Casey Domanski is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 credential and has worked in various roles including positions at PF Changs and Mount St. Mary’s University. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a range of sponsored programs and managers.

Katrina Hawkins is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. Her work history includes roles at PFS Investments Inc., Peraton, and Northrop Grumman. She is the owner of Katrina Hawkins LLC, a business consulting firm focused on IT services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, managing approximately $15.5 billion in assets with a network of nearly 3,700 advisors.

Viren Chadha is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized strategies that align with their unique financial goals and life milestones. His approach emphasizes understanding each client's priorities to provide tailored advice and support. Viren's expertise includes college education planning, retirement income, portfolio management, small business strategies, socially responsible investing, and more. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned two bachelor's degrees in Financial Economics and Business Management from the University of Maryland Baltimore County. In addition to his professional work, Viren is involved in his community as a volunteer with Laurel Fire Station 10, serving as an EMT aid. His personal interests include biking, cooking, golfing, and pickleball.

Jules Klose is a CFP® professional with 11 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to this, he was with Axa Advisors LLC from 2014 to 2017. He is also an agent with Thompson Financial Group, LLC, where he handles individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive planning through collaborative annual engagements using firm-approved analytical tools.

Zachary Payton is a Certified Financial Planner® at Raymond James Financial with 12 years of industry experience. He has worked at Raymond James since 2020 and previously held roles at Uber and Wells Fargo Advisors. Outside of his advisory work, he is involved with Merriweather Money Management in Columbia, MD. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth investors, institutions, and charitable organizations. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Andrew Sipala is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2018, with prior roles at Edward Jones and Green Door Behavioral Health. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with approximately $671 billion in assets under management and over 14,000 financial advisors.

Robert Goldbeck Jr. is a financial professional with four years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has worked at various firms including Portfolio Advisory Associates and First Allied Securities. His background includes roles outside finance at GEA Mechanical Equipment US, Inc., GEA Process Engineering US, Inc., and Rohde & Schwarz. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated money managers and varied account structures.

Jonathan Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and has held roles at Wells Fargo Bank NA since 2001. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

James Mellendick is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. Outside of his advisory work, he serves as a consultant for Coleman Research. 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, supported by research and various portfolio strategies.

James Snyder is a financial advisor at Morgan Stanley with 55 years of industry experience. He holds the Series 63 designation and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Annapolis, MD. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs supported by structured planning tools and investment modeling techniques.

Pamela Gruver Adams is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where she has been serving clients since 1995. She is a partner of the Gruver Adams Jenkinson Group and specializes in advising high net worth families, business owners, physicians, retirees, and female investors. Pamela's approach involves a thorough and personalized discovery process, focusing on retirement planning, tax minimization, asset preservation, growth maximization, and wealth transfer. Pamela holds several professional credentials, including the Certified Private Wealth Advisor (CPWA®) designation, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a graduate of American University and has also studied at The Wharton School of the University of Pennsylvania and the London School of Economics. Her expertise encompasses areas such as divorce transition planning, liquidity management, portfolio management, small business strategies, special needs planning strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. In her personal life, Pamela is active with Success in Style, an organization supporting women pursuing employment. She enjoys biking, genealogy, hiking, reading, skiing, and spending time with her family. Pamela lives in Clarksville, Maryland, with her husband, Brian Baumgardner, and their family.

James Lowry is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments for 11 years before joining Ameriprise in 2025. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to provide tailored, non-discretionary advice, emphasizing managed accounts and algorithmic support in its planning process.

Michael Weeks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Jeannette Jordan is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with MetLife Securities, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. Outside of her advisory role, she serves as an usher at the John F. Kennedy Center. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools to support collaborative planning engagements.

Christopher Sabia is a financial advisor with Wells Fargo Advisors in Annapolis, MD, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked with Hartford Funds Distributors, LLC for six years. Outside of finance, he is a professional lacrosse player with the Premier Lacrosse League, a role he has maintained since 2019 on a part-time basis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning, sports and entertainment planning, and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Robert Wilson is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his work at Wells Fargo, he has a 20% ownership in Private Wealth Partners LLC, a financial practice based in Annapolis, Maryland, where he dedicates significant time monthly. 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 investment and fee-based financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Roger Moore is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James Financial and its affiliate firm since 2009. Outside of his advisory work, Moore is an owner of a rental real estate property. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services with a focus on risk profiling and analytical modeling, and supports municipal and public finance work uncommon among large institutional advisors.

John Nistler is a financial advisor with LPL Financial, holding the ChFC® and Series 66 credentials and bringing 20 years of industry experience. He previously worked for Lincoln Financial Advisors for 19 years before joining LPL Financial in 2024. Outside of his advisory role, he owns John R Nistler LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs utilizing both discretionary and non-discretionary management approaches, supported by internal and third-party research and a variety of portfolio management tools.

Scott Marsden is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that align with each client's unique financial goals and changing market conditions. His approach integrates investment insights from Merrill and access to banking and lending solutions through Bank of America. Scott's expertise includes education planning, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. He holds the designation of Personal Investment Advisor (PIA) and earned his High School Diploma from Haddon Township High School. Outside of his professional work, Scott enjoys boating, drawing and sketching, hunting, ice hockey, skiing, and traveling.

Mark Phillips is a financial advisor with Wells Fargo Advisors in Columbia, MD, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Merrill and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial product offerings and referral channels.