Courtney Hyatte is a financial advisor with Merrill in Columbia, MD, holding the Series 66 designation and beginning their career in 2025. Prior to joining Merrill, Hyatte spent 27 years at Bank of America and also worked at Certainty Home Lending. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erica Nolan is a financial advisor at OSAIC with 19 years of industry experience and holds the Series 66 designation. She previously worked at Securities America Advisors and Securities America Inc for nine years before joining OSAIC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizes asset-allocation tools and third-party platforms, and manages portfolios across various investment types on both discretionary and non-discretionary bases.

Cynthia Fisher is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2011. Her roles have included positions at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios across multiple fund structures and employs systematic methodologies alongside oversight of sub-advisers and proxy-voting procedures.

Angela Harper is a financial advisor with Primerica Advisors in Randallstown, MD, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She has worked at PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of investment advisory, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm employs third-party asset managers and provides a tiered, percentage-based wrap fee structure.

Connor Rebele is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles outside finance, such as positions at Vineyard Vines and Champion Teamwear. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Charles Leapley is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 12 years. Outside of his advisory role, he operates as an independent licensed insurance agent and owns a commercial real estate investment in Washington, DC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a multi-platform approach that includes financial planning, managed portfolios, and access to third-party money managers.

Thomas Howes is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 license and has worked at Vintage Financial Partners and Equitable Advisors. Prior to his finance career, he was employed at Potomac Pizza and taught at Winston Churchill High School. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm uses a network of Investment Adviser Representatives and third-party managers to deliver a range of advisory models and fiduciary services.

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.

James Hill Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he serves as Director of Operations and an ordained minister at Kingdom Center Ministries Inc. since 2003. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm utilizes model-based investment strategies and offers discretionary portfolio management with support from third-party asset managers and custodians.

Tri Nguyen is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. He has worked at Merrill since 2006 and has been with Bank of America, N.A. since 2011. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Hunter III is a financial advisor with Cetera, holding CFP® and Series 66 designations and possessing 22 years of industry experience. His career includes roles at Cetera Wealth Services, LLC and Resonant Financial Management. Outside of advising, he is an author and speaker on topics related to his book published in 2023. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform featuring both affiliated and third-party investment options.

Samantha Fiedler is a financial advisor with RBC Capital Markets holding a Series 66 designation and two years of industry experience. Her background includes roles in sports organizations such as Athletes Unlimited and coaching lacrosse through the HOCO Lacrosse Club. She also works part-time at Coppermine Heath & Fitness. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple fee-based advisory programs with tailored portfolio management strategies using both in-house and third-party investment managers.

Katie Hansen is a financial advisor with Ameriprise in Eldersburg, MD, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliated entity since 2014. Outside of her advisory role, she serves as Operations Director at Brad Schwartz Wealth Management LLC, supporting staff development and business operations. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations.

Harry Slade III is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 27 years before joining Ameriprise in 2023. Outside of his advisory role, he is involved in independent insurance brokering and manages a farm in Woodbine, Maryland. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Dove is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously owned Love Dove Farms LLC from 2010 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.

Jake Marcoux is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC for 17 years. Outside of his advisory role, he has business ownership interests in real estate-related ventures. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

David Baker is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Citigroup Global Markets. Baker also serves as an administrator or executor of estates and trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of third-party advisory models and proprietary tools, offering services through a large network of Investment Adviser Representatives.

Seung Shin is a financial advisor with Morgan Stanley in Owings Mills, MD, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services that integrate quantitative modeling techniques.

Herbert Findeisen III is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint for 15 years before joining OSAIC. Outside of his advisory role, he is a notary public and active owner of Baker Street Financial Services LLC, which provides investment and insurance services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and uses various portfolio construction tools and third-party platforms to support its advisors and clients.