Geoffrey Newman is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Inc., SMI Financial, LLC, and H.Beck, Inc. Outside of financial advising, he serves as Vice President and Board Member of Newman Funeral Homes and is involved in several nonprofit and fraternal organizations, including serving as President of the DC Society, Sons of the American Revolution, and as an associate board member for Shriners Children's Hospital in Philadelphia. 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, utilizing a variety of tools and third-party solutions to construct portfolios across multiple asset classes.

Jack Rogers is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked for Lincoln Financial Advisors Corporation for eight years and has been affiliated with StoneBridge Financial Advisors and the University of Maryland for over a decade. OSAIC serves a wide range of retail and institutional clients through a large network of advisors and multiple platforms, offering integrated brokerage, financial planning, and advisory services. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management, with access to third-party managers and alternative investments.

Eladio Santiago is a financial advisor with LPL Financial in Columbia, MD, holding a Series 66 designation and 28 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2018 to 2026, and UBS Financial Services from 2012 to 2018. Santiago is also president and CEO of Strategic Investments Corp., where he serves as an independent insurance agent. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Lewis Fang is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. His prior work includes roles at T. Rowe Price, Amazon, and MECU Credit Union. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Andrew Phillips is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been working since 2011. He focuses on assisting individual clients with various aspects of their financial lives, including education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Andrew graduated from Sacramento State University, where he also studied abroad for two semesters—one at Corvinus University in Budapest, Hungary, and another at Oxford Brookes University in Oxford, England. He holds the designation of Personal Investment Advisor (PIA). As part of his professional approach, Andrew employs Merrill's Investment Personality Assessment to tailor investment strategies that align with clients' priorities and preferences, drawing on resources from Bank of America's banking products and Merrill's investment insights. Outside of his professional role, Andrew is involved with the organization cast hope. In his personal time, he enjoys traveling, engaging in various sports such as baseball, basketball, biking, fishing, football, golfing, hunting, running (including marathons), and soccer.

Shannon Peterson is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns a rental real estate holding company with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Daniel Bachmann is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Bank of America. Bachmann is based in Baltimore, MD. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors and institutional clients. The firm offers multiple advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Darlene Green Connor is a financial advisor with Primerica Advisors in Ellicott City, MD, holding Series 65 and Series 63 licenses and 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001 and has also been involved with 3D Accounting & Tax Services since 1993. Additionally, she has been affiliated with Strayer University since 2009. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based recommendations managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Eric Bonner is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with LPL Financial since 2009 and also maintains a long-term association with Tower Federal Credit Union starting in 2005. Outside of his advisory role, he has worked as a waiter at Phoenix Upper Main in Ellicott City, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning services, and institutional solutions supported by in-house and third-party research.

John Walker is a Series 66-licensed financial advisor at Merrill with 10 years of industry experience. He has been with Merrill since 2016, based in Baltimore, MD. 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.

Christopher Kolakowski is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 credential and has previously worked with First National Bank of Pennsylvania and Truist Advisory Services. In addition to his advisory role, he serves as a wealth advisor for First National Trust, collaborating with trust portfolio advisors and centers of influence. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm serves individual clients, employer-sponsored plans, corporate and charitable entities, and institutional accounts, offering a multi-manager platform with a range of program structures and investment options.

Steven Grassl is a financial advisor with Morgan Stanley in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm’s financial planning process involves structured discovery and advanced planning tools, serving clients through personalized strategies and various institutional arrangements.

Sandra Duff is a financial advisor with Ameriprise in Bel Air, MD, holding a Series 66 designation and 20 years of industry experience. She previously worked at MetLife Securities Inc from 2010 to 2016 before joining Ameriprise, where she has been since 2016. Outside of her advisory role, she serves as a paraplanner for Preal Haley and Associates. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Keith Lindsey is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds the Series 66 designation and has worked previously at Capital Harvest Wealth Partners, Hometap Equity Partners LLC, NVR Mortgage, and Road Runner Sports. Outside of his advisory role, Lindsey is involved in marketing and fixed annuity sales through Capital Harvest Wealth Partners. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, institutional clients, and charitable organizations. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to various managed account platforms, employing tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Dawnette Edgerton Cameron is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise in 2025, she worked at Edward Jones from 2018 to 2025 and has held roles outside the financial industry, including at Coca-Cola Refreshments. She serves on the Board of Directors for the United Way of Central Maryland's Anne Arundel County RUN Board and is a member of the Retired Racehorse Project Strategic Advisory Council. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Robin Thomas is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at JPMorgan Securities LLC, JPMorgan Chase Bank, Truist Investment Services, and Bb&T entities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Edith Bonilla is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 65 and Series 63 licenses and having two years of industry experience. She previously worked at J.P. Morgan Securities and Bank of America. Outside of finance, she owns and operates Emperma LLC, a cosmetic tattooing business. 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Jordan Toepel is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Nuveen Investments for 15 years and Calamos Investments for two years. Outside of his advisory role, he is involved in youth soccer coaching, serving as an assistant coach for Christos FC and owning Everything Hurts, LLC, through which he coaches for the Liverpool International Academy Central MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, affiliated trust company, and securities-based lending options.

Connor Delaney is a financial advisor with LPL Financial in Columbia, MD, holding a Series 66 designation and six years of industry experience. His prior roles include positions at BFJ Wealth Management, Avantax Investment Services, and Dynamic Capital Consulting. Outside of advising, he has been involved with Wellspring Health, Inc. since 2018. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Meeshan Reid is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise, Meeshan worked at firms including Commonwealth Financial Network, Morgan Stanley, E*Trade Securities, Capital One Investing, Massmutual, and Pinnacle Investments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.