Michael Weber is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He has worked at LPL Financial since 2019 and previously was with Kestra Financial Services for three years. Weber is also associated with Weber & Messick, P.A., a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Michael Branthover is a CFP® certificant with 10 years of industry experience, currently affiliated with LPL Financial. He has been with LPL Financial since 2016 and was previously with Hergenroeder Financial Advisors, Inc. He is also a Notary Public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Miguel Zayas is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following prior roles at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. 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. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional financial products.

Dominic Nicolini is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an officer for the LD1940 Fund, a nonprofit established to honor the memory of a friend by providing scholarships and supporting cancer-related causes. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on 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 modeling in its advisory process.

Gavin Stringer is a financial advisor with LPL Financial in Timonium, MD, holding a Series 63 designation and 45 years of industry experience. His prior work includes seven years at Wells Fargo Advisors LLC and three years at Wells Fargo Clearing before joining LPL Financial in 2019. 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, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches and leveraging research and model portfolios from internal and third-party sources.

Kathleen Counts is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of her advisory role, she owns and manages a small family-run internet-based training company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Christopher Pollitt is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2017. Prior to this, he was with SMH Capital Advisors Inc. and Sanders Morris Harris Inc. from 2001 to 2017. Outside of his advisory role, Pollitt is involved in officiating softball and baseball games and serves as a softball coach at Perryville High School. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles using both in-house and third-party managers.

Patrick Carr is a financial advisor with Ameriprise in Towson, MD, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized advice, primarily for clients with assets managed within Ameriprise.

Dormina Nyondo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Wells Fargo, Dormina worked at M and T Bank and TD Bank. 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 that include investment policy statement preparation, performance reporting, and participant education. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Karen Pomeroy Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2004, bringing over 20 years of experience in executive sales, marketing, and business development at a major consumer products company and an internet start-up. Karen specializes in working with busy corporate executives and business owners, focusing on comprehensive wealth management strategies that address executive compensation, family wealth management, retirement planning, philanthropic planning, and tax minimization. Karen holds a Bachelor's Degree from the University of Michigan and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is involved in professional organizations such as NextUp and the Procter & Gamble Alumni, and engages in community activities with The First Tee of Greater Charlotte, University of Michigan Alumni Association - Charlotte, and the Women's Impact Fund in Charlotte. Residing in Lake Norman with her husband and two daughters, Karen values fitness, health, golf, and community service. She helps clients create customized financial strategies designed around their goals and aspirations, emphasizing preparation for both opportunities and potential challenges throughout their financial lives.

John Dyer IV is a financial advisor with Fidelity, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. Before joining Fidelity, he worked at Capital Portfolio Management, Inc. from 2014 to 2021. He is currently based in Cockeysville, MD. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features including registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Colby Buss is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at UBS Financial Services since 2012. Outside of his advisory role, he serves as Treasurer on the board of the Municipal Art Society of Baltimore, where he is involved in managing approved artist grants. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management offerings and proprietary research to develop tailored investment strategies.

Patrick Tejeda is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. His background includes various roles, such as involvement with Loyola University Maryland Athletics and work in digital media and refrigeration before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, utilizing model portfolios comprised of mutual funds, ETFs, and ETPs.

Jacob Fenlason is a CFP® professional with nine years of industry experience. He currently works at Osaic and previously spent nine years with Lincoln Financial Advisors. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a broad network of affiliated advisers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that include a wide variety of investment products and supports multiple advisory platforms and third-party services.

Casey Domanski is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 credential and has worked in various roles including positions at PF Changs and Mount St. Mary’s University. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a range of sponsored programs and managers.

Lawrence Wyss is a CFP® professional with 22 years of experience in financial services. He is currently with OSAIC and has prior experience at Lincoln Financial Advisors and M&T Securities. Outside of his advisory role, he serves as the Director of Financial Planning at Heritage Financial Consultants, where he leads research, plan development, and training for advisors. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes firm-provided tools to construct portfolios tailored to client risk profiles.

Robert Fry is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors Corporation for 11 years. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using various asset-allocation tools and third-party solutions to manage portfolios across a range of investment types.

Alan Hess is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, with prior experience at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management serves 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 employs a structured financial planning process using firm-approved tools and market simulations.

Uche Ebereonwu is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and First Bank of Nigeria Limited. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Samuel Jeppi is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. He has worked at Bank of America and Merrill since 2025. Prior to financial services, his background includes roles at AlphaSense Inc., and various positions connected to the University of Richmond and other organizations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base, including individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s broader platform, allowing access to a wide range of products and services beyond traditional investment management.