John Haigler is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he co-owns an event planning business, The Vinoy Group, with his spouse. 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 Troy is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services. His prior experience includes roles at Guardian Life Insurance Company, Primerica Advisors, Goldman Sachs Personal Financial Management, United Capital Financial Advisers, and Girard Securities. He holds Series 63 and Series 65 licenses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved software tools.

Tanya Stanley is a financial advisor with Thrivent Investment Management. She holds a Series 66 designation and has experience in the industry since 2026. Prior to entering financial services, she worked for AstraZeneca for two years and spent 23 years at 3M Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Adam Hewat is a financial advisor with Osaic, holding a Series 66 credential and 13 years of industry experience. He has previously worked at Lincoln Financial Advisors, AIG, and VALIC Financial Advisors. Outside of advisory work, he serves as an insurance agent placing fixed insurance and annuity products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a broad multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization tools and offers discretionary and advisor-managed strategies alongside third-party money manager programs.

Patrick Taylor is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at PFS Investments, Inc. since 2008 and Primerica Financial Services since 2006. In addition to his advisory role, Taylor is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure for its investment solutions.

Ana Geller is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. She has been with Robert W. Baird since 2009 and holds a Series 66 designation. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Christopher Hicks is a financial advisor with UBS Financial Services in Baltimore, MD, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith. He serves on the advisory board for Johns Hopkins Pediatric Oncology, a nonprofit focused on funding research to cure childhood cancers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to client goals and risk tolerances.

John Runge is a financial advisor at RBC Capital Markets in Baltimore, MD, with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience with Worthington Financial Partners, Nationwide Investment Services Corporation, and as a self-employed advisor. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers customized portfolio management and financial planning services, utilizing a range of proprietary and third-party investment strategies tailored to each client’s risk profile.

Juliette Smith is a Series 66-licensed financial advisor with Merrill in Columbia, MD, with 26 years of industry experience. She has been with Merrill Lynch since 1999. 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.

Richard Nudelman is a CFP® with 24 years of industry experience. He is currently with Cetera and has previously worked at Avantax Advisory Services and 1ST Global Advisors. He is also the owner of Nudelman & Associates CPA’s LLC, providing accounting and tax services, and Columbia Financial Advisors, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Michael Patti is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He was self-employed from 2015 to 2026 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

William Young is a financial advisor with Ameriprise in Baltimore, MD, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Chalice Capital Partners, Niagara International Capital Limited, and H. Beck, Inc. Outside of his advisory work, he participates in podcasts and maintains a website focused on behavioral psychology, human nature, and the psychology of money, exploring topics such as heuristics, biases, and cognitive processes. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations through a centralized consulting team.

Allen Myrowitz is a financial advisor at LPL Financial with 37 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors and Grove Point Investments, and he also served as a consultant providing adult education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Daniel Gounaris is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Merrill, Bank of America, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrates both in-house and third-party investment solutions.

Jonathan Aguilar Bernstein is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2025 and has prior experience at Wells Fargo Bank, Rocket Mortgage, and several other organizations. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Daniel Kim is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 66 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. from 2015 to 2021. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Daniel Anderson is a Series 66-registered advisor at Merrill with 11 years of industry experience. He has been with Bank of America and Merrill since 2009. 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.

Jason Powell is the Vice President and Branch Leader at Fidelity Investments, where he oversees support for associates and clients in the Towson territory. He has held this leadership role since 2011, focusing on helping clients achieve their financial goals and supporting his team's development. Mr. Powell's career spans over two decades in the financial services industry, with previous roles at Fidelity Investments including Assistant Branch Office Manager. Prior to joining Fidelity, he held multiple positions at T. Rowe Price, such as Branch Manager, Assistant Branch Manager, Investment Counselor, and Investment Services Representative. His experience encompasses branch management and investment counseling. Outside of his professional responsibilities, Jason Powell enjoys biking, camping, skiing, and participating in family activities. He is also involved in volunteering in his community.

Marija Wade is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2015 and 2016, respectively. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Lissa Collins is a financial advisor with Merrill in Baltimore, MD, holding a Series 66 designation and 9 years of industry experience. She has been with Merrill since 2013. 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, and institutional accounts.