Lionel Desbordes II is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2009. Outside of his advisory role, he serves on the Board of Trustees for Glenelg Country School in Ellicott City, MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, investment strategies, and affiliated solutions under a fiduciary standard.

Thomas Lane is a financial advisor with Stifel who holds Series 63 and Series 65 registrations and has 42 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2012. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, supporting client decisions through financial planning and asset allocation guidance.

Richard Nisson Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. His prior work includes a position at Solar Energy Services and experience in the hospitality sector. 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 range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Regina Clayton is a financial advisor at Osaic with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for American Portfolios Financial Services, Inc. for 21 years. Clayton devotes time to providing fee-based advisory services through American Portfolios Advisors. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services via a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies along with third-party money managers.

Rongxia Zhu is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including Truist Advisory Services and TransGlobal Advisory. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program relies on centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Connor Walsh is a financial advisor at Ameriprise in Ellicott City, MD, with four years of industry experience. He holds a Series 66 designation and has worked previously at Caves Valley and Ameriprise Financial Services, LLC. Outside of his advisory role, Walsh is involved in Business Networking International (BNI) and is set to become chapter President starting November 1. 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 a focus on dependable income sources and tax-aware withdrawal strategies.

Christina Marsalek is a financial advisor with Primerica Advisors in Crofton, MD, holding Series 63 and Series 65 designations and 27 years of industry experience. She has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1995. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management focused on retail investors rather than institutional plans.

Alexander Villegas is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Hood College and Carroll County Agricultural Center. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Larkin is a financial advisor with Morgan Stanley in Frederick, MD, holding a Series 66 designation and over 20 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, with prior roles at Avantax Investment Services, Dominion Wealth Management, 1st Global Advisors, and RBC Capital Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Adama Diallo is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2019 and previously spent six years with Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), 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.

Michael Briel is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its predecessor firm since 1998. Outside of his advisory role, he serves as a varsity baseball pitching coach at Glenelg Country School in Ellicott City, MD. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stephanie Summers is a financial advisor at OSAIC with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including FSC Securities Corp and Kramer Financial. Outside of her advisory role, Summers teaches financial literacy sessions for the Communication Service for the Deaf and has served as past president of the International Alumnae of the Delta Epsilon Sorority. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization strategies, supporting a range of investment programs and third-party manager selections.

Rockline Noyer Ngu is a financial advisor at Primerica Advisors with three years of industry experience. Ngu holds Series 63 and Series 65 licenses and has previously worked at Thomson Reuters, Volkswagen, and United Expert Holdings LLC. Outside of advisory activities, Ngu is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and provides custody and trade execution through Pershing.

Susan Edmiston is a financial advisor with Edward Jones in Frederick, MD, holding Series 63 and Series 66 licenses and with 25 years of industry experience. She has been with Edward Jones since 2000. Edmiston serves as Vice President of the board for Care Wear in Frederick, MD. 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 solutions supported by a large national network of financial advisors and branch offices.

Sean Wade is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. His work history includes roles at Cetera Wealth Services, McCaskill Financial, Commonwealth Financial Network, Kestra Investment Services, and Target, as well as two years at the University of Maryland. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Amanda Brien is a financial advisor with Morgan Stanley in Frederick, MD, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies, managing approximately $2.74 trillion in client assets.

Jenna Welch is a financial advisor with Equitable Advisors in Sykesville, MD, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Daston Corp and Shady Spring Pet Retreat. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives. The firm offers both proprietary and third-party advisory solutions and provides ERISA fiduciary services to qualified plans.

Matthew Dunphy is a financial advisor with Ameriprise in Ellicott City, MD, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he is a co-owner of Leaf Mental Health, a mental health concierge service. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Clabaugh is a financial advisor with Stifel in Frederick, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies using forward-looking market assumptions and probabilistic modeling for asset allocation and planning analyses.

Sarah Godwin is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Her prior roles include positions at Magpie Fibers, Morgan Stanley Private Bank, Morgan Stanley, and SilverHaze Partners. Merrill 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.