Priam Chun is a financial advisor at Edward Jones in Ellicott City, MD, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he spent 18 years with Jays Restaurant Group Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Gregory Salvucci is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Prior to his current role at Equitable Advisors, he worked at Axa Advisors LLC. He also spent 16 years affiliated with Towson University. 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 asset management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Jason Tawney is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is associated with E & B Enterprises, a sports complex in Rockville, MD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Robert Virden Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with Metlife Securities from 2009 to 2017. He is also associated with Massachusetts Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved tools to provide goal-based recommendations without discretionary investment authority.

Bhupesh Hukmani is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following four years at T. Rowe Price. Prior to entering the financial sector, he spent eight years at CarMax. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Rashmi Dhankhar is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been affiliated with Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with a large network of financial advisors.

Tuong Ta is a CFP® professional with one year of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, he worked at Edward Jones and PNC Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses fact-finding, risk profiling, and modeling tools to tailor non-discretionary planning and consulting to client goals, supporting implementation through advisory programs and other providers.

Jeffrey Olson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 24 years of industry experience. His career includes roles at Cambridge Investment Research, Cadaret, Grant & Co., Morgan Stanley, and Citigroup Global Markets. He is also co-founder of Ascent Wealth Strategies Group, LLC, and leads a Major League Baseball season ticket group. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through various platforms and proprietary strategies.

Yisroel Miller is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Corporate Matters. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Eric Perschke is a financial advisor at Ameriprise with 23 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005 and holds the Series 66 designation. 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 planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Girard is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Key Wealth Managers and positions outside the financial industry at Towson University and Washington Christian Academy. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, using a combination of firm-offered programs and third-party asset managers to meet client needs.

Mark Monninger is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at LPL Financial since 2009, following roles at Mutual Service Corporation and Capitol Wealth Management, Inc. Outside of advising, he coaches spring lacrosse for Montgomery County Public Schools. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Haigler is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he co-owns an event planning business, The Vinoy Group, with his spouse. 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.

Rolando Guzman Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Adam Hewat is a financial advisor with Osaic, holding a Series 66 credential and 13 years of industry experience. He has previously worked at Lincoln Financial Advisors, AIG, and VALIC Financial Advisors. Outside of advisory work, he serves as an insurance agent placing fixed insurance and annuity products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a broad multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization tools and offers discretionary and advisor-managed strategies alongside third-party money manager programs.

Juliette Smith is a Series 66-licensed financial advisor with Merrill in Columbia, MD, with 26 years of industry experience. She has been with Merrill Lynch since 1999. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Fishkind is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, Citigroup Global Markets from 2006 to 2009, and Legg Mason Wood Walker, Incorporated from 2004 to 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and employs a structured planning process supported by firm-approved tools and modeling techniques.

James Henson is a financial advisor with Morgan Stanley in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked with Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Chris Wallace is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank since 2015. Wallace holds Series 63, 65, and 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Liam Mulcahy is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at BNY Mellon and Cvent. Outside of his advisory role, he is involved with Tontine Financial LLC, supporting the company’s payroll and benefits operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized municipal and retirement plan services.