Katie Stephens is Vice President and Wealth Planner at Fidelity Investments, where she partners with high net worth clients to develop personalized wealth strategies focused on growth, preservation, and transfer of assets. She has held this role since 2022. Her professional experience includes serving as Senior Associate at First Republic Bank from 2020 to 2022, Investment Associate at J.P. Morgan from 2019 to 2020, Relationship Manager at Fidelity Investments from 2014 to 2019, and Financial Representative at Fidelity Investments from 2013 to 2014. Outside of her professional work, Katie's personal interests include parenthood, reading, running, traveling, and yoga.

Randall Zinn is a financial advisor with Mass Mutual Investors Services, holding Series 63 and 65 licenses and bringing 38 years of industry experience. He previously worked at Metlife Securities Inc. for 30 years and has been with Mass Mutual Investors Services since 2017. Zinn is also an agent involved in life insurance, health, fixed annuities, and long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-supported planning methodologies and offers specialized programs including estate-settlement and event-driven employer-sponsored planning.

Jason Veals is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Veals attended the University of Maryland from 2019 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

James Hurley is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory work, Hurley is involved in managing rental properties jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jacquelyn Cortright is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Equitable Advisors since 2014 and was previously with AXA Advisors. 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 managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Brianna Wirfs is a financial advisor at Cetera with seven years of industry experience and holds the Series 66 designation. She has previously worked at Lincoln Financial Advisors and operates as an operations manager for Bulman Financial. Brianna also serves as an elected board member for the Central Carroll Soccer Club, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm offering financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm provides a multi-manager platform allowing advisors to utilize affiliated and third-party model portfolios or create custom strategies across various program structures and custodial relationships.

Richard Ricci Jr. is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach 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.

Danielle Hassan is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. She previously worked at Fidelity Investments and has experience in design and media-related roles. Charles Schwab & Co., Inc. serves 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 discretionary separately managed accounts and offers multi-asset model portfolios along with alternative investment options.

Robert Arwood is a Planning Consultant at Fidelity, a position he has held since 2024. His career at Fidelity began as a Financial Representative in 2021, where he gained foundational experience in client service. He progressed to the role of Relationship Manager from 2022 to 2024, further developing his expertise in managing client relationships and supporting their financial goals. Throughout his career at Fidelity, Robert has consistently focused on providing a high standard of care to clients and supporting his team. He is committed to helping clients work towards their financial objectives through dedicated service. Outside of his professional role, Robert enjoys fitness, exploring culinary interests as a foodie, attending social events with friends, participating in theater, and volunteering in his community.

William Martin Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SagePoint Financial, UHY Advisors Mid-Atlantic, Triad Advisors, The Prosperity Consulting Group, and Hertzbach & Co. He also serves as a principal at UHY Advisors Mid-Atlantic, consulting on tax matters. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to institutions, offering integrated brokerage and advisory services along with access to third-party money managers and various managed account solutions. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that can include a wide range of investment products.

David Kelly is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2012, progressing from Investment Representative to Financial Consultant before his current role. Prior to joining Fidelity, David worked at T. Rowe Price from 2005 to 2012 in various roles including Investment Specialist, Investment Counselor, and Service Specialist. David's professional experience spans over a decade in the investment and financial consulting industry. He focuses on understanding the unique needs of his clients and their families through active listening and tailored financial planning. His approach aims to provide clients with peace of mind and to serve as a trusted advisor to their families.

Emma Winson is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. She has worked at UBS since 2017, with prior experience at The Hall CP and academic roles at the University of Maryland and University of South Carolina. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Franklin Newby is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Newby is also a trustee and co-trustee in a trust based in Bethesda, Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Sean Manders is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory role, Manders operates a commercial timber sales business in Silver Spring, Maryland. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes without providing individual security recommendations as part of standalone plans.

Dorina Haias is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018. Prior to that, she was with Wells Fargo Advisors and also had experience at Takemori Law Firm. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services that utilize firm-approved planning tools and methodologies to model outcomes.

Kiarra Sandoval is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2017, following two years at Ameriprise Financial Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Darren Bush is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2002. 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 various third-party asset managers. The firm operates a hybrid referral and implementation model, utilizing multiple advisory programs and credentialed fiduciary services.

Jonathan Swerdloff is a financial advisor with LPL Financial in Davidsonville, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes over 30 years at Avantax Investment Services, Inc., and he operates a tax preparation and accounting business as a CPA. He has been managing his own practice, Jonathan D. Swerdloff, PA, since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, financial institutions, and corporations. The firm offers various advisory programs and financial planning services supported by both discretionary and non-discretionary management approaches, as well as research and model portfolios from multiple sources.

Joshua Schneider is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by analytical tools and a structured planning process.

Kenneth Shure is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.