George Bradford is a Resident Director and Financial Advisor at Merrill Lynch Wealth Management. He advises individuals, families, professional athletes, and small business owners in making financial decisions aligned with their goals and values. Through his role, George provides clients with access to a wide range of financial services including wealth preservation, retirement income planning, estate planning, wealth transfer, insurance services, and college planning. Before joining Merrill Lynch Wealth Management, George had a 17-year professional career as a golfer, competing on the PGA Tour, Web.Com Tour, and PGA Tour Canada. He was involved in promoting inclusion in golf and supported youth programs such as the First Tee Program and the Boys and Girls Club of America by providing free instruction and exposure to golf industry opportunities. George holds a bachelor's degree in finance from the University of Maryland in College Park. He resides in Columbia, Maryland with his wife and two daughters. Outside of work, he enjoys playing golf, gardening, and the arts. He also serves as a board member of the Olney Theatre Center for the Arts and the Washington Government Relations Group Foundation. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA).

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.

Bryan Kuskie is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He has worked with Cantella & Co., Inc. for over 20 years before joining Cambridge in 2022. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management and platform options.

Deepa Mathur is a financial advisor with Merrill in Columbia, MD, holding a Series 66 designation and nine years of industry experience. She has worked at Merrill since 2016 and at Bank of America, N.A. since 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexis Donovan is a financial advisor at Equitable Advisors with four years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2022, Donovan worked in various roles including positions related to athletics and academic support at Mount St. Mary’s University and Howard County Community College. Outside of financial advising, Donovan was involved with 5 Star Athletics LLC from 2017 to 2021. Equitable Advisors serves individuals across a broad wealth spectrum, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models to tailor investment solutions, with an emphasis on fiduciary services and multiple asset classes.

Mark Williams Jr. is a financial advisor with Wells Fargo Clearing holding Series 65 and Series 63 credentials and three years of industry experience. His work history includes roles at Wells Fargo Bank and other firms, as well as brief engagements with BDS Solutions and American Force Coffee Co. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individuals, corporations, and institutions, managing approximately $671 billion in assets with over 14,000 advisors.

James Mcneill is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing 26 years of industry experience. He has been with Cambridge since 2015. In addition to his advisory work, Mcneill holds leadership roles as president in local community organizations, including the 4 County Lions Club and the Greater Mount Airy Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to institutional retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a mix of proprietary models and third-party strategies tailored to client objectives.

Celina Abouzeid is a financial advisor at Merrill with 18 years of experience at the firm and holds a Series 66 designation. She is based in Columbia, MD. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, profit-sharing plans, corporations, and charitable organizations.

Ana Cortez Molina is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses. She has experience working at Wells Fargo Bank and Advance Auto Parts, among other roles, with a total industry experience of less than one year. Molina has also been involved in work at Auroras Hair Design and the Pittsburg Institute of Aeronautics. 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.

Tambria Thacker is a financial advisor with Primerica Advisors in Gaithersburg, MD, holding Series 65 and Series 63 licenses and 13 years of industry experience. She has worked at Primerica Financial Services since 2011 and PFS Investments Inc. since 2013. Outside of advisory work, she operates a business affiliated with Primerica and works as an Uber driver. Primerica Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-driven strategies and discretionary management, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Robert Hill III is a financial advisor with Stifel, holding a Series 66 designation and 15 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2014 and previously spent three years at Morgan Stanley. Outside of his advisory role, he is the president and sole member of Exaireo Capital Funding LLC and operates an art business, Two Palms and a Hammock Studios, selling original artwork. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

Tyler Thomas is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has experience working in various roles including at Macky's Grill and in educational settings such as Salisbury University and AACPS. 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, utilizing a range of proprietary and third-party advisory models and investment options.

Daniel Twomey is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client decision-making.

Ryan Tillery is a financial advisor at LPL Financial with three years of industry experience and holds the Series 66 credential. Prior to joining LPL Financial in 2022, he has worked with firms including Private Advisor Group, LLC and Global Advisor Group. He also provides administrative support to Private Advisor Group, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Joseph Dunn Jr. is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 credentials and 35 years of industry experience. He previously worked at H. Beck, Inc. for 28 years and was affiliated with Grove Point Investments, LLC and Grove Point Advisors, LLC for four years. Outside of his advisory role, he is involved in non-variable insurance businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Nathan Chen is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and three years of industry experience. He has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Raymond James & Associates. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory to serve its clients.

Brenna Baim is a financial advisor with LPL Financial in Owings Mills, MD, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining LPL Financial, she held various roles in education and hospitality, including positions at the University of Maryland Baltimore County and several restaurants. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology to support its investment management.

Jonathan Dickey is a financial advisor with Raymond James Financial Services, INC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he is involved in agricultural operations as an owner of family farms, serves on the board of a nonprofit horse rescue organization, and is a director on the board of Harbor Bank of Maryland. 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 investors. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs and institutional consulting through a large advisor network.

Martina Beckum is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edelman Financial Engines and EF Legacy Securities, LLC. Outside of her advisory role, she is involved with support activities at Lee Sipe and Associates and Serving Those Who Serve, focusing on client service and paperwork processing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutions. The firm provides tailored non-discretionary planning and utilizes a range of analytical tools to assist clients in goal-based investment decisions.

Richard Kilroy is a financial advisor with Raymond James & Associates in Clarksburg, MD, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo Clearing, Burke & Herbert Bank, Redmayne Bentley, and Investec Wealth & Investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through various advisory programs.