Ronnie Rounds II is a financial advisor with Equitable Advisors holding a Series 66 credential and no prior industry experience. His background includes roles at CWCapital and academic work at Louisiana State University. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs through Investment Adviser Representatives, utilizing both proprietary and third-party investment models and advisory programs.

Robert Bowman is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 66 and Series 63 licenses. He has been with Wells Fargo Clearing since 2025. His prior roles include various positions at James Madison University and other organizations. 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.

Kim Caldwell is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in comprehensive financial planning and investment strategies for clients with complex financial profiles. He primarily advises ultra-high-net-worth families, senior executives, and business owners, focusing on areas such as tax minimization, executive compensation, family wealth management strategies, and portfolio management services. Kim holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Certified Private Wealth Advisor (CPWA). He earned a Bachelor of Science degree from the University of Maryland College Park. Since joining Merrill Lynch Wealth Management in 2007 following his work as an analyst with JMT Engineering, Kim has worked alongside The BFCP Group to deliver tailored wealth management solutions. He serves on the boards of the Terrapin Club and the Annapolis chapter of the University of Maryland Alumni Association. Kim resides in Severna Park, Maryland, with his wife and two children. His personal interests include biking, golfing, and hunting.

Patrick Durbin is a CFP® professional affiliated with Edelman Financial Engines in Ellicott City, MD, with 10 years of industry experience. He has previously worked at Financial Engines Advisors L.L.C., Fidelity Brokerage Services LLC, and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management solutions.

Justin Taylor is a CFP® with 12 years of industry experience, currently affiliated with Mass Mutual Investors Services since 2017. He previously worked at METLIFE SECURITIES Inc from 2013 to 2017. Taylor also works as an independent insurance agent specializing in dental, group disability income, life, accident, health, and Medicare-related products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a structured planning approach that emphasizes collaborative goal analysis and recommended investment strategies.

Kenneth Barkman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Barkman serves as a trustee for family trusts, dedicating time to managing investment-related matters. 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 broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Eric Jones is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 21 years of industry experience. He worked at M&T Securities for 13 years before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a large-scale advisory platform, serving over 14,000 financial advisors and managing approximately $671 billion in assets.

Garrett Atkins is a Series 66 licensed financial advisor at Equitable Advisors with three years of industry experience. He has been with Equitable Advisors since 2023 and previously spent time at the University of Alabama. Equitable Advisors serves a diverse client base including individuals of varying wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party investment solutions.

Brian Lees is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at M&T Securities from 2008 to 2020 before joining RBC in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutional investors, corporations, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, utilizing a mix of in-house and third-party managers tailored to each client's risk profile.

Caitlin Carter is a Series 66-licensed financial advisor with Morgan Stanley in Annapolis, MD, and has 10 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Ronn Nuger is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds a Series 63 designation and has worked in various roles including insurance and accounting. Outside of his advisory work, he is also a musician, performing as a singer, entertainer, and dancer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary solutions supported by advanced analytical tools.

Landon Schabes is a financial advisor at Wells Fargo Clearing with Series 65 and Series 66 credentials and one year of industry experience. His prior work includes roles at Uniqlo, Florida Financial Advisors DBA Tristate Financial Advisors, and The Orchard Restaurant. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes discretionary options with a broader set of financial product offerings than typical for large institutional advisers.

Christopher Schipske is a CFP® with 26 years of industry experience, currently with Cambridge Investment Research Advisors since 2010. His prior roles include positions at Prostatis Financial Advisors Group and Asset & Financial Planning, Ltd. He is also the owner of Athlon Tax Services, providing tax and small business consulting. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent financial professionals, utilizing a range of portfolio management and model-based solutions.

Derrick Jackson is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2015 and at Morgan Stanley Private Bank, N.A. since 2022. Outside of his advisory role, he serves as an executor or co-executor for estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning supported by proprietary tools and offers various services including estate planning and corporate financial planning agreements.

Amit Thakkar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2011 and a brief tenure at Edward Jones in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Furniss is a financial advisor with LPL Financial based in Annapolis, MD, holding a Series 66 license and 21 years of industry experience. He was previously with Lincoln Financial Advisors Corp for 20 years before joining LPL Financial in 2024. Outside of his advisory role, he is involved with several business entities unrelated to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology tools.

Karen Steppler Krieg is a financial advisor with Edward Jones in Edgewater, MD, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 25 years of industry experience and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Bilal Colbert is a financial advisor with LPL Financial in Hanover, MD, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Tower Federal Credit Union, E*TRADE Securities, TD Ameritrade, Bank of America, and Merrill. He also operates Tower Wealth Management, a DBA for his LPL business. 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, and institutional platforms, supported by tools such as machine learning for operational assistance.

Sheri Mergenthaler is a CFP® professional with 14 years of industry experience, currently with Cetera in Annapolis, MD. She has held prior roles at Avantax Advisory Services and 1ST Global Capital Corp., among others. Sheri also serves as a committee member on the Maryland Association of CPAs (MACPA) Investment Committee, overseeing the organization's investment fund. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager approach that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Chris Varlotta is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017, following a 15-year tenure at METLIFE Securities Inc. Outside of his advisory role, Varlotta is involved as a co-owner in Tidecreek Planning, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and facilitates ongoing, collaborative planning engagements with clients.