Alicia Mosebrook is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and having six years of industry experience. Her background includes roles at Axa Advisors, Clearone Advantage, and Johns Hopkins Hospital. Outside of finance, she serves as Vice President of the Thunderbolt Society and works part-time as a banquet server at Wyndham Gettysburg. 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 third-party programs. The firm operates a hybrid referral and implementation model, utilizing both advisory and brokerage channels to tailor services according to client goals and risk tolerance.

Colin Roddy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Merrill, Heritage Financial Consultants, and City Life Community Builders. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Rita Russell is a financial advisor with Wells Fargo Clearing in Baltimore, MD, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with various Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Carson Knight is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in serving executives, business owners, and entrepreneurs, focusing on their unique wealth management needs that arise from balancing professional and personal goals. Carson works closely with clients experiencing significant liquidity events or transition planning, helping to develop and execute coordinated strategies alongside attorneys, CPAs, and family stakeholders. Carson's expertise includes pre-liquidity planning, ownership optimization, tax-aware liquidity and investment strategies, portfolio construction after liquidity events, and long-term planning across family, entities, and multigenerational goals. He holds the Certified Exit Planning Advisor (CEPA®) and Chartered Retirement Planning Counselor™ (CRPC™) designations and is a member of the Alliance of Merger & Acquisition Advisors and the Exit Planning Institute. Carson began his advisory career at Morgan Stanley, with previous experience in investment banking. He graduated cum laude from the University of Maryland’s Robert H. Smith School of Business with a B.S. in Finance. Carson resides in Rockville, Maryland, and enjoys golfing, traveling, and spending time with his family and friends.

Samuel Kushner is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Advisors, T. Rowe Price, and teaching experience at the University of Maryland and McDonogh School. 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 and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Jared Simmons is a Planning Consultant at Fidelity Investments, where he has been working since 2025. In this role, he collaborates with clients to build comprehensive financial plans that help them prepare for and pursue their fullest retirement. Prior to his current position, Jared served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. He holds a California Insurance License.

Anna Squier is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has prior experience with firms including Vintage Financial Partners, Babbington Inc, Gallagher Kies & Company, and Keller Williams. Outside of her advisory role, she is a business owner of Sharp Turn Products, LLC, and is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

James Straut is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, tailoring investment solutions to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Cory Grant is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in banking. He specializes in helping clients build wealth, secure their future, and achieve their financial goals through personalized financial strategies. Cory's expertise includes divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment financial planning, individual and corporate investment strategy, tax minimization, and retirement income. A proud Pittsburgh native, Cory earned his Bachelor's Degree in Business Marketing from Howard University. He holds the Personal Investment Advisor (PIA) designation, reflecting his commitment to client-focused financial solutions. Cory emphasizes working closely with clients to set realistic expectations and milestones to keep their financial plans on track. Outside of his professional work, Cory coaches little league baseball and enjoys basketball, biking, cooking, football, music, reading, spending time with his family, and watching movies.

Nicole Dayball is a financial advisor at Ameriprise in Salisbury, MD, holding a Series 66 designation. She has been with Ameriprise since 2022 and previously worked at Salisbury University and Chesapeake High School. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, utilizing a centralized consulting team to deliver non-discretionary, research-driven recommendations focused on income sources, tax-smart withdrawals, and Social Security options. The firm combines algorithmic tools and advisory oversight to tailor plans and provides a broad range of advisory, brokerage, and insurance solutions.

Alexandra Jamieson is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2015. She holds a Series 66 designation and is based in Baltimore, MD. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Arthur Mc Grath III is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005 and has been associated with Temps & Co since 1997. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Jones II is a financial advisor with Merrill in Baltimore, MD, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill Lynch since 1995. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Bryce Arnstein is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked in various roles including at the University of Maryland and University Recreation & Wellness. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a range of advisory programs without offering individual security recommendations as part of its standalone planning service.

Shelby Smith is a financial advisor with Primerica Advisors in Ellicott City, MD, holding Series 65 and Series 63 licenses and nine years of industry experience. Their background includes roles in various sectors such as transportation and staffing alongside a long tenure at Primerica Financial Services and PFS Investments Inc. Outside of financial advising, Shelby is a notary public and loan signing agent and also drives for Lyft on a part-time basis. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that employs model-delivery strategies from unaffiliated asset managers and emphasizes advisory services through financial advisors who collect client information and present model recommendations.

Joseph Shaw III is a financial advisor with Raymond James Financial in Ellicott City, MD, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Fulton Financial Advisors and Fulton Bank, alongside a long tenure with Raymond James since 2008. Outside of his advisory work, he is also involved as an associate at Fulton Financial Advisors in a non-investment capacity. Raymond James Financial Services Advisors serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm focuses on non-discretionary financial planning and investment consulting, using detailed risk profiling and asset-allocation analysis to develop tailored recommendations and support client decision-making.

Joseph Reilly is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors, Equitable Advisors, and Northwestern Mutual Investment Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Richard Muller is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. He is currently based in Hunt Valley, MD. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Jeffrey Motsco is a CFP® professional with 33 years of industry experience, currently affiliated with Cetera. His prior roles include positions at VOYA Financial Advisors and operating his own firm, Motsco Financial And Insurance, for 30 years. He serves as treasurer of the Columbia Business Exchange, a networking group, and is president of the Linden Grove Homeowners Association. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ethan Grandinetti is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at RBC Capital Markets and T. Rowe Price. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process utilizing firm‑approved tools and offers a broad range of retail and institutional investment services.