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.

Bryan Dowell is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. He has been with Kovack Advisors since 2014 and has operated Dowell Financial Services, preparing tax returns since 2002. Dowell also owns a firearms sales business and serves as a director for the Calvert Farmland Trust. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to sub-advisory programs through a risk-tolerance based investment process.

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.

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 at PNC Wealth Management with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including JPMorgan Chase Bank, Merrill, Bank of America, and Wells Fargo. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering that uses discretionary model accounts managed by PNC or third-party strategists and implemented via mutual funds and ETFs.

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.

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 serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Prince Frederick, MD. 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 alongside affiliated mutual funds and other financial services. The firm manages approximately $1.01 trillion in assets and maintains a large national network of 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.

Nanette Rediker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Shore United Bank, infinex Investments, Inc., and Community Bank Tri County. She is also involved with Rediker Rendezvous Resort LLC in Newry, Maine. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

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.

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.

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.

Jessica Light is a CFP® professional with nine years of industry experience, currently affiliated with LPL Enterprise. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, Community Bank of the Chesapeake, Infinex Investments, and ISI of Maryland. She also serves as an adjunct professor at the College of Southern Maryland and assists clients with Medicare Supplement and drug plan purchases through her business, Retirement Light, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

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.

Justin Lynam is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services and Questar Asset Management. Outside of finance, he serves as president of the Cardinals Crest Homeowners Association, overseeing compliance with HOA bylaws and presiding over meetings. OSAIC serves a wide range of retail and institutional clients through a large network of advisors, providing integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions. The firm employs asset-allocation tools and automated rebalancing to build diversified portfolios across multiple asset classes.

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.

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.

Mackenzie Embrey is a financial advisor with Edward Jones in Huntingtown, MD, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2018, Embrey worked at Firstbank and spent two years at the University of Northern Colorado. 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 large network of financial advisors and branch offices nationwide.

Lisa Kennedy is a Series 66-licensed financial advisor with two years of industry experience, currently with LPL Enterprise. Her prior roles include positions at PRUCO Securities, Thrivent Financial, and Thrivent Investment Management. Outside of her advisory work, she serves on nonprofit boards including Harbor Christian Homeschool Group of Calvert County and Voices In Praise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios from LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and other specialized services.

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.

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.

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.

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.

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.