Sean Rogers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously 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. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Mark Leach is a financial advisor with Ameriprise in Bel Air, MD, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2006. Outside of his advisory role, Leach serves as COO of Advisor Management Solutions Inc., focusing on office management and financial advisor practice support. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing written recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Max Levine is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools to develop customized plans.

Stephanie McClenny is a financial advisor with Wells Fargo Advisors in Bel Air, MD, holding a Series 66 designation and eight years of industry experience. She worked at Merrill from 2013 to 2020 before joining Wells Fargo Advisors, where she has been since 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and tools to develop customized recommendations.

Brandon Cauley is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and Towne Parke. Outside of finance, he has been associated with Uber since 2017. 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 financial planning services with tailored recommendations supported by proprietary research and planning tools.

Carol Engel is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Pruco Securities, Cetera, and First National Bank of PA. Engel has been with LPL Enterprise since 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios, combining advisory programs with brokerage and insurance products through an integrated platform.

Daniel Rambow is a Series 66 licensed advisor at Merrill with two years at the firm and one year of prior experience at Bank of America. He has held various roles, including positions in education and other sectors before joining the financial industry. Merrill provides managed account services to Bank of America fiduciary clients through the 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.

Max Davis is a Financial Consultant currently working at Fidelity Investments since 2020. He has been with Fidelity Investments since 2013, serving in various roles including Investment Consultant from 2015 to 2020 and Financial Representative from 2013 to 2015. Prior to that, he worked as a Financial Specialist at Nationwide from 2009 to 2013. His professional experience encompasses financial consulting and investment advising, with a focus on creating financial plans tailored to the unique goals, priorities, family situations, hobbies, and investment experiences of his clients. Max emphasizes the importance of individualized financial planning to help clients achieve comfortable and worry-free financial outcomes. Outside of his professional work, Max enjoys board games, cooking and baking, family activities, football, social events with friends, and music.

Hugh Mc Carthy is a financial advisor with Edward Jones in Bel Air, MD, holding the ChFC®, Series 63, and Series 65 designations and bringing 28 years of industry experience. Prior to joining Edward Jones in 2017, he worked at F.N.B. Corp and was involved with Team Beachbody. Outside of his advisory role, he is a member and owner of an investment company focused on office property in Marshfield, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Hugh J. Hanley, III is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he provides wealth management strategies tailored for individuals, families, and businesses. Hugh’s work centers on guiding clients through various aspects of their financial lives, with an emphasis on professional money management, retirement planning, and estate planning services. Hugh began his career in the financial services industry in 2007 and has been with Merrill Lynch since 2010. He holds a Bachelor’s degree in Business Administration and Finance from the College of Charleston. His professional designations include Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Growing up in the Baltimore area, Hugh attended Loyola Blakefield in Towson and remains connected to his community. His client focus areas encompass education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization, among others. Outside of work, Hugh’s interests include baseball, golfing, hiking, ice hockey, reading, running—including running marathons—tennis, and spending time with his family.

Aaron Polun is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Grove Point Advisors LLC and Equitable Advisors. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

John Hoffman is a financial advisor at OSAIC with 50 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining OSAIC in 2018, he worked for Signator Investors, Inc. for 21 years and currently operates Smith & Hoffman Financial Associates, focusing on investment advisory and fixed insurance products. OSAIC Wealth, Inc. serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliates. The firm offers integrated advisory and brokerage services, employing asset-allocation tools, risk-tolerance assessments, and access to third-party managers to construct portfolios across various asset classes.

Kaela Iciek is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both 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 uses structured planning tools and market simulations as part of its financial planning process.

Alison Roddy is a Series 66 licensed advisor with Merrill in Hunt Valley, MD, and has seven years of industry experience. She has worked at Bank of America and Merrill since 2019, with prior roles at TD Ameritrade, NewDay USA, and Mary Kay Inc. from 2016 to 2018. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader financial services platform.

Charles Stamm is a financial advisor at MassMutual Investors Services with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at MML Investors Services Inc and MassMutual Life Insurance Company since 2010. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning relationships.

Daniel Chilcoat is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in property management through 1331 Property, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining advisory programs with brokerage and insurance product sales through its integrated platform.

Thomas Johnson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes multiple roles within Wells Fargo entities since 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Brenda Fried is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, she was involved with Harbor Bay Properties, LLC, where she participated in real estate investing and property renovation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment options, and fiduciary services supported by a nationwide network of over 23,700 advisors.

Paul Baader is a financial advisor with Osaic Wealth, Inc. in Hunt Valley, MD, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Company for 13 years. Outside of his advisory role, he is an agent involved in life, health, fixed annuities, disability income insurance, and related insurance products. Osaic Wealth, Inc. serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to various managed account platforms. The firm employs asset allocation tools and automated portfolio rebalancing across multiple investment types and supports legacy programs as well as third-party managed-account solutions.

Nicholas Steier is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for eight years before joining his current firm in 2022. Outside of his role at Wells Fargo, he is involved in two investment-related businesses, STEIER WEALTH MANAGEMENT, LLC and STEIER 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 financial planning and investment services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, with tailored recommendations delivered using Wells Fargo’s research and planning tools.