Glenn Livingston is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corp. for nine years. Livingston is also the owner of GL&ML, LLC, a non-investment related business. 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 model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Nolan Karfonta is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Bank of America, Merrill, and Raymond James Financial Services. Outside of his advisory roles, he has held positions at Elon University and in the restaurant industry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses a tailored, non-discretionary approach supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wade Zancan is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Cetera since 2013 and is also involved with Resonant Financial Management. Outside of his advisory roles, Zancan manages his own financial services businesses and acts as a sales associate and client relationship manager for Hunter Capital, in addition to working as an insurance agent specializing in life, health, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that leverages both affiliated and third-party managers across discretionary and non-discretionary program structures.

Aaron Lekarz is a financial advisor with Equitable Advisors based in Columbia, MD. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked at Equitable Advisors since 2014 and previously was with Axa Advisors LLC from 2014 to 2020. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth—along with pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, relying on third-party program sponsors and endorsed advisory platforms.

Gavin Derro is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked for PW Media for twelve years. 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.

Abdirahim Isaq is a financial advisor with Wells Fargo Clearing in Annapolis, MD, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2018 and Wells Fargo Bank NA since 2015. 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, including a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Adrian Peralta is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Equitable Advisors since 2019, following a one-year tenure at Axa Advisors, Llc, and prior roles in protective services and union work. He is based in Columbia, MD. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models.

Ishioma Ikukaiwe Ekanem is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2022, Ekanem worked at PNC Bank and United Bank for Africa PLC. 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 advice grounded in modern portfolio theory. The firm includes a broad range of financial products in its investment menus, such as insurance-related vehicles and bank deposit sweep options.

Eliza Socito Balubar is a financial advisor at Primerica Advisors with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Primerica since 2014. Prior to her current role, she was employed at the University of Maryland Medical Center from 2006 to 2018. In addition to her advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed account options. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure rather than fixed fees.

Scott Katzenbarger is a financial advisor with LPL Financial in Gaithersburg, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Ameriprise Financial Services, Inc. for 14 years and Ameriprise Advisor Services, Inc. for 6 years, among other roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Brezovec is a financial advisor with LPL Financial in Gaithersburg, MD, holding Series 63 and Series 65 licenses and 32 years of industry experience. Before joining LPL Financial in 2023, he spent 16 years with Ameriprise Financial Services and Ameriprise Advisor Services. Outside of his advisory work, he is a firearms instructor and holds a deer management permit at Phillips Farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services using various portfolio management strategies and supports its advisors with advanced operational and research tools.

Jordan Banks is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase Bank, and Truist Financial. Banks also has experience with Western Governors University and the University of Maryland - College Park. Merrill 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.

Robert Turner Jr. 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 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.

Yong Lee is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America N.A. since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

June Burton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at NYLife Securities LLC and New York Life Insurance Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies tailored to client objectives.

Nicholas Ibello is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Commonwealth Financial Network and Williams Asset Management. Outside of his primary advisory work, he is involved in an insurance brokerage and operates a business entity for tax and investment purposes. 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 solutions, including access to third-party asset managers and institutional platforms, supported by a large network of advisors and advanced operational tools.

Zane VerBrugge is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Financial Representative at Fidelity Investments from 2022 to 2023. In his current position, Zane focuses on understanding the unique financial situations of his clients to collaboratively develop financial plans aimed at meeting their future goals and addressing their concerns. Zane leverages the comprehensive investment resources available through Fidelity Investments to assist clients in navigating their financial journeys. His approach centers on becoming familiar with each client's individual financial story to provide tailored investment solutions. Outside of his professional work, Zane has interests in baseball, beach activities, fitness, football, running, and scuba diving.

Samuel Downs is a financial advisor with Equitable Advisors in Columbia, MD. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equitable Advisors, he held roles at Idaho Falls Chukars, UMBC, Monrovia Mart, Food Lion, US Business Service, Stevenson University, and Linganore High School. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party solutions through a broad network of Investment Adviser Representatives.

Leah Ruffner is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2007, totaling over 16 years in various roles within the firm. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chris Cunningham is a Wealth Management Advisor at Merrill Lynch Wealth Management and serves as the Senior Resident Director of the Columbia, MD office. He has been assisting clients with disciplined investment and retirement planning since 1987. His work primarily focuses on corporate executives, business owners, and affluent families, providing personalized investment advice and guidance to balance their future needs with their current lifestyles. Chris's expertise encompasses a range of wealth management areas including corporate executive services, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and individual and corporate investment strategy. He also specializes in advanced planning such as pre- and post-IPO planning for executives, concentrated stock strategies, tax minimization, estate planning, private business succession, and planning for monetization and liquidity events. He holds a Bachelor of Science degree in Business from Mount Saint Mary's College and holds professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Chris resides in Glenwood, Maryland with his wife, Kathy, and their five children. Outside of his professional responsibilities, he enjoys golfing, sailing, tennis, and spending time with his family. He also supports various charitable endeavors.