James Straut is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, tailoring investment solutions to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Ellen Shiery is a Wealth Management Advisor at Merrill Lynch Wealth Management. She serves a diverse clientele, including business owners, executives, real estate professionals, and individuals navigating significant life transitions such as retirement, divorce, or the sale of a business. Ellen's advisory approach involves understanding clients' personal and financial goals, offering diversified investment portfolios aligned with each client's objectives, risk tolerance, and timeline. She also collaborates with clients' CPAs and attorneys to align tax minimization and estate planning strategies. Ellen holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's degree from Wesley College. Ellen emphasizes clear communication and client education to build trusted relationships and help clients make informed financial decisions. In addition to her professional work, Ellen is active in community organizations such as the Anne Arundel Women Giving Together, Executive Alliance, Junior League of Annapolis, and the Rotary Club of Annapolis. Her community involvement extends to participation in the Annapolis/Anne Arundel Financial Education Coalition, Anne Arundel Community College Foundation, and other local foundations and nonprofits. Ellen resides in Edgewater Beach and enjoys personal interests including antiquing, cooking, genealogy, ice hockey, knitting and crocheting, reading, and traveling.

Sulieman Nurideen is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, Valic Financial Advisors, and Lincoln Financial Securities Corporation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Root is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 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 services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Muller is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. He is currently based in Hunt Valley, MD. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Alexander Dodge is a Series 66-licensed financial advisor with Equitable Advisors in Columbia, MD. He joined the firm in 2026 and has prior experience working at The Home Depot and the University of Maryland’s Department of Recreation and Wellness. Equitable Advisors serves a wide range of clients including individuals, high-net-worth individuals, retirement plans, corporate, charitable, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and collaborates extensively with program sponsors and third-party managers to deliver its solutions.

Callum Redman is a financial advisor at Raymond James Financial Services Advisors, Inc. with a Series 66 designation and three years of industry experience. He has worked with Richard Wagener and Wagener-Lee LLC since 2022 and has prior experience at Salisbury University and Howard Community College. Redman is also involved in administrative duties for Richard Wagener’s support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports a large advisor network with specialized services such as municipal advising and SIMPLE IRA Employer Advisory programs.

Robert Kamya is a financial advisor with Wells Fargo Clearing in Washington, DC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 14 years of industry experience, including prior roles at PNC Investments from 2011 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s 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 its investment offerings.

Matthew Tew is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, Morgan Stanley, and Howard County Public Schools. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Omar Jennings IV is a financial advisor with Equitable Advisors in Mt Airy, MD, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010, including its predecessor AXA Advisors LLC. Outside of his advisory role, he is the sole member of a non-investment-related business entity, HUDSON THOMAS LLC. 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 utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Raymond Sutton is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and one year of industry experience. His work history includes roles outside finance, such as at Turf Valley Resort and multiple educational organizations. He has been involved with the Elkridge Youth Organization for eight years. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth individuals, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed TAMPs, providing both discretionary and non-discretionary advisory solutions.

Mark Blackmer is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for nine years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s 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 its investment offerings.

Brian Dinka is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley, PNC Investments, and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is based on investment policy statements and modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Elizabeth Miller is a financial advisor at Edward Jones in Annapolis, MD, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Jonathan Jay is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the Board of Trustees for Severn School in Severna Park, MD, where he participates in investment committee meetings overseeing endowment and scholarship funds. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, utilizing an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary advisory services, including a Plan Level Investment Selection 3(38) option, and features a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Amber Rizer is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Jozwick is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at OneMain Financial and Bank of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Madeline Moore is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2017 and has prior roles in university admissions and the restaurant industry. 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 strategies for a range of individual and institutional investors.

Logan McGuire is a Planning Consultant at Fidelity Investments, where he collaborates with local advisors to support clients in addressing their ongoing financial needs and implementing strategic plans. His approach focuses on understanding clients' priorities, analyzing their current financial situations, and partnering with them to develop strategies aimed at achieving their goals. Logan joined Fidelity Investments in 2022 as a Financial Representative and has held roles including Relationship Manager and Planning Consultant. Through these positions, he has gained experience in client relationship management and financial planning. Outside of his professional work, Logan has interests in baseball, golf, hiking, kayaking, and reading.

Joshua Groce is a financial advisor at LPL Financial with Series 63 and Series 65 credentials. He has recently transitioned to the financial industry with one year of experience and previously worked in education and public service, including roles at Bowie State University, Prince George's Community College, and The Maryland-National Capital Park and Planning Commission. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse clientele, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support discretionary and non-discretionary management.