Noah Bergey is a Series 66-licensed financial advisor with Equitable Advisors, based in Columbia, MD. He has one year of industry experience and joined Equitable Advisors in 2024. Prior to his advisory role, his work history includes positions in the food service industry and education. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory programs and focuses on matching clients to appropriate investment models based on their risk tolerance and personal information.

Joshua Schwartz is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2006 and Bank of America, N.A. since 2011. Schwartz serves as a power of attorney in fiduciary roles for family members. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Link is a financial advisor with LPL Financial in Catonsville, MD, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, Cantella & Co., Wells Fargo Advisors, and Merrill. Outside of his advisory work, he is also involved in insurance brokerage through Statera Advisors, LLC, focusing on life, disability, long-term care, fixed annuities, and health insurance. 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 services, including access to model portfolios, third-party asset management, and institutional platforms.

Stanley Chronowski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at M&T Securities for 15 years, Citicorp Investment Services for one year, and Truist Investment Services, Inc. for three years. He is based in Damascus, MD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Tina Buck is a Series 66-credentialed financial advisor with Edward Jones, based in Mt Airy, MD, and has two years of industry experience. She previously worked at Foundations Counseling as a therapist and has continued to maintain the counseling business to comply with regulatory requirements. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Gordon Margerum is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2001. In addition to advisory services, he is involved in sales 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 discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee model for its services.

Nic Altenburger is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He focuses on understanding clients' priorities and developing tailored investment strategies to support their financial goals. Prior to this role, he worked in Workplace Planning & Advice at Fidelity from 2013 to 2018 and in Brokerage & Trading from 2008 to 2013. Nic holds a California Insurance License, enabling him to provide comprehensive financial services to clients. His experience spans various aspects of investment planning and advice within Fidelity Investments. Outside of his professional work, Nic enjoys spending time at the beach, fishing, participating in social events with friends, hiking, engaging in parenthood activities, and playing soccer.

Stacy Connor is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she works directly with clients to understand their current financial situations and introduce them to solutions available through Merrill and Bank of America. Stacy aims to empower clients with the knowledge and tools to manage their financial lives effectively. She holds the Professional Investment Advisor (PIA) designation, highlighting her commitment to professional standards in financial advising. Stacy earned her Bachelor's Degree from North Carolina Agricultural and Technical State University and a Master's Degree from the University of Maryland Global Campus. Stacy's approach involves helping clients identify what matters most to them and their families in order to develop strategies aligned with their financial goals.

Adam Desimone is a Series 66-licensed financial advisor with Merrill, based in Columbia, MD, and has nine years of industry experience. His career includes roles at Stone Street Capital and Bank of America, N.A. since 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Crabtree is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Blackstone, Fidelity & Guaranty Life, and Wilmington Trust Investment Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Renee Russell is a financial advisor at Edward Jones in Owings Mills, MD, holding the Series 66 designation with three years of industry experience. Prior to Edward Jones, her work history includes roles at Kennedy Personnel Services, IPS Lynx, MGM Resorts International, and Maryland Live! Casino. Outside of her advisory role, she hosts trivia events on a part-time basis for Charm City Trivia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies and advisory services, including affiliated mutual funds and tax-efficient portfolio management, operating under a fiduciary standard.

Jasdeep Grewal is a Financial Consultant currently working at Fidelity Investments, a position held since 2021. Prior to this role, Jasdeep served as an Investment Consultant at Fidelity Investments from 2020 to 2021. Jasdeep's professional experience also includes roles at TD Ameritrade, where they worked as a Financial Consultant from 2019 to 2020 and as a Business Development Specialist from 2018 to 2019. Jasdeep collaborates with individuals and families to create financial plans tailored to their unique needs. The approach begins with forming strong relationships and employs strategic investment decision-making. Jasdeep emphasizes maintaining trust, reliability, and competency in client relationships.

Patric Barnhart is a Series 66-credentialed advisor with eight years of industry experience. He has worked at Ameriprise Financial Services LLC since 2026 and previously held roles at LPL Financial LLC, Cetera Advisor Networks, and Axa Advisors LLC. Barnhart has also been involved in providing fixed insurance products, including life, health, and disability coverage. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Jourdan Smith is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. Before joining Equitable Advisors in 2026, Smith held positions at various organizations including Roadtrip Nation, Keiter CPA, and Lasership Inc. Outside of finance, Smith worked in education at Dr. Henry A. Wise, Jr Highschool and attended Chowan University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a mix of proprietary and third-party investment solutions.

Krista Waller is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Equitable Advisors and positions outside the financial industry, such as at McDaniel College and Outback Steakhouse. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services.

George Bradford is a Resident Director and Financial Advisor at Merrill Lynch Wealth Management. He advises individuals, families, professional athletes, and small business owners in making financial decisions aligned with their goals and values. Through his role, George provides clients with access to a wide range of financial services including wealth preservation, retirement income planning, estate planning, wealth transfer, insurance services, and college planning. Before joining Merrill Lynch Wealth Management, George had a 17-year professional career as a golfer, competing on the PGA Tour, Web.Com Tour, and PGA Tour Canada. He was involved in promoting inclusion in golf and supported youth programs such as the First Tee Program and the Boys and Girls Club of America by providing free instruction and exposure to golf industry opportunities. George holds a bachelor's degree in finance from the University of Maryland in College Park. He resides in Columbia, Maryland with his wife and two daughters. Outside of work, he enjoys playing golf, gardening, and the arts. He also serves as a board member of the Olney Theatre Center for the Arts and the Washington Government Relations Group Foundation. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA).

Deepa Mathur is a financial advisor with Merrill in Columbia, MD, holding a Series 66 designation and nine years of industry experience. She has worked at Merrill since 2016 and at Bank of America, N.A. since 2021. 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, pension plans, corporations, and charitable organizations.

Alexis Donovan is a financial advisor at Equitable Advisors with four years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2022, Donovan worked in various roles including positions related to athletics and academic support at Mount St. Mary’s University and Howard County Community College. Outside of financial advising, Donovan was involved with 5 Star Athletics LLC from 2017 to 2021. Equitable Advisors serves individuals across a broad wealth spectrum, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models to tailor investment solutions, with an emphasis on fiduciary services and multiple asset classes.

Celina Abouzeid is a financial advisor at Merrill with 18 years of experience at the firm and holds a Series 66 designation. She is based in Columbia, MD. Merrill, in conjunction 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, pensions, profit-sharing plans, corporations, and charitable organizations.

Tyler Thomas is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has experience working in various roles including at Macky's Grill and in educational settings such as Salisbury University and AACPS. 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 asset management programs, utilizing a range of proprietary and third-party advisory models and investment options.