Bradley Ciucci is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 20 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 2006. 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 financial planning services, employing structured planning tools and models while managing approximately $2.74 trillion in client assets.

Kaleigh Weatherholtz is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. She has worked previously as a non-registered assistant and has experience in education and community sports organizations. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, delivering solutions through LPL-sponsored programs and endorsed third-party managers.

Karen Coyne is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Raymond James Financial since 2009 and with Raymond James Financial Services since 2007. Outside of advisory work, she is an author of investment-related books and owns several business ventures, including Fresh Events, which supports funding of study groups and retreats. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Andre Johnson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he was self-employed for six years and worked at Bank of America and Fiserv. Outside of finance, he owns and manages a fitness studio, New Age Fitness, in Hagerstown, MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of approximately 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amanda Ryder is a financial advisor at Edward Jones with 11 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2023, she worked at Truist Advisory Services and BB&T Bank. Outside of advising, she is involved with the Avery Raymond Burkhart Memorial Scholarship Fund and co-owns a hobby farm focused on beef cattle and hay production. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm is notable for its large retail advisor network and branch footprint, as well as its comprehensive offerings including trust services and securities-based lending.

Douglas Smith is a financial advisor with Edward Jones in Waynesboro, PA, holding a Series 66 license and possessing 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Smith serves as a Range Safety Officer and classroom leader at Hill Top Arms, volunteers with Junior Achievement of South Central PA’s financial education programs, assists guests at the nonprofit event Project Big Love, and provides bookkeeping support for Jesus Alive Ministries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory and wealth management services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of advisors.

Darrell Evans is a ChFC® credentialed financial advisor with Ameriprise, bringing 10 years of industry experience. He previously spent nine years with Edward Jones before joining Ameriprise in 2025. Outside of his advisory work, he serves as president of the Antietam Exchange Club of Hagerstown and is a board member for Washington County Public Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with a written Recommendation Report and ongoing annual planning advice focused on dependable income and tax-aware withdrawal strategies.

Benito Vattelana is a ChFC® and Series 66 registered financial advisor with Edward Jones, where he has worked since 2007, accumulating 18 years of industry experience. Outside of advisory work, he is the president of Landon's Puzzle Pieces, a nonprofit organization focused on supporting individuals with special needs. He also owns a professional health spa and has experience in property ownership through an LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Joshua Zoldan is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wealth Enhancement Group, and Mutual of Omaha Investor Services. He is also involved with All Seasons Wealth, a non-investment related support company based in Williamsport, Maryland. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports a broad network of advisors and affiliated firms.

Dennis Koons is a financial advisor with Raymond James Financial in Hagerstown, MD, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Raymond James Financial and Raymond James Financial Services since 2009 and has operated Koons Family LLC since 2006. In addition to his advisory role, he works as an independent contractor for Ark Financial Advisors, where he provides client servicing, trade execution, and business development. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support customized investment strategies, maintaining specialized capabilities in municipal advisory services and employer-sponsored retirement plans.

Sara Church is a financial advisor with LPL Financial in Martinsburg, WV, holding Series 63 and Series 65 designations and 10 years of industry experience. She has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Patti Grant is the sole advisor at Hive Wealth Management LLC, an independent firm based in Ashton, MD. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to founding Hive Wealth Management, she worked at Cozen O'Connor and Jefferies & Company, Inc. Grant serves as a trustee and member of the Federal City Council, an organization that collaborates with local government and civic leaders in Washington, DC. Hive Wealth Management LLC provides portfolio management and financial planning services, managing client accounts primarily on a discretionary basis. The firm serves a narrower client base and offers negotiated, fixed-fee financial plans alongside asset-based portfolio management.