Renee Green is a financial advisor with Ameriprise in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliate since 1997. Outside of her advisory role, she is involved in writing, film production, and owns multiple LLCs related to screenplays and documentary filming. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team.

Schekeeb Sidiqi is a financial advisor at Wells Fargo Clearing in Columbia, MD, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Wells Fargo, Sidiqi worked in real estate with TTR Sotheby's International Realty and BNI Realty. Outside of advisory work, Sidiqi teaches German at the German International School in Washington, DC. 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 research from Wells Fargo Investment Institute.

Angela Miller is a financial advisor at Edward Jones with one year of experience in the industry. She holds a Series 66 designation and has a background that includes various roles in education and hospitality. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large national network of advisors and offices.

Samantha Long is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. 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 generate non-discretionary recommendations delivered through a centralized consulting team.

Jeffrey Hilwig is a financial advisor with Wells Fargo Clearing in Gaithersburg, MD, holding Series 63 and Series 65 licenses and bringing 30 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 to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Alexander Roberts is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, his work history includes positions at Evelyn Rose, Tipsy Cow, Belair Cantina, Lifetime Fitness, and Clarity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Thomas Howes is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2021. Prior to his advisory career, he held various roles including at Vintage Financial Partners and in other non-financial positions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through multiple third-party programs. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Keith Lanzoni is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2019. Outside of finance, Lanzoni is a self-employed musician and serves as a board member of the Annapolis Pickleball Club, where he advises on club programs and events. He also provides private pickleball instruction. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs that combine in-house and third-party investment management with tailored portfolio strategies.

Salvatore Prisco is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Stubbs LLC and Pompili DPM, as well as experience managing Trattoria del Mare da Salvatore. 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 across more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

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.

Nury Hyre is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Citibank. Hyre is also affiliated with Tower Federal Credit Union, where she is involved in investment-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Leo Mercer is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously held roles at AXA Advisors LLC, Vectorworks, and the University of Maryland, Baltimore County. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

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 from 2015 to 2018. Her outside activities include serving as a power of attorney for a client. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Tri Nguyen is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2006 and Bank of America, N.A. since 2011. Merrill 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, leveraging its integration with Bank of America’s broader platform.

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.

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.

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 Series 66 licensed financial advisor with LPL Financial in Columbia, MD, where he has worked since 2008, totaling 18 years of industry experience. He is also involved with Belman Klein Insurance, providing life, health, disability, LTC, and fixed annuity insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.