Brandon Porter is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Prostatis Group LLC, Edward Jones, and Scarborough Capital Management, among others. Outside of his advisory role, he operates a small business selling digital Microsoft Excel and Google Sheet templates on Etsy. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

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 with Wells Fargo Clearing, holding a Series 66 designation and over 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank NA since 2012. 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 options tailored to plan objectives and risk tolerances.

Shawn Barnes is a CFA® charterholder and holds a Series 63 license, with 27 years of experience in the financial industry. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

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 credentials including Series 65 and Series 63, and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Bank, and Impaq International. He also operated a sports and recreation business in 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Hooman Hafezisoleyman Zadeh is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2014. 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, and various organizational investors.

Stephen Hord is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm’s financial planning process uses structured discovery and firm-approved tools, serving clients through direct engagements and corporate financial planning agreements.

William Erskine is a financial advisor at Edward Jones in Olney, MD, holding CFP® and ChFC® designations with seven years of industry experience. His prior roles include positions at Preferred Home Loans, Inc., T. Rowe Price, Atlantic Financial, Inc., and NewDay USA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of advisors and branches and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Anthony Janoskie is a financial advisor at Cetera with 36 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is involved in selling life insurance and annuities and operates Janoskie Financial & Associates, which provides financial advisory and OSJ management services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and services, supported by a large nationwide network of advisors and over $256 billion in assets under management.

Zachary Nerenberg is a CFP®-credentialed financial advisor with nine years of industry experience. He currently works at LPL Enterprise and previously held positions at Prudential Insurance Company of America, Pruco Securities, LLC, PetSmart, and Heritage Benefit Consultants. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated platform combining advisory and brokerage services.

Carla Lindblad is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for seven years. Outside of her advisory role, she is involved in operational and client service support at two local organizations in Rockville, MD. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to help clients understand potential outcomes, supporting implementation through advisory programs or other providers.

Justin Gore is a financial advisor at RBC Capital Markets in Rockville, MD, with one year of industry experience. He holds a Series 66 designation and previously worked at Jones Lang LaSalle for nine years. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jack Rogers is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked for Lincoln Financial Advisors Corporation for eight years and has been affiliated with StoneBridge Financial Advisors and the University of Maryland for over a decade. OSAIC serves a wide range of retail and institutional clients through a large network of advisors and multiple platforms, offering integrated brokerage, financial planning, and advisory services. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management, with access to third-party managers and alternative investments.

Eladio Santiago is a financial advisor with LPL Financial in Columbia, MD, holding a Series 66 designation and 28 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2018 to 2026, and UBS Financial Services from 2012 to 2018. Santiago is also president and CEO of Strategic Investments Corp., where he serves as an independent insurance agent. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Shannon Peterson is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns a rental real estate holding company with her spouse. 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 tailored to plan objectives and risk tolerances.

Darlene Green Connor is a financial advisor with Primerica Advisors in Ellicott City, MD, holding Series 65 and Series 63 licenses and 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001 and has also been involved with 3D Accounting & Tax Services since 1993. Additionally, she has been affiliated with Strayer University since 2009. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based recommendations managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Cameron Duncan is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services, utilizing both in-house and third-party investment managers to tailor strategies according to each client’s risk profile.

Bobby Morton is a CFP® with nine years of experience in the financial services industry. He is currently an advisor with Raymond James Financial Services Advisors, Inc. He has held roles at several firms, including Strategic Financial Associates, NYLIFE Securities LLC, Mariner Wealth, and Cresset Asset Management. Morton served in the Army National Guard for 12 years. 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 institutional clients. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports its offerings with municipal advisory services and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

John Kelly is a financial advisor at Morgan Stanley with 12 years of industry experience. He has held various positions within Morgan Stanley since 2015, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Kelly holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.