Brandon Phillip Cheeks is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and T. Rowe Price. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional broker-dealer and investment adviser registrations.

Kameliya Nikolova is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill and Bank of America in 2025, her background includes a variety of roles across hospitality, production, education, and other sectors. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

John Dove is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously owned Love Dove Farms LLC from 2010 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michelle Oosterwijk is a financial advisor at Morgan Stanley in Baltimore, MD, with six years of industry experience and a Series 66 designation. She has been with Morgan Stanley since 2020, including a role at Morgan Stanley Private Bank, N.A. since 2021. Outside of her advisory work, she serves on the Towson University College of Business & Economics Advisory Board, providing guidance to support the institution’s educational mission. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and a comprehensive investment approach. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and estate strategies.

Christopher Biddison is a financial advisor with Equitable Advisors in Baltimore, MD, holding a Series 66 designation and over 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a co-owner of Lee Creek Farm, a property in Maryland that he plans to rent through short-term rental platforms. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Princess Taylor is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 designations. She has one year of industry experience and previously worked at Navy Federal Credit Union and several other organizations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients, managing approximately $671 billion in assets across more than 14,000 financial advisors. The firm utilizes research and analytics to evaluate investment options and offers a range of financial products through its bank and insurance affiliates.

Darrell Mitchell is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked at Merrill and spent eight years at IKEA. He holds the Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

Jake Marcoux is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC for 17 years. Outside of his advisory role, he has business ownership interests in real estate-related ventures. Ameriprise offers retirement-income planning services primarily for individuals approaching 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 a large institutional provider.

David Baker is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors LLC. Outside of his advisory role, he serves as an administrator or executor of estates and trusts for family and non-family members. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed third-party manager platforms.

Matthew Lowry is a CFP®-certified financial advisor with 29 years of industry experience. He has been with LPL Financial since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for the Helen P Lowry Great Grandchildren Trust. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and various portfolio management options.

Kathie Okun is a financial advisor at LPL Financial with 38 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her prior roles include positions at Lincoln Financial Advisors and Penn Mutual Life Insurance, among others. Okun is the owner and president of Okun Financial Group Inc., offering accident, health, disability, fixed annuities, and traditional life insurance, and she serves as a trustee of a family trust as well as a board member of Enterprising Women. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, including both discretionary and non-discretionary management supported by in-house and third-party research.

Seung Shin is a financial advisor with Morgan Stanley in Owings Mills, MD, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services that integrate quantitative modeling techniques.

Michael Weber is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He has worked at LPL Financial since 2019 and previously was with Kestra Financial Services for three years. Weber is also associated with Weber & Messick, P.A., a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Michael Branthover is a CFP® certificant with 10 years of industry experience, currently affiliated with LPL Financial. He has been with LPL Financial since 2016 and was previously with Hergenroeder Financial Advisors, Inc. He is also a Notary Public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Miguel Zayas is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following prior roles at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. 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. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional financial products.

David Gonzalez is a CFP® professional with seven years of experience in the financial services industry. He currently works with Cetera in Baltimore, MD, having held prior roles at firms including T. Rowe Price Investment Services and Financial Dimensions, LLC. He also provides financial counseling and education for service members through Magellan Federal on a limited basis. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with various program structures and custodial relationships.

Dominic Nicolini is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an officer for the LD1940 Fund, a nonprofit established to honor the memory of a friend by providing scholarships and supporting cancer-related causes. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its advisory process.

Carter Lawrence is a financial advisor at Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 credentials. He has approximately one year of industry experience, including prior roles at APL Federal Credit Union and SG Benefit Providers. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models. The firm manages a substantial asset base and offers services through various channels, including corporate financial planning agreements.

Dormina Nyondo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Wells Fargo, Dormina worked at M and T Bank and TD Bank. 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 that include investment policy statement preparation, performance reporting, and participant education. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Shapiro is a financial advisor at Edward Jones in Pasadena, MD, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he was involved with Spindle Fitness LLC for nine years. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.