Randolph Nittoli is a financial advisor with Edward Jones in Olney, MD, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at the U.S. Department of State for eight years and at Kritisk Consulting, Inc. for two years. He also serves as a contract instructor for Rescue One Training for Life and is a member of the Maryland Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Rosemarie Cohen is a CFP® with 38 years of experience in financial advising. She currently works at Osaic and previously held roles at Woodbury Financial Services, Capital One Advisors, and Chevy Chase Financial Services. Cohen is also president of Presidio Wealth Advisors and managing partner of Symmetry Financial Partners, where she engages in financial planning and insurance activities. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm uses model-based asset allocation and portfolio optimization, providing a range of managed and third-party investment programs.

Michael Aves is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining LPL Financial in 2017, he worked at VOYA Financial Advisors from 2014 to 2017. Outside of his advisory work, he is also active as a musician and performer. 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 financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by various operational tools.

James Fitze Jr. is a financial advisor with Mass Mutual Investors Services in Rockville, MD, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2017 and previously worked at Applied Network Solutions, Inc. from 2013 to 2017. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning relationships using firm-approved analytical tools and offers specialized planning services including estate settlement and employer-sponsored plans.

Christopher Sadowski is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has been with Cambridge Investment Research and its affiliates since 2012. Outside of his advisory role, he serves as president of the Arbutus Community Association and works as a softball umpire in Maryland. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple custodians and platforms.

Michael Belfiore is a financial advisor with Equitable Advisors holding a Series 66 designation and three years of industry experience. His prior roles include work at Cornerstone Loft & Grill, Sun Automation Group, and South River Landscapes LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of investment adviser representatives, utilizing both proprietary and third-party solutions.

Brandon Brown is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked for the Nuclear Regulatory Commission and Toy Castle. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Tacka is a financial advisor at LPL Financial with 42 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Grove Point Advisors, H. Beck, Inc., and FS & HG. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with proprietary research, technology tools, and a broad range of service offerings.

Michael Ward is a CFP® and ChFC® with 40 years of industry experience. He currently works at Osaic Wealth and previously spent over four decades at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is an owner and agent of Stonebridge Advisors, Inc., where he offers various insurance products. Osaic Wealth serves a diverse range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, offering strategies including discretionary Unified Managed Accounts and third-party money manager programs.

John Stohlman is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and bringing 34 years of industry experience. Prior to joining LPL Financial in 2025, he was associated with firms including Grove Point Advisors, Federal Navigators, and Securities Service Network. He serves on the board of Cedarbrook Community Church and is also an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by extensive technology and operational tools.

Curran Verma is a Financial Advisor with Merrill Lynch Wealth Management based in Columbia, Maryland. He holds FINRA SIE, Series 7, and Series 66 registrations and earned the Chartered Retirement Planning Counselor™ (CRPC™) designation in 2025. Curran combines a background in psychology from the University of Delaware with his professional credentials to provide personalized wealth management, retirement, and investment strategies. Before his financial services career, Curran competed professionally on the ITF Futures tennis circuit and founded Premier Performance Institute, a tennis and fitness coaching business in Palm Beach County, Florida. These experiences contributed to the discipline, resilience, and strategic mindset that he applies when working with clients. His focus areas include family wealth management, legacy planning, liquidity management, retirement income, and tax minimization. Curran emphasizes building long-term client relationships and helping individuals and families make informed financial decisions tailored to their goals. He integrates his analytical skills with a client-centered approach to support ongoing portfolio management and financial planning.

Sherali Shermohamad is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes eight years at Stargates Inc and six years at 3 T International Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and a wrap program, along with affiliated trust and insurance services.

Victor Concha is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity Investments in 2022 as a Financial Consultant and has built his career in financial advisory roles for over a decade. Victor has experience working with a range of clients to develop customized financial plans that align with their short-term and long-term goals. Prior to his current role, Victor served as a Financial Advisor at GEBA Wealth Management from 2020 to 2022 and as a Wealth Management Advisor at TIAA from 2018 to 2020. He also worked as a Private Banking Advisor at Wells Fargo Advisors and PNC Wealth Management between 2012 and 2018, and began his career as a Financial Analyst at PNC Institutional Investments from 2008 to 2012. Outside of his professional work, Victor has interests in cooking and baking, enjoys food-related activities, participates in soccer, values parenthood, and engages in volunteering within his community.

Brandon Porter is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Prostatis Group LLC, Edward Jones, and Scarborough Capital Management. Outside of his financial advisory role, he owns a business selling digital Microsoft Excel and Google Sheet templates on Etsy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Andrea Vice is a financial advisor with Morgan Stanley in Potomac, MD, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Merrill, Bank of America, PNC Wealth Management, Fidelity, Deutsche Bank Securities, and Citigroup. Outside of her advisory work, she supports a family-owned online business selling vintage Americana and antiques by providing marketing and social media assistance. Morgan Stanley Wealth Management offers a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes but does not provide individual security recommendations as part of standalone plans.

Daniel Kurtz is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities, and First Command Financial Planning. His other business activities include involvement with a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach, offers access to third-party asset managers and wrap programs, and is notable for its offerings in affiliated trust services, insurance products, and lending programs.

Rachel Mclaughlin is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at Rose Roofing and Restoration, Food Lion, MapleBear, Inc., Garden Remedies LLC, and the Transportation Security Administration. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolio delivery.

Christopher Maynard is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2005. Maynard is based in Columbia, MD. 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 combines research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

James Mcdonald III is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Equitable Advisors since 2000, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he is involved with MDJ Financial Services Inc. and serves as president of James A McDonald III Financial Services LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models implemented through third-party asset managers and LPL-sponsored programs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Yapheth Norris is a financial advisor at Raymond James & Associates with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Bank, and Impaq International. Norris also operated Norris Sports & Recreation in 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, and municipal entities with a range of financial planning and investment consulting services.