James Urich is a financial advisor with LPL Financial in Columbia, MD, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at BFJ Wealth Management, Avantax Advisory Services, and Avantax Investment Services. In addition to his advisory work, he is involved in tax preparation and accounting services through Bell, Frech & Jacobs, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andrew Poulos is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2019. Outside of his advisory role, he serves on the board of directors for SUPER LEADERS, a nonprofit organization focused on mentoring at-risk high school students. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management and tailors investment strategies to client risk profiles using both in-house and third-party managers.

Ashlyn Hood is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with Jemma Investment Advisors LLC and MS Howells & Co. Hood also owns rental property in Baltimore, MD. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Charles Kabeiseman is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 1999 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

David Weinstein is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Glenn Woolschlager is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at UBS Financial Services from 2001 to 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions.

Matthew Davis is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Olney, MD, and has 26 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, NA. He is a majority owner and active in operations at Davis Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels.

Taylor Aune is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he served nine years in the US Navy. He holds a Series 66 designation. 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 wide range of investment strategies and affiliated services through a nationwide network of financial advisors.

Stuart Gray is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation, Hornor, Townsend & Kent, Inc, and Penn Mutual Life Insurance Company. In addition to his advisory role, he is an agent and owner of Springlake Financial, where he offers accident and health insurance, disability insurance, fixed annuities, and traditional life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process featuring asset allocation and portfolio optimization supported by risk assessments, allowing for discretionary and advisor-managed strategies, and offers access to alternative investments through third-party platforms.

Norris Brodsky is a financial advisor with LPL Enterprise LLC, holding the CFP® and PFS™ designations and possessing 29 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He serves as a board member of the Baltimore Estates Planning Council. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of services including financial planning, consulting, and insurance product sales through affiliated entities.

John Eckenrode III is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2009. Outside of his advisory role, he serves as Secretary on the Executive Board of the Boys' Latin School of Maryland Alumni Board and is a member and Secretary of the Board for the Ruxton Hill Neighborhood Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Teresa Woolery is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and possessing 40 years of industry experience. Her prior work includes roles at Morgan Stanley and its related entities from 2006 to 2013. 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 combines brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Joanne Jaeger is a financial advisor at Edelman Financial Engines with seven years of industry experience. She holds a Series 65 designation and has previously worked at PNC Financial Services Group Inc and Howard County Public Schools. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Joel Ferman Hernandez is a financial advisor with Wells Fargo Clearing in Columbia, MD. He holds Series 65 and Series 63 licenses and has been with Wells Fargo since 2024, including experience at Wells Fargo Bank, N.A. Prior to his financial industry roles, his background includes work in legal services, pharmacy, education, and retail. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Vincent Marsh is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Wells Fargo Clearing since 2016, with prior experience at Wachovia Bank, N.A. beginning in 2009. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thai Nguyen is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Truist Investment Services, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from its investment institute with diversification principles and modern portfolio theory in its investment approach.

Fidel Carreon is a Series 66-credentialed financial advisor with 25 years of industry experience, currently affiliated with LPL Financial since 2009. His prior roles include positions at Mutual Service Corporation, FSC Securities Corporation, and Capitol Wealth Management. In addition to his advisory work, he operates Fidel Carreon Accounting Services, providing tax preparation and planning. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Stokes is a financial advisor at Merrill with a Series 66 credential and approximately one year of industry experience. His prior work history includes roles at Bankers Life & Casualty Co. and Morgan State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Rahall IV is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2018. Prior to that, he worked at SunTrust Advisory Services, Truist Investment Services, BB&T Investment Services, and Edward Jones. 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, offering both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Shuyuan Wang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024, Wang worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. and HSBC Securities (USA) Inc. Wang is also involved in a business outside finance, operating Vanness Nails and Spa, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.