Christopher Mcmurry is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2019, also working at Wells Fargo Bank, NA since 2013. Outside of finance, he owns and operates Say Yes Media, a filming and editing business. 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 advisory process is IPS-driven and includes a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Elizabeth Macis is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and over 24 years of industry experience. Her prior work includes positions at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. She serves as a co-trustee for her brother’s trust in Catonsville, MD. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both individual and institutional clients across a broad advisor network.

Zachary Snyder is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Equitable Advisors and has experience in hospitality and landscaping businesses. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

John Comberiate is a CFP®, ChFC®, and Series 66-licensed financial advisor with 14 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he receives royalties related to work in Owings Mills, MD. Edward Jones is a full-service wealth management firm serving individuals and institutions, with over four million clients and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Peter Pitrelli is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, N.A. and Roseville Wealth Management Group powered by Ameriprise. Outside of finance, he has worked at Bergen Pickleball Zone and attended Elizabethtown College. 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. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrice Wells Sowah is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. She has worked with PFS InvestmentS Inc. since 2009 and was employed by the State of Maryland Department of Juvenile Services from 2008 to 2019. Her business activities include the sale of investment-related products and referral of home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Ellen Police is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Virtual Partners Group, Moore Wealth, RBC Capital Markets, Morgan Stanley Smith Barney, and Wells Fargo Clearing. Wells Fargo Advisors 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 that leverage Wells Fargo research and tools, with clients able to choose how to implement tailored recommendations.

Kayla Shockett is a financial advisor at Wells Fargo Clearing with a Series 66 credential and five years of industry experience. Prior to joining Wells Fargo in 2025, she worked at Merrill from 2020 to 2025. Her background also includes roles in education and compliance, as well as entrepreneurial experience with a landscaping business. 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 Wells Fargo Investment Institute and third-party databases.

Lee Demma is a financial advisor with LPL Financial in Elkridge, MD, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at M&T Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a variety of asset classes.

Jenna Welch is a financial advisor with Equitable Advisors in Sykesville, MD, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Daston Corp and Shady Spring Pet Retreat. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives. The firm offers both proprietary and third-party advisory solutions and provides ERISA fiduciary services to qualified plans.

Sandra Presgraves is a CERTIFIED FINANCIAL PLANNER™ professional with 34 years of industry experience. She is currently associated with Raymond James Financial Services Advisors, Inc. since 2023 and also works with LS Associates. Presgraves holds roles as a financial advisor and relationship manager at both organizations. She is involved with Serving Those Who Serve, a support company, where she serves as a financial advisor and relationship manager. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary planning and consulting using comprehensive analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Matthew Dunphy is a financial advisor with Ameriprise in Ellicott City, MD, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he is a co-owner of Leaf Mental Health, a mental health concierge service. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Luke Chenowith is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Charles Schwab, where he has worked since 2019, following a five-year tenure at T. Rowe Price. 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 a large client base with multi-asset model portfolios and a mix of non-discretionary and discretionary investment options supported by centralized operations and a formal alternative-investment process.

Michael Livingston is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corp. for nine years. In addition to his advisory work, Livingston owns a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Amelia Hogle is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and one year of industry experience. Prior to Ameriprise, she worked in various roles including positions at the Maryland General Assembly and the University of Maryland. Outside of her advisory work, she serves on the Board of Directors for Voices for Children and co-owns ArtMelia, a business involved in illustrating children's books and designing university club t-shirts. 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 retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jason Wright is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Capital One Investment Services, and Chevy Chase Financial Services. He is also a partner in an insurance-related LLC, Capital Harvest Wealth Partners. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs various portfolio construction tools and third-party managed account platforms.

Reginald Lloyd is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and has 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale of loan products, home security and automation product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with model-delivery strategies managed by unaffiliated asset managers and offers several discretionary separately managed account options.

Blair Hill serves as the Resident Director and Wealth Management Advisor at Merrill. He joined Merrill in 2000 and advises affluent families and individuals, including professionals, business executives, and entrepreneurs, on a wide range of wealth management needs. His expertise includes retirement income planning, gifting and estate planning services, concentrated stock strategies, private business succession and transition planning, and personal investment strategy. As a qualified Portfolio Manager, Blair manages personalized and defined strategies which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, sometimes on a discretionary basis through the firm's Investment Advisory Program. Blair holds a Bachelor's Degree from the University of Maryland at College Park. He has earned professional designations including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside his professional work, Blair is actively involved in his community, participating in organizations such as the Clarksville Rotary Club, Howard County Fair Association, Maryland 4-H Foundation, and the Ulman Cancer Fund for Young Adults. He is married to his wife Megan for over 25 years, with whom he has two children. The family lives on a working farm where they raise beef cattle alongside crops including wheat, soybeans, corn, and hay. When not assisting clients, Blair spends time outdoors on the farm, watching his children play lacrosse, and pursuing personal interests such as adventure sports, biking, camping, gardening, hiking, running, skiing, and surfing.

Ronald Fuchsman is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing for 10 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and specialized municipal advisory services.

Nedia Vegagrosso is a financial advisor at Wells Fargo Clearing in Columbia, MD. She holds Series 63 and Series 65 licenses and has been in the industry since 2023, with prior experience outside of finance. 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 roughly $671 billion in assets across more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.