Brian Jolles is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and 66 licenses. His prior experience includes roles at Turning Point Financial, Regulus Financial Group, Questar Asset Management, and he has owned Jolles Financial since 1986. Outside of his advisory work, he serves as president of a nonprofit called We Promote Health, Inc., and is a board member of NAIFA. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing multiple platform arrangements and proprietary as well as third-party model strategies tailored to client objectives.

Therese Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at LPL Financial since 2009 and currently provides investment advisory services through Global Retirement Partners, LLC. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by model portfolios and research.

Christopher Mooney is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors LLC, since 2008. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Michael Riley is a CFP®-certified financial advisor with 21 years of industry experience, currently with RBC Capital Markets since 2009. Based in Rockville, MD, he holds a Series 66 license and has been active in the horse breeding and showing business since 2023. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized advisory programs with discretionary and non-discretionary portfolio management through a combination of in-house and third-party investment managers.

Darren Sweeney is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 18 years. Outside of his advisory role, he owns a separate legal entity involved in warehousing and property purchases and is active as an insurance agent offering a range of insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios incorporating various asset types, and supports both discretionary and non-discretionary account management.

Theodore Frederick is a financial advisor with Ameriprise based in Ellicott City, MD, holding a Series 66 designation. He joined Ameriprise in 2025 and has prior work experience outside the financial industry, including several years at Starbucks Coffee Company and roles in education. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, delivering customized, research-driven recommendation reports through a centralized consulting team that combines modeling and tax-efficiency analysis.

Danalicia Charles is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. She has been with Wells Fargo Bank, nA since 2019 and joined Wells Fargo Clearing in 2025. Her prior work experience includes roles outside the financial industry and at the University of the West Indies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by in-depth research and analytics.

Jason Cohen is a CFP® professional with 25 years of experience in financial advising. He is currently with LPL Financial, where he has worked since 2007, and previously spent five years at Stratos Wealth Partners, Ltd. Cohen is also involved in several related business activities, including managing a life and health insurance practice and operating an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios and research from in-house and third-party sources.

Margaux Hrab is a CFP® credentialed financial advisor with six years of industry experience. She currently works at Ameriprise and previously held roles at Bank of America, Merrill, and Merrill Edge. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and annual planning advice focused on income sources and tax-aware withdrawal strategies.

Courtney Raney is a CFP® professional with 13 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, she worked with Wells Fargo Advisors, LLC from 2011 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 options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tejasvini Rao is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and five years of industry experience. Prior to Ameriprise, she worked at T Rowe Price and TD Ameritrade. Ameriprise Financial Services is a large institution servicing individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Pamela Settlage is a CFP® professional with 38 years of industry experience, currently serving at LPL Financial since 2025. Her prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and operating Settlage Associates since 1991. She is also involved in tax preparation and accounting through Settlage & Associates, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

Robert Wheedleton is a financial advisor with Edelman Financial Engines in Ellicott City, MD. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner support and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified model portfolios and long-term investment orientation.

James Kerasiotes is a financial advisor with Ameriprise in Columbia, MD, holding Series 65 and Series 66 credentials and having 29 years of industry experience. He has been with Ameriprise and its affiliates since 1997. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing annual retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Sally Ann Pauw is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2021 and has previously worked as an independent consultant and with AKLDP - USAID. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Stephen Koorey is a financial advisor with LPL Financial based in Linthicum, MD, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Pruco Securities, Prudential Insurance Company of America, Mutual of Omaha, and Merrill. He is also affiliated with Tower Federal Credit Union. 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 offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Brian Bailey is a CFP® professional with 32 years of industry experience, currently serving at LPL Financial. He has worked previously at Grove Point Investments, LLC, Grove Point Advisors, LLC, Maple Tree Financial, and H. Beck, Inc. In addition to his advisory role, he operates Maple Tree Financial Services, Inc. LPL Financial is a national 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 comprehensive financial planning and advisory programs, utilizing a variety of discretionary and non-discretionary management strategies supported by in-house and third-party research.

Alexa Fleming is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Equitable Advisors in 2024, her work history includes roles in various service and hospitality positions as well as at Frostburg State University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model that utilizes external asset managers and offers both advisory and brokerage channels to implement client recommendations.

Yevgeny Popovich is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party managers.

Jordan Smith is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial. Prior to joining LPL Financial, he worked six years at Edward Jones and spent two years with the Urban Teacher Center, Inc. He is based in North Bethesda, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory and financial planning services, utilizing both discretionary and non-discretionary management and providing access to model portfolios, third-party research, and advanced technology solutions.