Edith Bonilla is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and Bank of America. Outside of her advisory role, she owns and operates Emperma LLC, a cosmetics business specializing in cosmetic tattooing. 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.

Jordan Toepel is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Nuveen Investments for 15 years and Calamos Investments for two years. Outside of his advisory role, he is involved in youth soccer coaching, serving as an assistant coach for Christos FC and owning Everything Hurts, LLC, through which he coaches for the Liverpool International Academy Central MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, affiliated trust company, and securities-based lending options.

Connor Delaney is a financial advisor with LPL Financial in Columbia, MD, holding a Series 66 credential and six years of industry experience. His prior roles include positions at BFJ Wealth Management and Avantax Investment Services. Outside of advising, he is involved with Wellspring Health, Inc., where he has served for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Meeshan Reid is a CFP® certificant and financial advisor with Ameriprise, based in Columbia, MD, with 12 years of industry experience. Their prior roles include positions at E*Trade Securities and Morgan Stanley among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides customized retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Denika Tokunaga is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill from 2008 to 2014 before joining LPL Financial, where she has been since 2014. Outside of her advisory role, she is involved as a life coach and serves on the board of Project Culture. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and utilizes a variety of portfolio management strategies supported by advanced operational tools.

Christopher Obrien is a financial advisor at Wells Fargo Clearing with credentials including Series 63 and Series 65 and four years of industry experience. He has held multiple roles within Wells Fargo and its affiliates since 2016. Outside of his advisory work, he has occasionally worked as a delivery driver for DoorDash. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ryan Mazzarino is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2009, following positions at Ferris, Baker Watts, LLC and Morgan Stanley DW Inc. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies that utilize both in-house and third-party managers, alongside comprehensive portfolio management and financial planning services.

Sean Eldred is a CFP® and CFA® with 21 years of industry experience. He has been with Ameriprise Financial Services since 2016 and is currently based in Columbia, MD. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing tax-aware withdrawal planning for clients approaching or in retirement.

Cameron Heard is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. He has worked at Fidelity Investments since 2024 and has prior experience with T. Rowe Price and Salisbury University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

David Greeley is a Series 66-licensed financial advisor with Edward Jones in Hanover, MD, bringing 12 years of industry experience. He has worked at Edward Jones since 2016 and previously from 2007 to 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

John Perrot is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Raymond James. He is also involved as a service advisor in insurance and human resources through Athlon Advisors. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies alongside access to third-party advisers.

Jacob Pliner is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for four years. Outside of finance, his background includes roles in food service and physical therapy. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research-driven, diversification-focused investment approaches with a broad range of brokerage and advisory solutions.

Peter Rosenfelder is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Edelman Financial Engines and its affiliated entities since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Kaktrale Austin is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides tailored advice and guidance to individuals, families, and nonprofit organizations, helping them understand and manage multiple aspects of their financial lives. Kaktrale employs a personalized approach that involves understanding the unique characteristics and priorities of each client to develop customized financial strategies. He has experience in developing retirement strategies that consider cash-flow needs, investment preferences, and distribution requirements, and he is knowledgeable about various retirement vehicles. Kaktrale assists clients with income preservation, tax-sensitive investment management, defined benefit analysis, life insurance, business succession planning, and long-term care insurance. Additionally, he works with religious organizations and other nonprofits, helping them establish disciplined and transparent investment programs to support their stability and mission. Kaktrale holds a Bachelor's Degree from the University of North Carolina at Charlotte and possesses several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He participates in community service, volunteering with organizations such as the American Red Cross, Make A Wish Foundation, Special Olympics, Toys For Tots, United Way, and the V Foundation For Cancer Research. In his personal time, he enjoys chess, golfing, swimming, watching movies, and spending time with his family.

Bruce Mazo is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes over two decades with Cetera Advisors LLC and recent roles at Silver Oak Securities, Inc. and Secure Retirement Advisors, LLC. Mazo is also involved in insurance sales through non-variable insurance commission trails. 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 a variety of financial planning and portfolio management services through a broad network of advisors and utilizes both proprietary research and third-party strategies in its investment approach.

Caryl Lyn Mazullo is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Mazullo is involved with the University of Akron Barker Center for Economic Education. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and models.

Ryan Williams is a CFP® professional with four years of industry experience, currently with Raymond James Financial in Columbia, MD. He has been with Raymond James Financial Services since 2021 and has prior experience in both public sector and energy-related roles. Williams also works as a branch associate at Wagenerlee LLC, where he handles client inquiries and executes requests. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to project potential outcomes and supports municipal and public finance through a unique affiliated municipal advisory arrangement.

Kerri Mclean is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at T. Rowe Price for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diverse fund and model portfolios.

Kirk Michel is a financial advisor with Thrivent Investment Management in Odenton, MD, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at WesBanco Securities, Morgan Stanley, E*TRADE, TIAA-CREF, PNC Wealth Management, and Merrill. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, and estate planning, with the option to combine planning with managed-account services under a consolidated billing program.

Michael Beaumont is a CFP®-designated financial advisor with Wells Fargo Clearing, based in Columbia, MD. He has 17 years of industry experience and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an executor for his grandmother’s estate. 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 and analytics with a wide range of brokerage and advisory solutions.