Nathan Chen is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and three years of industry experience. He has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Raymond James & Associates. 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 combines research and analytics with diversification principles and modern portfolio theory to serve its clients.

Allie Gamble Taylor is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 17 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors Inc. and Janney Montgomery Scott. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Alexander Levin is a financial advisor with UBS Financial Services in Baltimore, MD, holding a Series 66 designation and seven years of industry experience. He has worked at UBS since 2018 and previously at Vanguard from 2014 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.

Eric Silk is a CFP® professional with 29 years of industry experience, currently advising at Wells Fargo Advisors in Annapolis, MD since 2009. He is a 20% owner of Private Wealth Partners LLC, a financial practice based in Annapolis, and serves as co-trustee for a 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools.

Kevin Voelling is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Ameriprise, J.P. Morgan Securities, and PNC Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and utilizes both discretionary and non-discretionary management supported by proprietary and third-party research.

Jonathan Dickey is a financial advisor with Raymond James Financial Services, Inc. in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is involved in agricultural activities as a co-owner of family farms and serves on the board of a nonprofit horse rescue organization as well as on the board and audit committee of a regional bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting supported by firm research and outside managers. The firm is notable for its significant non-discretionary advisory business, providing tailored investment recommendations while leaving final decision authority with clients.

Larry Bloomer is a financial advisor with LPL Financial in Baltimore, MD. He holds Series 63 and Series 65 credentials and has 39 years of industry experience, including tenure at M&T Securities since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and various management options.

Sharrel Hohman is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes tools such as Secular Return Estimates and Monte Carlo simulations.

Kelly Granger is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Yashar Gogerdchi is a CFP® professional with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2019. His prior experience includes roles at Summit Financial Group Inc and Summit Brokerage Services from 2016 to 2019. Outside of his advisory duties, he serves as a board member for the Triton Woods Community HOA and operates his own financial planning business under Shar Gogerdchi Financial Planning. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of platform and custody arrangements and proprietary as well as third-party model strategies.

Alexander Rice is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Equitable Advisors, he held various roles including at Homegoods and Firehouse Subs. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes LPL-sponsored programs and endorsed TAMPs, offering a mix of discretionary and non-discretionary asset management solutions.

James Burris is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Booz Allen Hamilton and Accenture LLP. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Bryan Karsner is a financial advisor at Cetera with 22 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Voya Financial Advisors and BRK Financial, LLC, which he owns. Outside of his advisory work, he coaches youth tee ball, baseball, and soccer teams in Severna Park, MD. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and financial planning services through a nationwide network of independent advisors and supports multiple portfolio management approaches including model portfolios and bespoke strategies.

J. Brady Grygrowski is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, including the period when the firm operated as Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a client intake process to tailor services based on goals, risk tolerance, and time horizon, and operates a hybrid referral and implementation model that combines advisory, brokerage, and insurance channels.

Christina Foster is a financial advisor at Ameriprise with 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Sand Cay Homeowners Association and owns CFF, LLC, a business unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Harry Spar is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Wells Fargo entities since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet specific net-worth criteria, utilizing proprietary research and planning tools to develop customized recommendations.

Pavel Petrash is a CFP® professional with 10 years of experience in financial advising, currently with Raymond James Financial Services Advisors, Inc. since 2021. He previously worked at T Rowe Price and PNC Bank. In addition to his advisory role, he provides financial consultation to clients at Fulton Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering financial planning and non-discretionary investment consulting supported by firm research and a broad affiliate network.

Humberto De Luigi is a financial advisor with UBS Financial Services in Baltimore, MD, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is the proprietor of Susquehanna Farms, an alpaca breeding business in Maryland. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, incorporating proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including custody, underwriting, and capital markets operations.

Jalisa Beckwith is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Morgan Stanley and has held prior roles at T. Rowe Price, Bank of America, Merrill, and Senior Helpers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and extensive resources.

Christopher Sadowski is a Series 66 licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2012. He has seven years of industry experience. Outside of advising, he serves as president of the Arbutus Community Association and umpires softball games in Maryland. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients with financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, including proprietary models and access to third-party managers, with both discretionary and non-discretionary implementation options.