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 at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2009. Outside of his advisory role, he is an owner of a rental real estate property. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with an emphasis on tailored financial plans and investment recommendations supported by firm research and a broad affiliate network.

Antonio Marshall is a Series 66-licensed advisor with LPL Financial, bringing 24 years of industry experience. He previously worked at Next Financial Group Inc for 16 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

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.

Robert Whiteside III is a financial advisor at Merrill with Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Navy Federal Investment Services, Navy Federal Financial Group, Bank of America, Independent Financial Partners, and LPL Financial. He is a co-owner of a condo in Greensboro, NC, which he assists in managing. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

William Stewart is a financial advisor with Raymond James & Associates in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Raymond James in 2022, he worked at Janney Montgomery Scott for 13 years. He is involved with the ESF Dream Camp Foundation in Bryn Manor, PA. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and also delivers institutional consulting and public finance services.

Thomas Burke is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in holistic wealth management, creating tailored investment portfolios and financial plans based on each client's unique needs. His client base includes business owners and corporate executives, for whom he develops strategies to accumulate wealth and transition that wealth into retirement income. Beyond investment management, he also addresses estate planning and insurance considerations to prepare clients for various scenarios. Thomas provides ongoing advice to local families, business owners, and retirees, focusing on growing and preserving wealth efficiently. His areas of expertise include college education planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. His approach involves one-on-one collaboration to develop personalized financial strategies aligned with individual long-term goals. He holds a Bachelor's degree in Finance from Salisbury University and carries the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Thomas enjoys basketball, boating, football, golfing, and skiing.

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 licenses and bringing 21 years of industry experience. He has worked at Raymond James since 2017 and previously spent 12 years at Farmers Financial Solutions. Cox is also the owner of Sentinels Financial Group LLC, a support company and insurance agency based in Severna Park, MD. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client collaboration and supported by extensive research and asset-allocation analysis.

Andrew Nurmi is a Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop foundational financial strategies tailored to their goals and unique needs throughout their lives. He has been with Fidelity Investments since 2022, holding various positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to his career in financial services, Andrew worked as an Independent Insurance Investigator, Appraiser, and Adjuster at Johns Eastern Company from 2012 to 2021. His experience spans financial consulting and insurance investigation, providing a broad perspective on client needs and risk management. Outside of his professional work, Andrew enjoys baseball, golf, spending time with family, and caring for pets.

Timothy Heidenberg is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has worked as a team attendant and ballboy for the Washington Wizards and Washington Mystics. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automation to deliver tailored retirement income advice.

Lee Bollhorst is a financial advisor with Ameriprise in Severna Park, MD, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he occasionally plays in a band on weekends. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Robert Boyles is a financial advisor with MassMutual Investors Services in Elkridge, MD, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with MetLife Securities from 2014 to 2017. Outside of his advisory role, Boyles is also an insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-oriented planning without discretionary investment authority.

Laurette Dearden is a CFP® with 29 years of industry experience, currently serving as an advisor at Cetera. She has held roles at several firms, including Avantax and The Guardian Life Insurance Company of America. In addition to her advisory work, she owns a CPA practice specializing in tax preparation and accounting. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of portfolio management and financial planning services to individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm operates a multi-manager platform with access to affiliated and third-party managers, serving over 800,000 clients and managing assets exceeding $256 billion.

Alejandra Dominguez Jimenez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes positions at Navy Federal Credit Union, PNC Bank, Capital One Bank, and a decade running Jireh Printing & Graphics, LLC. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

David Johnston is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as co-trustee for family-related investment trusts. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Garrett Conn is a financial advisor with Mass Mutual Investors Services in Columbia, MD, holding Series 65 and Series 63 credentials and eight years of industry experience. Prior to joining Mass Mutual Investors Services in 2018, he worked for Northwestern Mutual and Enterprise Holdings. Mass Mutual Investors Services, LLC 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 and offers various asset management programs alongside educational seminars.

Taylan Young is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.