Casey Thrush is a Wealth Management Advisor at Merrill Lynch Wealth Management in Annapolis. He works with both families and individuals to help them reach their financial goals through a disciplined long-term approach to wealth creation. Casey and his team focus on various client areas including family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and sports and entertainment. Casey holds a bachelor's degree in finance from the University of New Hampshire, where he also played four years on the Men's Division I Ice Hockey team. Prior to college, he attended DeMatha Catholic High School in Hyattsville, Maryland. After playing professional ice hockey for two years, he transitioned to financial advising and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In his role, Casey aims to help clients pursue their financial goals related to retirement, education, legacy, and healthcare planning. He and his team follow the Merrill tradition of community involvement, volunteering with organizations they serve. Outside of work, Casey enjoys football, golfing, ice hockey, fishing, snowboarding, and spending time with his family on the Eastern Shore where he grew up.

Tara Guido is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation. Prior to joining Fidelity Investments, she worked at Valic Financial Advisors for nine years and also had roles at Agia and Fidelity Brokerage Services. Outside of her advisory work, she owns Princess in Process, a business that designs and sells inspirational materials. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Cole Allsopp is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2015 and draws on his personal and professional experience owning and running a small business to guide clients through financial transitions, including moving from peak earnings to achieving financial well-being and independence. Cole’s areas of expertise include liquidity management, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income planning. He holds a Bachelor's Degree from the College of Charleston and has earned professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Residing in Annapolis with his wife Liz and their daughter Vivien, Cole volunteers for local maritime organizations and spends his free time on the Chesapeake Bay with family and friends.

Alexis Lecouras is a CFP® and holds a Series 66 license, with 18 years of experience in the financial industry. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Andrew Miller is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Charter Financial Group and has been involved with Honeywood Rentals, a party and event rental business, as an inventory manager and installer. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Peter Ocasio IV is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He previously served seven years in the U.S. Army with the Department of Defense at TSC Central MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.

John Cox Jr. is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory work, he engages in freelance writing and art, submitting short stories, poetry, and artwork for contests and publication. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Steven Ackerson is a CFP® professional with 23 years of experience in the financial industry. He has been with Ameriprise since 2005, initially at Ameriprise Financial Services, Inc., and currently at Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Christopher Swatta is a financial advisor at RBC Capital Markets with 13 years of industry experience and holds a Series 66 credential. He has been with RBC Capital Markets since 2012 and also works with City National Bank. Outside of his advisory role, he is an active partner in an investment farm operation in Annapolis, Maryland. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm provides customized portfolio management and financial planning services through a variety of advisory programs that utilize both in-house and third-party investment managers.

Michael Byrne is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a variety of fee-based advisory programs with tailored portfolio management strategies implemented through both in-house and third-party managers.

Alicia Mosebrook is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Her background includes roles at AXA Advisors, Clearone Advantage, Johns Hopkins Hospital, Mary Kay, and The Pennsylvania State University. Outside of her advisory work, she serves as vice president of the Thunderbolt Society and works part-time at Wyndham Gettysburg in an event support role. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs through its network of Investment Adviser Representatives, utilizing third-party managers and curated advisory models.

Jeffrey Mckee is a financial advisor with Morgan Stanley in Annapolis, MD, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010 and was previously with Home Savings of America starting in 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Colin Roddy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Merrill, Heritage Financial Consultants, and City Life Community Builders. 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 services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Rita Russell is a financial advisor with Wells Fargo Clearing in Baltimore, MD, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with various Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Samuel Kushner is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Advisors, T. Rowe Price, and teaching experience at the University of Maryland and McDonogh School. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

James Straut is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, tailoring investment solutions to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Ellen Shiery is a Wealth Management Advisor at Merrill Lynch Wealth Management. She brings over 15 years of experience in financial services, working with a diverse clientele including business owners, executives, real estate professionals, and individuals from various cultural backgrounds. Ellen specializes in assisting clients who are navigating significant life transitions such as retirement, divorce, and the sale of a business, offering expertise in areas like college education planning, family wealth management, philanthropic planning, socially responsible and ESG investing, personal retirement planning, and tax minimization. Ellen holds a Bachelor's degree from Wesley College and multiple professional certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She emphasizes building trusted relationships through clear communication and education, ensuring clients understand the rationale behind financial decisions to help them feel informed and confident. Beyond her professional role, Ellen is actively involved in community organizations such as the Anne Arundel Medical Center Foundation, Junior League of Annapolis, and Anne Arundel Women Giving Together. Her personal interests include antiquing, cooking, genealogy, ice hockey, knitting and crocheting, reading, and traveling.

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.

Alexander Dodge is a financial advisor at Equitable Advisors with Series 66 credentials and no prior industry experience. He has held various roles outside the financial sector, including positions at The Home Depot and the University of Maryland’s Department of Recreation and Wellness. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party program sponsors to deliver investment solutions.