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.

Michelle Kruhm is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at LPL Financial since 2011, with prior experience at Morgan Stanley and Citigroup Global Markets. Additionally, she is commissioned as a notary public. 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, third-party asset management, and institutional platforms.

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.

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.

Jocelyn Smith is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, she worked for Deloitte for 11 years. She is also self-employed. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

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.

Anthony Johnson is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. His work history includes prior roles at Morgan Stanley and Traders, as well as experience in entertainment through Crow Entertainment, LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that uses model-delivery strategies created by unaffiliated asset managers and offers a limited number of discretionary separately managed account options.

Christopher Mooney is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2008, previously associated with AXA Advisors LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm offers a range of advisory programs, relying on both proprietary and third-party asset management solutions.

Kevin Byrne is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Aidan Carter is a financial advisor with RBC Capital Markets holding a Series 66 designation and one year of industry experience. Prior to joining RBC in 2024, he worked at Pro Football Focus and Legendary Sports Group. He also has experience in education with roles at Ithaca College and Severn School. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm provides customizable advisory programs with portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Eric Keitz is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2020, he worked at Severn Bank Corporation and operated his own CPA and tax preparation practice for over three decades. He serves as Audit Committee Chairman for the Annapolis Yacht Club and chairs finance committees for both the Annapolis Community Foundation and the AACC Foundation. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, supported by a centralized consulting team and a wide range of advisory, brokerage, and insurance solutions.

William Mills is a financial advisor with Charles Schwab in Annapolis, MD, holding Series 63 and Series 66 licenses with 12 years of industry experience. His previous roles include positions at Morgan Stanley Smith Barney LLC and Fidelity Investments, in addition to multiple tenures at Charles Schwab and Charles Schwab Bank. 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 models with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Darren Sweeney is a financial advisor at Osaic with 19 years of industry experience, holding a Series 66 credential. He previously worked at Lincoln Financial Advisors for 18 years before joining Osaic in 2025. Outside of his advisory role, Sweeney owns a separate entity for warehousing and property purchases and is actively involved in offering a range of insurance products through his own agency. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting both discretionary and managed strategies across multiple custodial and third-party platforms.

Danalicia Charles is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and has been in the industry since 2025. Her prior experience includes roles at Wells Fargo Bank, nA, and Hollister and Co. 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 combines research and analytics with a diversified investment approach.

Courtney Raney is a CFP® and Series 66 registered financial advisor with Wells Fargo Clearing, based in Millersville, MD. She has 14 years of industry experience and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of 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 and analytics.

Caroline Crowell is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Her prior work includes roles at City National Bank, Agrimark - Cabot, and Due East Partners. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivering portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers and tailored strategies based on client risk profiles.

James Kerasiotes is a financial advisor with Ameriprise in Columbia, MD, holding Series 65 and Series 66 credentials and having 29 years of industry experience. He has been with Ameriprise and its affiliates since 1997. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing annual retirement-income planning focused on income sources and tax-aware withdrawal strategies.