Marc Pushkin is a financial advisor with LPL Financial in Timonium, MD, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He previously worked at New England Securities for 14 years before joining LPL Financial in 2013. Outside of his advisory role, he serves as president of Pushkin & Pushkin, Inc., acts as an expert witness in actuarial matters for divorce and personal injury cases, and is involved in tax preparation and fiduciary duties related to a profit-sharing plan. 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 broad range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset managers, supported by extensive technology tools and a large network of over 22,800 advisors.

Michael Weber is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2019 and previously spent three years at Kestra Financial Services, Inc., while maintaining his own CPA practice, MacDonald & Weber, P.A., since 1984. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party subadvisors, and institutional platforms.

Michael Branthover is a CFP® professional with 11 years of industry experience, currently serving as an advisor at LPL Financial since 2016. He previously worked with Hergenroeder Financial Advisors, Inc. and holds a Series 66 license. Outside of his advisory role, he is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

Miguel Zayas is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following prior roles at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional financial products.

David Gonzalez is a CFP® professional with seven years of experience in the financial services industry. He currently works with Cetera in Baltimore, MD, having held prior roles at firms including T. Rowe Price Investment Services and Financial Dimensions, LLC. He also provides financial counseling and education for service members through Magellan Federal on a limited basis. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with various program structures and custodial relationships.

Dominic Nicolini is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an officer for the LD1940 Fund, a nonprofit established to honor the memory of a friend by providing scholarships and supporting cancer-related causes. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its advisory process.

Gavin Stringer is a financial advisor with LPL Financial in Timonium, MD, holding a Series 63 designation and bringing 46 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Dormina Nyondo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Wells Fargo, Dormina worked at M and T Bank and TD Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services that include investment policy statement preparation, performance reporting, and participant education. The firm’s 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 Shapiro is a financial advisor at Edward Jones in Pasadena, MD, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he was involved with Spindle Fitness LLC for nine years. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Patrick Tejeda is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. His background includes various roles, such as involvement with Loyola University Maryland Athletics and work in digital media and refrigeration before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, utilizing model portfolios comprised of mutual funds, ETFs, and ETPs.

Casey Domanski is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, Casey worked in various roles including at PF Changs and Mount St. Mary's University. Equitable Advisors serves individual clients across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Robert Wehman is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and analytical models.

Alan Hess is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 45 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Uche Ebereonwu is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and First Bank of Nigeria Limited. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Viren Chadha is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized strategies that align with their unique financial goals and life milestones. His approach emphasizes understanding each client's priorities to provide tailored advice and support. Viren's expertise includes college education planning, retirement income, portfolio management, small business strategies, socially responsible investing, and more. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned two bachelor's degrees in Financial Economics and Business Management from the University of Maryland Baltimore County. In addition to his professional work, Viren is involved in his community as a volunteer with Laurel Fire Station 10, serving as an EMT aid. His personal interests include biking, cooking, golfing, and pickleball.

Jules Klose is a CFP® professional with 11 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to this, he was with Axa Advisors LLC from 2014 to 2017. He is also an agent with Thompson Financial Group, LLC, where he handles individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive planning through collaborative annual engagements using firm-approved analytical tools.

Andrew Sipala is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across a large network of financial advisors and offers both brokerage and advisory solutions.

Robert Goldbeck Jr. is a financial professional with four years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has worked at various firms including Portfolio Advisory Associates and First Allied Securities. His background includes roles outside finance at GEA Mechanical Equipment US, Inc., GEA Process Engineering US, Inc., and Rohde & Schwarz. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated money managers and varied account structures.

Jonathan Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and has held roles at Wells Fargo Bank NA since 2001. 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 grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

James Mellendick is a financial advisor at LPL Financial with 21 years of industry experience and holds a Series 66 designation. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, Wells Fargo Bank, and Morgan Stanley. He also works as a consultant for Coleman Research outside of his advisory responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and technological tools for research and operations.