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 27 years of industry experience, currently affiliated with LPL Financial. His prior roles include 20 years at Ameriprise and Ameriprise Financial Services, Inc. He is also a notary and manages a separate business entity, Tuono LLC, for tax and investment purposes unrelated to his advisory work. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research-backed model portfolios and advanced technologies.

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.

Ibrahim Bah is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' individual priorities to develop strategies that address short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unforeseen expenses. Additionally, he facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ibrahim holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Illinois System and communicates fluently in English and Arabic. Outside of his professional duties, Ibrahim is involved with the charitable organization Feed My Starving Children.

Candida Sampson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her work history includes roles at Merrill and multiple dental-related organizations before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, applying proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Sonya Logan is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Spire Investment Partners, TD Ameritrade, and Scottrade. Outside of finance, she was the owner of a candle-making business, Lydon's Creative Concepts. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm offers a variety of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

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 at LPL Financial with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has been with LPL Financial since 2011. In addition to her advisory role, she is a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and various technologies.

Woodroe Leach is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His prior work includes more than three decades at Money Concepts Capital Corp and ongoing roles at Chesapeake Life. Leach is also involved in entrepreneurial activities, owning Leach Wealth Management Group and The Woodlyn LLC, and he works as an independent insurance agent. Additionally, he plans to offer clients access to estate planning documents through the Estate Guru platform. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers a range of portfolio management options, including proprietary models and third-party strategies, delivered across multiple platforms with both discretionary and non-discretionary investment implementations.

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.

Anthony Johnson is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley and Traders, as well as entrepreneurial work with Crow Entertainment, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale, delivering advisory services primarily through model-based strategies managed by third-party asset managers.

Kevin Byrne is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Eric Keitz is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2020, he worked at Severn Bank Corporation and operated his own CPA and tax preparation practice for over three decades. He serves as Audit Committee Chairman for the Annapolis Yacht Club and chairs finance committees for both the Annapolis Community Foundation and the AACC Foundation. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, supported by a centralized consulting team and a wide range of advisory, brokerage, and insurance solutions.

William Mills is a financial advisor with Charles Schwab in Annapolis, MD, holding Series 63 and Series 66 licenses with 12 years of industry experience. His previous roles include positions at Morgan Stanley Smith Barney LLC and Fidelity Investments, in addition to multiple tenures at Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory models with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Darren Sweeney is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 18 years. Outside of his advisory role, he owns a separate legal entity involved in warehousing and property purchases and is active as an insurance agent offering a range of insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios incorporating various asset types, and supports both discretionary and non-discretionary account management.

Courtney Raney is a CFP® professional with 13 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, she worked with Wells Fargo Advisors, LLC from 2011 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Caroline Crowell is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Her prior work includes roles at City National Bank, Agrimark - Cabot, and Due East Partners. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivering portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers and tailored strategies based on client risk profiles.

Kevin Collison is a financial advisor with Ameriprise in Edgewater, MD, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior work includes roles at Merrill and Bank of America. He has been with Ameriprise and its affiliates since 2019. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering 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 support its advice, with a focus on assets managed within Ameriprise accounts.

Mallory Feraci is a Planning Consultant at the Annapolis, MD Investor Center, where she collaborates with clients and their Financial Consultants to develop personalized financial plans aimed at helping clients pursue their goals. She joined Fidelity Investments in 2022, initially serving as a Relationship Manager before transitioning to her current role in 2023. Prior to her tenure at Fidelity Investments, Mallory worked as a Financial Advisor at First Command Financial Services from 2021 to 2022. Her professional experience spans client relationship management and financial planning, focusing on tailored strategies to meet individual client needs. Outside of her professional work, Mallory has personal interests that include food, football, snowboarding, and traveling.