Tomolyn Harris is an investment advisor representative at Cambridge Investment Research Advisors with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Cambridge and affiliated firms since 1999, as well as at Financial Directions LLP for over two decades. Outside of her advisory role, Harris is an independent insurance agent and owns a tax services business. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm utilizes multiple platforms and custodians, supports discretionary and non-discretionary management, and provides proprietary model strategies under the Founders Gate Capital brand.

Nicole Deangelo is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2024. Outside of her advisory role, she owns an inspirational website and designs and sells t-shirts online. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Russell Harada is a financial advisor with Ameriprise in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Ameriprise and its affiliate since 1992. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice.

Stephen Marohl is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he coaches lacrosse for the ProStart Lacrosse Club in Annapolis, MD. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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 to develop tailored recommendations, with optional implementation through its brokerage or advisory programs.

Norman Laporte is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as president of the Chance Hope Farm Homeowners Association in St Michaels, MD. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients using a broad planning menu tailored to clients meeting a net-worth threshold. The firm offers a range of specialized planning services and integrates advisory solutions with other financial products and referral channels.

Kathleen Schoff is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 34 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Truist Investment Services from 2004 to 2009. Outside of advising, she receives quarterly royalty payments from Samson Explorations, LLC. 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 roughly $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Rochelle Brown is a CFP® professional with 24 years of industry experience, currently with Edward Jones since 2002. She is based in Bowie, MD, and holds Series 63 and Series 66 licenses. Outside of her financial advisory role, she co-owns Abundant Life Resources LLC, a ministry and charity organization where she conducts seminars and counseling sessions and writes faith-based books. She also serves as Treasurer/Finance Chair for the Salvation Army of the Sandhills and is a financial team member at The Shepherd's House International Christian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Mark Molowa is a financial advisor with Mass Mutual Investors Services in Bethesda, MD, holding the CFP® designation and a Series 66 license. He has 11 years of industry experience, including roles at Goldman Sachs, CETERA Advisor Networks, United Capital Financial Advisers, and Stifel. 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 provides ongoing financial planning, asset management, and educational seminars, offering strategies that focus on investment categories rather than specific product selections.

Julia Jorss is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Haverford Trust Securities Inc. before joining RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies using both in-house and third-party managers, along with integrated financial planning and brokerage services.

Juan Oechsle is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of finance, he owns a limited crab harvesting business in the Chesapeake Bay. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a broad range of advisory and brokerage services supported by advanced research tools and a large network of investment adviser representatives.

Caroline Hulting is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and previously worked at Scarborough Capital Management and Solomonwood. Outside of her advisory role, she is involved with River Hills Consulting Services, LLC as a case manager and paraplanner. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Andrew Phillips is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and nine years of industry experience. He previously worked at Foresters Financial Services and Live Nation before joining Ameriprise. Phillips also manages an advisory business through River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party analysis.

Sonya Coleman is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and three years of industry experience. She has previously worked with Bankers Life Advisory Services, Bankers Life Securities, Bankers Life & Casualty, Fidelity Investments, and PNC Bank. Outside of advising, she operated a business called Swag Shoppe LLC for eight years. 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 management services delivered through a large network of advisors using diversified strategies and technology tools.

Alexandra White is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates. Outside of finance, she operated Annapolis Dog Walkers for a year. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summaries, with implementation options offered through its brokerage or advisory programs.

Sean O'Neill is a CFP® professional with 27 years of industry experience, currently serving at RBC Capital Markets since 2009. He is based in Annapolis, MD, and holds Series 63 and Series 65 registrations. Outside of his advisory role, he serves on several local nonprofit and community boards, including the Annapolis Musicians Fund for Musicians, the City Dock Action Committee, and the Anne Arundel Estate Planning Council, where he is president. RBC Wealth Management, a division of RBC Capital Markets, provides a range of advisory programs and services to individual investors, institutions, and other clients. The firm offers tailored investment strategies through a combination of in-house and third-party managers, incorporating options such as tax management and responsible investing.

Thomas Pasta is a CFP® professional with 28 years of industry experience. He is currently affiliated with LPL Financial, having joined the firm in 2025 after 20 years at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he operates as a notary and manages a business entity for non-investment purposes. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mc Kenna Nolan is a Series 66 licensed financial advisor with Edward Jones in Annapolis, MD, bringing two years of industry experience. Prior to joining Edward Jones, Nolan worked at Lord Abbett and Morgan Stanley. Outside of finance, Nolan managed operations at RJ Bentleys Sports Bar for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Karen Williams is a financial advisor with Edward Jones in Severna Park, MD, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she spent seven years at Wells Fargo Home Mortgage. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Michelle Kruhm is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at LPL Financial since 2011, with prior experience at Morgan Stanley and Citigroup Global Markets. Additionally, she is commissioned as a notary public. 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.

Jocelyn Smith is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, she worked for Deloitte for 11 years. She is also self-employed. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.