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.

Melissa Caprice is a financial advisor with UBS Financial Services in Annapolis, MD, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Geometric Wealth Advisors, Scarborough Capital Management, Independent Financial Group, Ameriprise, and Online Trading Academy. Outside of advisory work, she is a proprietor of an investment property in Canada. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Griffin Pitarra is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His work history includes roles at Coppermine: Copper Union and Hayfields Country Club. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Kenan Sahin is a financial advisor with Merrill, holding Series 66 and Series 63 licenses and having four years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at T. Rowe Price for three years and The Ritz Carlton Hotel Company for seven years. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Mibenge Sumaili is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Select Quote, Graceway Logistics, and First Citizens Bank. 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 provides both brokerage and advisory solutions.

Aaron Goodman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors and Primerica Financial Services in 2023, he worked at Washington College from 2015 to 2023. He is involved in sales of investment-related and non-investment-related products through affiliated companies, including mortgage loans and home security services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services using model-based strategies created by unaffiliated asset managers.

Patricia Beaver is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and bringing 16 years of industry experience. Her prior roles include positions at Lee Financial Group and Raymond James Financial Services. She also operated her own advisory practice from 2015 to 2017. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, with a focus on managing assets within Ameriprise-managed accounts.

James Roble is a CFP® professional with 42 years of industry experience, currently serving at Raymond James & Associates since 2001. He is based in Davidsonville, MD, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Roble serves on the board and finance/investment committee of the Community Dental Center, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Susan Baroch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has also been with Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support diversification and modern portfolio theory in its offerings.

Elizabeth Liechty is a financial advisor at LPL Financial with 27 years of industry experience. She previously worked for Lincoln Financial Advisors Corporation for 25 years before joining LPL Financial in 2024. Outside of her advisory role, she is involved in authoring and publishing children’s books through her publishing company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and 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.

Nickolas Diamondidis is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Morgan Stanley Private Bank, N.A. Outside of finance, he is a singer-songwriter and operates an art and culture business called More Than Matter. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes a structured financial planning process supported by firm-approved tools and offers its services both directly and through employer agreements.

Steven Eagley is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he owns a charter boat business in the British Virgin Islands and operates a horse farm in Maryland where he boards horses and hosts events. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with customized investment strategies implemented through in-house and third-party managers.

Walter Stundick is a financial advisor with Edward Jones in Annapolis, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is part owner of a real estate LLC through an irrevocable trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of accounts. The firm offers discretionary and non-discretionary investment strategies, managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Michael John Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Bank, nA since 2018 and joined Wells Fargo Clearing in 2025. Prior to his financial industry career, he worked at Peak Performance Nutrition Center from 2017 to 2018. 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 provides both brokerage and advisory solutions.

Donte Maith Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, Uber, and Instacart. 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 combines research from Wells Fargo Investment Institute with third-party analytics to inform its investment approach.

Clay Smith is a financial advisor at Equitable Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2018, including time at AxA Advisors. His prior roles include positions at Beverage Distribution Center Inc and Dixon Valve & Coupling. Equitable Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, often utilizing third-party asset managers and model portfolios.

Steven Gonzalez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and one year of industry experience. His prior work experience includes roles at Door Dash, Spirit Halloween, Wells Fargo Bank, and Hoyt's West Nursery Cinemas. 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.

Nancy Sheerin Floros is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes roles at Wells Fargo Bank, Citigroup, Wachovia Bank, and OSAIC Institutions. 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 utilizes research and analytics to evaluate investment managers and options, offering both brokerage and advisory solutions through a large network of financial advisors.

Christina Seidel is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2014. 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 and profit-sharing plans, corporations, and charitable organizations.

Bhavik Hukmani is a financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Hukmani serves on the Board of Directors for the North Saint John Pool and Tennis Club and is involved in youth sports coaching, including as a travel head coach for a boys’ soccer team and supporting a scouting organization for older youth. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations through a centralized consulting team.