Antonio Batiste is a financial advisor at Avadim: Financial, Limited Liability Company with Series 63 and Series 65 credentials and over one year of experience in the financial services industry. His prior roles include positions at Northwestern Mutual Investment Management and JD Power via Kforce Staffing. Outside of his advisory work, he is involved with A Healthy Peace of Mind LLC, a business he has been associated with since 2024. Avadim: Financial provides financial planning and investment advisory services to individuals, families, and small-to-medium sized businesses, using a three-phase planning process combined with risk assessment to guide investment recommendations. The firm offers both non-discretionary advice and discretionary portfolio management only after clients complete its planning intake and serves working-class clients with a variety of payment options.

Benjamin Barbour is a financial advisor with Fountainhead Fiduciary, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Kalos Capital, Inc. and Arete Wealth Management, LLC. He is also a partner in Fountainhead Tax, LLC, where he provides tax planning and business operations oversight. Fountainhead Fiduciary, LLC is a state-registered investment adviser serving a limited number of clients with discretionary investment management, third-party manager selection, comprehensive financial planning, and estate-planning support. The firm employs a variety of fundamental, quantitative, technical, and macroeconomic strategies and offers insurance recommendations through an affiliated agency.

Edward Reynolds is the sole advisor at Deak Reynolds Company, an independent firm based in Lexington Park, MD. He holds a Series 65 designation and has 24 years of industry experience. In addition to his advisory role, Reynolds maintains a private law practice as a sole practitioner. Deak Reynolds Company provides discretionary investment management and limited consulting services to individuals and high-net-worth clients. The firm constructs personalized asset allocations using mutual funds, ETFs, and individual securities, employing a combination of fundamental, technical, charting, and cyclical analysis to support both long- and short-term investment strategies.

Abigail Waddell is a CFP® professional with four years of industry experience, currently serving as an advisor at BMSS Wesson Wealth Solutions. She has been with the BMSS family of firms since 2015, including BMSS, LLC and its affiliated entities. BMSS Wesson Wealth Solutions provides investment advisory and wealth management services to individuals, families, estates, trusts, charitable foundations, and institutional clients. The firm integrates investment management with accounting and consulting services through its parent company, BMSS LLC, and emphasizes tailored portfolio implementation supported by affiliated registered advisers and advanced reporting platforms.

Joseph Chavel is a financial advisor with Innovative Wealth Building LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at NAVAIR and PAE, as well as service in the United States Marine Corps. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting to individuals, high-net-worth clients, and charitable organizations, employing long-term strategies grounded in fundamental analysis and modern portfolio theory.

Jennifer Hill is a financial advisor at Innovative Wealth Building LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Command Advisory Services and First Command. Hill is also an independent licensed insurance agent, occasionally offering insurance products to clients. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations, employing long-term investment strategies grounded in fundamental analysis and modern portfolio theory.

Vincent Petrillo is a financial advisor at Innovative Wealth Building LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he served 15 years with the Naval Air Systems Command at the Department of Navy. He is also an insurance agent, selling insurance products alongside his advisory role. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm offers tailored investment programs and ongoing monitoring, managing accounts on both a discretionary and non-discretionary basis with a focus on long-term trading guided by fundamental analysis and modern portfolio theory.

Coy Baldwin is a financial advisor at Innovative Wealth Building LLC with three years of industry experience. He holds a Series 65 designation and previously worked for Cintas Corp. for 19 years. In addition to his advisory role, he is an independent licensed insurance agent and occasionally offers insurance products to clients. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

Warren Brooks is a financial advisor with Innovative Wealth Building LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at First Command Financial Planning, Inc. for over two decades before joining Innovative Wealth Building in 2021. In addition to his advisory role, he is a licensed insurance agent who occasionally offers insurance products to clients. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting services to individuals, high-net-worth individuals, and charitable organizations, employing long-term investment strategies based on fundamental analysis and modern portfolio theory.

William Alexander is a Series 65-licensed advisor at Retirement Management Systems with one year of industry experience. His background includes roles at Oak Wealth Partners, NCSA, and various educational and sports organizations. Retirement Management Systems provides savings plan management, discretionary portfolio management, financial planning, and plan-sponsor consulting to individual retirement plan participants and sponsors. The firm manages nearly $1.9 billion in assets across over 4,000 accounts, using a risk-based, model-driven approach with standardized portfolios and custodial processes.

Matthew Scarborough is a financial advisor at Retirement Management Systems with seven years of industry experience. He holds the Series 65 designation and has worked at Oak Wealth Partners and Adelina LLC since 2020. Outside of his advisory work, Scarborough is involved in Running Hare Vineyard, a business producing wine and hosting events. Retirement Management Systems provides savings plan management, discretionary portfolio management, financial planning, and plan-sponsor consulting to individual retirement plan participants and sponsors. The firm manages nearly $1.9 billion in assets across more than 4,000 accounts, using a risk-based, model-driven investment approach.

John Blamphin is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Retirement Management Systems. His prior roles include positions at Independent Financial Group LLC and Scarborough Advisors, LLC, as well as concurrent work with SII Investments, Inc. He is also licensed as an insurance agent through Ash Brokerage. Retirement Management Systems provides savings-plan management, discretionary portfolio management, financial planning, and plan-sponsor consulting for individual clients and retirement plans. The firm employs a risk-based model portfolio approach and serves a large client base through a team of five advisors.

Sabrina Lee is a financial advisor at Navy Federal Investment Services, LLC with five years of industry experience. She holds the Series 66 designation and has worked at several affiliated entities within the Navy Federal network since 2015. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily provides advice through managed advisory programs utilizing third-party portfolio managers and supports a range of solutions including unified managed accounts and digital automated ETF portfolios.

Allen Osterloh Jr. is a Series 66-licensed financial advisor at Navy Federal Investment Services, LLC, with three years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities and served in the US Army for 22 years. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm delivers advice primarily through managed advisory programs that utilize third-party portfolio managers on the Envestnet platform, supported by an investment committee conducting due diligence and reviews.

Colleen Blundell is a financial advisor at Hornor, Townsend & Kent, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Hornor, Townsend & Kent since 1998. Additionally, she has a longstanding role at Cedar Point Federal Credit Union dating back to 1993. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

Robert Keaton is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with various First Command entities since 1998. Outside of his advisory role, Keaton serves as Chairman of the St. Mary's County Ducks Unlimited Committee, organizing charitable events focused on conservation and outdoor education. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Adebusola Laguda is a financial advisor at PNC Wealth Management with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Pruco Securities LLC, Farmers Financial Solutions, Farmers Insurance, and State Street Bank and Trust Company. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and third-party managed strategies implemented with mutual funds and ETFs.

Elizabeth Snyder is a Series 66-credentialed financial advisor with two years of industry experience, currently with Truist Advisory Services. Prior to this, she worked at Truist Investment Services and Bb&T Bank for a combined 22 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled equity research.

Laura Hyatt is a financial advisor with First Command Advisory Services in Lexington Park, MD, holding a Series 66 designation and two years of industry experience. She serves as an Election Judge for St. Mary's County Board of Elections. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

John Loving is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his financial advisory career, he spent ten years at the National Oceanic Atmospheric Administration. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Michael Plummer is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 65 designation and has a prior career spanning 16 years with the United States Army, followed by a role at the Department of the Navy, Naval Aviation Systems Command. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement sponsors, providing financial planning, investment management, and advisory services through a network of independent professionals. The firm offers a range of investment solutions, including proprietary models and third-party strategies, with both discretionary and non-discretionary options tailored to client objectives.

David Mc Donough is a financial advisor with Edward Jones in Leonardtown, MD, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Franklin Templeton Investments from 2004 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, managed account strategies, and affiliated investment products. The firm has a large nationwide network of advisors and branch offices and operates under a fiduciary standard when providing advisory services.

Edward Turbush is a CFP®-designated financial advisor with Edward Jones, based in California, MD. He has 21 years of industry experience and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Christopher Day is a Series 66 licensed financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked at CitiGroup and has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2019. He also spent one year at The Key School from 2022 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and applies an ESG eligibility framework in its investment recommendations.

Malcolm Reynolds is a financial advisor at LPL Financial with six years of industry experience and holds a Series 66 designation. His prior roles include positions at Valic Financial Advisors, Fidelity Investments, T. Rowe Price, Merrill, and Morgan Stanley Smith Barney. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering customizable strategies supported by research and technology.

Christopher King is a financial advisor with Mass Mutual Investors Services in Leonardtown, MD, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MML Investors Services Inc and Mass Mutual Life Insurance since 2007. Outside of his advisory role, he is also engaged in insurance brokerage, selling various life, property/casualty, health, group life, group health, disability, and long-term care insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and provides written recommendations, with implementation requiring separate brokerage or insurance arrangements.

Wai Man Cheung is a financial advisor with Edward Jones in Lusby, MD, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, Cheung worked at The Red Sage Group for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Christie Agamaite is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, she has worked with the Department of the Navy since 2003. She has also served as treasurer for the Sharks Swim Team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Ryan Palmieri is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked previously with Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he owns Palmieri Financial Services, LLC, where he provides financial planning and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform that incorporates model portfolios, third-party managers, and bespoke strategies.

Troy Grimes is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at TK Elevator and Otis Elevator Company. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a national network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Joan Smith is a Series 66 licensed financial advisor with Edward Jones, where she has worked for 16 years. She is based in California, Maryland, and has spent her entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Sarah Weems is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior work includes roles at JPMorgan Chase Bank and Carrie Polk Insurance & Investments Inc. Outside of advising, she is the CEO of Sarahtonin LLC, a graphic design and distribution company, and is working on writing a book. 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 23,701 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.

Carrie Kelly is a financial advisor at Edward Jones with 16 years of experience, holding a Series 66 designation. Based in California, MD, she has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Mary Sulick is a financial advisor at Cetera with 24 years of industry experience. She holds the PFS™ designation along with Series 63 and Series 66 licenses. Her prior experience includes roles at Avantax Investment Services, 1st Global Advisors, and HeimLantz Professional Corporation. Sulick serves on the Anne Arundel County Pension Trustee Board and is involved with a nonprofit focused on the prevention of child abuse. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options and manages over $256 billion in assets through a nationwide network of independent advisors.

Andrew Dunbar is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, Morgan Stanley, and Truist Investment Services. Outside of his advisory work, he is also a freelance musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors and significant discretionary assets under management.

Jeffrey Linger is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he served with the Maryland State Police for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

David Smith is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at SMECO for 19 years. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutional investors, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Sean Mc Guire is a financial advisor with Edward Jones in Lusby, MD, holding a Series 66 designation and 23 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. 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, including discretionary and non‑discretionary strategies, separately managed accounts, and affiliated mutual funds.

Dolly Suarez is a CFP® with three years of experience and is currently with LPL Enterprise. She has previously worked at firms including Cetera, Avantax, and Commonwealth Financial Network. Suarez is also involved with Heimlantz CPAs & Advisors, a CPA firm, and Heimlantz Financial Advisors, a wealth management firm offering financial and business planning. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

Michael Kelly is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.