McLaughlin Ryder Investments, Inc.

Michelle Glicklin is a financial advisor with McLaughlin Ryder Investments, Inc. in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with McLaughlin Ryder Investments since 2011. Outside of her advisory role, she serves as treasurer and vice chair of the endowment committee at Temple B’nai Shalom. McLaughlin Ryder Investments provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs a mix of active and passive investment strategies and manages most assets on a non-discretionary basis, with a distinctive combination of investment adviser and broker-dealer registrations and an affiliation with Union Street Partners, LLC.

Jacobson Truex is a CFP® with seven years of industry experience, currently serving as an advisor at McLaughlin Ryder Investments, Inc. since 2020. His prior roles include positions at Foreside Fund Services, LLC, AdvisorShares Investments, LLC, and a brief period of self-employment. He participates in several community and professional organizations, including serving on the Alexandria Chamber of Commerce board and the PIMCO NextGen Advisory Council. McLaughlin Ryder Investments, Inc. provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs a combination of active and passive strategies across various securities and manages most assets on a non-discretionary basis.

Shawn McLaughlin is a financial advisor at McLaughlin Ryder Investments, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with McLaughlin Ryder Investments since 2011. Outside of his advisory role, he serves as a director and committee chairman at Burke & Herbert Bank & Trust Co. and is owner of several business ventures, including The McLaughlin Companies, LLC and Union Street Partners, LLC. He is also the owner and CEO of Management Solutions Plus, Inc., an association management firm. McLaughlin Ryder Investments, Inc. provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs a mix of active and passive investment strategies and manages assets primarily on a non-discretionary basis, offering portfolio management, written financial plans, and ERISA plan advisory services.