Gavin Alwine is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, his background includes roles outside the financial services industry, such as positions at PetSmart, Chick-fil-A, and Keystone Bean LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm works with numerous third-party asset managers and utilizes various advisory models, emphasizing fiduciary services and a mix of proprietary and third-party investment solutions.

Steven Crosby is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Bank and Sunset Cove. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Stephen Sciannella is a financial advisor at Edward Jones with three years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Cambridge Investment Research and Paychex, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.

Joseph Browning is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, and retirement income. Joseph holds a Bachelor's Degree from McDaniel College and has earned professional designations as a Personal Investment Advisor (PIA) and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He works closely with clients to develop personalized financial strategies aligned with their unique goals, emphasizing simplicity and transparency throughout the wealth planning process. Outside of work, Joseph enjoys cooking, golfing, and spending time with his family.

Terrie Kilroy is a Series 66-licensed financial advisor at Morgan Stanley in Baltimore, MD, with nine years of experience in the industry. She has been with Morgan Stanley since 1999. Outside of her advisory role, she operates a photography business called TK Shots and works as a cosmetics consultant for Rodan and Fields. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process utilizes structured discovery conversations and firm-approved tools to model outcomes.

Akeem Williams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at JPMorgan Chase Bank N.A. and J.P. Morgan Securities LLC since 2019. Outside of his advisory role, he is an owner and partner of Islanders Properties Managements LLC, a real estate business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Patrick Perry is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Centaurus Financial Inc. Outside of his advisory role, Perry is active as a drummer in the musical group Goodbye July and serves as COO of a logistics and consulting company. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios and third-party subadvisors, supported by operational tools including machine learning.

Adetayo Adewole is a financial advisor with J.P. Morgan Securities in Severna Park, MD, holding Series 63 and Series 65 licenses and seven years of industry experience. His previous roles include positions at Wells Fargo Clearing Services, Educational Testing Service, and Pearson Education Inc. He is also involved with Jeducare Services, Inc. outside of his advisory work. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates centralized due diligence employing both quantitative and qualitative research, incorporating ESG criteria and supported by affiliates that handle implementation and portfolio services.

Courtney Hyatte is a financial advisor with Merrill in Columbia, MD, holding the Series 66 designation and beginning their career in 2025. Prior to joining Merrill, Hyatte spent 27 years at Bank of America and also worked at Certainty Home Lending. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gary Mott is a financial advisor at Cetera with Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and he is president of Gary T. Mott, CPA, PA, an accounting and tax preparation firm. Mott also serves as a trustee overseeing trust administration for multiple fiduciary appointments. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Nicholas Moon is a Financial Advisor with Merrill Lynch Wealth Management. He is dedicated to helping individuals, families, and business owners navigate important financial decisions with confidence. Nicholas focuses on building long-term relationships founded on trust, communication, and personalized advice. His expertise includes education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Before joining Merrill Lynch, Nicholas began his career as a Financial Auditor at Baker Tilly and later worked as a Corporate Finance Consultant at Deloitte. These experiences provided him with a strong foundation in financial analysis, strategic planning, and complex problem-solving. As a Merrill Financial Advisor, he works one-on-one with clients to define goals and develop portfolio strategies tailored to their needs, providing ongoing advice and adapting plans as situations change. Nicholas earned a Bachelor of Science in Business Administration with concentrations in Finance and Accounting from Elon University. He holds the Chartered Retirement Planning Counselor™ (CRPC™), Accredited Wealth Management Advisor™ (AWMA™), and Personal Investment Advisor (PIA) designations. He speaks English and Korean and enjoys baseball, basketball, football, golfing, hiking, music, running marathons, spending time with family, tennis, and traveling.

Michael Cammarata is a CFP® professional with 19 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities for 10 years. Outside of his advisory role, he is involved in a client healthcare consulting business operated jointly with his wife and coordinates age group activities related to updating game scores on a website. 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, offering a collaborative approach that includes the use of firm-approved analytical tools and event-driven planning programs.

Connor Rebele is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles outside finance, such as positions at Vineyard Vines and Champion Teamwear. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Alena Baranova is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at UBS since 2023, previously spending six years at T. Rowe Price. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates as both a broker-dealer and investment adviser, integrating institutional trading capabilities with wealth management services.

Kwame Smith is a financial advisor with LPL Financial in Laurel, MD, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, AXA Advisors, Navy Federal Financial Group, and Synovus Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various investment strategies and technology tools, alongside a broad suite of non-advisory financial products.

George Fuscsick is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 63 designation and has previously worked at H. Beck, Inc. for 25 years, as well as leading Grove Point Investments and Grove Point Advisors. Outside of his advisory role, Fuscsick is involved with the Hagerstown Fire Department and serves as a board member of the Funkstown Volunteer Fire Company; he is also engaged in firearm training and owns a related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a diverse investment approach utilizing both strategic and tactical allocations.

Diane Bark is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at LPL Financial and its predecessor, 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, both nonprofit roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of investment options and utilizes advanced research and operational tools to support its network of over 22,800 advisors.

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.

Charles Leapley is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 12 years. In addition to his advisory role, he is an independent licensed insurance agent and owns a commercial real estate investment as a sole proprietor. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization and offers a wide range of advisory and brokerage services through a large multi-advisor platform.

Schekeeb Sidiqi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked in real estate with TTR Sotheby's International Realty and BNI Realty. He is also an instructor of German at the German International School Washington DC. 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 employs a large network of advisors and uses research and analytics to support its investment evaluations while offering both brokerage and advisory solutions.