Desi Berry is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. Berry has 10 years of industry experience, including prior roles at Morgan Stanley and Northern Trust Securities. Outside of financial advising, Berry is the director of a home-based travel agency and also works as an Uber driver. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with a focus on collaborative, annual planning relationships using firm-approved analytical tools.

Olufemi Millar is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Allianz Life Financial Services, Allianz Life Insurance Company of North America, T Rowe Price, and MBSC Securities Corporation. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Husnain Bashir is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience before joining the firm. His work history includes service in the United States Marine Corps from 2019 to 2025 and roles at E-ISG Asset Intelligence and Pizza Bolis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Marlon Perez Hernandez is a financial advisor at Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses. He has prior experience with Citibank, Truist, and Bank of America, among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics guided by diversification principles and modern portfolio theory and operates both brokerage and advisory solutions at a large scale.

Michael Case is a ChFC® credentialed financial advisor with 13 years of industry experience, currently with LPL Financial since 2024. He previously worked at Northwestern Mutual in various roles from 2012 to 2024. In addition to his advisory work, he is affiliated with MAC84, Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Michael Bowden is a financial advisor with Morgan Stanley in Columbia, MD, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Bank of America and Merrill. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services that leverage structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning.

Katherine Michaud is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 license with three years of industry experience. She previously worked at RBC Capital Markets and has been involved in community and academic roles, including positions at the Basilica National Shrine of the Immaculate Conception and Catholic University of America. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of advisory and brokerage capacities.

Christopher Krabbe is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his advisory role, his background includes positions at Enterprise Rent-A-Car and involvement with the Five Oaks Swim Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gary Wright is a financial advisor with LPL Financial based in Catonsville, MD. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining LPL Financial, Wright worked for Janney Montgomery Scott for 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Eric Kovacic is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its offering.

Robert Keeley is a CFP® with 29 years of industry experience, currently serving at Edward Jones since 1996. He holds a Series 63 license and is based in Crownsville, MD. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Fred Crozier is a financial advisor with Raymond James & Associates in Baltimore, MD, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering a range of financial planning and consulting services with a non-discretionary approach that relies on risk profiling and analytic tools.

Jesse Leblanc is a Financial Advisor at Merrill Lynch Wealth Management, focusing on wealth management for sports and entertainment professionals. He specializes in tailoring financial planning and portfolio strategies to athletes, entertainers, and other professionals in these fields. His expertise includes investment advice and financial planning for athletes and entertainers, art financing and custom lending through Bank of America, employer benefits and retirement plan consulting, Rule 144 executive and equity services, and 1031 exchanges involving replacement property alternatives. Jesse holds multiple professional designations including Accredited Portfolio Management Advisor (APMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the State University of New York. Jesse is active in professional organizations such as Maryland Nonprofits and US SIF: The Forum for Sustainable and Responsible Investment. He also dedicates time to community involvement through volunteering with Business Volunteers Maryland and World Relief. Outside of work, Jesse enjoys golfing, music, reading, and running.

Jason Rayman Rayman is a Financial Advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS in 2025, he was a student at the University of Richmond and worked at Loyola Blakefield High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Alpha Korngor is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at Morgan Stanley since 2018 and previously at Merrill from 2011 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored financial planning and a broad range of advisory programs. The firm employs a structured planning process using firm-approved tools and offers diverse investment and institutional services.

Ndamzi Lumati is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2018 and Wells Fargo Bank NA since 2014. Outside of finance, Lumati serves as an office administrator for a healthcare staffing company and has self-published books on personal empowerment. 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 based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Robert Pfeifer is a financial advisor with LPL Financial in Olney, MD, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Mark Kutz is a financial advisor at Cetera with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Cetera and its affiliates since 2016. Prior to that, he was with Investors Capital Corp. for 21 years. In addition to his advisory role, he is an insurance agent specializing in life, health, annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Edward Gray III is a financial advisor at Fidelity with over 34 years of industry experience. His career includes roles at T. Rowe Price Investment Services, TD Ameritrade, and Scottrade before rejoining Fidelity. He holds Series 63 and Series 66 licenses. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm integrates proprietary research with quantitative analysis and systematic portfolio construction, utilizing algorithmic methods and AI in its investment process.

Simone Alston is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in assisting women, families, and high net worth millennials navigate real-world financial decisions related to building and managing wealth. Her client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, sports and entertainment, tax minimization, and retirement income. Simone employs a goal-based planning process to develop personalized strategies integrating investment management, retirement planning, education funding, and long-term wealth building. She provides services such as retirement income planning, asset management during career transitions, tax-aware investment strategies, healthcare cost guidance, estate and legacy planning support, and ongoing partnership through changing market conditions and life stages. Simone and her team prioritize helping clients make confident choices through clarity and emotional discipline. She holds a Bachelor's Degree from the University System of Maryland and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Simone is involved with professional organizations like Braven and the University of Maryland Alumni Association and contributes to community organizations such as Braven and Jersey Cares. She is bilingual in English and Spanish. Simone lives in Maryland with her husband and two children; they enjoy outdoor activities, traveling, and visiting Martha's Vineyard.