Megan Breneman is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 designations and has 23 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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.

William Koren Jr. is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds his Series 63 and Series 65 designations and has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Noah Bergey is a financial advisor with Equitable Advisors in Columbia, MD. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions in the food service industry and spent five years at the University of Pittsburgh. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Joshua Schwartz is a financial advisor with Merrill in Columbia, MD, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2006 and also works with Bank of America, where he has been employed since 2011. Outside of his advisory role, he serves as power of attorney for his brother in several fiduciary capacities. 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 diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Stanley Chronowski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials, and has 28 years of industry experience. He previously worked at M&T Securities for 15 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Mibenge Sumaili is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Select Quote, Graceway Logistics, and First Citizens Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Mark Kramer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients, including executives, business owners, and families, to provide personalized financial advice and guidance tailored to their unique needs and goals. His approach emphasizes forming meaningful relationships that extend beyond investment transactions and supporting clients through various personal and financial milestones. Mark holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from Yeshiva University. Mark values understanding clients as both individuals and investors to develop financial strategies that align with their long-term objectives. In addition to his advisory role, Mark engages with the community by volunteering with local organizations, continuing the Merrill tradition of community participation.

Nicolas Ulvert is a Series 66-licensed financial advisor with Morgan Stanley in Potomac, MD, where he has worked since 2015. He has 15 years of experience in the financial industry. Outside of his advisory role, he has been involved with DC Brau Brewing and provided local task outsourcing services through TaskRabbit. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment models.

Nic Altenburger is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He focuses on understanding clients' priorities and developing tailored investment strategies to support their financial goals. Prior to this role, he worked in Workplace Planning & Advice at Fidelity from 2013 to 2018 and in Brokerage & Trading from 2008 to 2013. Nic holds a California Insurance License, enabling him to provide comprehensive financial services to clients. His experience spans various aspects of investment planning and advice within Fidelity Investments. Outside of his professional work, Nic enjoys spending time at the beach, fishing, participating in social events with friends, hiking, engaging in parenthood activities, and playing soccer.

Chase Cullison is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at T. Rowe Price and Ennkar. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Nicolas Thornton is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and McAdam LLC, as well as service in the United States Coast Guard. Outside of advisory work, he has been involved with Maine Couch Guy since 2023. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Lionel Ives is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in advising individual investors. He focuses on a value approach to investment management to help clients meet their personal financial goals through personalized wealth management strategies. Lionel holds a Bachelor's Degree from the University of Maryland and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He emphasizes collaboration with clients to develop tailored financial strategies aligned with their long-term objectives. In addition to his professional work, Lionel participates in community activities and volunteers with local organizations. Outside of his advisory role, he enjoys cooking, golfing, and spending time with his family.

Stacy Connor is a financial advisor at Merrill with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Bank of America, LPL Financial, Raymond James Financial Services, and SunTrust Investment Services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, and corporate fiduciaries.

Stephen Jallah is a financial advisor with LPL Enterprise holding a Series 66 designation. He has recently begun his career in the industry and has prior experience with firms including First Command Brokerage Services, Northwestern Mutual, and Combined Insurance. Outside of his advisory work, he has experience running a café and involvement in entrepreneurial ventures. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory services, and brokerage products through an integrated platform that includes proprietary and third-party investment programs as well as insurance products.

Adam Desimone is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. His career includes roles at Stone Street Capital and Bank of America. Based in Columbia, MD, he has worked with Merrill since 2017. 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 plans, and other fiduciaries. The firm integrates investment management with Bank of America’s broader platform and access to various financial products.

Susan Baroch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is based in Millville, Delaware. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of investment options including insurance-related vehicles and bank deposit sweep programs.

Tigh Eisenberg Rayburn is a financial advisor with Edward Jones in Rockville, MD, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he was self-employed for four years. Outside of finance, he has experience working at the United States Taekwondo Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Karen Corey is a financial advisor with UBS Financial Services in Gaithersburg, MD, holding a Series 66 designation and 20 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on nomination committees for the Northern Virginia Chamber of Commerce and the Association for Corporate Growth, and is a member of the Junior Achievement of Greater Washington Associate Leadership Council. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies to client goals.

Joseph Griffin is a financial advisor at Morgan Stanley in Rockville, MD, holding a Series 66 designation with 18 years of industry experience. He has been with Morgan Stanley since 2009 and also worked at Morgan Stanley Private Bank, National Association, since 2015. Griffin has served as an adjunct professor at Catholic University Law School and is a co-author with Carolina Academic Press. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to assist clients in developing financial plans.

Matthew Griggs is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been since 2008. He began his financial services career in 2000, bringing over two decades of experience to his role. Matt focuses on liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. He also manages the team's business operations and serves as a relationship manager. Matt earned a Bachelor's Degree in Business Economics from Randolph-Macon College. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. He is involved with the Merrill Charitable Committee in Rockville and has contributed to the training program for new hires in the Greater Maryland PMD region. Outside of his professional work, Matt lives in Kensington, MD with his wife, Megan, and their two children. He enjoys coaching youth sports and spending time with his family.