Anna Squier is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has prior experience with firms including Vintage Financial Partners, Babbington Inc, Gallagher Kies & Company, and Keller Williams. Outside of her advisory role, she is a business owner of Sharp Turn Products, LLC, and is also a notary. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Peter Glassman is a financial advisor with MassMutual Investors Services in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with MassMutual Investors Services since 1989 and also serves with MassMutual Life Insurance Company since 1987. Glassman is a board member of the Helping Hands Society of Greater Washington, a nonprofit organization. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and related services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars with planning engagements structured as annual, collaborative relationships.

Mark Stoll is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo’s research and tools to develop tailored recommendations.

James Straut is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, tailoring investment solutions to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Cory Grant is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in banking. He specializes in helping clients build wealth, secure their future, and achieve their financial goals through personalized financial strategies. Cory's expertise includes divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment financial planning, individual and corporate investment strategy, tax minimization, and retirement income. A proud Pittsburgh native, Cory earned his Bachelor's Degree in Business Marketing from Howard University. He holds the Personal Investment Advisor (PIA) designation, reflecting his commitment to client-focused financial solutions. Cory emphasizes working closely with clients to set realistic expectations and milestones to keep their financial plans on track. Outside of his professional work, Cory coaches little league baseball and enjoys basketball, biking, cooking, football, music, reading, spending time with his family, and watching movies.

Stephen Marshall is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Citigroup Global Markets for 17 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nicole Dayball is a financial advisor at Ameriprise in Salisbury, MD, holding a Series 66 designation. She has been with Ameriprise since 2022 and previously worked at Salisbury University and Chesapeake High School. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, utilizing a centralized consulting team to deliver non-discretionary, research-driven recommendations focused on income sources, tax-smart withdrawals, and Social Security options. The firm combines algorithmic tools and advisory oversight to tailor plans and provides a broad range of advisory, brokerage, and insurance solutions.

Arthur Mc Grath III is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005 and has been associated with Temps & Co since 1997. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Louis Sitnik is a financial advisor at RBC Capital Markets with 35 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a FINRA arbitrator and is involved with the Alliance College Alumni Association as a board member and treasurer. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations with a range of advisory programs and portfolio management services tailored to clients’ risk profiles.

Ryan Mcgonigal is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2025, he worked at Park Avenue Securities and Guardian Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Kirk Brooks Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Baltimore, MD, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Morgan Stanley, Suntrust Advisory Services, and EZ Federal Benefits Education. He is also an advisory associate with Serving Those Who Serve, a nonprofit support organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client interviews and risk profiling, with a significant portion of its advisory business conducted on a non-discretionary basis.

Shelby Smith is a financial advisor with Primerica Advisors in Ellicott City, MD, holding Series 65 and Series 63 licenses and nine years of industry experience. Their background includes roles in various sectors such as transportation and staffing alongside a long tenure at Primerica Financial Services and PFS Investments Inc. Outside of financial advising, Shelby is a notary public and loan signing agent and also drives for Lyft on a part-time basis. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that employs model-delivery strategies from unaffiliated asset managers and emphasizes advisory services through financial advisors who collect client information and present model recommendations.

Sean Hudson is a financial advisor at Morgan Stanley with a Series 66 designation. He began his advisory career in 2024 and has previous experience working in education and small business roles. Outside finance, he has been involved with JusCollege and Kammler Painting. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and advisory programs supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Joseph Shaw III is a financial advisor with Raymond James Financial in Ellicott City, MD, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Fulton Financial Advisors and Fulton Bank, alongside a long tenure with Raymond James since 2008. Outside of his advisory work, he is also involved as an associate at Fulton Financial Advisors in a non-investment capacity. Raymond James Financial Services Advisors serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm focuses on non-discretionary financial planning and investment consulting, using detailed risk profiling and asset-allocation analysis to develop tailored recommendations and support client decision-making.

Justin Feldman is a financial advisor with Morgan Stanley in Rockville, MD, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at LogicMonitor and was a professional golfer from 2019 to 2021. Morgan Stanley Wealth Management serves individuals and institutional clients by providing various advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Richard Muller is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. He is currently based in Hunt Valley, MD. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Morgan Romero is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Morgan has worked in various capacities within Fidelity Investments, including as a Planning Consultant from 2023 to 2025, a Relationship Manager from 2021 to 2023, and a Financial Representative from 2020 to 2021. Morgan focuses on collaborative financial planning and education to help clients work toward their financial goals. Emphasizing building trust and ensuring that every client feels heard and supported throughout their financial journey, Morgan applies experience gained through progressive roles within the company.

Thomas Rowan is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, Morgan Stanley, and involvement with the University of South Carolina Athletics. Rowan’s background also includes several years of experience connected to educational and community organizations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Sin Kwoun is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. Outside of advisory work, he has ownership interests in family-owned and other real estate investment entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Joseph Purvis is a financial advisor with Morgan Stanley in Rockville, MD, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a partner in Turner and Addie, LLC, a soap business based in North Potomac, MD. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools without providing individual security recommendations in its standalone planning offerings.