William Slade is a financial advisor with Edward Jones in Elkridge, MD, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Lincoln Financial Group and periods as a student. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices, and manages over $1 trillion in assets under management.

Jonathan Wasey is a CFP®-designated financial advisor with 29 years of industry experience, currently affiliated with LPL Financial in Columbia, MD. His career background includes positions at State Employee Credit Union of MD, Truist Investment Services, and Bb&T. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Neeraj Sharma is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. He has held roles at Wells Fargo Bank, N.A. since 2016 and worked at Sears from 2015 to 2019. 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 supported by research from the Wells Fargo Investment Institute.

Leslie Jurado is a financial advisor with LPL Financial in Columbia, MD, holding Series 63 and Series 66 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2021, Jurado worked at Morgan Stanley Private Bank and Morgan Stanley, as well as Wells Fargo Advisors and Wells Fargo Bank. Jurado is also associated with SECU Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and technology-driven investment strategies.

James Farally is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked with AXA Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s advisory approach includes risk assessment and matching clients to third-party program models or discretionary managers, offering a range of investment options and ERISA fiduciary services.

Rickey Post is a Series 65-licensed financial advisor with nine years of industry experience, currently practicing at Cambridge Investment Research Advisors. His prior experience includes roles at Turning Point Financial, Regulus, LLC, Regal Investment Advisors, Jolles Insurance and Financial, and The Prudential Insurance Company of America. He has involvement with the NCAA since 2012 and previously with the OHSAA. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors—offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm provides both discretionary and non-discretionary investment strategies through multiple platforms and maintains proprietary and unaffiliated model strategies.

Ching Kai Fei is a CFP® with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He has held roles at Raymond James Financial Services Advisors, Woodbury Financial Services, and Charles Schwab, among others. Outside of his advisory work, he is a financial planner at Planwell Financial Planning and a partner at Actaeon Wealth Management. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and investment advisory services, retirement plan consulting, and access to various managed account solutions through a large network of affiliated advisers and multiple platforms.

Gina Harper is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Sooyoung Cho is a financial advisor with Edward Jones in Gaithersburg, MD, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Edward Jones in 2021, Cho worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2013 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Stephen Defeo is a financial advisor with Wells Fargo Clearing in Reisterstown, MD, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a caregiver for his daughter. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach 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.

David Plasse is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, M&T Securities, and SunTrust Advisory Services. In addition to his advisory work, he is involved with Lafayette Credit Union as a Bank Associate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through its affiliation with a municipal advisor.

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.

Brad Baker is a Financial Consultant at Fidelity Investments, where he has worked since 2023 in various roles spanning from Financial Service Representative to his current position. He collaborates closely with clients to understand their financial goals and preferences, aiming to provide clear and purposeful financial planning. Throughout his tenure at Fidelity Investments, Brad has gained experience in financial consulting, planning, and client relationship management. His approach emphasizes simplicity and partnership in the financial planning process, working alongside clients to pursue their objectives. Outside of his professional role, Brad has interests in baseball, football, running, skiing, and traveling.

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 at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2008, previously associated with AXA Advisors LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm offers a range of advisory programs, relying on both proprietary and third-party asset management 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.

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.

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.

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.