Andrew Phillips is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and nine years of industry experience. He previously worked at Foresters Financial Services and Live Nation before joining Ameriprise. Phillips also manages an advisory business through River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party analysis.

Sonya Coleman is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and three years of industry experience. She has previously worked with Bankers Life Advisory Services, Bankers Life Securities, Bankers Life & Casualty, Fidelity Investments, and PNC Bank. Outside of advising, she operated a business called Swag Shoppe LLC for eight years. 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 financial planning and investment management services delivered through a large network of advisors using diversified strategies and technology tools.

Alexandra White is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates. Outside of finance, she operated Annapolis Dog Walkers for a year. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summaries, with implementation options offered through its brokerage or advisory programs.

Sean O'Neill is a CFP® professional with 27 years of industry experience, currently serving at RBC Capital Markets since 2009. He is based in Annapolis, MD, and holds Series 63 and Series 65 registrations. Outside of his advisory role, he serves on several local nonprofit and community boards, including the Annapolis Musicians Fund for Musicians, the City Dock Action Committee, and the Anne Arundel Estate Planning Council, where he is president. RBC Wealth Management, a division of RBC Capital Markets, provides a range of advisory programs and services to individual investors, institutions, and other clients. The firm offers tailored investment strategies through a combination of in-house and third-party managers, incorporating options such as tax management and responsible investing.

Daniel Rooner is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked with Equitable Advisors since 2008, including its predecessor AXA Advisors LLC. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both in-house and third-party advisory models.

Thomas Pasta is a CFP® professional with 28 years of industry experience. He is currently affiliated with LPL Financial, having joined the firm in 2025 after 20 years at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he operates as a notary and manages a business entity for non-investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Saffran is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with LPL Financial, where he has worked since 2021. His prior experience includes roles at M&T Securities and M&T Bank. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Victoria Cucina is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, Bank of America, N.A., and PLC Hardware. 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, relying on research and analytics from Wells Fargo Investment Institute and third-party sources.

Mc Kenna Nolan is a Series 66 licensed financial advisor with Edward Jones in Annapolis, MD, bringing two years of industry experience. Prior to joining Edward Jones, Nolan worked at Lord Abbett and Morgan Stanley. Outside of finance, Nolan managed operations at RJ Bentleys Sports Bar for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Steven Deboy Jr. is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Janney Montgomery Scott. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports advisory programs through a large network of advisors.

Candida Sampson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her work history includes roles at Merrill and multiple dental-related organizations before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, applying proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Sonya Logan is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2023, she worked at Spire Investment Partners, TD Ameritrade, Scottrade, and Ameriprise. Outside of her advisory work, she has owned a candle making and sales business, Lydon's Creative Concepts, though it is currently inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Karen Williams is a financial advisor with Edward Jones in Severna Park, MD, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she spent seven years at Wells Fargo Home Mortgage. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Charles Hanley IV is a financial advisor with Equitable Advisors holding a Series 66 certification and two years of industry experience. His prior work includes roles at Homeside Financial and The Conafay Group. Outside of advising, he is a partner in Hanley-Hanes LLC, involved in house flipping and managing investment activities related to that business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement consulting, and various asset management programs. The firm’s approach includes matching clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Benjamin James is a financial advisor at Ameriprise with 26 years of industry experience. He holds CFP® and Series 66 designations and has worked at Ameriprise since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Erica Silva is a financial advisor at Cetera with Series 63 and Series 65 licenses. She has been in the industry since 2024 and has experience working with First Financial Advisory Services and Cetera ADVISORS LLC. Outside of financial advising, she is involved with Mark O. Silva Builders Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with both affiliated and third-party investment options.

William Slade is a financial advisor with Edward Jones in Elkridge, MD, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Lincoln Financial Group and periods as a student. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices, and manages over $1 trillion in assets under management.

Jonathan Wasey is a CFP® professional with 30 years of experience in the financial services industry. He is currently affiliated with LPL Financial and the State Employee Credit Union of Maryland. His prior roles include positions at Truist Investment Services, BB&T, and Truist Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, delivered through a large network of investment adviser representatives.

Michelle Kruhm is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at LPL Financial since 2011, with prior experience at Morgan Stanley and Citigroup Global Markets. Additionally, she is commissioned as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Neeraj Sharma is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. He has held roles at Wells Fargo Bank, N.A. since 2016 and worked at Sears from 2015 to 2019. 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 the Wells Fargo Investment Institute.