Dennis Peacock Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. 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, including a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Michael Boggio is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 65 and Series 66 credentials. His prior experience includes roles at MassMutual Life Insurance, Truist Life Insurance Services, and P.J. Robb Variable Corp. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios and centralized operational support.

Steven Russell is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds Series 63 and Series 65 licenses and is based in Crofton, MD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and proprietary money market funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Elizabeth Joseph is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and CUNA Mutual Group. She is also associated with Wilmington Advisors at M&T, a DBA related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management along with model portfolios and research from various sources.

Glenn Woolschlager is a financial advisor with Wells Fargo Clearing in Gaithersburg, MD, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 advice grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations across a broad range of products, performance reporting, and participant education, acting as an ERISA fiduciary when providing investment advice.

Denise Daley is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 23 years of industry experience. Her career includes roles at Guardian Life and Wells Fargo Advisors before joining Mass Mutual in 2022. Outside of advising, she is involved in religious and community activities as an administrator and youth ministry leader at The Rock Christian Church Ministries and owns an eCommerce business, Shop Daley, 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, and charitable organizations. The firm structures financial planning as annual, collaborative engagements, using firm-approved tools to analyze goals and recommend investment strategies.

Matthew Davis is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Olney, MD, and has 26 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, NA. He is a majority owner and active in operations at Davis Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels.

Taylor Aune is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he served nine years in the US Navy. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies and affiliated services through a nationwide network of financial advisors.

Claire Volke is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. She has prior experience with The Meakem Group and Raymond James Financial Services, Inc. Outside of advising, she owns a rental property. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client assessments.

Norris Brodsky is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He is currently with LPL Enterprise and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Brodsky serves on the board of the Baltimore Estates Planning Council. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance and lending products.

Ernest Burley Jr. is a CFP® and ChFC® with 27 years of experience in the financial services industry. He has been with LPL Financial since 2025, following 16 years at Next Financial Group. Burley serves as president of V.I.T.A.L. Provisions, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Joshua Remmele is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior work experience across multiple sectors including film production and advertising. His background includes roles at firms such as Apogee Financial and various media and creative companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with distinctive activities such as commodity pool operation and advisory services to registered investment companies.

Kristina Hanniford is a financial advisor at Wells Fargo Advisors with three years of industry experience. She previously worked at Merrill and SunTrust Bank. She has a Series 66 designation. Outside of her advisory role, she has a rental property business co-owned with her spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services, and integrates advisory services with other financial products and referral channels.

Morgan Hatten is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2019. Prior to this, he worked at Fidelity Brokerage Services, LLC and Fidelity Personal and Workplace Advisors. He is the founder and president of Love Inspires Friendship and Triumph Corporation, a nonprofit organization based in Rockville, MD. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans through fact-finding interviews, asset-allocation analysis, and firm research.

Teresa Woolery is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services 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 based on modern portfolio theory, with a distinctive inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Leishman is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for 11 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries.

Joanne Jaeger is a financial advisor at Edelman Financial Engines with seven years of industry experience. She holds a Series 65 designation and has previously worked at PNC Financial Services Group Inc and Howard County Public Schools. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Joel Ferman Hernandez is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. He has been with Wells Fargo Clearing since 2026 and previously worked at Wells Fargo Bank, nA, the Law Office of Jennifer M. Alonso, and held various roles in retail and education. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Vincent Marsh is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Columbia, MD. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute and third-party sources to evaluate investment options.

Thai Nguyen is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.