Brian Haney is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Coastal Investment Advisors, Dempsey Lord Smith, and Mass Mutual Life Insurance Co. Haney also owns Blanton Financial Group and is involved in consulting and insurance-related activities. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Lionel Desbordes II is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2009. Outside of his advisory role, he serves on the Board of Trustees for Glenelg Country School in Ellicott City, MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, investment strategies, and affiliated solutions under a fiduciary standard.

Jessica Chicorelli is a financial advisor with Charles Schwab in Elkridge, MD, holding a Series 66 designation and four years of industry experience. Prior to joining Schwab in 2022, she spent 15 years at Akin Gump Strauss Hauer & Feld. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Katherine Heisler is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley Services Group Inc. and Morgan Stanley Smith Barney since 2017, with prior experience at KCD Financial, Inc. and Freedom Investors Corporation from 2014 to 2017. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

Huston Collison is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services through its broad platform.

Heidi Locastro is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Merrill, PNC Investments, Metlife Securities, and TIAA-CREF. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and advisory services to a diverse client base.

John Day Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 1996. Day also works as an instructor and is involved in selling disability, health insurance, fixed annuities, long-term care, and life insurance. 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 financial planning and investment management services through a large network of advisors using diverse portfolio strategies and advanced operational tools.

Luke Welsh is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. His prior work includes roles at Goohoo Digital and Coastal Carolina University. 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 provides advisory and brokerage services with a wide range of investment options and uses technology tools to support advisors while managing over $819 billion in discretionary assets.

Bradley Hartzel is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Edelman Financial Engines and has previously worked at several affiliated firms including Financial Engines Advisors L.L.C. and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients, combining committee-driven proprietary modeling with planner delivery and online tools. The firm offers diversified model portfolios, discretionary and non-discretionary advice, and serves approximately 477,000 clients with a range of workplace and direct-subscription solutions.

Daniel Chattler is a CFP® professional affiliated with OSAIC in Ellicott City, MD, with four years of industry experience. Prior to joining OSAIC, he worked at The Vanguard Group, Inc. for five years and at Ventura Promotional Products, Inc. for five years. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform. The firm is recognized for its scale, affiliate network, and integrated offerings across asset management, broker-dealer, and trust services.

Sharon Lewis is a financial advisor with Primerica Advisors in Millersville, MD, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked with Primerica Advisors since 2016 and has been involved with the firm and its affiliates in various capacities since 1996. Outside of financial advising, she is the owner of Fiscal Pink, LLC, a business focused on selling children's books. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Brian Walter is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2019, following eleven years with the Department of Defense. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Clinton Hare is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he owns and manages a portfolio of model homes purchased from a homebuilder, which he rents and later sells. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions without sponsoring its own wrap fee program.

Karen Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Wells Fargo Clearing Services since 2018 and has been with Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ilghar Samadzadeh is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. He has prior experience working at Wells Fargo Bank and George Washington University. 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.

Pratik Bhavsar is a financial advisor with LPL Financial in Ellicott City, MD, holding Series 65 and Series 63 licenses and five years of industry experience. His work history includes roles at M&T Bank, Northwestern Mutual, PNC Bank, and Capital One. Bhavsar is also a commissioned notary in Ellicott City. 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, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Jeremiah Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and beginning his advisory career in 2025. His prior work experience includes roles at Wells Fargo Bank, FedEx, Macy’s, Kohl’s, and several educational 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 manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Alan Wolfe is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney for 15 years before joining RBC in 2024. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

Brian Avrunin is a financial advisor with Ameriprise in Columbia, MD, holding a Series 66 designation and 25 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer for the Friends of Scott Berkowitz, MD campaign, managing campaign finance reporting independently of Ameriprise. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary, personalized recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Connor Walsh is a financial advisor at Ameriprise in Ellicott City, MD, with four years of industry experience. He holds a Series 66 designation and has worked previously at Caves Valley and Ameriprise Financial Services, LLC. Outside of his advisory role, Walsh is involved in Business Networking International (BNI) and is set to become chapter President starting November 1. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement-income planning with a focus on dependable income sources and tax-aware withdrawal strategies.