Schekeeb Sidiqi is a financial advisor at Wells Fargo Clearing in Columbia, MD, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Wells Fargo, Sidiqi worked in real estate with TTR Sotheby's International Realty and BNI Realty. Outside of advisory work, Sidiqi teaches German at the German International School in Washington, DC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

John Graham Jr. is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 63 designation and 39 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, he is a member of York Realty Partners Investors LLC. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, SMA programs, and a variety of traditional and non-traditional investment strategies.

John Cantrell is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at Bank of America and Alertus Technologies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Jeffrey Hilwig is a financial advisor with Wells Fargo Clearing in Gaithersburg, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Christian Harvey is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Deutsche Bank Securities Inc for 36 years, followed by roles at J.P. Morgan Securities and JPMorgan Chase Bank. Since 2022, he has been with Robert W. Baird & Co. The DDK Group, where he works, is part of Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client needs.

Thomas Howes is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 license and has worked at Vintage Financial Partners and Equitable Advisors. Prior to his finance career, he was employed at Potomac Pizza and taught at Winston Churchill High School. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm uses a network of Investment Adviser Representatives and third-party managers to deliver a range of advisory models and fiduciary services.

Salvatore Prisco is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Stubbs LLC and Pompili DPM, as well as experience managing Trattoria del Mare da Salvatore. 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 across more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Upinder Chandhok is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at J.P. Morgan Securities LLC and JP Morgan Chase Bank since 2020, with prior experience at SunTrust and PNC Investments. 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 an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors and offers access to a broad range of investment strategies and products.

Nury Hyre is a financial advisor with LPL Financial in Hanover, MD, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL in 2023, Hyre worked at Bank of America and Merrill Lynch from 2019 to 2023, and also spent time at Citibank and the Pro Bono Resource Center of Maryland. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Leo Mercer is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Equitable Advisors, Mercer worked at AXA Advisors LLC and Vectorworks, and he also has a background at the University of Maryland, Baltimore County. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s investment approach emphasizes personalized risk assessment and the use of third-party asset managers and advisory programs.

James Hill Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he serves as Director of Operations and an ordained minister at Kingdom Center Ministries Inc. since 2003. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm utilizes model-based investment strategies and offers discretionary portfolio management with support from third-party asset managers and custodians.

Riley Dopp is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018 and 2019, respectively, and previously worked at Financial Consulate, Diamond Detail, and Towson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Tri Nguyen is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. He has worked at Merrill since 2006 and has been with Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Raymond Mcfaul Jr. is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Zain Wasi is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with four years of industry experience. His prior roles include positions at T. Rowe Price and MATClinics, as well as work with the Baltimore City Health Department and Franklin & Marshall College. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment products alongside its advisory services.

Tyler Tait is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has held multiple roles within Morgan Stanley since 2017, including at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and financial planning services.

Josh Webber is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Merrill and Oceaneering, as well as experience in the restaurant industry and education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and global market insights.

Aidan Ryan is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and three years of industry experience. His work history includes positions at Morgan Stanley Private Bank and Morgan Stanley, as well as prior experience outside finance at Caves Valley Golf Club and Mothers North Grille. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and offers access to comprehensive investment strategies alongside its broader retail and institutional offerings.

George Hunter III is a financial advisor with Cetera, holding CFP® and Series 66 designations and possessing 22 years of industry experience. His career includes roles at Cetera Wealth Services, LLC and Resonant Financial Management. Outside of advising, he is an author and speaker on topics related to his book published in 2023. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform featuring both affiliated and third-party investment options.

Jason Parks is a financial advisor with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and market outlook models, focusing on advisory services without offering individual security recommendations as part of standalone plans.