Scott Manning is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools alongside its Financial Advisors and Estate Planning Strategies Group to develop tailored plans.

George Raduano is a Financial Advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent in 2025, he worked for nearly three decades at Trinity Assembly of God. He serves as Chairman of the Board for Ascent College, a biblical education institution focused on leadership formation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management or discretionary trading authority. The firm emphasizes holistic planning across multiple financial topics and integrates planning with managed-account services under a consolidated billing option.

Steven Nuetzel is a CFP® with 31 years of industry experience, currently with Wells Fargo Advisors since 2024. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Nuetzel is also the owner of Nuetzel Wealth Management LLC and holds a majority ownership in Nuetzel GP, LLC, an entity formed to sell a percentage to a partnership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations.

Jonathan Whitsel is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2015, concurrently working at Bank of America, N.A. since 2016. Merrill, alongside its affiliate Managed Account Advisors LLC, 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 institutions.

Jennifer Rusy is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional entities, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mary Burrows is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior roles include positions at Grove Point Investments, Apple Investment Advisors, H. Beck, Stifel, Wells Fargo Clearing, and A.G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, including financial planning, model portfolio programs, and institutional solutions, supported by a large network of investment adviser representatives.

Justin Muhl is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He began his career in the financial services industry in 2006 and has held various positions including Financial Consultant and Investment Consultant at Fidelity Investments, as well as roles at T Rowe Price and Northwestern Mutual Investment Services. With extensive experience spanning over a decade, Justin has developed expertise in financial consulting and investment services. His professional journey reflects a consistent commitment to partnering with clients to understand their financial goals and develop customized financial plans. Justin emphasizes building strong relationships with clients and their families, focusing on trust, reliability, and competency in his work.

Claire Gracie is a CFP® professional with four years of industry experience currently affiliated with OSAIC. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and UBS Financial Services. Claire holds the Series 66 license and operates out of Hunt Valley, MD. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options, utilizing firm-driven asset allocation tools and third-party platforms to manage portfolios on discretionary and non-discretionary bases.

Meylin Mauldin is a Financial Consultant at Fidelity Investments, where she collaborates with clients to design retirement plans aimed at meeting their goals. She emphasizes a holistic approach to financial planning, considering both lifestyle and legacy to help clients achieve a more fulfilled retirement. Her professional experience includes roles as a Financial Consultant at Fidelity Investments since 2021, an Investment Consultant at Fidelity from 2020 to 2021, a Financial Consultant at T. Rowe Price from 2017 to 2020, a Financial Representative at MetLife Premier Client Group from 2015 to 2016, and a Registered Banker at Wells Fargo Bank from 2013 to 2015. Outside of her professional work, Meylin has interests in art, the beach, food, golf, music, and running.

Connor Curro is a CFP® with 10 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2016. He coaches an elite lacrosse team through Predators Lacrosse, an organization based in Westchester, NY. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party managers to implement customized investment strategies.

Omar Anderson is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His prior work history includes roles at Priority One Staffing, Levels Entertainment, and G4S Security. 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 and profit-sharing plans, corporations, and charitable organizations.

Larisa Roth is a financial advisor with LPL Financial in Hunt Valley, MD, holding Series 63 and Series 65 licenses and with nine years of industry experience. She has been affiliated with LPL Financial since 2016 and previously worked with Summit Investment Advisors LLC. Outside of her advisory role, Roth is a Notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Patrick Mcmullen is a financial advisor with Osaic, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Morgan Stanley Private Bank, N.A. He is also involved as an agent with Heritage Financial Consultants, LLC, where he engages in the sale and service of various insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, providing both discretionary and non-discretionary account management options.

David Cooper is a financial advisor with Primerica Advisors in Eldersburg, MD, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2013 and has previous experience with Carroll County Government. His business activities include sales of loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies created by unaffiliated asset managers and supported by Pershing custody and BNY Mellon Advisors. The firm operates at scale with thousands of advisors and offices, primarily focusing on individual investors rather than institutional clients.

Richard Farrell Jr. is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Nationwide Investment Services Corporation and Transamerica Capital LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals and employs a variety of investment implementation strategies across multiple platforms.

Evan Horn is a CFP® professional with 25 years of industry experience. He has worked at Osaic since 2025 and previously spent 24 years with Lincoln Financial Advisors. Outside of his advisory role, he is also involved in insurance sales, offering fixed insurance and annuity products to clients. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisors, using asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Adam Gelcich is a financial advisor with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2020, and previously was with Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, and it offers a broad range of retail and institutional investment solutions.

Timothy Lott is a Series 66-licensed financial professional with 22 years of industry experience, currently affiliated with Cetera and a partner at Paved Wealth Partners, LLC. He has prior experience with Avantax and 1ST Global Advisors and is also a CPA partner at N/L Healthcare Advisory Accounting & Tax LLC, providing accounting and business advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management and financial planning solutions, overseeing more than $256 billion in assets.

David Sheusi is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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.

John Fuggi is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Franklin Distributors LLC and Legg Mason & Co LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, as well as tax management and direct indexing.