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 and holds a Series 66 designation. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, Wells Fargo Bank, and Morgan Stanley. He also works as a consultant for Coleman Research outside of his advisory responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and technological tools for research and operations.

Surbhi Satsangi is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. She has worked at Merrill and Bank of America, N.A., with her current tenure at Merrill starting in 2021. Outside of her advisory role, she is a co-owner of a family rental property business. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Weeks is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Citigroup Global Markets, and Legg Mason Wood Walker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Todd Sajauskas is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and previously was with Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

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 six years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Hartford Funds Distributors, LLC for six years. Outside of finance, Sabia is a professional lacrosse player with the Premier Lacrosse League, a role he has held since 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Thomas Mccrory is a financial advisor with RBC Capital Markets in Baltimore, MD, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charities. The firm offers customized investment strategies and a range of advisory programs, combining in-house and third-party managers to implement portfolios aligned with clients' risk profiles.

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.

Antonio Marshall is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with LPL Financial, having joined the firm in 2025 after 16 years at Next Financial Group Inc and seven years at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including access to third-party asset managers and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.

John Nistler is a financial advisor at LPL Financial with 20 years of industry experience. He holds the ChFC® and Series 66 credentials. Prior to joining LPL Financial in 2024, he worked for Lincoln Financial Advisors from 2005 to 2024. Outside of advisory work, he is the owner of John R Nistler LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

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, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior experience includes roles at Merrill, Morgan Stanley, and Citigroup Global Markets. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet specific net-worth criteria, using proprietary research and planning tools.

Ian Davis is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He holds Series 63 and Series 65 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Robert Whiteside III is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Navy Federal Financial Group, Ameritas Investment Company, TIAA-CREF, Charles Schwab, and TD Ameritrade. His other business activities include co-owning a condo used for off-campus housing. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Stewart is a financial advisor with Raymond James & Associates in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Janney Montgomery Scott for 13 years before joining Raymond James in 2022. Stewart is involved with the ESF Dream Camp Foundation in Bryn Manor, PA. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving individuals, institutions, and municipal entities with a range of advisory services, including financial planning and institutional consulting, supported by extensive research and various portfolio management options.

Justin Bowmaker is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2009 to 2017. Outside of his advisory role, he is involved in automobile racing. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using detailed client data and firm-approved analytical tools to provide written financial recommendations.

Richard Cox Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at Farmers Financial Solutions for 12 years and has been with Raymond James entities since 2017. Outside of his advisory role, he owns and operates Sentinels Financial Group LLC, which provides support and insurance services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm employs tailored, non-discretionary planning supported by analytical tools and serves a large network of advisors, with specialized municipal advisory capabilities and targeted consulting programs.