Top financial advisors working with self-employed clients in Easton, MD

Edwin Stone is a financial advisor at Shore Financial Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Connectyourcare and Tred Avon Family Wealth. In addition to his advisory role, he operates a business consulting LLC. Shore Financial Advisors, LLC is an independent, single-advisor firm providing tailored portfolio management to high-net-worth individuals, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment instruments, offering both discretionary and non-discretionary services while focusing on customized client solutions.

Lora Davis is a financial advisor with LPL Financial, holding a Series 66 credential and 19 years of industry experience. She has been with LPL Financial since 2009 and also has a long tenure at Shore United Bank dating back to 2006. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management across its various investment platforms.

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.

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.

Benjamin Gardner is a financial advisor at Charles Schwab with Series 66 credentials. He joined the firm in 2023 and has experience coaching age group swimmers as an assistant swim coach for TCY Swimming and Talbot Swim Club. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Kristin Manna is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. She previously worked at Consolidated Planning Holdings, Inc. and spent eight years with Charleston County School District. Outside of finance, she is an author and publisher of "The Basketball Coach's Notebook" and works as a math tutor for high school students. Guardian Life's subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Ryan Vollweiler is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. He has held prior roles within the Schwab organization dating back to 2017 and briefly worked at Voya Financial Advisor, Inc. in 2015-2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., distinguishing itself by not charging clients directly and by limiting discretionary management to affiliated or third-party money managers.

Jonathan Levatino is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Apple Inc. Outside of his advisory role, he also works as a rideshare driver for Uber and Doordash. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs. The firm integrates advisory programs with brokerage and insurance product sales through its affiliated entities.

Rachel Gentz is a financial advisor at Verity Asset Management with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. In addition to her advisory roles, she is president and owner of Rachel A Menna Advisors Inc. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary standards.