Margaret Jackson is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Gregory Salvucci is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors LLC. Salvucci also served at Towson University for 16 years. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage/insurance channels to implement client recommendations.

Rashmi Dhankhar is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options using diversification principles and modern portfolio theory.

Brandon Kerrigan is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, N.A. from 2025. Prior to his finance career, he has held various positions in construction, food delivery, and hospitality. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and investment committee analyses.

Robert Broseker is a financial professional at Cetera with 27 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank for a combined 24 years. Outside of his advisory role, he is involved with Premier Planning Group and also works as an insurance agent in fixed insurance. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a multi-manager platform with a range of program options, overseeing over $256 billion in assets.

Michael Winter is a Series 66-credentialed financial advisor with 11 years of industry experience. He has been with Wells Fargo Advisors since 2017, following prior roles at Bank of America and Merrill. His other business activities include ownership in MWWM Inc. and MWinterGP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm provides specialized planning in areas such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Michael Girard is a financial advisor at Equitable Advisors with a Series 66 designation and one year of experience at the firm. His prior roles include positions at Key Wealth Managers and Towson University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing both advisory and brokerage channels to deliver tailored client solutions.

John Haigler is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and 19 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns an event planning business, The Vinoy Group, with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Greg May is a Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been working in the financial services industry since 2001, with experience spanning various positions including Investment Consultant at Fidelity Investments, Financial Solutions Advisor at Merrill Edge, and Financial Advisor at Thrivent Financial. His career also includes roles such as Financial Specialist at PNC Bank and Director of Sales at NFM Lending. Throughout his career, Greg has focused on providing clients with wealth strategies aimed at offering benefits both presently and in the future. His approach emphasizes experience, dedication, and integrity, aligning his business practices and values with the financial goals of his clients. Additional details regarding Greg May's education, credentials, personal interests, or community involvement were not provided.

Juliette Smith is a financial advisor with Merrill in Columbia, MD, holding a Series 66 designation and 26 years of industry experience. She has been with Merrill Lynch since 1999. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s platform, providing access to a wide set of products and services beyond investment management.

Jonathan Aguilar Bernstein is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2025 and has prior experience at Wells Fargo Bank, Rocket Mortgage, and several other organizations. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Erin Willis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2026, she spent 13 years with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. Outside of her advisory work, Willis is also a musician and operates several independent business ventures. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing diverse investment strategies supported by internal and third-party research.

Daniel Kim is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 65 designations and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously held roles at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. between 2015 and 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Lissa Collins is a Series 66-licensed financial advisor with Merrill, based in Columbia, MD. She has 9 years of industry experience and has been with Merrill since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates with Bank of America’s corporate platform, providing access to a wide range of investment products and services.

Kevin Stone is a financial advisor at Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Wells Fargo Bank, United Heritage Credit Union, Comerica Bank, and M&T Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christian Pardo is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Merrill, and Fidelity Investments. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Alex Arter is a Financial Consultant at Fidelity Investments. In this role, Alex works with clients to assess their current financial standing and collaboratively develop plans to help them move forward with confidence. Alex has held several positions at Fidelity Investments, including Investment Consultant (2023-2024), Relationship Manager (2022-2023), and Financial Representative (2021-2022), gaining experience across various facets of financial consulting and client management. Outside of work, Alex enjoys baseball, comedy, exploring different cuisines, hiking, snowboarding, and has a background related to military service.

Michael Stansbury is a Wealth Management Advisor at Merrill in Annapolis, Maryland. He began his career in the financial services industry in 1995 and holds a Bachelor's degree in Business from East Carolina University. Michael has earned the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Personal Investment Advisor (PIA) designation. With over 30 years of experience, Michael specializes in wealth management and personalized financial planning. His approach focuses on understanding clients' priorities and creating comprehensive strategies to pursue their financial goals while managing investment risk. Michael lives in Dunkirk, Maryland with his wife Stacey and their daughters, Caroline and Allison. Outside of his professional work, he enjoys volunteering, playing golf, following soccer, and coaching his daughters.

Jordan Gonzalez is a financial advisor at Ameriprise in Annapolis, MD, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Equitable Advisors, South River Mortgage, and various other firms in financial services and hospitality. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team using proprietary research, third-party data, and algorithmic tools.

Thomas Ofarrell is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at City National Bank since 2019, alongside his tenure at RBC Capital Markets beginning in 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm offers tailored investment strategies using both in-house and third-party managers and features integrated capital markets and lending capabilities.