Griffin Siegfried is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation. He began his advisory career in 2026 and previously worked at The Witherspoon Group. Outside of finance, his background includes roles in the hospitality industry at establishments such as Macky's Bayside Bar & Grille and Mike's Crabhouse. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and partners with third-party managers to deliver investment solutions.

Michael Sughroue is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and previously held roles at Bank of America, N.A. and Python Talent Advisors. Outside of finance, he is an employee and bartender at Stoney River Steakhouse and Grill in Annapolis, Maryland. Merrill, together 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chase Stewart is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2022. Outside of his advisory role, Chase occasionally works part time as a server for Sage Catering, a company specializing in food preparation and event coordination. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gregory Rooney is a financial advisor at Ameriprise with six years of industry experience. He previously worked at the US Army Audit Agency and James Allen. Rooney serves on the Board of Directors for Carroll Manor Elementary School PTA and is Vice President of the Tuscarora Junior Titans. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Michael Achatz is a financial advisor with Mass Mutual Investors Services in Columbia, MD, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 27 years of industry experience and previously worked at MetLife Securities Inc. He is also an owner and partner in Metropolitan Wealth Advisors, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.

Michael Costigan is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. His other business activities include ownership of Advisor99, which supports his Ameriprise practice. Ameriprise provides a retirement-income planning service targeting clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ramone Qureshi is an advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and less than one year of industry experience. His prior work includes roles at Wells Fargo Bank, Veritas Protection LLC, and several retail and educational institutions. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Pepe is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC offers investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Gregory Milburn is a financial advisor with Wells Fargo Clearing in Annapolis, MD, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kevin Cook is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2016. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management services. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers, offering a range of mutual funds, ETFs, separately managed accounts, and alternative investments.

Amy Taylor is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 41 years of industry experience. Prior to joining Raymond James, she worked at Wells Fargo Clearing and A. G. Edwards & Sons. Taylor also owns Taylor Wealth Strategies and serves as an independent contractor at Capitalistic Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm provides tailored non-discretionary planning and consulting, using analytical tools and risk profiling to support client goals.

Jennifer Jones is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America and Commonwealth Financial Network. In addition to her advisory work, Jennifer owns Accounting Unlimited, Inc., a CPA firm specializing in individual and small business tax services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing various portfolio construction tools and supporting both discretionary and non-discretionary account management.

Jason Messineo is a Series 66-licensed financial advisor with Wells Fargo Advisors in Annapolis, MD, and has 13 years of industry experience. He previously worked at Edward Jones for seven years before joining Wells Fargo Advisors in 2019. Outside of his advisory role, he serves as an assistant coach for the boys varsity lacrosse team at South River High School. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs analysis. The firm combines research, planning tools, and personalized recommendations, with clients choosing how to implement advice through various brokerage or advisory programs.

Katarina Stein is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2021. In her role, she focuses on helping clients develop written financial plans that define their goals and outline strategies to pursue them effectively. Katarina emphasizes the importance of being proactive and creating plans from a position of strength to better navigate stressful financial situations. Prior to joining Fidelity, Katarina worked as a Financial Solutions Advisor at Merrill Lynch, Fenner, Pierce & Smith Inc. from 2020 to 2021. She holds the CERTIFIED FINANCIAL PLANNER™ designation, reflecting her commitment to professional standards and client service. Outside of her professional work, Katarina enjoys fitness, sailing, yoga, traveling, and spending time with her pets.

Patrick Rosko is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with PFS Investments Inc. since 2008 and with Primerica Financial Services since 2006. Outside of advising, he serves as co-trustee for the Thomas Family Trust and may receive compensation for referrals related to home security and mortgage products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers overseen by an independent consultant and employs a tiered wrap-fee structure.

Matthew Agee is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 66 designation and has worked with firms including Summit Financial Group and Cetera Wealth Services. Outside of advisory work, Agee has a small side activity involving multi-family real estate ownership. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Yair Natanov is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Natanov serves as CEO of NIV Advisors, a business related to his LPL activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department, third-party strategists, or TAMP sponsors.

Daniel Snyder is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning supported by proprietary planning tools and advisory programs tailored to client needs.

Kara Fox is a financial advisor with Merrill in Columbia, MD, holding a Series 66 credential and 12 years of industry experience. She has worked at U.S. Trust Bank of America since 2014. Outside of her advisory role, she holds a power of attorney position for a separate entity. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Sean Reedy is a financial advisor at Edward Jones in Annapolis, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Supreme Orthopedic Systems and one year at The Orthopedic and Sports Medicine Center of Luminous Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.