edgell is a financial advisor with RBC Capital Markets in Easton, MD, holding a Series 66 designation and 20 years of industry experience. She has worked at RBC Capital Markets since 2015 and previously spent seven years at City National Bank. Edgell serves as a committee member for The Salvation Army in Cambridge, MD, participating in monthly meetings to support the organization’s impact. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs tailored to client risk profiles, utilizing a combination of in-house and third-party investment managers with options that include tax management and responsible investing screens.

Molleda Koy is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. She has worked at Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is involved with THE NIGHT WATCHMAN LLC, a casting crew business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by proprietary tools and established investment committees.

Kevin Flaherty is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Folger Nolan Fleming Douglas Inc. and PNC Investments. Outside of his advisory work, he has created content for a YouTube channel, which has been inactive since 2022. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations, offering tailored portfolio management and financial planning services through various advisory programs.