William Slade is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFP® certification and the Series 63 license and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Robinson is a CFP® professional affiliated with Raymond James Financial, with 39 years of industry experience. He spent 29 years at Commonwealth Equity Services, Inc. before joining Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. in 2025. He also serves as an advisor for First Reserve Retirement Services, a support company in Annapolis, MD. 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, and institutional investors. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Long is a financial advisor with Cetera and holds a Series 66 designation. He has 25 years of industry experience and has previously worked extensively with Avantax Insurance and Advisory Services. In addition to his advisory role, he operates his own CPA practice providing accounting and tax preparation services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and employs a multi-manager platform with both discretionary and non-discretionary program options.

Christopher Petrich is a financial advisor with Wells Fargo Clearing in Baltimore, MD, holding Series 63, 65, and 66 credentials and 36 years of industry experience. His career includes roles at Wells Fargo Bank NA, TRUIST Advisory Services, and PNC Bank. 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 IPS-driven advisory process incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored plan solutions.

Mark Livoti is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Justin Whitcome is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he held positions in construction and government services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Owen Motsay is a financial advisor at Ameriprise with a Series 66 credential and just over a year of industry experience. His background includes periods of full-time education and work at Norseman Defense Services, Killarney House, and Eastport Yacht Club. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Catherine Cawood is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at FSC Securities Corporation, Northwestern Mutual Investment Services LLC, and Wells Fargo Advisors. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Benjamin Garland is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo, he worked at Jackson House Restaurant and held positions at the University of Delaware and Appoquinimink School District. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving plan sponsors with tailored investment solutions and fiduciary oversight.

Kimberly Berry is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broader range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Olabisi Akinrimisi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. from 2012 to 2016. Additionally, she has a long tenure with Wells Fargo Bank NA dating back to 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of advisory services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s process is IPS-driven and incorporates modern portfolio theory, with options for discretionary plan-level investment management and a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Alisa Napier is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has previously worked at Raymond James Financial Services Advisors and Merrill Lynch. Outside of advisory work, she is the owner and creator of the "Watch For Deer" true crime podcast. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income planning service that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Carl Walker Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and several real estate and benefits firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics from Wells Fargo Investment Institute and third-party databases in its investment approach.

Brian Feeley is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Mass Mutual Investors Services, and MetLife Securities. Outside of advising, he manages rental properties as a sole proprietor. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, using a range of tools and third-party solutions to construct diversified portfolios tailored to client needs.

Carlos Fonseca Rodriguez is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. He has worked at Merrill and Bank of America, N.A., as well as several other companies including Cava and BurgerFi. 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.

Stefen Blount is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Wells Fargo Clearing and has held prior roles at Bank of America, Merrill, and Facet Wealth. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related products and bank deposit sweep options.

Heather Lakner is a financial advisor at RBC Capital Markets with six years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Palate Pleasers. Outside of her advisory role, she has been involved with Centerpiece Boutique and Design. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Isandra Salinas is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Merrill, Charles Schwab, and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Natalia Cuellar is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2022, also working at Wells Fargo Bank since 2014. Outside of her advisory role, she works as a delivery driver for DoorDash on a part-time basis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Cory Paton is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on helping clients meet their financial goals by implementing personalized, well-rounded strategies tailored to their unique situations. Cory advises on areas including corporate executive services, equity compensation services, family wealth management strategies, liquidity management, personal retirement planning, and tax minimization. Cory started his professional career at PricewaterhouseCoopers (PwC) within the Consumer Industrial Products & Services group, where he provided tax and consulting services to large public companies. He earned his Certified Public Accountant (CPA) designation in 2018 and held a manager role at PwC. Cory holds a Bachelor of Science degree in Accounting and Business Administration from Washington & Lee University and a Masters in Accounting with a concentration in Tax Consulting from the University of Virginia. He also holds the Chartered Retirement Planning Counselor™ designation and the CERTIFIED FINANCIAL PLANNER® certification, as well as Series 7 FINRA and Series 66 NASAA registrations. Residing in Annapolis, Maryland, Cory is active in the Annapolis/Anne Arundel Financial Education Coalition, which works to increase financial education among local residents. Outside of his professional commitments, he enjoys golfing, playing basketball, boating, and listening to podcasts. Cory does not provide legal or tax advice in his role at Merrill Lynch.