Garrett Phillips is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he held roles at NewDay USA and HomeBuyer Connections, among others. He also works as a business processor and paraplanner with River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

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, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001 and has been involved with 3D Acctg & Tax Svc since 1993. She also teaches at Strayer University. Outside of advising, she receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-driven strategies managed by third parties, supported by custodial services from Pershing and BNY Mellon Advisors.

Eric Bonner is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. He has worked at LPL Financial since 2009 and has an additional work history at Tower Federal Credit Union dating back to 2005. Outside of his advisory role, he works as a waiter at Phoenix Upper Main in Ellicott City, MD. 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, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives through a variety of discretionary and non-discretionary strategies.

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 with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with First National Bank of Pennsylvania and Truist Advisory Services, among other firms. He also serves as a wealth advisor for First National Trust, collaborating with prospects, internal partners, and trust portfolio advisors on trust platform recommendations and referrals. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Steven Grassl is a financial advisor with Morgan Stanley in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Legg Mason Wood Walker, and Capital Financial. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning arrangements.

Paul Burdett III is a financial advisor at Raymond James Financial with a Series 66 designation. He joined Raymond James in 2026 and has prior experience working at the National Oceanic and Atmospheric Administration and Smartlink Group. Raymond James Financial Services Advisors, Inc. 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 offers tailored non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Sandra Duff is a financial advisor at Ameriprise Financial Services with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including MSI Financial Services, Morgan Stanley, and Citigroup Global Markets. Duff also serves as a Paraplanner for Preal Haley and Associates. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides personalized retirement planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Dawnette Edgerton Cameron is a Series 66 licensed advisor with Ameriprise Financial Services LLC, bringing eight years of industry experience. She previously worked at Edward Jones for seven years and was self-employed for one year. Cameron serves on the Board of Directors for United Way of Central Maryland's Anne Arundel County RUN Board and is a member of the Retired Racehorse Project Strategic Advisory Council. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Robin Thomas is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms including Truist Investment Services and BB&T affiliates prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm's advisory process combines quantitative screening and qualitative research to offer customized asset allocation advice, investment manager searches, and performance reporting.

Edith Bonilla is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and Bank of America. Outside of her advisory role, she owns and operates Emperma LLC, a cosmetics business specializing in cosmetic tattooing. 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.

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 credential and six years of industry experience. His prior roles include positions at BFJ Wealth Management and Avantax Investment Services. Outside of advising, he is involved with Wellspring Health, Inc., where he has served for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Meeshan Reid is a CFP® certificant and financial advisor with Ameriprise, based in Columbia, MD, with 12 years of industry experience. Their prior roles include positions at E*Trade Securities and Morgan Stanley among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides customized retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Denika Tokunaga is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill from 2008 to 2014 before joining LPL Financial, where she has been since 2014. Outside of her advisory role, she is involved as a life coach and serves on the board of Project Culture. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and utilizes a variety of portfolio management strategies supported by advanced operational tools.

Christopher Obrien is a financial advisor at Wells Fargo Clearing with credentials including Series 63 and Series 65 and four years of industry experience. He has held multiple roles within Wells Fargo and its affiliates since 2016. Outside of his advisory work, he has occasionally worked as a delivery driver for DoorDash. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ryan Mazzarino is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2009, following positions at Ferris, Baker Watts, LLC and Morgan Stanley DW Inc. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies that utilize both in-house and third-party managers, alongside comprehensive portfolio management and financial planning services.

Sean Eldred is a CFP® and CFA® with 21 years of industry experience. He has been with Ameriprise Financial Services since 2016 and is currently based in Columbia, MD. 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 retirement income recommendations and ongoing tax-aware withdrawal planning for clients approaching or in retirement.

Cameron Heard is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. He has worked at Fidelity Investments since 2024 and has prior experience with T. Rowe Price and Salisbury University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.