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.

Tinotenda Nyawata is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and NewWave Trading LLC. Charles Schwab & Co., Inc. serves a large client base, 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and research-driven investment guidance.

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.

Ellen Police is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Virtual Partners Group, Moore Wealth, RBC Capital Markets, Morgan Stanley Smith Barney, and Wells Fargo Clearing. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that leverage Wells Fargo research and tools, with clients able to choose how to implement tailored recommendations.

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.

Amelia Hogle is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and one year of industry experience. Prior to Ameriprise, she worked in various roles including positions at the Maryland General Assembly and the University of Maryland. Outside of her advisory work, she serves on the Board of Directors for Voices for Children and co-owns ArtMelia, a business involved in illustrating children's books and designing university club t-shirts. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jason Wright is a financial advisor at OSAIC with 17 years of industry experience and holds a Series 66 designation. His prior work includes roles at Woodbury Financial Services, Capital One Investment Services, and Chevy Chase Financial Services. Outside of his advisory work, he has been involved with Manor Country Club for over two decades. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and access to multiple custodial and third-party platforms.

Blair Hill serves as the Resident Director and Wealth Management Advisor at Merrill. He joined Merrill in 2000 and advises affluent families and individuals, including professionals, business executives, and entrepreneurs, on a wide range of wealth management needs. His expertise includes retirement income planning, gifting and estate planning services, concentrated stock strategies, private business succession and transition planning, and personal investment strategy. As a qualified Portfolio Manager, Blair manages personalized and defined strategies which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, sometimes on a discretionary basis through the firm's Investment Advisory Program. Blair holds a Bachelor's Degree from the University of Maryland at College Park. He has earned professional designations including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside his professional work, Blair is actively involved in his community, participating in organizations such as the Clarksville Rotary Club, Howard County Fair Association, Maryland 4-H Foundation, and the Ulman Cancer Fund for Young Adults. He is married to his wife Megan for over 25 years, with whom he has two children. The family lives on a working farm where they raise beef cattle alongside crops including wheat, soybeans, corn, and hay. When not assisting clients, Blair spends time outdoors on the farm, watching his children play lacrosse, and pursuing personal interests such as adventure sports, biking, camping, gardening, hiking, running, skiing, and surfing.

Ronald Fuchsman is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing for 10 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and specialized municipal advisory services.

Christopher Smith is a Financial Consultant currently working with clients to develop, implement, and manage customized financial plans. He focuses on simplifying and personalizing the investing process to align investments with clients' future goals for themselves and their families. He has been a Financial Consultant at Fidelity Investments since 2022. Prior to this role, he served as Regional Vice President at ProFunds Distributors, Inc. from 2018 to 2022, Regional Sales Specialist at Pioneer Investment Management, Inc. from 2016 to 2018, and Registered Representative at Pruco Securities, LLC from 2015 to 2016. Outside of his professional work, Christopher enjoys playing golf.

Benjamin Maynard is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at JVJ Solutions and has an educational background including time at Boston College and Wilmington High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction methods. The firm serves as an advisor to multiple registered investment companies and employs formal governance and proxy-voting procedures.

Daniel Mc Geever is a financial advisor with Ameriprise in Gaithersburg, MD, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in owning and managing a commercial real estate LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing comprehensive written recommendations that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary retirement advice, primarily focused on assets managed within Ameriprise.