Jeanette Barrett is Vice President and Executive Planning Consultant at Fidelity Investments, where she has worked since 2006. She has held roles of increasing responsibility including Vice President Financial Planning Consultant before her current position. With nineteen years of experience working with high-net-worth families, Jeanette specializes in integrating workplace benefits into comprehensive wealth plans. She prioritizes client engagement and education, ensuring clients understand and participate in the creation of their financial strategies. Jeanette holds an Arkansas Insurance License. Outside of work, she enjoys concerts, family activities, fitness, football, social events with friends, and traveling.

Andrew Gordon is a financial advisor at Equitable Advisors holding a Series 66 designation. He began his advisory career with Equitable Advisors in 2026. His prior experience includes roles at Preply, DoorDash Inc., and various academic and community organizations. Equitable Advisors serves a broad client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with LPL-sponsored programs and endorsed TAMPs.

Lawrence Raigrodski is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes long-term roles at Avantax, spanning from 1999 to 2025, before joining Cetera in 2025. He is also a CPA and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a variety of portfolio management options, financial planning services, and access to third-party managers.

Juan Guillen is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at Truist Bank, Bank of America, PNC Bank, and Allstate, as well as involvement with the Apostolic Ministry of Reconciliation. 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, supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Deborah Stotelmyer is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. She has been affiliated with Primerica Financial Services since 1997 and also teaches private music lessons independently. Primerica Advisors manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, utilizing model-driven investment strategies supported by third-party asset managers and custodians.

Irene Tata is a financial advisor with Ameriprise in Rockville, MD, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she serves as an agent named in health care directives and as a standby trustee and executor. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Megan Hendricksen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. Her prior work includes roles at Wells Fargo Bank, M&T Bank, and PNC Bank. She is based in Columbia, MD. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Louis Foran is a financial advisor with RBC Capital Markets in Columbia, MD, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked at RBC Capital Markets since 2009 and concurrently with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Denis Mc Groddy is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade, Inc., and Scottsdale Securities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its 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 utilizes multi-asset model portfolios supported by centralized custody and operational infrastructure.

Benjamin Goldsmith is a financial advisor with Wells Fargo Clearing in Reisterstown, MD, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and experience outside finance with KC Automotive and Outback Steakhouse. 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. The firm’s offerings include a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

So Myong Kim is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, HSBC Securities, HSBC Bank USA, and MB Financial Bank. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with broader Bank of America services, including lending and custody, and offers access to a wide array of products through its platform.

John Oettinger is a CFP®-designated financial advisor with LPL Financial, based in Rockville, MD, with 27 years of industry experience. He has worked at LPL Financial since 2007 and previously spent five years with Stratos Wealth Partners, Ltd (doing business as Vintage Financial Partners). Outside of his advisory role, he is a part-owner of Vintage Insurance Partners and participates in an online book referral business as an Amazon Associate. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various specialized strategies.

Eugene Mc Vey is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. His prior employment includes roles at Merrill, TD Bank, MassMutual, and TIAA-CREF. He is based in Kensington, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, incorporating both discretionary and non-discretionary management alongside research and model portfolios.

Herbert Ortega is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and research. The firm offers services both directly and through Corporate Financial Planning agreements with employers, managing approximately $2.74 trillion in client assets.

Patrick Haney is a financial advisor with LPL Financial who holds the ChFC® designation and Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at MML Investors Services and Mass Mutual Life Insurance Company prior to joining LPL Financial in 2019. He is also involved in The Haney Company, an insurance agency he has operated since 1990. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and research resources.

Patrick Dunn is a financial advisor with OSAIC in Silver Spring, MD, holding Series 63 and Series 65 credentials and 18 years of industry experience. He worked at Lincoln Financial Advisors for 11 years before joining OSAIC in 2025. Dunn is also a trustee member of the Board at St. Joseph's Collegiate Institute in Buffalo, NY, serving in an unpaid, volunteer capacity. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing, managing portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments on both discretionary and non-discretionary bases.

Frank Scicchitano is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at UBS Financial Services Inc since 2013. Outside of his primary role, he has ownership interests in FPS Wealth Management LLC and Scicchitano GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools.

George Enone is a CFP® with 25 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. for eight years and Capital One Investing, LLC for three years. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party managers to construct diversified portfolios with a range of investment options.

Paul Andrews is a financial advisor with Raymond James & Associates in Bethesda, MD, holding a Series 66 designation and 24 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2020. He is also a partner and owner of Andrews Capital LLC, which he uses to hold his private investments, and co-owner of THE BOOM LLC, an entity established with his brother-in-law for personal real estate use. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with advisory relationships generally non-discretionary, and maintains capabilities in public finance and institutional consulting.

Michael Moriarty is a Certified Financial Planner (CFP®) with 32 years of industry experience. He has been with Fidelity since 2021, previously working at Ameriprise and Bronfman E.L. Rothschild. He holds Series 65 and Series 63 licenses. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.