Schekeeb Sidiqi is a financial advisor at Wells Fargo Clearing in Columbia, MD, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Wells Fargo, Sidiqi worked in real estate with TTR Sotheby's International Realty and BNI Realty. Outside of advisory work, Sidiqi teaches German at the German International School in Washington, DC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Mark Rich is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Heritage Financial Consultants. In addition to his advisory role, he manages client relationships through Mason-Dixon Planning Group, LLC, where he prepares client reviews and processes requests. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and nonprofit investors, offering a broad range of integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

John Graham Jr. is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 63 designation and 39 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, he is a member of York Realty Partners Investors LLC. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, SMA programs, and a variety of traditional and non-traditional investment strategies.

John Cantrell is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at Bank of America and Alertus Technologies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Matt Hanley is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A. and Merrill. Outside of his advisory role, Hanley coaches hockey at both the Foundations Hockey and Loyola Ice Hockey programs and serves as treasurer for the Greencroft homeowners association. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, covering diverse areas including retirement, education, and niche planning needs such as business-owner transition and special-needs analysis.

Jeffrey Hilwig is a financial advisor with Wells Fargo Clearing in Gaithersburg, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Christian Harvey is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Deutsche Bank Securities Inc for 36 years, followed by roles at J.P. Morgan Securities and JPMorgan Chase Bank. Since 2022, he has been with Robert W. Baird & Co. The DDK Group, where he works, is part of Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client needs.

Thomas Howes is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 license and has worked at Vintage Financial Partners and Equitable Advisors. Prior to his finance career, he was employed at Potomac Pizza and taught at Winston Churchill High School. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm uses a network of Investment Adviser Representatives and third-party managers to deliver a range of advisory models and fiduciary services.

David Stack is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves on the boards of Chesapeake Shakespeare Company, a nonprofit organization, and Horizon Day Camp, which supports children with cancer and their siblings. 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 uses proprietary research and model-based asset allocations to tailor client plans and operates as a broker-dealer, investment adviser, and futures commission merchant.

Joseph Andersen is a ChFC® with 41 years of industry experience, currently affiliated with OSAIC since 2025. He previously worked at Lincoln Financial Securities Corporation for 17 years and has been associated with Independent Advisers Group Corp for 19 years. Andersen also serves as an insurance agent offering accident, health, disability, fixed annuities, and traditional life insurance through Mullen Andersen & Associates. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services leveraging multiple platforms and third-party solutions to construct and manage diversified portfolios.

Paul Swenson is a financial advisor at Edward Jones with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, M&T Securities, and MassMutual Financial Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Salvatore Prisco is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Stubbs LLC and Pompili DPM, as well as experience managing Trattoria del Mare da Salvatore. 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 across more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Christopher Noll is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Academy Financial, Foreside Fund Services, Harborside Sales Group, and WesBanco, as well as earlier positions outside finance. He is also a notary as part of his other business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by operational and research tools.

Michael Johnson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work history includes roles at Bank of America, South River Mortgage, and the United States Army Reserve. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates with Bank of America affiliates and offers a range of investment strategies governed by a centralized investment committee.

Upinder Chandhok is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at J.P. Morgan Securities LLC and JP Morgan Chase Bank since 2020, with prior experience at SunTrust and PNC Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors and offers access to a broad range of investment strategies and products.

Leo Mercer is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Equitable Advisors, Mercer worked at AXA Advisors LLC and Vectorworks, and he also has a background at the University of Maryland, Baltimore County. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s investment approach emphasizes personalized risk assessment and the use of third-party asset managers and advisory programs.

Jacob Pollokoff is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked in various roles including hospitality management and education. He has been involved with Camps Airy and Louise for six years. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alyssia Solomon is a financial advisor with Merrill, holding a Series 66 designation and nine years of experience primarily at Merrill since 2017. Prior to her advisory role, she worked in customer service and temporary staffing positions. Outside of her advisory work, she owns and consults for BMORE NATURAL HAIR, a business selling hair products and services. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Hill Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he serves as Director of Operations and an ordained minister at Kingdom Center Ministries Inc. since 2003. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm utilizes model-based investment strategies and offers discretionary portfolio management with support from third-party asset managers and custodians.

Riley Dopp is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018 and 2019, respectively, and previously worked at Financial Consulate, Diamond Detail, and Towson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.