Lloyd Iden is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Olujimi Ijandipe is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 65 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Credit Agricole Corporate and Investment Bank and AXA Advisors. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plan, corporate, charitable, and institutional clients, by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, offering both advisory and brokerage solutions.

Chinonye Omoruyi is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, Bank of America, Merrill Lynch, and SunTrust Bank. Outside of her advisory role, she is a recording artist. Wells Fargo Advisors provides investment advisory services and financial planning to individual, corporate, and institutional clients, offering both brokerage and advisory solutions supported by extensive research and a broad product platform.

Jeremy Mullaney is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior work includes various roles outside the financial sector, including positions in the food service and beverage industries, as well as a year with Eat the Change. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Anthony Nettles is a financial advisor with Mass Mutual Investors Services in Bethesda, MD. He holds Series 65 and Series 63 licenses and began his advisory career in 2025. Prior to entering the financial industry, he worked at the General Services Administration and served in the United States Army. Nettles also has experience as a student and staff member at Georgetown University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Michaela Gutmann is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo and Bank of America, including roles at Merrill. 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 advisory process 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.

Juan Vasconez is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Nils Vidal is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm’s approach incorporates structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Russell Brooking is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and McAdam LLC. Outside of his advisory work, he has experience in the food service industry and education. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and access to a wide range of brokerage and insurance products.

Christiana Carlini is a Financial Consultant at Fidelity Investments, a position she has held since 2021. Her approach involves understanding what matters most to her clients and their unique situations to develop tailored financial plans that align with their individual goals. Christiana has been with Fidelity Investments since 2015, holding various roles including High Net Worth Representative, Financial Representative, Relationship Manager, and Investment Consultant prior to her current position. This progression reflects her extensive experience within the firm and familiarity with diverse aspects of financial consulting. Outside of her professional work, Christiana's personal interests include attending concerts, exploring culinary experiences, practicing Pilates, solving puzzles, and traveling.

Brian Conrad is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Conrad is involved in maritime assistance as an occasional captain for Tow Boat U.S. Annapolis Baltimore/Middle River and holds positions on the Anne Arundel County Ethics Board and Police Accountability Board. He is also the owner of Oakley Aviation, LLC, established for aircraft ownership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Jason Henderson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to develop, implement, and monitor customized financial strategies aligned with their unique goals. With over 17 years of experience, he leverages Fidelity's advanced tools and resources to provide guidance that helps clients make confident financial decisions. Prior to his current position, Jason was a Financial Consultant at Fidelity Investments from 2022 to 2025. He also served as Vice President and Premier Banker at Truist from 2016 to 2022, and as Assistant Vice President and Financial Center Manager at Bank of America from 2009 to 2016. Jason holds a California Insurance License. Outside of his professional work, his personal interests include fitness, football, museums, outdoor adventures, reading, and traveling.

James Brown III is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Northwestern Mutual and its affiliates for over a decade before joining MassMutual in 2023. Outside of his advisory role, he manages the sale of inherited land through an LLC. 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 offers a range of programs including wrap and money-manager options as well as educational seminars.

William Breen is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America, Merrill, ProShare Advisors, John Hancock, and Morgan Stanley. Breen also has an academic affiliation with The Catholic University of America. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm serves a broad client base, including individuals, pension plans, corporations, and government entities, offering wealth advisory planning and institutional consulting services with a focus on non-discretionary financial planning and municipal and public finance advisory capabilities.

L Rowe IV is a financial advisor with Mass Mutual Investors Services, holding Series 63, Series 65, and Series 66 designations and bringing 30 years of industry experience. His career includes long-term roles at Primerica Advisors and Guardian Life Insurance Co. of America prior to joining Mass Mutual. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-based planning.

Stephanie Mcgeever is a CFP®, ChFC®, and holds a Series 66 license with 22 years of industry experience. She has been with Ameriprise since 2006, serving in her current role for six years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Anthony Malone is a financial advisor at Primerica Advisors with 26 years of experience in the industry. He holds Series 65 and Series 63 licenses and has been with Primerica Advisors since 2000, working within the broader Primerica Financial Services organization since 1998. Outside of advising, he is involved in the sale of loan products and home security and automation services through Primerica-affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Christian Barrett is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2010. He brings 27 years of experience in the financial services industry, working with various organizations to support clients in their financial planning and investment needs. His career includes roles such as Relationship Officer at Fidelity Brokerage Services and positions with firms including Northwestern Mutual Investment Services, Citigroup Global Markets, and Robert W. Baird Co. Throughout his career, Christian has held multiple financial advisory and representative positions, gaining expertise in equity advising and client relationship management. He emphasizes a client-focused approach that aligns with his core beliefs and values, working with Fidelity's resources to assist families in achieving better financial outcomes. Outside of his professional life, Christian has interests in fitness, football, music, pets, and tennis.

Liam Sweet is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he held various roles including positions at Clark Construction and The Laundry Boss, and has been involved with Holy Spirit Catholic Church. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options.

Karl Campbell is a financial advisor with Ameriprise in Columbia, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is the owner of CampusNIL Corporation, a student savings platform that provides financial benefits and discounts to college students across the U.S. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, including tax-aware withdrawal strategies and Social Security options, delivered through a collaborative, non-discretionary process.