Jeffrey Shapiro is a financial advisor at Edward Jones in Pasadena, MD, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he was involved with Spindle Fitness LLC for nine years. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Casey Domanski is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 credential and has worked in various roles including positions at PF Changs and Mount St. Mary’s University. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a range of sponsored programs and managers.

Robert Wehman is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and analytical models.

Viren Chadha is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized strategies that align with their unique financial goals and life milestones. His approach emphasizes understanding each client's priorities to provide tailored advice and support. Viren's expertise includes college education planning, retirement income, portfolio management, small business strategies, socially responsible investing, and more. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned two bachelor's degrees in Financial Economics and Business Management from the University of Maryland Baltimore County. In addition to his professional work, Viren is involved in his community as a volunteer with Laurel Fire Station 10, serving as an EMT aid. His personal interests include biking, cooking, golfing, and pickleball.

Jules Klose is a CFP® professional with 11 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to this, he was with Axa Advisors LLC from 2014 to 2017. He is also an agent with Thompson Financial Group, LLC, where he handles individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive planning through collaborative annual engagements using firm-approved analytical tools.

Zachary Payton is a Certified Financial Planner® at Raymond James Financial with 12 years of industry experience. He has worked at Raymond James since 2020 and previously held roles at Uber and Wells Fargo Advisors. Outside of his advisory work, he is involved with Merriweather Money Management in Columbia, MD. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth investors, institutions, and charitable organizations. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Andrew Sipala is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2018, with prior roles at Edward Jones and Green Door Behavioral Health. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with approximately $671 billion in assets under management and over 14,000 financial advisors.

Robert Goldbeck Jr. is a financial professional with four years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has worked at various firms including Portfolio Advisory Associates and First Allied Securities. His background includes roles outside finance at GEA Mechanical Equipment US, Inc., GEA Process Engineering US, Inc., and Rohde & Schwarz. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated money managers and varied account structures.

Jonathan Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and has held roles at Wells Fargo Bank NA since 2001. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

James Mellendick is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. Outside of his advisory work, he serves as a consultant for Coleman Research. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio strategies.

Surbhi Satsangi is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. She has worked at Merrill and Bank of America, N.A., with her current tenure at Merrill starting in 2021. Outside of her advisory role, she is a co-owner of a family rental property business. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Pamela Gruver Adams is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where she has been serving clients since 1995. She is a partner of the Gruver Adams Jenkinson Group and specializes in advising high net worth families, business owners, physicians, retirees, and female investors. Pamela's approach involves a thorough and personalized discovery process, focusing on retirement planning, tax minimization, asset preservation, growth maximization, and wealth transfer. Pamela holds several professional credentials, including the Certified Private Wealth Advisor (CPWA®) designation, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a graduate of American University and has also studied at The Wharton School of the University of Pennsylvania and the London School of Economics. Her expertise encompasses areas such as divorce transition planning, liquidity management, portfolio management, small business strategies, special needs planning strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. In her personal life, Pamela is active with Success in Style, an organization supporting women pursuing employment. She enjoys biking, genealogy, hiking, reading, skiing, and spending time with her family. Pamela lives in Clarksville, Maryland, with her husband, Brian Baumgardner, and their family.

James Lowry is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments for 11 years before joining Ameriprise in 2025. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to provide tailored, non-discretionary advice, emphasizing managed accounts and algorithmic support in its planning process.

Michael Weeks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Todd Sajauskas is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at Citigroup Global Markets since 2006 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Jeannette Jordan is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with MetLife Securities, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. Outside of her advisory role, she serves as an usher at the John F. Kennedy Center. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools to support collaborative planning engagements.

Thomas Mccrory is a financial advisor with RBC Capital Markets in Baltimore, MD, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charities. The firm offers customized investment strategies and a range of advisory programs, combining in-house and third-party managers to implement portfolios aligned with clients' risk profiles.

Roger Moore is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James Financial and its affiliate firm since 2009. Outside of his advisory work, Moore is an owner of a rental real estate property. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services with a focus on risk profiling and analytical modeling, and supports municipal and public finance work uncommon among large institutional advisors.

Antonio Marshall is a Series 66-licensed advisor with LPL Financial, bringing 24 years of industry experience. He previously worked at Next Financial Group Inc for 16 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Mark Phillips is a financial advisor with Wells Fargo Advisors in Columbia, MD, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Merrill and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial product offerings and referral channels.