Garrett Phillips is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he held roles at NewDay USA and HomeBuyer Connections, among others. He also works as a business processor and paraplanner with River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Eric Bonner is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. He has worked at LPL Financial since 2009 and has an additional work history at Tower Federal Credit Union dating back to 2005. Outside of his advisory role, he works as a waiter at Phoenix Upper Main in Ellicott City, MD. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives through a variety of discretionary and non-discretionary strategies.

Joel Dovi is a financial advisor with Raymond James Financial in Annapolis, MD, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports municipal and public-finance work through its affiliation with a municipal advisor.

Steven Grassl is a financial advisor with Morgan Stanley in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Legg Mason Wood Walker, and Capital Financial. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning arrangements.

Paul Burdett III is a financial advisor at Raymond James Financial with a Series 66 designation. He joined Raymond James in 2026 and has prior experience working at the National Oceanic and Atmospheric Administration and Smartlink Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Richard Shumway is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has a background that includes nearly a decade at Wilcox Electric, LLC. He and his wife own a rental property that they manage for a family member. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and is notable for its large network of advisors and branch offices as well as its affiliated financial services.

Amanda Mc Gehrin is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2022, she worked at Trident Funding and has experience in yacht sales from positions at Bluewater Yacht Sales and Annapolis Yacht Sales. Merrill, along 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, and various institutional investors.

Sandra Duff is a financial advisor at Ameriprise Financial Services with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including MSI Financial Services, Morgan Stanley, and Citigroup Global Markets. Duff also serves as a Paraplanner for Preal Haley and Associates. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides personalized retirement planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Andrew Hickey III is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Capital One advisors, Wells Fargo Clearing, Truist Investment Services, and Chevy Chase Financial Services. Outside of his advisory role, he is a partner at Symmetry Financial Partners, where he engages in insurance sales and financial planning. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies across a complex affiliate network.

Scott Martin is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. for eight years. Outside of his advisory role, he acts as the personal representative for his mother’s estate. Wells Fargo Advisors is a national securities firm offering a range of investment advisory services, financial planning, and retirement consulting to individual, corporate, and institutional clients, operating with over 14,000 advisors and approximately $671 billion in assets under management.

Dawnette Edgerton Cameron is a Series 66 licensed advisor with Ameriprise Financial Services LLC, bringing eight years of industry experience. She previously worked at Edward Jones for seven years and was self-employed for one year. Cameron serves on the Board of Directors for United Way of Central Maryland's Anne Arundel County RUN Board and is a member of the Retired Racehorse Project Strategic Advisory Council. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Edith Bonilla is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and Bank of America. Outside of her advisory role, she owns and operates Emperma LLC, a cosmetics business specializing in cosmetic tattooing. 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.

Jordan Toepel is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Nuveen Investments for 15 years and Calamos Investments for two years. Outside of his advisory role, he is involved in youth soccer coaching, serving as an assistant coach for Christos FC and owning Everything Hurts, LLC, through which he coaches for the Liverpool International Academy Central MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, affiliated trust company, and securities-based lending options.

Andrew Kadala is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior firms include Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is also an investment advisor at Fishing Creek Financial LLC, a financial services business he has been involved with since 2018. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Venus Wilson is a Series 66-licensed financial advisor with Thrivent Investment Management in Bowie, MD, bringing 20 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of her advisory role, Wilson serves as an advisory board member for the Maryland Insurance Administration, providing input on licensing issues related to life and health advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes written recommendations on various planning topics and the option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Connor Delaney is a financial advisor with LPL Financial in Columbia, MD, holding a Series 66 credential and six years of industry experience. His prior roles include positions at BFJ Wealth Management and Avantax Investment Services. Outside of advising, he is involved with Wellspring Health, Inc., where he has served for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Meeshan Reid is a CFP® certificant and financial advisor with Ameriprise, based in Columbia, MD, with 12 years of industry experience. Their prior roles include positions at E*Trade Securities and Morgan Stanley among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides customized retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Denika Tokunaga is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill from 2008 to 2014 before joining LPL Financial, where she has been since 2014. Outside of her advisory role, she is involved as a life coach and serves on the board of Project Culture. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and utilizes a variety of portfolio management strategies supported by advanced operational tools.

Christopher Obrien is a financial advisor at Wells Fargo Clearing with credentials including Series 63 and Series 65 and four years of industry experience. He has held multiple roles within Wells Fargo and its affiliates since 2016. Outside of his advisory work, he has occasionally worked as a delivery driver for DoorDash. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ryan Mazzarino is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2009, following positions at Ferris, Baker Watts, LLC and Morgan Stanley DW Inc. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies that utilize both in-house and third-party managers, alongside comprehensive portfolio management and financial planning services.