Rickey Post is a Series 65-licensed financial advisor with nine years of industry experience, currently practicing at Cambridge Investment Research Advisors. His prior experience includes roles at Turning Point Financial, Regulus, LLC, Regal Investment Advisors, Jolles Insurance and Financial, and The Prudential Insurance Company of America. He has involvement with the NCAA since 2012 and previously with the OHSAA. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors—offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm provides both discretionary and non-discretionary investment strategies through multiple platforms and maintains proprietary and unaffiliated model strategies.

Gina Harper is a financial advisor with Morgan Stanley Wealth Management in Columbia, MD, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes positions at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Merrill prior to joining Morgan Stanley Smith Barney LLC in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Sooyoung Cho is a financial advisor with Edward Jones in Gaithersburg, MD, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Edward Jones in 2021, Cho worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2013 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Stephen Defeo is a financial advisor with Wells Fargo Clearing in Reisterstown, MD, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a caregiver for his daughter. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Jolles is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and 66 licenses. His prior experience includes roles at Turning Point Financial, Regulus Financial Group, Questar Asset Management, and he has owned Jolles Financial since 1986. Outside of his advisory work, he serves as president of a nonprofit called We Promote Health, Inc., and is a board member of NAIFA. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing multiple platform arrangements and proprietary as well as third-party model strategies tailored to client objectives.

Therese Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at LPL Financial since 2009 and has been associated with Global Retirement Partners, LLC since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with advisory services provided by representatives who may use discretionary or non-discretionary strategies.

Christopher Mooney is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2008, previously associated with AXA Advisors LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm offers a range of advisory programs, relying on both proprietary and third-party asset management solutions.

Theodore Frederick is a financial advisor with Ameriprise based in Ellicott City, MD, holding a Series 66 designation. He joined Ameriprise in 2025 and has prior work experience outside the financial industry, including several years at Starbucks Coffee Company and roles in education. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, delivering customized, research-driven recommendation reports through a centralized consulting team that combines modeling and tax-efficiency analysis.

Danalicia Charles is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations. She has been with Wells Fargo Bank since 2019 and joined Wells Fargo Clearing in 2025. Charles previously worked at Hollister and Co., Dunkin Donuts, Summit Home Remodeling, and the University of the West Indies. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Margaux Hrab is a CFP® credentialed financial advisor with six years of industry experience. She currently works at Ameriprise and previously held roles at Bank of America, Merrill, and Merrill Edge. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and annual planning advice focused on income sources and tax-aware withdrawal strategies.

Tejasvini Rao is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and five years of industry experience. Prior to Ameriprise, she worked at T Rowe Price and TD Ameritrade. Ameriprise Financial Services is a large institution servicing individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Robert Wheedleton is a financial advisor with Edelman Financial Engines in Ellicott City, MD. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner support and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified model portfolios and long-term investment orientation.

James Kerasiotes is a financial advisor with Ameriprise in Columbia, MD, holding Series 65 and Series 66 credentials and having 29 years of industry experience. He has been with Ameriprise and its affiliates since 1997. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing annual retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Stephen Koorey is a financial advisor with LPL Financial in Linthicum, MD, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior roles include positions at Pruco Securities, Prudential Insurance Company of America, Mutual of Omaha, Merrill, and PNC Wealth Management. He is also involved with Tower Federal Credit Union and Tower Wealth Management. 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 portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Brian Bailey is a CFP® professional with 32 years of industry experience. He is currently with LPL Financial and has previously worked at Grove Point Investments, Grove Point Advisors, Maple Tree Financial, and H. Beck, Inc. He also operates Maple Tree Financial Services, Inc., a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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, supported by extensive resources and technology.

Brad Davis is a financial advisor with Ameriprise in Owings Mills, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its predecessor firm since 2002. Outside of his advisory role, Davis is active in youth sports coaching, serving as head coach for a 12-and-under football team and coaching a boys’ 7th grade travel basketball team. Ameriprise provides retirement-income planning services targeting clients nearing or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficient strategies to deliver customized recommendations, supported by a centralized retirement-income consulting team.

Alexa Fleming is a financial advisor at Equitable Advisors with two years of industry experience. She holds Series 63 and Series 66 licenses and is based in Columbia, MD. Prior to joining Equitable Advisors, her work history includes roles in hospitality and library services. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Harry Slade IV is a CFP® with 11 years of experience in financial advising. He has worked at Edward Jones for nine years before joining Ameriprise, where he has been since 2023. He serves on the board of directors for Friends of Patapsco Valley State Park. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Zachary Head is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jamie Price is a financial advisor with Ameriprise in Hanover, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on several boards, including as Treasurer and initial board member of Ride Allegheny and President of the Patapsco Ridge Homeowners Association Board of Directors, and participates in local finance and community organizations. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient withdrawal strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.