Nancy Sheerin Floros is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC, Wachovia Bank, and Citigroup. 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 employs a large-scale approach with over 14,000 advisors and $671 billion in assets under management, offering brokerage and advisory solutions supported by research and analytics.

Bhavik Hukmani is a financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Hukmani serves on the Board of Directors for the North Saint John Pool and Tennis Club and is involved in youth sports coaching, including as a travel head coach for a boys’ soccer team and supporting a scouting organization for older youth. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations through a centralized consulting team.

Jourdan Smith is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, Jourdan held positions at various organizations including Roadtrip Nation, Keiter CPA, and Lasership Inc. Jourdan attended Chowan University from 2021 to 2025 and worked as a teacher at Dr. Henry A. Wise, Jr High School from 2016 to 2021. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer model.

Krista Waller is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Equitable Advisors and positions outside the financial industry, such as at McDaniel College and Outback Steakhouse. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services.

Derek Johnson is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors, LLC since 2019, having also worked at Wells Fargo Bank, NA since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process 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.

Deepa Mathur is a Series 66-registered financial advisor with Merrill, based in Columbia, MD, with nine years of industry experience. She has been with Merrill since 2016 and has also worked at Bank of America, N.A. since 2021. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates investment management with Bank of America’s broader financial platform, providing access to a wide range of products and services.

Alexis Donovan is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Donovan held various positions including roles at Howard County Community College and Mount St. Mary’s University, and was involved in 5 Star Athletics LLC. Equitable Advisors serves a diverse clientele including individuals, 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 TAMPs.

Mark Williams Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank, BDS Solutions, and Market Source. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management grounded in modern portfolio theory. The firm’s offerings notably include insurance-related investment options and bank deposit sweep programs.

Mark Grunder is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with Cetera and serves as a market executive at FNB Wealth Management. His career includes roles at First National Bank of PA, Sandy Springs Bank, and BB&T. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, servicing individual, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services. The firm offers diverse program structures and investment options, managing over $256 billion in assets with more than 10,000 advisors.

Peter Berneburg is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services Inc and Capital One Sharebuilder, Inc. Berneburg also practices financial planning and insurance services through Symmetry Financial Partners. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm provides integrated brokerage, investment advisory services, and access to multiple advisory platforms, utilizing firm-provided asset-allocation tools and third-party managed account solutions.

Celina Abouzeid is a Series 66-registered advisor with Merrill, based in Columbia, MD. She has 18 years of experience at Merrill and 2 years of industry experience as a financial advisor. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Rebecca Yates is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2017, following 12 years at Kissinger Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party managers.

Ana Cortez Molina is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and no prior industry experience. Her background includes roles outside of finance, such as positions at Advance Auto Parts and Auroras Hair Design. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to guide investment decisions.

Justin Policare is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Raymond James & Associates and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Asagai Brevil is a Series 66-licensed financial advisor with Merrill, bringing six years of industry experience including prior work at Wells Fargo Bank. He is based in North Bethesda, MD. Outside of his advisory role, he co-owns rental property ventures with his wife. Merrill provides managed account services to a broad client base, including individuals, high-net-worth clients, and institutional fiduciaries, offering model-based and discretionary investment strategies through its integration with Bank of America’s corporate platform.

Rashid Afzal is a financial advisor at Morgan Stanley in Baltimore, MD, with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2006. Afzal serves on the Board of Education for the Al Rahmah School, a nursery through middle school in Baltimore. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers diverse investment products and services through both direct and corporate channels.

Kristina Jackson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America, PayPal, and Mariner Finance. Outside of her advisory work, she provides guest services for sporting facilities and events through S.A.F.E Management in Baltimore. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, employing model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Thomas Hagigh is a Certified Financial Planner (CFP®) with 31 years of industry experience, currently serving at LPL Financial since 2023. His prior roles include positions at Janney Montgomery Scott and Wells Fargo Advisors. He also works as an agent selling fixed annuity insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Elmer Garcia is a financial advisor at Merrill based in Beltsville, MD, holding a Series 66 designation with no prior industry experience. His work history includes roles at Merrill, Bank of America, Weis Markets, PetSmart, and Silver Diner. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with other Bank of America services, including lending and custody.

Tyler Thomas is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. His prior work includes roles in education and hospitality. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.