Scott Alberding is a financial advisor with Stifel in Hunt Valley, MD, holding CFP® and ChFC® designations and the Series 66 license. He has 28 years of industry experience and has been with Stifel Nicolaus since 2007. Outside of his advisory role, he is a co-owner of Crab Alley Craft House LLC. Stifel serves individual and institutional clients, including high net worth individuals, pension plans, and charitable organizations, providing both brokerage and advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Connor Buck is a CFP® with one year of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. Prior to joining Wells Fargo, he worked at OSAIC Wealth, Inc. and Heritage Financial Consultants, LLC. His background also includes roles outside finance, such as working at Towson University and The Narrows Restaurant. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas like business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

George Raduano is a Financial Advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent in 2025, he worked for nearly three decades at Trinity Assembly of God. He serves as Chairman of the Board for Ascent College, a biblical education institution focused on leadership formation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management or discretionary trading authority. The firm emphasizes holistic planning across multiple financial topics and integrates planning with managed-account services under a consolidated billing option.

Steven Nuetzel is a CFP® with 31 years of industry experience, currently with Wells Fargo Advisors since 2024. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Nuetzel is also the owner of Nuetzel Wealth Management LLC and holds a majority ownership in Nuetzel GP, LLC, an entity formed to sell a percentage to a partnership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations.

Jonathan Whitsel is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2015, concurrently working at Bank of America, N.A. since 2016. Merrill, alongside 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 investment strategies for individuals, high-net-worth clients, and institutions.

Jennifer Rusy is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2016. 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, institutional entities, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Claire Gracie is a CFP® professional with four years of industry experience currently affiliated with OSAIC. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and UBS Financial Services. Claire holds the Series 66 license and operates out of Hunt Valley, MD. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options, utilizing firm-driven asset allocation tools and third-party platforms to manage portfolios on discretionary and non-discretionary bases.

Connor Curro is a CFP® with 10 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2016. He coaches an elite lacrosse team through Predators Lacrosse, an organization based in Westchester, NY. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party managers to implement customized investment strategies.

Omar Anderson is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His prior work history includes roles at Priority One Staffing, Levels Entertainment, and G4S Security. Merrill, along 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.

Larisa Roth is an investment advisor representative with LPL Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. She has been with LPL Financial since 2016 and concurrently served with Summit Investment Advisors LLC dba Summit Financial from 2014. In addition to her advisory work, she is commissioned as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by internal and third-party research.

Patrick Mcmullen is a financial advisor with Osaic, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Morgan Stanley Private Bank, N.A. He is also involved as an agent with Heritage Financial Consultants, LLC, where he engages in the sale and service of various insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, providing both discretionary and non-discretionary account management options.

Richard Farrell Jr. is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Nationwide Investment Services Corporation and Transamerica Capital LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals and employs a variety of investment implementation strategies across multiple platforms.

Evan Horn is a CFP® professional with 25 years of industry experience. He has worked at Osaic since 2025 and previously spent 24 years with Lincoln Financial Advisors. Outside of his advisory role, he is also involved in insurance sales, offering fixed insurance and annuity products to clients. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisors, using asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Timothy Lott is a Series 66-licensed financial professional with 22 years of industry experience, currently affiliated with Cetera and a partner at Paved Wealth Partners, LLC. He has prior experience with Avantax and 1ST Global Advisors and is also a CPA partner at N/L Healthcare Advisory Accounting & Tax LLC, providing accounting and business advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management and financial planning solutions, overseeing more than $256 billion in assets.

David Sheusi is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 both brokerage and advisory solutions.

Troy Petry is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2011. Outside of his advisory role, he is involved with Collectors Clubhouse. Raymond James & Associates is a large dually registered 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 and consulting services with a range of portfolio management styles and affiliated research resources.

William Dorr is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he is an insurance agent offering life, property/casualty, health, and fixed annuity products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

John Webster is a financial advisor with Mass Mutual Investors Services, holding Series 66, Series 65, and Series 63 licenses and bringing 27 years of industry experience. He has been with MML Investors Services Inc and MassMutual Life Insurance Company since 2008. Outside of his advisory role, he coaches lacrosse through the Webster Lacrosse Academy. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach emphasizes collaborative annual planning engagements using firm-approved analytical tools, with clients opting separately for implementation of recommendations.

Beth Terry is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing financial solutions and personalized wealth management strategies for high net worth individuals, families, and businesses. She focuses on building relationships with clients to understand their risk tolerance, time horizon, liquidity needs, and overall investment goals, enabling her to offer tailored advice across all areas of their wealth management. Beth has been working in the financial services industry since 2006. She holds a Bachelor's Degree from the University of Georgia, where she studied Family Financial Management. Beth is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 31, and 66 FINRA registrations. She is also recognized as a Personal Investment Advisor (PIA) and is affiliated with Merrill Lynch. In addition to her professional work, Beth supports community organizations including UMAR, Marian House, and the Boys and Girls Clubs. Her personal interests include boating, golfing, reading, spending time with family, and playing tennis.

Ahmad Bean is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Amazon, MV Transportation, and Caesars Entertainment. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.