William Mulford III is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Prior to joining Ameriprise, he was involved with the Naval Academy Golf Association and worked in various roles including at the University of Maryland College Park and On the Go Hosiery. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria, providing detailed 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 tailored retirement planning advice through a centralized consulting team.

Daniel Parnes is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Outside of advisory work, he is involved in investment-related activities through ownership in Parnes GP, LLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, and specialized services such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and summary letters.

Tyler Yoder is a Planning Consultant at Fidelity Investments in the Annapolis branch. In this role, he supports aligned advisors and their clients in navigating financial journeys. His areas of focus include investment strategy, retirement planning, tax efficient investing, and multigenerational family wealth planning. Tyler has been with Fidelity Investments since 2021. He began his career there as a Financial Representative, then worked as a Relationship Manager before becoming a Planning Consultant in 2022. Outside of his professional work, Tyler enjoys reading and practicing yoga.

Atealem Ford is a Wealth Management Advisor at Merrill Lynch Wealth Management. She provides personalized investment advice to a diverse clientele including individuals, families, non-profit and for-profit organizations, entrepreneurs, nonprofit leaders, women business owners, executives, and families navigating sudden wealth across the United States. Atealem holds a Bachelor's degree from Seattle Pacific University and a Master of Business Administration (MBA) from the University of Maryland – UC. She has earned multiple professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her expertise encompasses areas such as college education planning, family wealth management strategies, equity compensation services, investment consulting for defined contribution plans, and personal retirement planning. Outside of her professional work, Atealem is involved in community organizations such as the Annapolis Rotary Club and Maryland Hall, and volunteers with several local centers and nonprofits including Anne Arundel County Public Schools and Lighthouse Homeless Prevention Center. Her personal interests include cooking, baking, painting, football, and spending time with her family.

Michele Mayo is a financial advisor at RBC Capital Markets with 29 years of industry experience. She has held positions at RBC Capital Markets Corporation since 2010, and previously worked at Truist Investment Services and Citigroup Global Markets. Michele holds Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

Kevin Bruening is a financial advisor with UBS Financial Services in Annapolis, MD, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He serves as a board member of the Patuxent River Commission and is on the board of directors for the Village of River Hill Community Association. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor strategies to client goals and risk profiles. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Desi Berry is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. Berry has 11 years of industry experience and previously worked at Morgan Stanley and Northern Trust Securities. Outside of advising, Berry operates a home-based travel agency and works as an Uber driver. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing, collaborative financial planning engagements supported by firm-approved tools and educational seminars.

Olufemi Millar is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Allianz Life Financial Services, Allianz Life Insurance Company of North America, T Rowe Price, and MBSC Securities Corporation. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marlon Perez Hernandez is a financial advisor at Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses. He has prior experience with Citibank, Truist, and Bank of America, among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics guided by diversification principles and modern portfolio theory and operates both brokerage and advisory solutions at a large scale.

Christopher Krabbe is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his advisory role, his background includes positions at Enterprise Rent-A-Car and involvement with the Five Oaks Swim Club. 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 range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gina Weltlinger is a financial advisor with Merrill, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1998. 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, and various institutional investors.

Robert Keeley is a Certified Financial Planner (CFP®) and holds a Series 63 license. He has 30 years of experience at Edward D. Jones & Co., L.P., where he has worked since 1996. Based in Crownsville, MD, he is part of a large network of advisors within the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Accinelli is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Catherine Russell is a financial advisor at Edward Jones in Crofton, MD, holding a Series 66 designation. She has been with Edward Jones since 2024 and has prior experience at Scarborough Capital, RBC, and Interior Concepts Inc. She also spent several years working at Davis Pub and as a student before beginning her financial advisory career. 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 range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Ndamzi Lumati is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2018 and Wells Fargo Bank NA since 2014. Outside of finance, Lumati serves as an office administrator for a healthcare staffing company and has self-published books on personal empowerment. 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 based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Mary Ganley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo since 2016 and previously spent a year at Morgan Stanley. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing a range of brokerage and advisory solutions.

Donald Collett is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Outside of his advisory role, he is involved with Waypoint Group, LLC, a personal service corporation established to manage expenses for registered representatives' practices. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm serves a large client base through a broad range of advisory, brokerage, and insurance solutions.

William Compere is a financial advisor with Primerica Advisors in Crofton, MD, holding a Series 65 designation and 14 years of industry experience. His work history includes roles at Digi Financial, GPS Insight, and multiple technology firms, alongside a long tenure with Primerica and PFS Investments. Outside of advising, he has worked as a part-time driver for a rideshare company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers, uses a tiered wrap fee structure, and delegates trading responsibilities to BNY Mellon Advisors.

Edward Gray III is a financial advisor at Fidelity with 35 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at T. Rowe Price Investment Services, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles for various registered investment companies and fund-of-funds.

Steven Hayes is a financial advisor with Equitable Advisors in Severna Park, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Axa Advisors, LLC and Valic Financial Advisors prior to joining Equitable Advisors in 2009. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and various advisory models.