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.

Julian Ball is the principal of Ball Wealth Management LLC in Owings, MD, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 3 years of industry experience and has operated his independent advisory firm since 2004. Ball Wealth Management LLC is a single-advisor registered investment adviser providing discretionary portfolio management to individuals and various institutional clients, including qualified retirement plans, trusts, and corporate pension plans. The firm uses fundamental analysis and a long-term buy-and-hold investment approach, with continuous portfolio monitoring and customized investment policy statements for each client.

William Fields is a Series 65-licensed financial advisor with nine years of industry experience. He is the sole advisor at WD Financial Solutions, where he has worked since 2021. Prior to this, he held roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, Fields serves as a consultant for Optimum Homes, Inc. and Optimum Business Services. WD Financial Solutions is an independent, state-registered investment adviser serving individuals, trusts, estates, charitable organizations, and small businesses. The firm offers investment management, financial planning, retirement plan consulting, educational seminars, and estate-planning facilitation through an independent LegalShield representative, employing a mix of fundamental, technical, and cyclical analysis alongside both active and passive strategies.

Nicholas Boyd is an investment advisor at Calvert Wealth Management, Inc. with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Calvert Wealth Management since 2018, as well as at APW Capital, Inc. and Addison Group. Calvert Wealth Management is a three-advisor registered investment adviser serving individuals, trusts, estates, charitable organizations, profit-sharing plans, and business entities. The firm manages discretionary portfolios using a range of model portfolios and asset classes, emphasizing asset allocation over market timing, and provides fiduciary and educational services for employer-sponsored retirement plans.

John Stone is a financial advisor at Calvert Wealth Management, Inc. in Dunkirk, MD, holding a Series 66 designation with 16 years of industry experience. He has worked at APW Capital, Inc. since 2011 and at Calvert Financial Advisory since 2008. Outside of his advisory role, he is also a licensed insurance agent for life and variable products. Calvert Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering discretionary portfolio management alongside comprehensive wealth planning and financial consulting. The firm emphasizes asset allocation with diversified portfolios and combines retail wealth management with fiduciary services for employer plans.

Kelly Sheahan is a financial advisor at Calvert Wealth Management, Inc. in Dunkirk, MD, holding a Series 65 designation with nine years of industry experience. She has been with Calvert Wealth Management since 2012. Calvert Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering discretionary portfolio management alongside wealth planning and financial consulting. The firm emphasizes asset allocation over market timing and maintains diversified, risk-based portfolios with regular reviews.

Bryan Dowell is a financial advisor with Kovack Advisors, Inc. who holds Series 63 and Series 66 credentials and has 31 years of industry experience. He has been with Kovack Advisors since 2014 and operates his own tax preparation business, Dowell Financial Services. He is also involved as a director of the Calvert Farmland Trust, which works to protect farms in Calvert County, MD. Kovack Advisors, Inc. is an enterprise investment adviser serving a diverse client base including individuals, corporations, and financial institutions nationwide. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Chrystie Way is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 credential and has worked at several First Command entities since 2020. Outside of her advisory role, she manages a rental property in Fleming Island, Florida. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to select and monitor model portfolios and third-party managers.

Michael Moreland is a financial advisor with PNC Wealth Management holding a Series 66 designation and 17 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and managed portfolios with mutual funds and ETFs. This offering is currently an invitation-only pilot available to PNC employees.

Gwendolyn Rothrock is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account for employees. The firm employs approved model strategies with mutual funds and ETFs, using algorithmic tools for risk assessment and annual rebalancing.

Joseph Walsh is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and possessing 30 years of industry experience. His prior roles include positions at GWFS Equities, Alliant Wealth Advisors, and BB&T Retirement & Institutional Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning services, serving a large participant base through its scale and affiliation with Empower entities.

Julia Payne is a financial advisor at PNC Wealth Management with 13 years of industry experience. She has held her current role since 2015. Outside of her advisory work, she is a partial owner of Ready Go Promo, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and executes investments via approved model strategies managed by PNC or third parties.

Kareem Campbell is a financial advisor with PNC Wealth Management, holding Series 66 and Series 63 licenses and bringing six years of industry experience. His prior roles include positions at JPMorgan Chase, Merrill, Bank of America, Wells Fargo, and Frontpoint Security. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist solution that utilizes algorithmic risk assessment and third-party managed investment models.

Kathryn Nevin is a Series 65-credentialed financial advisor at Wealth Enhancement Advisory Services, LLC with five years of industry experience. She previously worked at J.W. Cole Advisors, Inc. and Stuart Financial Group for seven years and spent one year at New Day USA. Outside of advising, she serves as a power of attorney and executor for a client. Wealth Enhancement Advisory Services is a large firm managing over $122 billion in assets, offering financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach combining passive and active strategies, overseen by an internal Investment Committee.

Justin Emmert is a CFP®-certified financial advisor with 10 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Pathway Wealth Partners. Prior to these roles, he worked at M&T Securities for six years. Emmert spends a portion of his time engaged in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services. The firm offers various investment platforms and model portfolios while supporting advisors with operations, technology, compliance, and practice management.

Daniel Menendez is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for twelve years. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third parties.

Michael Cox is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He has been with Commonwealth since 2014 and is currently associated with Pathway Wealth Partners, where he also holds ownership. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers advisors discretion in portfolio construction and manages model portfolios through a structured due-diligence process.

Tobin Mergenthaler is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Eagle Strategies since 2015 and has worked within related New York Life entities since 2007. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations across a diverse client base, including retirement investors and plan sponsors.

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.

Theodore Secor is a CFP® professional with nine years of industry experience, currently affiliated with Edward Jones since 2016. He holds the Series 66 designation and has prior experience with The Calverton School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Shelley Hall is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she is also a Notary Public in Huntingtown, Maryland. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Justin Atkinson is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked for Eagle Environmental Solutions and Infinity Restoration. Outside of his advisory role, he owned a home improvement consulting business, Homepro Contractors LLC, which he is currently transitioning to a new owner. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of investment advisory services supported by a large national network of financial advisors and branch offices.

Cory Gertz is a financial advisor at Edward Jones in Dunkirk, MD, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Baker Tilly from 2020 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of advisors and branches.

Nanette Rediker is a financial advisor with LPL Financial based in Prince Frederick, MD. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining LPL Financial and Shore United Bank in 2023, she spent 15 years at infinex Investments, Inc. and Community Bank Tri County. She is a member of Rediker Rendezvous Resort LLC, a real estate venture located in Newry, Maine. 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 advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Gemma Smith is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked at Patriot Ready Mixed Concrete and Kiewit. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors.

Federico Reyna III is a financial advisor at Edward Jones with the Series 66 designation and two years of industry experience. His prior work includes roles at TD Bank, PNC Bank, and Advance America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and related services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Nathan Novotny is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Bob Hall LLC for eighteen years. Outside of his advising role, he is involved in real estate through ownership and management of residential rental properties and serves as vice president and joint owner of Kesler - Finn LLC, providing consultation on real estate acquisition and leasing. Edward Jones is a full-service wealth management firm serving 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, with additional affiliated capabilities such as a trust company and securities-based lending.

Thomas Riffe is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he served four years in the United States Marine Corps and worked at Shore United Bank. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Casey Styer is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016. Prior to that, he worked at Blue Agave Grill for two years. 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 strategies supported by a large network of financial advisors and branch offices.

Randall Brown is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was employed at Urbanland Company and Bluwater Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Jessica Light is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at LPL Enterprise. Her background includes roles at Prudential Insurance Company of America and Community Bank of the Chesapeake. In addition to her advisory work, she is an adjunct professor at the College of Southern Maryland and assists clients with Medicare Supplement and Drug Plan purchases through Retirement Light, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Elizabeth Swann is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Thrivent and its related entities since 2003 and holds leadership roles outside of her advisory work, including serving as President of the La Plata Volunteer Fire Department Ladies Auxiliary and Treasurer for Trinity Episcopal Church. Additionally, she works as an Accounting Manager at the College of Southern Maryland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based analyses and written recommendations across various financial planning topics without discretionary trading authority.

Stephen Coffey is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following four years at Bank 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 through a nationwide network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Justin Lynam is a financial advisor with OSAIC holding a Series 66 designation and seven years of industry experience. He previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as president of the Cardinals Crest Homeowners Association, overseeing compliance with HOA bylaws and presiding over meetings. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services and employs various tools to construct portfolios that include multiple asset types and management options.

Kaula Jacks is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Primerica Advisors, she has held positions at MT Zion United Methodist Church and PFS Investments Inc. Outside of advisory work, she is involved with the sale of home security and automation products, as well as loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Elizabeth Rockenbaugh is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2020. She has five years of industry experience and a background that includes roles at Creative Software Consultants and A-Whisco, Inc. Outside of her advisory work, she serves as a youth soccer referee in Sandy, Utah. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Spencer Eisemann is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience at the Robert H. Smith School of Business and PepsiCo. 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 strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Lisa Kennedy is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. She previously worked at PRUCO Securities, Thrivent Financial, and Thrivent Investment Management. Outside of her advisory role, Kennedy serves on the boards of two nonprofits, Harbor Christian Homeschool Group of Calvert County and Voices In Praise, and is a licensed notary. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm features an integrated platform combining adviser programs with sales of financial products, including insurance, and works with third-party portfolio strategists and asset managers.

Samantha Cimino is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at M&T Bank Financial Services, Southern Maryland Family Dental, The Goddard School, The Community College of Baltimore County, and Unicorn Transportation Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

John Carey is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2025, he served in the US Navy for six years and worked at Precise Systems Inc and Digital Home Technologies LLC, an IT consulting firm he owns. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Michael Yankanich is a financial advisor with Merrill holding a Series 66 credential and has one year of industry experience. His prior roles include positions at Bank of America, Salisbury University, and work with small business and nonprofit organizations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary investment strategies developed by internal and third-party teams.

Ryan Payne is a financial advisor with Edward Jones in Owings, MD, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a member of Blackout Racing 4 LLC, a manager-managed LLC based in Louisville, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions such as discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Riffe is a financial advisor with Edward Jones in Huntingtown, MD, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Joshua Wynne is a Series 66–licensed financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013. Wynne serves as a board member of The Arts Council of Calvert County, supporting local artists and art initiatives. 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 provides a broad range of advisory and investment services through a nationwide network of more than 23,000 financial advisors.

Kody Slayton is a CFP® certificant with 10 years of experience at Edward Jones. He has served as a financial advisor with the firm since 2016. Outside of his advisory role, Slayton is an assistant coach for the boys soccer program at Calvert County Public Schools in Huntingtown, MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including retirement plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Silas Hoxie is a Certified Financial Planner® with seven years of industry experience, currently advising at Osaic. He previously worked at Lincoln Financial Advisors and Heritage Financial Consultants. In addition to his advisory role, he serves as an adjunct professor at Towson University, where he teaches a retirement benefits class. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage customized portfolios.

Justin Ruest is a CFP® with 16 years of experience at Edward Jones, where he has worked since 2010. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he coaches middle school baseball in Prince Frederick, MD. 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 advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Christina Coffey is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity and BB&T. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is known for its extensive national network of advisors and branch offices.