Sulieman Nurideen is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, Valic Financial Advisors, and Lincoln Financial Securities Corporation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Root is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elizabeth Miller is a financial advisor at Edward Jones in Annapolis, MD, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2015. 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 solutions supported by a large network of financial advisors and branch offices.

Jonathan Jay is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the Board of Trustees for Severn School in Severna Park, MD, where he participates in investment committee meetings overseeing endowment and scholarship funds. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, utilizing an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary advisory services, including a Plan Level Investment Selection 3(38) option, and features a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Madeline Moore is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2017 and has prior roles in university admissions and the restaurant industry. 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 strategies for a range of individual and institutional investors.

Joshua Groce is a financial advisor at LPL Financial with Series 63 and Series 65 credentials. He has recently transitioned to the financial industry with one year of experience and previously worked in education and public service, including roles at Bowie State University, Prince George's Community College, and The Maryland-National Capital Park and Planning Commission. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse clientele, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support discretionary and non-discretionary management.

Andrew Mergler II is a Wealth Management Advisor at Merrill Lynch Wealth Management. He advises founders, senior executives, and professionals in the private equity ecosystem, focusing on complex personal wealth situations involving business sales, recapitalizations, equity compensation, carried interest, and concentrated stock positions. His expertise includes executive compensation, tax minimization strategies, concentrated and illiquid assets, and portfolio management. Andrew works with clients to address questions about liquidity management, diversification of equity, estate and wealth transfer planning, and philanthropic planning. He utilizes Merrill's proprietary Personal Wealth Analysis™ tool to provide comprehensive financial planning that integrates investment management, taxes, estate planning, credit, and risk management. Andrew holds a Bachelor's Degree from the University of Maryland and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, his interests include adventure sports, boating, golfing, reading, spending time with family, and traveling.

Cynthia Barbieri is a financial advisor at Merrill with 21 years of industry experience and a Series 66 designation. She has been with Merrill since 2011. Outside of her advisory role, Barbieri serves as an advisory board member for Anne Arundel County CASA, Inc., a nonprofit organization that supports abused and neglected children involved in juvenile court proceedings. Merrill, together 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 with a range of model-based and discretionary investment strategies.

Andrea Beegle is a CFP® professional affiliated with LPL Financial, with six years of industry experience. She worked at 1,000 Days from 2015 to 2019 before joining LPL Financial, where she has been since 2019. Andrea serves as a board member of the YWCA of Annapolis and Anne Arundel County. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and services, combining discretionary and non-discretionary management with research-supported model portfolios and technology-driven tools.

Mitchell Haugh is a financial advisor at RBC Capital Markets with a Series 66 designation and has less than one year of industry experience. Prior to joining RBC Capital Markets, his background includes roles at Pennsylvania State University and various other employers. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Thomas Judge is a financial advisor with LPL Financial in Annapolis, MD, holding the Series 63 designation and bringing 43 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified strategies.

James Dunn is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Morgan Stanley earlier in his career. Outside of his advisory work, he manages a rental property in Annapolis, MD. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, supporting planning needs such as retirement, education, risk management, and specialized areas like business-owner transition and special-needs planning.

Daniel Lundeen is a financial advisor at Merrill with six years of industry experience. He holds the Series 63 and Series 65 certifications and has worked at Merrill since 2015, as well as at Bank of America and WBAL. Outside of his advisory role, he serves as a spotter for Baltimore Ravens home games, assisting with radio broadcasts through the Hearst Corporation. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Swatta is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, along with multiple portfolio management and financial planning services.

Jennifer Kasper is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 30 years of industry experience. Her work history includes roles at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing prior to joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Joseph Boone is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2002 and joined Merrill Lynch Wealth Management the same year. His work centers on developing strategies and providing investment guidance tailored to individuals, families, and businesses by understanding their financial objectives. Boone’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, individual and corporate investment strategy, and retirement income. He leads The Boone Group, which emphasizes a planning-based practice focused on client needs and community involvement. Joseph holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree in Business Administration from Longwood University. A lifelong resident of Annapolis, Joseph Boone lives with his wife, Traci, and their two children. He is active in the community, supporting various local non-profits, and participates in activities such as running, skiing, and soccer.

John Horrigan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include extensive tenure at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company. LPL Financial serves a broad client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research, model portfolios, and various technological tools.

Aladin Bacolodan is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and models, offering services primarily in an advisory capacity.

Lance Rosa is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Apollo Group Consulting and Bank of America, N.A. He is based in Annapolis, MD. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Stephanie Latta is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63, 65, and 66 licenses. She has 26 years of industry experience, including prior work at Morgan Stanley Smith Barney. RBC Wealth Management serves a wide range of clients, including individual investors and institutions, offering advisory and brokerage services with customizable portfolio management and financial planning solutions.