Zain Khokhar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and work in digital intelligence systems and travel. 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.

Tyler Sullivan is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2025, he worked at Kestra Investment Services and Kestra Advisory Services. Outside of finance, he has been involved with lacrosse-related businesses and organizations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ian Weisser is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Financial Advisors, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. In addition to his advisory role, he is an owner and agent of Weisser Financial Inc., where he offers fixed annuities and traditional life insurance. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, including financial planning and access to third-party money managers, utilizing advanced asset-allocation tools and various investment products.

Thomas Ervin is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by comprehensive tools and methodologies.

Michael Bianca is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2010 with Natixis Global Asset Management in Boston, MA, and joined Merrill Lynch Wealth Management in 2014 to apply his experience and knowledge in helping clients pursue their financial goals. Michael offers investment planning and advice to affluent individuals, families, and businesses. He provides personal and in-depth services, utilizing industry-leading resources to assist clients in achieving their personal and financial objectives. His approach is diversified and risk-managed, aimed at bringing clarity to a complicated marketplace and fostering trust and understanding with clients. He graduated from DeSales University in 2009, where he was a member of the baseball team. Michael holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. He resides in Westminster, MD with his wife Amanda, their sons Easton and Beau, and their chocolate lab Camden. In his free time, he enjoys baseball, biking, fishing, spending time with his family, and traveling.

Uka Saran is currently a Planning Consultant at Fidelity Investments, a role held since 2022. In this position, Uka focuses on simplifying financial planning and developing personalized strategies that align with clients' goals using Fidelity's tools and resources. Uka has been in the financial services industry since 2014, beginning as a Client Services Specialist at TD Ameritrade. Over the years, Uka advanced through roles including Business Development Specialist, Financial Consultant, and Senior Financial Consultant at TD Ameritrade before joining Fidelity Investments. Specific details regarding Uka's education, credentials, personal interests, or community involvement were not provided.

Aiden Mowry is a financial advisor with Primerica Advisors holding Series 63 and Series 65 designations. He has been with Primerica and its affiliate PFS Investments Inc. since 2026. Outside of finance, he is involved with The Healing and Wellness Center, where he has participated for five years. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and operates at a large scale with approximately 3,964 advisors and $15.5 billion in assets under management.

Xander Bauguess is a Series 66-credentialed financial advisor with Equitable Advisors, based in Columbia, MD. He joined Equitable Advisors in 2026 and has prior experience working at Tri-M Group LLC and various other positions including in education and entrepreneurial ventures such as an auto detailing business and a fishing charter. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party managers.

Khameron Gray is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served as a Relationship Manager at Fidelity Investments in 2025 and as a Financial Representative at the same firm from 2024 to 2025. In his current role, Khameron collaborates with clients to develop personalized financial strategies aimed at achieving their individual goals. Khameron emphasizes attentive listening and understanding client needs to provide tailored investment approaches. His professional experience at Fidelity Investments spans several roles, reflecting his involvement in client relationship management and financial representation. Outside of his professional work, Khameron's personal interests include family activities, football, music, reading, and writing.

Jarrett Gounaris is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Joseph Apanisile is a financial advisor with Cetera, holding a Series 65 designation and three years of industry experience. He previously worked at Avantax Advisory Services for five years and has operated Joseph Associates CPA, a CPA firm, since 2011. His background includes roles outside financial services, such as work with ARS/Rescue Rooter. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment programs and portfolio management options through a multi-manager platform, supporting both discretionary and non-discretionary authorities.

Nicholas Voyton is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 65 designation and one year of industry experience. Prior to joining LPL, he worked at Sikich LLC and Deloitte & Touche LLP. Outside of his advisory role, he is involved with Severn Financial Solutions LLC, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and diverse investment strategies.

Michael Briel is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its predecessor firm since 1998. Outside of his advisory role, he serves as a varsity baseball pitching coach at Glenelg Country School in Ellicott City, MD. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Steven Cleveland is a financial advisor with Ameriprise in Annapolis, MD, holding Series 63, Series 65, and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved with Waypoint Group, LLC, providing financial paraplanning services including data entry, analysis, and plan presentation. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christopher Mcmurry is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2019, also working at Wells Fargo Bank, NA since 2013. Outside of finance, he owns and operates Say Yes Media, a filming and editing business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Elizabeth Macis is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 credential and 24 years of industry experience. She previously worked at Wells Fargo Advisors from 2009 to 2022 before joining Raymond James in 2022. Outside of her advisory role, she serves as co-trustee for her brother's trust. Raymond James Financial Services Advisors 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 delivers tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools, and supports both municipal finance work and targeted retirement plan advisory programs.

Brian Bauer is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Bauer serves as treasurer for Limestone University in Gaffney, SC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

Jacob Biedenback is a financial advisor with J.P. Morgan Securities in Baltimore, MD, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Truist Advisory Services and BB&T-related entities. He serves as a board member of the Towson University Foundation, participating in the investment and spending committee. J.P. Morgan Securities 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.

Michelle Salmon is a financial advisor with Fidelity Investments in Annapolis, MD, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She has been with various Fidelity affiliates since 2013. Outside of her advisory role, Michelle serves on the board of directors for The PutAway, a pickleball facility focused on team building and managing large expenditures. Michelle is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and overseeing multi-manager fund structures.

Zachary Snyder is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and bringing two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Equitable Advisors, LLC, and has held various roles including positions in hospitality and research. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated advisory and brokerage platform.