Dennis White is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through roles including Investment Consultant, Planning Consultant, and Investment Solutions Representative. Prior to joining Fidelity, Dennis worked at AXA Advisors as a Financial Consultant from 2018 to 2019. In his role, Dennis focuses on partnering with clients to co-create financial plans, aiming to develop strategies that instill confidence and provide peace of mind. He strives to ensure clients feel heard and understood throughout the financial planning process. Outside of his professional life, Dennis enjoys activities such as camping, skiing, traveling, exploring food, listening to music, and engaging in parenthood.

Eric Franz is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. He is based in Baltimore, MD. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies to deliver tailored financial plans.

Thomas Finney Jr. is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for four years. His background also includes roles outside finance, such as at Innospec Fuel Specialties and Best Friends Fur Ever. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Benjamin Garland is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo, he worked at Jackson House Restaurant and held positions at the University of Delaware and Appoquinimink School District. 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 based on modern portfolio theory, serving plan sponsors with tailored investment solutions and fiduciary oversight.

Jonathan Davidov is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the boards of several nonprofit and business organizations, including Sinai Hospital, LifeBridge Health, and Chill Ice Cream Solutions. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Olabisi Akinrimisi is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. She has been with Wells Fargo Bank NA since 2005 and Wells Fargo Clearing since 2016. 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.

Carl Walker Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and several real estate and benefits firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics from Wells Fargo Investment Institute and third-party databases in its investment approach.

Brian Feeley is a financial advisor with Osaic Wealth in Severna Park, MD, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Securities America Advisors, MassMutual, and MetLife Securities. Outside of advising, he manages financial planning operations through his sole proprietorship. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of advisory programs supported by affiliated broker-dealer and RIA relationships.

Carlos Vallejo Bustamante is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked previously at Merrill and several other companies across different sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process without individual security recommendations as part of standalone plans.

Carlos Fonseca Rodriguez is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. He has worked at Merrill and Bank of America, N.A., as well as several other companies including Cava and BurgerFi. Merrill, together with 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, pension plans, corporations, and charitable organizations.

Brian Terlinsky is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates both quantitative and qualitative research to develop model asset allocations and offers expanded derivatives and commodities capabilities compared with many institutional programs.

Andriel Matthews is a financial advisor with Primerica Advisors in Ellicott City, MD, holding Series 63 and Series 65 credentials and 27 years of industry experience. Matthews has been with Primerica Advisors since 1997 and has additional experience with Primerica Financial Services dating back to 1995. Outside of advising, Matthews is involved with Matthews Monarchies & Associates, Inc., an investment-related business formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and operates at significant scale with nearly 4,000 advisors and approximately $15.5 billion in assets under management.

Stefen Blount is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Wells Fargo Clearing and has held prior roles at Bank of America, Merrill, and Facet Wealth. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related products and bank deposit sweep options.

Brandon Hepburn is a financial advisor at J.P. Morgan Securities in Baltimore, MD, holding Series 63 and Series 66 licenses with eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and has prior experience at Santander Bank, Santander Securities, PNC Bank, and Preeminent Solutions. Outside of his advisory role, he is a co-owner and investor in Pro Experience, LLC, a business focused on web design and fitness and nutrition coaching. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Sean Rippen is a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since joining the firm in 2006. He is a qualified Portfolio Manager who provides clients with tailored wealth management plans designed to achieve their long-term financial objectives. Sean builds and manages personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Through Merrill's Investment Advisory Program, he manages client strategies on a discretionary basis. Sean holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™. He also holds FINRA Series 7, 66, and 31 securities registrations and a State of Maryland insurance license. Sean earned a Bachelor of Arts degree in Economics from the University of Maryland's Scholars Program in College Park. His client focus areas include college education planning, executive compensation, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Outside of his professional pursuits, Sean enjoys playing piano and guitar, physical fitness, golf, woodworking, and spending time with his family. He resides in Brookeville, Maryland, with his wife Christine and their two sons, Beau and Austin.

Valerie Campbell is a financial advisor at Wells Fargo Advisors in Baltimore, MD, with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill for 13 years and Wells Fargo Clearing for 2 years before joining Wells Fargo Advisors in 2018. She also owns and manages a private investment-related business, VALERIE A. CAMPBELL, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning services and integrates advisory recommendations with various financial products and referral channels.

Natalia Cuellar is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2022, also working at Wells Fargo Bank since 2014. Outside of her advisory role, she works as a delivery driver for DoorDash on a part-time basis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Willie Tate is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in serving millionaires and high net worth families, focusing on key aspects of financial life including retirement planning, estate planning strategies, legacy planning, and tax efficiency. He provides tailored advice across various client needs such as college education planning, divorce transition planning, executive compensation, family wealth management, philanthropic planning, and services for endowments, foundations, and non-profits. Additionally, Willie brings expertise in serving clients within sports and entertainment sectors, as well as in LGBT wealth planning and women's wealth. Willie holds a Bachelor's Degree from Georgetown University and an MBA from the University System of Maryland. He has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is multilingual, speaking both English and French, and is active in a variety of professional and community organizations such as Alpha Phi Alpha Fraternity Inc., the Georgetown University Alumni Association Black Alumni Council, Good Shepherd Housing and Family Services Inc., Leveling the Playing Field, The Joyce-Gillespie-Harrington Educational and Charitable Foundation, and the Urban Financial Services Coalition. Outside of his professional responsibilities, Willie engages in personal interests including basketball, chess, football, golfing, singing, spending time with his family, and watching movies.

Annette Schiavone is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Goldman Sachs Wealth Services and Ic Advisory Services, prior to joining Morgan Stanley in 2016. She serves as a member of the FINRA Series 6/7 committee and acts as a fiduciary trustee for an immediate family member’s trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and investment models as part of its financial planning process.

James Horris is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Lincoln Investment, Capital Analysts, Equitable Advisors, and Axa Advisors. Outside of finance, he owns businesses related to hair care and government affairs in Baltimore, MD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to various advisory and brokerage services, including financial planning, portfolio management, and institutional platforms.