Brian Bauer is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Bauer serves as treasurer for Limestone University in Gaffney, SC. 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 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.

Michelle Salmon is a financial advisor with Fidelity in Annapolis, MD, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Fidelity brokerage and advisory businesses since 2013. Outside of her advisory role, she serves on the board of directors for The PutAway, a pickleball facility in Maryland. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Zachary Snyder is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Equitable Advisors and has experience in hospitality and landscaping businesses. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Kayla Shockett is a financial advisor at Wells Fargo Clearing with a Series 66 credential and five years of industry experience. Prior to joining Wells Fargo in 2025, she worked at Merrill from 2020 to 2025. Her background also includes roles in education and compliance, as well as entrepreneurial experience with a landscaping business. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Nolan is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. Outside of his advisory role, he teaches financial workshops at senior centers through Anne Arundel Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branches.

Lee Demma is a financial advisor with LPL Financial in Elkridge, MD, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at M&T Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a variety of asset classes.

Travis Regier is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Deutsche Bank Securities Inc. from 2000 to 2003. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies across multiple advisory programs with a broad range of portfolio management and financial planning services.

Maria Vallecillo is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 21 years before joining Ameriprise in 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

George Gelston is a financial advisor with Mass Mutual Investors Services in Annapolis, MD, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2003. Gelston also operates as a licensed agent in life, health, disability income, fixed annuities, property and casualty, and long-term care insurance. MassMutual 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, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Robert Stachura is a CFP® professional with 37 years of experience in the financial industry. He is currently with OSAIC and previously worked at Lincoln Financial Advisors Corp for 19 years and Cincinnati Analysts, Inc. for six years. Outside of advisory work, he owns a legal entity unrelated to investments. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach that includes portfolio optimization and risk management tools.

James Woodrum is a financial advisor with Fidelity Investments, holding Series 66 and Series 65 licenses and totaling 20 years of industry experience. His prior work includes roles at Ameriprise Financial Services and Transamerica, with a brief tenure in events and production. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage various fund structures and model portfolios.

Mave Wellington is a financial advisor at Morgan Stanley with securities licenses including Series 66, Series 63, and Series 65. Wellington has experience working at the Maryland Insurance Administration and has been involved with the YMCA since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates scenario modeling tools.

Renea Campbell is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Bank of America for nine years before joining Merrill. 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.

Gregory Miller is a CFP® with 19 years of industry experience, all spent at Edward Jones since 2007. He holds the Series 66 designation and is based in Severna Park, MD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Reginald Lloyd is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and has 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale of loan products, home security and automation product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with model-delivery strategies managed by unaffiliated asset managers and offers several discretionary separately managed account options.

Nedia Vegagrosso is a financial advisor at Wells Fargo Clearing in Columbia, MD. She holds Series 63 and Series 65 licenses and has been in the industry since 2023, with prior experience outside of finance. 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 across more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Elizabeth Krisko is a Senior Resident Director at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1993 and joined the Rachlin Group in 1997. Elizabeth earned the CERTIFIED FINANCIAL PLANNER® designation in 2003, awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the designations of Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Elizabeth holds a Bachelor's degree in Finance from Pennsylvania State University and a High School Diploma from Reading Central Catholic. She specializes in client focus areas including managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Originally from Reading, Pennsylvania, Elizabeth lives in Annapolis with her husband, John. She is involved in community organizations such as Annapolis Rotary and Impact100 Greater Chesapeake. Her personal interests include boating, gardening, reading, and spending time with her family.

Neela White is a financial advisor at Ameriprise in Ellicott City, MD, holding a Series 66 designation with 15 years of industry experience. She previously worked at Merrill from 2007 to 2021 before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Emily Crawford is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has a tenure at Wells Fargo Bank NA dating back to 2004. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Steven Bonanno is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2005, including a role at Charles Schwab Bank since 2017. Outside of his advisory work, he has worked as a driver for ride-sharing services Uber and Lyft. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.