Garrett Southern is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and six years of industry experience. He has worked exclusively with Ameriprise since 2018, following brief roles at Planning Solutions Group and Loftus Masonary. Outside of his advisory role, he is involved with CAWM Services, LLC as a paraplanner, managing advisory business activities. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, typically those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Zachary Szczybor is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has prior experience at StoneBridge Advisors, Inc, LGS Financial, and Bill's Seafood & Catering. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that include a range of investment products.

Douglas Meyer is a financial advisor at Osaic Wealth, Inc. with 44 years of industry experience. He has held the Series 63 and Series 65 designations and previously worked for American Portfolios Financial Services, Inc. for 23 years before joining Osaic in 2024. On rare occasions, he has written life insurance and long-term care insurance. Osaic Wealth, Inc. serves a range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers, utilizing a variety of asset-allocation tools and portfolio construction methods.

John Robertson is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Grove Point Investments, Securities Service Network, Safe Money Concepts LLC, and T. Rowe Price Advisory Services. Outside of his advisory role, he is involved with Safe Money Concepts LLC and has longstanding affiliations with Medallion Financial Strategies and Medallion Financial Group. 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 wide range of advisory and brokerage services supported by advanced tools and a large network of investment adviser representatives.

Charles Fuller Jr. is a financial advisor with LPL Financial in Catonsville, MD, holding a Series 66 designation and bringing 20 years of industry experience. His prior firms include Raymond James Financial Services and SunTrust Advisory Services. Outside of his advisory work, he has a longstanding association with Uber spanning over a decade. 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 a range of advisory and brokerage services supported by technology tools and oversight of over $819 billion in discretionary assets.

Marat Kushner is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a notary public in Baltimore County, Maryland. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Daniel Rooner is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked with Equitable Advisors since 2008, including its predecessor AXA Advisors LLC. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both in-house and third-party advisory models.

Beth Petterson is a financial advisor at Primerica Advisors with two years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at PFS Investments Inc. and Primerica Financial Services, as well as extensive experience in medical centers such as Johns Hopkins Bayview Medical Center and Perry Point VA Medical Center. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale, delivering advisory services through a model-based approach supported by third-party asset managers and custodians.

Victoria Cucina is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, Bank of America, N.A., and PLC Hardware. 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, relying on research and analytics from Wells Fargo Investment Institute and third-party sources.

Steven Deboy Jr. is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Janney Montgomery Scott. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports advisory programs through a large network of advisors.

Sophia Taslitsky is a financial advisor at Ameriprise with three years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Miracle Mile Advisors, Kestra Investment Services, and Mutual of Omaha Insurance Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Charles Hanley IV is a financial advisor with Equitable Advisors holding a Series 66 certification and two years of industry experience. His prior work includes roles at Homeside Financial and The Conafay Group. Outside of advising, he is a partner in Hanley-Hanes LLC, involved in house flipping and managing investment activities related to that business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement consulting, and various asset management programs. The firm’s approach includes matching clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Benjamin James is a financial advisor at Ameriprise with 26 years of industry experience. He holds CFP® and Series 66 designations and has worked at Ameriprise since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Erica Silva is a financial advisor at Cetera with Series 63 and Series 65 licenses. She has been in the industry since 2024 and has experience working with First Financial Advisory Services and Cetera ADVISORS LLC. Outside of financial advising, she is involved with Mark O. Silva Builders Inc. 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 large network of independent advisors and utilizes a multi-manager platform with both affiliated and third-party investment options.

William Slade is a financial advisor with Edward Jones in Elkridge, MD, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Lincoln Financial Group and periods as a student. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices, and manages over $1 trillion in assets under management.

Jonathan Wasey is a CFP® professional with 30 years of experience in the financial services industry. He is currently affiliated with LPL Financial and the State Employee Credit Union of Maryland. His prior roles include positions at Truist Investment Services, BB&T, and Truist Advisory Services. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, delivered through a large network of investment adviser representatives.

Neeraj Sharma is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. He has held roles at Wells Fargo Bank, N.A. since 2016 and worked at Sears from 2015 to 2019. 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 supported by research from the Wells Fargo Investment Institute.

Leslie Jurado is a financial advisor with LPL Financial in Columbia, MD, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining LPL Financial in 2021, Leslie worked at Morgan Stanley Private Bank, Wells Fargo Advisors, and Wells Fargo Bank. Leslie is also associated with the State Employees Credit Union. 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, asset management programs, and institutional platforms, delivering advice through a large network of investment adviser representatives who utilize a range of discretionary and non-discretionary investment strategies.

James Farally is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked with AXA Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s advisory approach includes risk assessment and matching clients to third-party program models or discretionary managers, offering a range of investment options and ERISA fiduciary services.

Tom Quirk is a CFP®-certified financial advisor with 32 years of industry experience, currently with LPL Financial since 2018. He has prior experience at Raymond James Financial and Citigroup Global Markets. Quirk also serves as an instructor at the Community College of Baltimore County. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including advisory platforms supported by advanced operational and research tools.