Sarah White is a Series 66 licensed financial advisor at Stifel with five years of industry experience. She has worked at firms including T. Rowe Price, Merrill, and Guidehouse/Grant Thornton prior to joining Stifel. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kent Jasperse is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Bank NA and Wells Fargo Clearing Services since 2018, following five years at Equity Services, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Daniel Derisio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors LLC. 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 grounded in modern portfolio theory and an IPS-driven process. The firm’s offerings include a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Anthony Viglucci is a financial advisor with Stifel in Baltimore, MD, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has been with Stifel since 2006. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services such as fee-based financial planning and the use of proprietary investment methodologies developed by its Investment Strategy Group.

Corey Vance is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at the Federal Bureau of Investigation for five years and held roles within the United States Senate and various organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ethel Treister is a financial advisor at Cetera with 25 years of experience. She holds the PFS™ and Series 66 designations and has also worked as a CPA since 1992 and as a flight instructor from 1997 to 2018. In addition to her advisory role, she provides tax planning and preparation through her CPA practice. Cetera Investment Advisers LLC is an SEC‑registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with access to multiple program platforms and third‑party managers.

David Solomon is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside his advisory role, Solomon serves on the board of The Lucky Duck Foundation, Inc. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Gagnon is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Edward Jones, New York Life Insurance, and Turnberry Solutions. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with an emphasis on collaborative, annual planning engagements using firm-approved analytical tools.

Jasmine Stone Lemus is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and three years of industry experience. She has been with Wells Fargo Bank, N.A. since 2014, joining Wells Fargo Clearing in 2022. 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 Wells Fargo Investment Institute.

Jacob Scarbath is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at Equitable Advisors and involvement with the Howard County Arts Council. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Denny Aguilar is a financial advisor with Merrill based in Ellicott City, MD. He holds a Series 66 designation and has five years of industry experience. Prior to joining Merrill, he worked at Bank of America and Citibank. 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 individuals, high-net-worth clients, and institutional investors.

Lisa Hunt is a financial advisor at Charles Schwab with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Charles Schwab since 1992, including a thirteen-year period at Charles Schwab Bank. Hunt serves on the Board of Directors at SIFMA and participates in financial literacy programs; she is also involved in educational initiatives with the Shanghai Advanced Institute of Finance and the University System of Maryland Foundation. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Pamela Nehemia is a financial advisor with Wells Fargo Advisors in Marriotsville, MD, holding a Series 66 license and two years of industry experience. Her prior roles include work at the Stoler Early Learning Center and time spent as a homemaker and stay-at-home mom. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, with recommendations supported by Wells Fargo research and planning tools.

Brian Lutz is a financial advisor with Cetera in Baltimore, MD, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, third-party managers, and program structures, managing over $256 billion in assets.

Ravindra Dixit is a financial advisor with Ameriprise in Ellicott City, MD, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advisory work, he is involved in independent insurance brokering and owns a consulting business, Mana Consulting Inc. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies through a centralized consulting team.

Joseph Davis Jr. is a financial advisor at LPL Financial with 54 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Ic Advisory Services Inc, The Investment Center Inc, H. Beck, Inc., and his own firm, Davis Advisory Services, Inc. He is involved with The Living Capital Group and serves in a fiduciary capacity for The Michael E. Purcell Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. Its offerings include financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Edward Railey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both non-discretionary and discretionary investment management options.

Parul Verma is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. She has been with Merrill and Bank of America since 2019, having previously worked at Commerce Bank and Capital One Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kate Mbonu is currently an Investment Solutions Representative III at Fidelity Investments, a role she has held since 2022. She partners with clients to understand their financial goals and helps build customized plans to meet their unique needs, emphasizing strong client relationships based on trust and reliability. Prior to this, she served as an Investment Consultant at Fidelity Investments from 2021 to 2022 and was a Financial Advisor at Cetera Investment Services LLC from 2019 to 2021. From 1998 to 2016, she was Branch Manager at Chevy Chase Bank LLC. Kate holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys cooking and baking, family activities, fitness, social events with friends, music, and singing.

Barry Shapiro is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He co-founded the Sorkin Shapiro Unikel Group, overseeing a team of six professionals dedicated to serving the diverse financial goals of their clients. Barry began his career in financial services in 1996 and joined Merrill Lynch in 2008. He works primarily with corporate retirement plans and high-net-worth families to enhance their financial well-being. Barry specializes in a range of services including retirement income planning strategies, wealth transfer, insurance services, and philanthropic strategies. As a Retirement Benefits Consultant, he is part of an elite group of advisors qualified to address complex retirement investing challenges, assisting corporations with retirement plan enhancement, needs assessments, investment analysis, menu selection, and employee education. He holds a bachelor's degree in business from the University of Maryland College Park and holds the Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE) designations. Barry emphasizes personal service and objective advice, aiming to build enduring relationships with clients through disciplined investment management and comprehensive financial guidance.