Wendy Quattrochi is a financial advisor at OSAIC with 33 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC in 2024, she worked for American Portfolios Financial Services for 23 years. Outside of her advisory role, she is a licensed insurance agent providing long-term care insurance solutions and also serves as a notary public. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

Jeffrey Cohen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cetera since 2005 and also operates a tax preparation practice through Jeff Cohen CPA, LLC. In addition, he serves as an audit manager at the Department of Health and Human Services, specializing in Medicaid audits for the federal government. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Garrett Southern is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and six years of industry experience. He has worked exclusively with Ameriprise since 2018, following brief roles at Planning Solutions Group and Loftus Masonary. Outside of his advisory role, he is involved with CAWM Services, LLC as a paraplanner, managing advisory business activities. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, typically those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Zachary Szczybor is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has previously worked at StoneBridge Advisors, Inc and LGS Financial. Prior to his advisory career, he spent eight years working at Bill's Seafood & Catering. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate structure, and multi-advisor platform.

Douglas Meyer is a financial advisor at OSAIC with 44 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 23 years before joining OSAIC in 2024. He holds Series 63 and Series 65 licenses and has occasionally written life insurance and long-term care insurance. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm uses model-based asset allocation and portfolio optimization tools and provides access to various investment strategies and third-party managers.

Daniel Rosa is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Morris Insurance Services, Inc. and Illinois Mutual. Outside of his finance career, he has been involved with Saint Joseph Catholic Church in the Archdiocese of Baltimore for four years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Marat Kushner is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a notary public in Baltimore County, Maryland. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and 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 products and referral channels.

Daniel Rooner is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked with Equitable Advisors since 2008, including its predecessor AXA Advisors LLC. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both in-house and third-party advisory models.

Victoria Cucina is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, Bank of America, N.A., and PLC Hardware. 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, relying on research and analytics from Wells Fargo Investment Institute and third-party sources.

Sophia Taslitsky is a financial advisor at Ameriprise with three years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Miracle Mile Advisors, Kestra Investment Services, and Mutual of Omaha Insurance Company. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Charles Hanley IV is a financial advisor with Equitable Advisors holding a Series 66 certification and two years of industry experience. His prior work includes roles at Homeside Financial and The Conafay Group. Outside of advising, he is a partner in Hanley-Hanes LLC, involved in house flipping and managing investment activities related to that business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement consulting, and various asset management programs. The firm’s approach includes matching clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Benjamin James is a financial advisor at Ameriprise with 26 years of industry experience. He holds CFP® and Series 66 designations and has worked at Ameriprise since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Wasey is a CFP® professional with 30 years of experience in the financial services industry. He is currently affiliated with LPL Financial and the State Employee Credit Union of Maryland. His prior roles include positions at Truist Investment Services, BB&T, and Truist Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, delivered through a large network of investment adviser representatives.

Neeraj Sharma is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. He has held roles at Wells Fargo Bank, N.A. since 2016 and worked at Sears from 2015 to 2019. 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 supported by research from the Wells Fargo Investment Institute.

Leslie Jurado is a financial advisor with LPL Financial in Columbia, MD, holding Series 63 and Series 66 designations and 14 years of industry experience. Prior to joining LPL Financial in 2021, Leslie worked at State Employees Credit Union, Morgan Stanley, and Wells Fargo in various roles from 2009 onward. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors and significant operational resources.

James Farally is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked with AXA Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s advisory approach includes risk assessment and matching clients to third-party program models or discretionary managers, offering a range of investment options and ERISA fiduciary services.

Rickey Post is a Series 65 licensed financial advisor with nine years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at firms including Turning Point Financial, Regulus, LLC, Regal Investment Advisors, LLC, Jolles Insurance and Financial, and Prudential Advisors. Outside of his advisory career, he has been involved with the NCAA since 2012 and the OHSAA from 2012 to 2021. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party sub-advisors.

Gina Harper is a financial advisor with Morgan Stanley Wealth Management in Columbia, MD, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes positions at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Merrill prior to joining Morgan Stanley Smith Barney LLC in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Stephen Defeo is a financial advisor at Wells Fargo Clearing with 35 years of industry experience and holds Series 63 and Series 65 designations. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a caregiver for his daughter. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Brian Jolles is a financial advisor with Cambridge Investment Research Advisors holding the ChFC® designation and Series 63 and 66 licenses. He has 36 years of industry experience, including prior roles at Turning Point Financial, Regulus Financial Group, Questar Asset Management, and his own firm, Jolles Financial. Jolles is also a board member of NAIFA and serves as president of a health-focused nonprofit organization, We Promote Health, Inc. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory through a large network of financial professionals and multiple platform options.