George Dircks Jr. is a financial advisor with Wells Fargo Clearing in Bel Air, MD, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Bronwyn Martin is a ChFC® with 25 years of experience in financial advising, currently with Ameriprise since 2020, following 15 years with Ameriprise Financial Services, Inc. She owns Martin Financial Consulting Group LLC and serves on multiple nonprofit boards, including the National Association of Estate Planners & Councils, Chester County Community Foundation, and the Alzheimer’s Association. She has also authored a book based on conversations about financial planning. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement income planning with tax-aware withdrawal strategies and ongoing advice. The firm combines proprietary research and third-party data within a managed account platform that includes select affiliated investment options.

Rebecca Stecher is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Faithward Advisors, LLC and American Portfolios Advisors, Inc. Outside of her advisory role, she is involved in a consulting business and holds a managing partner position in a real estate holding company. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate investors. The firm offers a broad range of advisory services and uses multiple platforms and tools to construct portfolios incorporating various asset classes for both discretionary and non-discretionary management.

Tabitha Kiebler is a financial advisor with LPL Financial in Bel Air, MD, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at M&T Bank and On the Border. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Nicholas Cuchna is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held roles at the Centers for Medicare and Medicaid Services and has teaching experience at Roanoke College. Outside of finance, he has worked in the brewing industry at Inverness Brewing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides detailed retirement planning recommendations and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Daniel Leon is the Resident Director and Wealth Management Advisor for The Badger-Leon Group at Merrill. He joined Bank of America in 2004 and has held various positions within Bank of America and Merrill. Since September 2014, he has served as a Wealth Management Advisor, specializing in developing and implementing goals-based customized strategies for individuals, associations, and corporations to manage their wealth. Daniel holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Plan Fiduciary Advisor® (CPFA), and Certified 401(k) Professional (C(k)P®). He earned both his bachelor's degree in International Business Administration and an MBA from the University of Baltimore. Raised in Caracas, Venezuela, Daniel is fluent in Spanish. In addition to his professional work, Daniel is actively involved in his community through volunteer coaching in youth baseball organizations. He resides in Bel Air, Maryland with his wife Cindy and their three children.

Harry Sturgis is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked previously at Vallit Advisors, LLC and Weyrich, Cronin & Sorra. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Mark Miller is a financial advisor with Ameriprise in Bel Air, MD, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, delivering recommendations through a centralized consulting team.

John Lomax is a Series 66-licensed financial advisor at Stifel with 29 years of industry experience, including 19 years at Stifel. He is based in Bel Air, MD. Stifel serves a diverse client base that includes individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services including fee-based financial planning and recommendations of third-party advisers. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Ryan Sapp is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 27 years of industry experience. He previously worked at National Planning Corporation for 12 years before joining LPL Financial in 2017. Outside of his advisory role, he serves as a soccer referee. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Bryce Harrison is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has eight years of industry experience and has been with Cambridge since 2017. Prior to his advisory career, he spent four years at Botanical Design and seventeen years in full-time education. Harrison is also involved as an independent insurance agent with Harford Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Joy Brisson is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Robison is a financial advisor with OSAIC holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Stecher Financial Group, Alpha Security Service, and the University of Arizona. He is also involved as an agent in insurance and fixed annuity sales with Sterling Bridge/Triton Brokerage. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and manages portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments on both discretionary and non-discretionary bases.