Grant Boone is a Senior Financial Advisor and partner with The Boone Group at Merrill Lynch Wealth Management in Annapolis, Maryland. He works with successful individuals to develop personalized, goals-based financial strategies that align with their most important objectives. His approach involves connecting all aspects of clients' financial lives to recommend tailored wealth management solutions. Grant's expertise includes college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Pennsylvania State University System. Outside of his professional role, Grant prioritizes his family and enjoys outdoor activities such as hunting, fishing, and hiking. He also follows sports including football, hockey, and lacrosse.

Kevin Gilligan is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Morgan Stanley and Citigroup Global Markets. 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 combines research-driven investment solutions with a broad offering of brokerage and advisory products.

Tomolyn Harris is an investment advisor representative at Cambridge Investment Research Advisors with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Cambridge and affiliated firms since 1999, as well as at Financial Directions LLP for over two decades. Outside of her advisory role, Harris is an independent insurance agent and owns a tax services business. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm utilizes multiple platforms and custodians, supports discretionary and non-discretionary management, and provides proprietary model strategies under the Founders Gate Capital brand.

Nicole Deangelo is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2024. Outside of her advisory role, she owns an inspirational website and designs and sells t-shirts online. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Russell Harada is a financial advisor with Ameriprise in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Ameriprise and its affiliate since 1992. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice.

Richard Plant Jr. is a financial advisor with Ameriprise in Arnold, Maryland, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Ameriprise and its affiliated entities since 1996. Outside of his advisory role, he owns a beekeeping business called Richard's Raw Honey. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, primarily for clients holding assets in Ameriprise-managed accounts.

Kenneth Handy is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 designations and having 20 years of industry experience. He has been with Equitable Advisors since 2011, following prior roles at AXA Advisors, New England Securities, Ameriprise, and First Command Brokerage Services. Outside of advising, he is a member and owner of PPW LLC, a limited liability company established for business expense purposes. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves personalized risk assessment and client matching to advisory models or discretionary managers, utilizing both proprietary and third-party programs.

Stephen Marohl is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he coaches lacrosse for the ProStart Lacrosse Club in Annapolis, MD. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, using proprietary research and tools to develop tailored recommendations, with optional implementation through its brokerage or advisory programs.

Stanley Kosack III is a financial advisor at Raymond James Financial Services Advisors, Inc. with 20 years of industry experience and holds a Series 66 credential. His work history includes roles at Merrill Lynch, Bank of America, and NYLIFE Securities, among others. He is also involved with Atlantic Union Financial Consultants, LLC/AUB Wealth Management as a financial advisor. 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, corporations, and institutions. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wendy Quattrochi is a financial advisor at OSAIC with 33 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC in 2024, she worked for American Portfolios Financial Services for 23 years. Outside of her advisory role, she is a licensed insurance agent providing long-term care insurance solutions and also serves as a notary public. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

Jeffrey Cohen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cetera since 2005 and also operates a tax preparation practice through Jeff Cohen CPA, LLC. In addition, he serves as an audit manager at the Department of Health and Human Services, specializing in Medicaid audits for the federal government. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Garrett Southern is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and six years of industry experience. He has worked exclusively with Ameriprise since 2018, following brief roles at Planning Solutions Group and Loftus Masonary. Outside of his advisory role, he is involved with CAWM Services, LLC as a paraplanner, managing advisory business activities. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, typically those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Zachary Szczybor is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has previously worked at StoneBridge Advisors, Inc and LGS Financial. Prior to his advisory career, he spent eight years working at Bill's Seafood & Catering. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate structure, and multi-advisor platform.

Kathleen Schoff is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 34 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Truist Investment Services from 2004 to 2009. Outside of advising, she receives quarterly royalty payments from Samson Explorations, LLC. 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 roughly $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Rochelle Brown is a CFP® professional with 24 years of industry experience, currently with Edward Jones since 2002. She is based in Bowie, MD, and holds Series 63 and Series 66 licenses. Outside of her financial advisory role, she co-owns Abundant Life Resources LLC, a ministry and charity organization where she conducts seminars and counseling sessions and writes faith-based books. She also serves as Treasurer/Finance Chair for the Salvation Army of the Sandhills and is a financial team member at The Shepherd's House International Christian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans 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.

Mark Molowa is a financial advisor with Mass Mutual Investors Services in Bethesda, MD, holding the CFP® designation and a Series 66 license. He has 11 years of industry experience, including roles at Goldman Sachs, CETERA Advisor Networks, United Capital Financial Advisers, and Stifel. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering strategies that focus on investment categories rather than specific product selections.

Julia Jorss is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Haverford Trust Securities Inc. before joining RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies using both in-house and third-party managers, along with integrated financial planning and brokerage services.

Juan Oechsle is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of finance, he owns a limited crab harvesting business in the Chesapeake Bay. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a broad range of advisory and brokerage services supported by advanced research tools and a large network of investment adviser representatives.

Douglas Meyer is a financial advisor at OSAIC with 44 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 23 years before joining OSAIC in 2024. He holds Series 63 and Series 65 licenses and has occasionally written life insurance and long-term care insurance. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm uses model-based asset allocation and portfolio optimization tools and provides access to various investment strategies and third-party managers.

Caroline Hulting is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and previously worked at Scarborough Capital Management and Solomonwood. Outside of her advisory role, she is involved with River Hills Consulting Services, LLC as a case manager and paraplanner. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.