Christopher Venit is a CFP® with 19 years of industry experience, currently advising at Wells Fargo Advisors since 2026. He held prior roles at Wells Fargo Clearing from 2016 to 2026 and at Wells Fargo Advisors LLC from 2009 to 2016. His other business activities include co-owning a rental property in Lakewood, Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm provides a broad range of financial planning services and integrates advisory recommendations with various financial products and referral channels.

John Stokes is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill and Bank of America, N.A., he held various roles including positions at Bankers Life & Casualty Co. and consulting and marketing groups. He also has experience in education, having worked at Morgan State University over multiple periods. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries.

Elijah Rojas is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at General Dynamics and Loyola Marymount University. In addition to his advisory role, he works as an independent contractor specializing in security training. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and niche areas such as business-owner transition and special-needs planning.

Jared Plushnick is a CFP® with four years of industry experience, currently serving at Wells Fargo Clearing since 2021. Prior to his financial advisory role, he worked in broadcast journalism at WKRN-TV News 2 ABC and KVUE-TV ABC from 2014 to 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment menus.

Graham Taft is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Taft Group. He joined Merrill in 2024 after four years of experience in Financial Services Risk Management advisory consulting at Ernst & Young. Graham holds his Series 7 and Series 66 FINRA registrations, as well as professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Graham and the Taft Group focus on helping clients simplify and organize their financial lives through a highly customized service that begins with a Personal Wealth Analysis, a holistic wealth management tool designed to address all aspects of a client's finances. His client focus areas include college education planning, executive compensation, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, portfolio management, and retirement income. He incorporates financial planning customized to each client's goals, risk tolerance, time horizon, and life circumstances. Graham holds a Bachelor of Science in Finance from the Pennsylvania State University, Smeal College of Business. Outside of his professional work, he enjoys camping, football, golfing, hiking, music, reading, soccer, and spending time with his family.

Steven Bonavita is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and sports & entertainment planning.

Joseph Rahall IV is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2018, following a prior role at SunTrust Advisory Services from 2016 to 2018. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. 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 databases.

Shuyuan Wang is a financial advisor at J.P. Morgan Securities with four years of industry experience. Wang holds Series 63 and Series 66 designations and has previously worked at Wells Fargo, HSBC Securities, and HSBC Bank USA. Outside of finance, Wang is involved with Vanness Nails and Spa, LLC through entrepreneurial activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence. The firm incorporates an ESG eligibility framework and offers a range of approved funds and strategies through its Institutional Consulting Services program.

Emanuel Athanasakis is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial and various positions outside finance, including operating Manny and Olga’s Pizza. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

David Bolten is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Lavonne Patterson is a financial advisor at Edelman Financial Engines with seven years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. Patterson’s career also includes six years at Comcast. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Yomaris Pichardo Gonzalez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America and Merrill since 2021 and has additional experience at the University of Maryland, Rockville Eye Center, and Montgomery College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Ira Turpin Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Summit Financial Group Inc and Summit Brokerage Services Inc for nine years each before joining LPL Financial in 2018. Outside of his advisory work, he is an author and is involved with All The Glory Ministries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Kevin Treacy is a financial advisor with RBC Capital Markets, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Minnesota Life Insurance Company, Virginia Asset Management, and Securian Financial Services Inc. Outside of advising, he is involved in fixed insurance sales as an agent/broker. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors (both non‑HNW and high-net-worth), institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs, providing portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Ozgur Karaosmanoglu is a financial advisor with Raymond James & Associates in Chevy Chase, MD, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James & Associates since 1993. Outside of his advisory role, he serves as a member of the Finance and Investment Committee for the Zeta Psi Fraternity Educational Foundation. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Joseph Hayden is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and in admissions at St. Mary's College of Maryland. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm tailors investment plans using proprietary research and model-based asset allocations.

Mark Sauder is a Wealth Management Advisor and First Vice President with Merrill Lynch Wealth Management in Columbia, Maryland. He has over 20 years of experience in the financial industry, focusing his practice on providing advanced planning services for entrepreneurs and business owners. His expertise includes working closely with clients' tax and legal advisors to alleviate risk, execute tax strategies, and organize trust and estate structures. Mark offers a variety of services, including access to Bank of America cash management, lending, trust and estate services, retirement planning, investment strategies, and succession planning. His approach helps clients manage daily business cash flow needs, protect their companies and employees, and plan for wealth transfer and business succession. He is a Personal Investment Advisor (PIA) and a member of several professional organizations, including the Baltimore Estate Planning Council, Exit Planning Exchange, Howard County Estate Planning Council, Maryland Association Corporate Growth, and Maryland Association of Certified Public Accountants. He holds a bachelor's degree from Indiana University of Pennsylvania and attended the Milton Hershey School. Outside of his professional work, Mark has personal interests in cooking, golfing, and reading. His philosophy emphasizes connecting life and finances to carve a clear path forward for clients pursuing their goals.

Craigory Brown Jr. is a financial advisor with Edward Jones in Takoma Park, MD, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Automotive Management Services, Inc. and the U.S. Department of State. He serves as president of the US Naval Academy South Florida Parents Club, an unpaid volunteer position within the network of parent organizations affiliated with the US Naval Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs. The firm is notable for its large advisor network, diverse service offerings including discretionary and non-discretionary strategies, and affiliated capabilities such as a trust company and proprietary mutual funds.

Ariana Faghani is a financial advisor at Ameriprise with a Series 66 credential. She has been with Ameriprise since 2023 and has a varied background including work with Mary Noone - Nice Girls Ink and experience at the University of Maryland, College Park. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored advice through a centralized consulting team.

Ryan Sboray is a financial advisor with UBS Financial Services, holding a Series 66 designation and totaling 20 years of industry experience. He has been with UBS Financial Services Inc. since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research and advisory solutions.