Steven Gonzalez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and one year of industry experience. His prior work experience includes roles at Door Dash, Spirit Halloween, Wells Fargo Bank, and Hoyt's West Nursery Cinemas. 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 employs over 14,000 financial advisors.

Azizat Adalikwu is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked at Primerica Advisors since 2020 and has been affiliated with Primerica Financial Services since 2007. Outside of her advisory role, she owns Exquisite Salon Suite LLC, a business that rents individual salon suites to hair stylists, barbers, and braiders in Bowie, MD. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Nancy Sheerin Floros is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC, Wachovia Bank, and Citigroup. 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 employs a large-scale approach with over 14,000 advisors and $671 billion in assets under management, offering brokerage and advisory solutions supported by research and analytics.

Bhavik Hukmani is a financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Hukmani serves on the Board of Directors for the North Saint John Pool and Tennis Club and is involved in youth sports coaching, including as a travel head coach for a boys’ soccer team and supporting a scouting organization for older youth. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations through a centralized consulting team.

Jourdan Smith is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, Jourdan held positions at various organizations including Roadtrip Nation, Keiter CPA, and Lasership Inc. Jourdan attended Chowan University from 2021 to 2025 and worked as a teacher at Dr. Henry A. Wise, Jr High School from 2016 to 2021. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer model.

Krista Waller is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Equitable Advisors and positions outside the financial industry, such as at McDaniel College and Outback Steakhouse. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services.

Derek Johnson is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors, LLC since 2019, having also worked at Wells Fargo Bank, NA since 2014. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Deepa Mathur is a financial advisor with Merrill in Columbia, MD, holding a Series 66 designation and nine years of industry experience. She has worked at Merrill since 2016 and at Bank of America, N.A. since 2021. 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.

Lynette Russell is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. Her background includes roles at Edward Jones, Northwestern Mutual, and Prudential-related firms, as well as entrepreneurial experience running Lynette Russell, LLC/Optimize Payroll Solutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning covering a wide range of topics, delivered either as one-time or ongoing engagements, with separate managed-account options available.

Alexis Donovan is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Donovan held various positions including roles at Howard County Community College and Mount St. Mary’s University, and was involved in 5 Star Athletics LLC. Equitable Advisors serves a diverse clientele including individuals, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed TAMPs.

Mark Williams Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank, BDS Solutions, and Market Source. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management grounded in modern portfolio theory. The firm’s offerings notably include insurance-related investment options and bank deposit sweep programs.

Brion Harris is a financial advisor with Cetera possessing Series 63 and Series 65 credentials and 27 years of industry experience. He has held roles at Cetera since 2019 and previously worked at Summit Financial Group and Premier Planning Group, where he is also the CEO and founder. Outside of his advisory work, Harris leads an insurance coaching business and is authoring a book on retirement income planning. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and over $250 billion in assets under management.

Joshua Fretz is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with LPL Financial. He has been with LPL and Tower Wealth Management since 2016 and previously worked with Maryland 529. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Celina Abouzeid is a financial advisor at Merrill with 18 years of experience at the firm and holds a Series 66 designation. She is based in Columbia, MD. Merrill, in conjunction 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, pensions, profit-sharing plans, corporations, and charitable organizations.

Ana Cortez Molina is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses. She has experience working at Wells Fargo Bank and Advance Auto Parts, among other roles, with a total industry experience of less than one year. Molina has also been involved in work at Auroras Hair Design and the Pittsburg Institute of Aeronautics. 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.

William Patriarca is a CFP® professional with 10 years of industry experience, currently with LPL Financial. His career includes roles at Cetera Investment Services, First National Bank of Pennsylvania, and Wells Fargo Clearing Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides various advisory programs, retirement plan consulting, and brokerage services, with investment options supported by LPL Research and third-party subadvisors.

Samuel Emery is a financial advisor with LPL Enterprise in Crofton, MD, holding a Series 66 credential and three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Emery has a background in the medical device industry, having held roles at Medtronic, Inc., Invasix, Inc., and Smith and Nephew. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients by providing financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance product sales through an affiliated agency, offering a comprehensive platform to its clients.

Millard Herold III is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. 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 a broader range of financial products than typical institutional advisers.

Thomas Hagigh is a Certified Financial Planner (CFP®) with 31 years of industry experience, currently serving at LPL Financial since 2023. His prior roles include positions at Janney Montgomery Scott and Wells Fargo Advisors. He also works as an agent selling fixed annuity insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Tyler Thomas is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. His prior work includes roles in education and hospitality. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.