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® with 37 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked at Lincoln Financial Advisors Corp for 19 years. In addition to his advisory role, he is an agent offering disability insurance, annuities, and life insurance, and he owns a legal entity related to warehousing and property purchases. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

James Woodrum is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 65 and Series 66 credentials. His prior roles include positions at Transamerica Investors Securities Corporation and Ameriprise Financial Services, Inc. He also spent time working with Revolution Events and Production. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm oversees multi-manager and fund-of-funds strategies and is noted for its use of systematic methodologies and AI-driven research in portfolio management.

Mave Wellington is a financial advisor at Morgan Stanley in Annapolis, MD, holding Series 63, 65, and 66 licenses. Wellington has been with Morgan Stanley since 2026 and has prior experience with the Maryland Insurance Administration and Vector Marketing. Outside of finance, Wellington has been involved with the YMCA since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

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.

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, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA, where she has been employed since 2004. 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. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

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.

Alexander Thomas is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Equitable Advisors since 2015, including prior work at Axa Advisors LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and sponsored advisory programs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments, while providing ERISA fiduciary services for qualified plans.

David White is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at New York Life Insurance Company and NYLife Securities LLC from 2015 to 2021. Outside of his advisory role, he is involved in property and casualty insurance sales. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and nonprofit clients. The firm utilizes a range of advisory models and third-party asset managers, offering investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Pellegrini is a financial advisor with Merrill in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Merrill Lynch since 2007, with prior roles at BNY Mellon Securities Corporation and Lord, Abbett & Co. LLC. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Hilliard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 17 years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, he is an author of several books and serves on the board of the Linstead Community HOA in Severna Park, MD. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and tailors recommendations using Wells Fargo research and tools, delivering them through meetings and written summaries.

Chad Miller is a financial advisor with Edward Jones in Annapolis, MD, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is involved in real estate through several rental property holdings and related business entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.