Salvatore Prisco is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Stubbs LLC and Pompili DPM, as well as operating a restaurant, Trattoria del Mare da Salvatore, for six years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Daniel Phelan is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory role, he teaches investment and retirement planning classes at College of Southern Maryland as a non-credit adult education instructor. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on each client’s risk profile and utilizing both in-house and third-party investment managers.

Upinder Chandhok is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at J.P. Morgan Securities LLC and JP Morgan Chase Bank since 2020, with prior experience at SunTrust and PNC Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors and offers access to a broad range of investment strategies and products.

Leo Mercer is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Equitable Advisors, Mercer worked at AXA Advisors LLC and Vectorworks, and he also has a background at the University of Maryland, Baltimore County. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s investment approach emphasizes personalized risk assessment and the use of third-party asset managers and advisory programs.

Michelle Bowman is a financial advisor with Merrill in Annapolis, MD, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with Merrill since 2018 and previously operated a business under ScopeMicro DBA Michelle Jarboe Bowman. Outside of her advisory role, she serves as a power of attorney for a family member. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carrie Guy is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with three years of industry experience. She has worked at Morgan Stanley since 2022 and previously held positions in the retail and food service sectors, including Wing Zone and Rock N Roll Sushi. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Matthew Butler is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Fidelity Investments, T. Rowe Price, and Morgan Stanley. Prior to his advisory career, he was employed at Food Lion, Manpower, and the University of Maryland, Baltimore County. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by its comprehensive research capabilities.

Lance Cox is a financial advisor at Edward Jones in Edgewater, MD, holding a Series 66 designation. He has been with Edward Jones since 2025 and has prior experience with Planet Depos and the Baltimore Orioles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial products through a nationwide network of more than 23,700 advisors.

Matthew Day is a financial advisor with LPL Financial in Columbia, MD, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved with Belman Klein Insurance, providing life, health, disability, long-term care, and fixed annuities insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered through a broad network of investment adviser representatives.

Pratik Shrestha is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at J.P. Morgan Securities, Primerica Financial Services, and M&T Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by in-house research and third-party analytics.

David Gough is a CFP® professional with 43 years of experience in the financial services industry. He has worked at LPL Financial since 2011, following roles at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He operates a business under the name Compass Wealth Strategies, LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alex Digirolamo is a financial advisor at Primerica Advisors with a Series 65 credential and seven years of industry experience. He has held roles at Primerica Advisors since 2018 and is currently associated with DiGi Financial. Outside of his advisory work, he is involved in non-investment related referrals for home security and automation products and holds a partnership in Next Gen Ventures LLC. 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 uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Bridget Catterton is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Ryan Wentworth is a CFP® professional with 13 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Bank of America and Merrill. Wentworth also owns Wentworth Financial Group, a non-investment-related business based in Severna Park, MD. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Mooney is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Lincoln Financial Securities Corporation, Osaic FS, Inc., and Equitable Advisors. In addition to his advisory role, he is involved with Family First Life Capital in non-variable insurance. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by various operational and research tools.

Stephen Schad is a financial advisor with Ameriprise in Edgewater, MD, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Schad also engages in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations primarily for individuals approaching or in retirement. The firm delivers a wide range of advisory, brokerage, and insurance solutions through its institutional platform.

Victor Roy is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley in various capacities since 1998, with a tenure at UBS Financial Services from 2013 to 2022. Outside of his advisory role, Roy serves as a board member of the Brian Westbrook Foundation, an education-focused nonprofit. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and analytical models.

Brandon Phillip Cheeks is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and T. Rowe Price. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Christopher Biddison is a Series 66 licensed financial advisor with Equitable Advisors in Columbia, MD, where he has worked since 2005. He has 21 years of industry experience and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved as a member and co-owner of Lee Creek Farm, LLC, which manages a property in Cambridge, Maryland. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm offers various investment programs through a network of advisers and third-party sponsors, focusing on personalized risk assessment and model selection without relying on hypothetical performance in advertising.

Princess Taylor is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 registrations. She has one year of industry experience, including roles at Wells Fargo Bank and Wells Fargo Clearing since 2025, and prior positions at Navy Federal Credit Union and other organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles to offer brokerage and advisory solutions across a broad range of financial products.