Justin Woelper is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial Services, Inc. for eight years. 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 both brokerage and advisory solutions.

Christopher Kelly is a CFP® with 25 years of experience in the financial services industry. He currently works at Wells Fargo Advisors and previously held roles at City National Bank and RBC Capital Markets Corporation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies, utilizing proprietary research and planning tools to develop tailored client recommendations.

Jan Pretorius is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2007 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning and consulting, access to model wealth portfolios, third-party asset management arrangements, and brokerage and insurance products through its integrated platform.

Neil Gunter is a financial advisor with OSAIC and holds a Series 66 designation. He has 16 years of industry experience, including a long tenure at Valic Financial Advisors prior to joining OSAIC. Outside of advisory work, he is involved with Heritage Financial Consultants, where he offers and services fixed insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers and managed accounts.

Charles Brohawn Jr. is a CFP® and ChFC® credentialed advisor with 34 years of industry experience. He currently works with LPL Enterprise, having joined the firm in 2024 after 32 years at Pruco Securities, LLC. Outside of his advisory role, he manages two rental properties in Federalsburg, MD. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios and third-party asset management, and brokerage and insurance products, supported by an integrated platform combining advisor programs with other financial services.

Leonard Kaplan is a financial advisor with Cetera who holds the Series 63 designation and has 43 years of industry experience. His career includes roles at VOYA Financial Advisors and Keller-Brown Insurance, where he also serves as an insurance agent specializing in life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC operates a multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party managers, with over $256 billion in assets under management across a network of more than 10,000 advisors.

Kathleen Rogers is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and has prior experience at Bank of America and SkyWalkers Lacrosse. Rogers was also involved with Core Cycle Studios for five years. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Marc Firlie is a financial advisor with RBC Capital Markets in Hunt Valley, MD, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at City National Bank since 2019 and has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to clients’ risk profiles and access to both in-house and third-party investment managers.