Connor Rebele is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Vineyard Vines and Champion Teamwear, and he attended Loyola University Maryland. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to provide a range of advisory and brokerage solutions.

Alena Baranova is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and previously worked at T. Rowe Price from 2015 to 2023 before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research-driven solutions.

Kwame Smith is a financial advisor with LPL Financial who holds a Series 66 designation and has 16 years of industry experience. Prior to joining LPL Financial in 2022, he worked at firms including CUNA Mutual Group, AXA Advisors, and Navy Federal Financial Group. 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 through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and access to model portfolios and research from multiple sources.

George Fuscsick is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 63 designation and has worked with firms including Grove Point Investments, H. Beck, Wise Financial Group, and Hillegas & Fucsick. Outside of financial advising, Fuscsick serves on the board of a nonprofit fire company and is involved with firearms training and volunteer fire departments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with model portfolios, research, and both discretionary and non-discretionary management options.

Diane Bark is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 65 licenses with 35 years of industry experience. She has been with LPL Financial (formerly LINSCO Private Ledger Corp) since 2001. Bark serves on the board of St. Joseph's Hospital and works as a personal support person for Forward Visions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating model portfolios, research, and technology-driven strategies.

Roger Feldman is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining UBS in 2022, he worked at Bank of America and Merrill from 2017 to 2022, and at Lake Placid Marketing LLC from 2012 to 2017. Feldman is also a committee member of the Maryland Association of General Contractors, where he assists in fundraising for charitable events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

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.

John Cantrell is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at Bank of America and Alertus Technologies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

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.

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.

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.

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.

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 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.

Raymond Mcfaul Jr. is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Zain Wasi is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with four years of industry experience. His prior roles include positions at T. Rowe Price and MATClinics, as well as work with the Baltimore City Health Department and Franklin & Marshall College. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment products alongside its advisory services.

Tyler Tait is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has held multiple roles within Morgan Stanley since 2017, including at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and financial planning services.

Aidan Ryan is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and three years of industry experience. His work history includes positions at Morgan Stanley Private Bank and Morgan Stanley, as well as prior experience outside finance at Caves Valley Golf Club and Mothers North Grille. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and offers access to comprehensive investment strategies alongside its broader retail and institutional offerings.