Thai Nguyen is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Mark Frederick is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked for seven years with the AA County Department of Recreation and Parks. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written Recommendation Reports and ongoing annual planning focused on dependable income sources and tax-aware withdrawal strategies.

Lisa Kittner is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing structured discovery conversations and firm-approved planning tools.

Pablo Alvarado Jr. is a financial advisor at LPL Financial with 22 years of industry experience. He has held his current position since 2009 and previously worked at Banc of America Investment Services, Inc. from 2006 to 2009. His credentials include Series 63 and Series 66 licenses. 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 services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Carlos Wilder III is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses established tools and models to support tailored financial strategies, primarily functioning in an advisory capacity.

Joseph Rahall IV is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2018. Prior to that, he worked at SunTrust Advisory Services, Truist Investment Services, BB&T Investment Services, and Edward Jones. 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 manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Tammie Williams is a Series 66-licensed financial advisor with 26 years of industry experience, currently with Wells Fargo Clearing since 2019. She previously worked at Merrill and Bank of America, N.A. Williams has a side business managing a VRBO rental property in Annapolis, MD. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Shuyuan Wang is a financial advisor at J.P. Morgan Securities with four years of industry experience. Wang holds Series 63 and Series 66 designations and has previously worked at Wells Fargo, HSBC Securities, and HSBC Bank USA. Outside of finance, Wang is involved with Vanness Nails and Spa, LLC through entrepreneurial activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence. The firm incorporates an ESG eligibility framework and offers a range of approved funds and strategies through its Institutional Consulting Services program.

William Thompson is a financial advisor with Raymond James Financial in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 1999 and has also been associated with Long Financial Services, Inc. since 2014. He serves as a member of the Finance and Investment Committee at Calvary United Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs non-discretionary planning tailored to client goals using risk profiling and analytical tools, and supports municipal and public-finance work through an affiliated municipal advisor.

James Denora is a CFP® with 24 years of industry experience and has been with Cambridge Investment Research Advisors since 2010. He serves as CFO of the Certified Financial Planner Board of Standards Inc., overseeing its financial activities. Denora is also Treasurer of the Anne Arundel Conflict Resolution Center and is active as a community volunteer with Epping Forest, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party investment strategies tailored to client objectives.

Kyle Dixon is a financial advisor with RBC Capital Markets in Annapolis, MD, holding a Series 66 designation and 14 years of industry experience. He has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with strategies tailored to each client’s Advisory Risk Profile.

Ira Turpin Jr. is a financial advisor with LPL Financial in Bowie, MD, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior roles include positions at Summit Financial Group, Summit Brokerage Services, and Raymond James Financial. Turpin is also an author and is involved with All The Glory Ministries. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive research and advisor tools.

John Dillon Jr. is a financial advisor with Wells Fargo Advisors in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he serves as a trustee for the Dillon Wealth Management 401(k) plan for multiple team members. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Kenneth Weeks is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services with a range of financial planning, portfolio management, and institutional platforms.

Peter Evans is a Senior Financial Advisor with Merrill Lynch Wealth Management, leveraging over 20 years of industry experience. He leads a team of four members serving families, small businesses, and non-profits across 40 states. Peter specializes in personalized wealth management strategies and discretionary portfolio management, utilizing individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Peter joined Merrill Lynch in 2002. He holds a Bachelor of Science in Business from Miami University in Oxford, Ohio, and a Master of Business Administration from Johns Hopkins University in Baltimore, Maryland. He has been recognized annually since 2022 on the Forbes "Best-in-State Wealth Advisors" list. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Crownsville, Maryland, Peter and his wife Sarah have two children. He serves on the Board of Trustees for the Light House Shelter in Annapolis and the Annapolis Symphony Orchestra. Peter volunteers regularly with Habitat for Humanity and has participated in committees at St. Anne's School of Annapolis and Severn School. He and his family also sponsor a Naval Academy Midshipman. His personal interests include boating, golfing, photography, spending time with family, traveling, and woodworking.

David Hall is a financial advisor with LPL Financial based in Annapolis, MD, holding a Series 66 credential and possessing 13 years of industry experience. His prior work includes roles at Bank of America, Merrill, Truist Investment Services, Bb&T Securities, and Morgan Stanley. Hall is also associated with the State Employee Credit Union of Maryland. 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 with various investment strategies and operational tools, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Ryan Sboray is a financial advisor with UBS Financial Services, holding a Series 66 designation and totaling 20 years of industry experience. He has been with UBS Financial Services Inc. since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research and advisory solutions.

Russell Staley is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of advisory work, he serves as a cash solicitor for Cornerstone Advisory LLP and is a notary public in Maryland. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate investment programs, using a combination of proprietary and third-party asset management solutions.

Linnette Quick is a financial advisor with Primerica Advisors in Crofton, MD, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked with Primerica Advisors since 2004 and has held roles at Aleut Federal LLC, LBYD Federal LLC, Chickasaw National Industries Inc., and Contemporaries Inc. In addition to her advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts. The firm operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management.

Carol Staniar is a Financial Advisor at UBS Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a range of capital markets activities.