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.

Jesus Rodriguez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at First Command Insurance Services and the National Security Agency. Outside of finance, he owns and operates Innovative Sprocket LLC, a business selling vehicle accessory products. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities.

Timothy Cerny is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes over two decades at Guardian Life Insurance. He is also involved in selling non-variable insurance products through several providers. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Shane Smith is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bethesda Wealth Planning Group and Georgetown Financial Group, as well as work in construction and education. He has also been affiliated with the University of Maryland for four years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs.

Matthew Roberts is a Series 66 licensed financial advisor at Merrill with seven years of industry experience. He has worked at Bank of America and Merrill since 2008. 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 plans, corporations, and charitable organizations.

Wylie Rice is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors LLC and held positions at Johns Hopkins University and its Department of Cognitive Neurology. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Rodney Sams is a financial advisor with Merrill in Eldersburg, MD, holding a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, he worked at Truist Bank, M&T Bank, Belk, and GameStop. Outside of his advisory role, he serves as a consultant and independent contractor for Limitless Volleyball Club, assisting the head coach with training and team support. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Veals is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Veals attended the University of Maryland from 2019 to 2023. 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 more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Ryan Raitzyk is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously spent nine years at Christopher J. Seling and Associates, Inc. Outside of advisory work, he also provides tax services as a sole proprietor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple custody platforms and both discretionary and non-discretionary investment strategies.

Meir Teichman is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Teichman serves on the Board of Directors for the Baltimore Zionist District, where he assists in planning events and spreading awareness about the organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and advisory programs, utilizing a combination of in-house and third-party investment managers and tailored strategies to meet clients’ risk profiles.

David Kelly is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2012, progressing from Investment Representative to Financial Consultant before his current role. Prior to joining Fidelity, David worked at T. Rowe Price from 2005 to 2012 in various roles including Investment Specialist, Investment Counselor, and Service Specialist. David's professional experience spans over a decade in the investment and financial consulting industry. He focuses on understanding the unique needs of his clients and their families through active listening and tailored financial planning. His approach aims to provide clients with peace of mind and to serve as a trusted advisor to their families.

Darren Bush is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he is involved in providing insurance services through a separate firm relationship. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves matching clients to advisory program models or discretionary managers, often leveraging third-party asset management platforms, and provides ERISA fiduciary services through credentialed representatives.

Jamie Waldren is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has previously worked at Wells Fargo Clearing and operated JN Private Wealth Management, where he authored the book *Exit on Your Own Terms*. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients, offering tailored, non-discretionary advice supported by advanced analytical tools. The firm also supports municipal and public finance work through a unique affiliation and offers specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Steven Goldberg is a financial advisor with Osaic in Ellicott City, MD, holding Series 63 and Series 66 designations and offering 34 years of industry experience. His prior work includes roles at Lincoln Financial Advisors, SunTrust Advisory Services, SUNTRUST Investment Services, and Truist Investment Services. Outside of advising, he serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers. The firm offers a range of brokerage and investment advisory services utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Roberta King is currently serving as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2020. She is focused on hiring, training, and developing a team of financial professionals committed to a purpose of helping people. Roberta's career at Fidelity Investments spans nearly two decades, beginning as a Full Trader in 2005. She progressed through roles including Private Client Specialist, Branch Service Manager, and Assistant Branch Manager before assuming her current leadership role. Her extensive experience within the company encompasses various facets of financial services and branch management. Outside of her professional responsibilities, Roberta enjoys a range of personal interests such as board games, hiking, painting, tennis, traveling, and yoga.

Carson Henry is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining Equitable Advisors, his background includes roles in technology at Varonis and work in public service with the House of Representatives. He also has experience in small business operations outside of finance. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a wide range of clients including individuals, corporations, and nonprofit organizations. The firm utilizes various advisory models and third-party asset managers to deliver tailored investment solutions and ERISA fiduciary services.

James Jaderborg is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, with 16 years of industry experience. He has held positions at several firms, including Elevation View Wealth Partners, LLC, North Star Resource Group, and Securian Financial Services. Jaderborg serves on the advisory board of Stop Alzheimers Now and is president of Booking Freedom AI, LLC. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with over 10,000 advisors and approximately $256 billion in assets under management.

Olujimi Ijandipe is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 65 and Series 66 credentials. His prior work includes roles at Credit Agricole Corporate and Investment Bank and Merrill. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a mix of proprietary and third-party investment solutions and offers ERISA fiduciary services to qualified plans.

Brad Schwartz is a financial advisor with Ameriprise in Baltimore, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns B Squared Capital, an LLC unrelated to Ameriprise investments. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specified asset criteria. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.