Alex Arter is a Financial Consultant at Fidelity Investments. In this role, Alex works with clients to assess their current financial standing and collaboratively develop plans to help them move forward with confidence. Alex has held several positions at Fidelity Investments, including Investment Consultant (2023-2024), Relationship Manager (2022-2023), and Financial Representative (2021-2022), gaining experience across various facets of financial consulting and client management. Outside of work, Alex enjoys baseball, comedy, exploring different cuisines, hiking, snowboarding, and has a background related to military service.

Basil Herzstein is a CFP® with 34 years of experience in the financial industry. He has been with Equitable Advisors since 2005, following roles at AXA Advisors and Mony Securities Corporation. Outside of advisory work, he serves as president of Gallers Financial Group Inc., a tax preparation business. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, institutional clients, and organizations. The firm’s approach involves assessing client risk tolerance and employing a range of advisory models, including third-party asset managers and discretionary portfolio management.

Gregory Pang is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Capital One Investing, Capital One Advisors, Capital One Financial Advisors LLC, and Chevy Chase Financial Services. Outside of his role at OSAIC, he manages Capital Harvest Wealth Partners LLC and Pang Enterprises LLC, where he provides financial and investment advice. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and offers access to third-party money managers and alternative investments.

Matthew Veland is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company. Veland serves on the boards of two nonprofits, PACC MDC in Washington, DC, and FilExcellence in Arlington, VA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Jenienne Fagan is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Her prior work includes 15 years at M&T Securities and two years at Merrill. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies with substantial operational and research resources.

Kevin Espy is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Merrill, Bank of America, New York Life Insurance Co., and Axa Advisors. Before entering the financial sector, he was employed at educational institutions including the Solomon Schechter School of Westchester and The Ideal School of Manhattan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

Levi Bean is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for eight years. Outside of finance, he coaches a youth ice hockey team in York, Pennsylvania. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services supported by multiple custodial and program arrangements.

Sharon Chapman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Raymond James Financial Services, Inc. since 1996 and has been involved with Capital Wealth Management Group LLC since 2011. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning and supports municipal and public-finance work through its affiliation with a municipal advisor.

Alan Brennan is a Series 66-licensed financial advisor with Equitable Advisors, based in Columbia, MD. He has one year of industry experience and previously worked at the Henry M. Jackson Foundation for six years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

John Gibson Jr. is a CFP® with 31 years of industry experience, currently advising clients at LPL Financial. His prior experience includes roles at M&T Securities, UBS Financial Services, Raymond James Financial, and Fulton Bank. He is also commissioned as a notary in Annapolis, MD. 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 utilizing both proprietary and third-party strategies and supports its network of over 22,800 advisors with technology and operational resources.

Young Hwang is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with AXA Advisors, LLC until 2020. Outside of his advisory role, he is involved in an insurance brokerage business. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm utilizes third-party asset managers and advisory programs to tailor investment strategies based on client risk tolerance and objectives.

Charisma Greene is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. Prior to her current role, she worked at J.P. Morgan Securities and JPMorgan Chase Bank. In addition to her advisory work, she is involved with NewLuc DMV LLC. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Colleen Schuler is a CFP® professional with 22 years of experience in the financial industry. She is currently with LPL Financial and has previously worked at Fulton Financial Advisors, Raymond James Financial Services, and M&T Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Raymond Patsy is a CFP®-designated financial advisor with 42 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Grove Point Investments, LLC and Grove Point Advisors, LLC for four years and spent 22 years at H. Beck, Inc. He is also involved as a volunteer with the nonprofit D.A.R.&E. in Arlington, VA. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ali Haider is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Fidelity Direct Mortgage, JP Morgan Chase Bank, and PNC 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 offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Steven Robinson is a financial advisor with UBS Financial Services in Baltimore, MD, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and product distribution. The firm combines institutional trading capabilities with wealth management and offers research, custody, underwriting, and capital markets services.

Kevin Howard is a financial advisor at Cetera with 25 years of industry experience. He holds the PFS™ designation and has previously worked at Avantax Investment Services Inc. and Avantax Advisory Services, alongside managing his own CPA and financial planning practices since 1996. Outside of his advisory work, he serves as treasurer for Columbia Pro Cantare, a nonprofit community choral organization, and the Conscious Business Association of Maryland, a nonprofit focused on business leadership education. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary strategies across multiple program structures.

Austin Miller is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Vicus Capital, Partners Financial Group, Penn Mutual, and Cetera Advisor Networks. Outside of his advisory work, he was involved in his family's farm business for six years. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes both in-house and third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Jordan Braverman is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and entering his first year in the industry. His prior experience includes positions at James Madison University and involvement with La Food Marketa. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm employs a network of Investment Adviser Representatives and offers access to both firm-offered and third-party advisory programs.

Victoria Walker is a Series 66 licensed financial advisor with 13 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2019 and previously spent seven years with Wells Fargo Clearing. Walker also serves as Acting Branch Manager at Merriweather Money Management, LLC, where she manages daily branch operations and oversees compliance and business activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm utilizes risk profiling and analytical modeling to tailor its non-discretionary planning and encourages implementation through its advisory programs and other providers.