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.

Karl Weber is a Series 66-licensed financial advisor at Merrill with eight years of industry experience. He has worked at Bank of America and Merrill since 2014. Outside of his advisory role, Weber is involved with a local bike shop where he assists customers and performs minor bike repairs. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Ryan Wentworth is a CFP® with 13 years of industry experience. He has worked at Merrill and Bank of America before joining Raymond James Financial Services Advisors, Inc. in 2025. Wentworth is also the owner of Wentworth Financial Group, a non-investment-related business based in Severna Park, MD. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Michael Mooney is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

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.

Brandon Phillip Cheeks is a financial advisor at J.P. Morgan Securities with 10 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 institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional broker-dealer and investment adviser registrations.

Kameliya Nikolova is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill and Bank of America in 2025, her background includes a variety of roles across hospitality, production, education, and other sectors. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

Michelle Oosterwijk is a financial advisor at Morgan Stanley in Baltimore, MD, with six years of industry experience and a Series 66 designation. She has been with Morgan Stanley since 2020, including a role at Morgan Stanley Private Bank, N.A. since 2021. Outside of her advisory work, she serves on the Towson University College of Business & Economics Advisory Board, providing guidance to support the institution’s educational mission. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and a comprehensive investment approach. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and estate strategies.

Christopher Biddison is a financial advisor with Equitable Advisors in Baltimore, MD, holding a Series 66 designation and over 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a co-owner of Lee Creek Farm, a property in Maryland that he plans to rent through short-term rental platforms. 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 uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Princess Taylor is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 designations. She has one year of industry experience and previously worked at Navy Federal Credit Union and several other organizations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients, managing approximately $671 billion in assets across more than 14,000 financial advisors. The firm utilizes research and analytics to evaluate investment options and offers a range of financial products through its bank and insurance affiliates.

Darrell Mitchell is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked at Merrill and spent eight years at IKEA. He holds the Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

George Galster is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Communities United Against Hate, a nonprofit organization. Ameriprise offers retirement-income planning services tailored for individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with advisory services and provides a range of brokerage and insurance solutions through its affiliated companies.

David Baker is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors LLC. Outside of his advisory role, he serves as an administrator or executor of estates and trusts for family and non-family members. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed third-party manager platforms.

Michael Branthover is a CFP® certificant with 10 years of industry experience, currently affiliated with LPL Financial. He has been with LPL Financial since 2016 and was previously with Hergenroeder Financial Advisors, Inc. He is also a Notary Public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Miguel Zayas is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following prior roles at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional financial products.

David Gonzalez is a CFP® professional with seven years of experience in the financial services industry. He currently works with Cetera in Baltimore, MD, having held prior roles at firms including T. Rowe Price Investment Services and Financial Dimensions, LLC. He also provides financial counseling and education for service members through Magellan Federal on a limited basis. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with various program structures and custodial relationships.

Carter Lawrence is a financial advisor at Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 credentials. He has approximately one year of industry experience, including prior roles at APL Federal Credit Union and SG Benefit Providers. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models. The firm manages a substantial asset base and offers services through various channels, including corporate financial planning agreements.

Timothy Keffer is a CFP® professional affiliated with LPL Financial, based in Annapolis, MD, with 12 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Raymond James & Associates for 12 years. He is the owner of Harpoon Investments, LLC, where he handles general accounting duties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from various sources.