Alexander Simet is a financial advisor at Wells Fargo Advisors with two years of industry experience. Prior to joining Wells Fargo in 2023, he worked at the University of Maryland from 2019 to 2023. In addition to his financial advisory role, he manages a family-owned restaurant, Il Basilico Trattoria, where he oversees kitchen and serving staff operations. 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, covering areas such as retirement, education, and wealth-transfer planning, supported by proprietary research and planning tools.

David Kuzma is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Cambridge since 2015. Kuzma serves on the board of the Catholic Business Network of Montgomery County and the Maryland chapter of Exit Planning Exchange. He is also an author, educator, and podcast speaker, and owns Blue Chair Publishers, LLC, and Aquilo Accounting & Tax, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a variety of discretionary and non-discretionary investment platforms and proprietary and third-party strategies.

James De Moss III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at J.P. Morgan Chase Bank and previous work in the restaurant and service sectors. He serves in the United States Marine Corps Reserves. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund and strategy recommendations.

Traci Richmond is a financial advisor with Raymond James Financial in Bethesda, MD, holding a Series 66 designation and 20 years of industry experience. Her career includes prior roles at Wells Fargo Clearing and ownership of Women Who Rock LLC from 2016 to 2023. She is also the owner of The Meakem Group, LLC, a non-variable insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools, supporting clients through advisory programs and partnerships such as with the Society for Human Resource Management.

Jeanette Barrett is Vice President and Executive Planning Consultant at Fidelity Investments, where she has worked since 2006. She has held roles of increasing responsibility including Vice President Financial Planning Consultant before her current position. With nineteen years of experience working with high-net-worth families, Jeanette specializes in integrating workplace benefits into comprehensive wealth plans. She prioritizes client engagement and education, ensuring clients understand and participate in the creation of their financial strategies. Jeanette holds an Arkansas Insurance License. Outside of work, she enjoys concerts, family activities, fitness, football, social events with friends, and traveling.

Andrew Gordon is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. His background includes roles in education, nonprofit organizations, and various companies such as DoorDash Inc. and Preply. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives.

Lawrence Raigrodski is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes long-term roles at Avantax, spanning from 1999 to 2025, before joining Cetera in 2025. He is also a CPA and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a variety of portfolio management options, financial planning services, and access to third-party managers.

Juan Guillen is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. His career includes prior roles at Truist Bank, Bank of America, PNC Bank, and Allstate. He also worked with the Apostolic Ministry of Reconciliation for two years. 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 combines research from the Wells Fargo Investment Institute and third parties to support advisor decisions, offering both brokerage and advisory solutions.

Deborah Stotelmyer is a financial advisor with Primerica Advisors in Ellicott City, MD, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with Primerica Financial Services since 1997 and Primerica Advisors since 2021. Outside of her advisory role, Stotelmyer teaches private music lessons and has been involved with the Cumberland Valley School of Music since 1984. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio approaches supported by custody and trade execution services through Pershing.

Hayley Glantz is a financial advisor with Raymond James & Associates in Chevy Chase, MD, holding a Series 66 credential and four years of industry experience. Her work history includes roles at Raymond James Financial Services, Inc., Agency One, and The Capital Grille. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Irene Tata is a financial advisor with Ameriprise in Rockville, MD, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she serves as an agent named in health care directives and as a standby trustee and executor. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Megan Hendricksen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. Her prior work includes roles at Wells Fargo Bank, M&T Bank, and PNC Bank. She is based in Columbia, MD. 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Louis Foran is a financial advisor with RBC Capital Markets in Columbia, MD, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked at RBC Capital Markets since 2009 and concurrently with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Denis Mc Groddy is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade, Inc., and Scottsdale Securities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by centralized custody and operational infrastructure.

Benjamin Goldsmith is a financial advisor with Wells Fargo Clearing based in Columbia, MD, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo Clearing in 2025, he held positions at Bank of America, Merrill, and several other companies. His background includes roles outside finance in the automotive and hospitality sectors. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

So Myong Kim is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, HSBC Securities, HSBC Bank USA, and MB Financial Bank. His current role is based in Bethesda, MD. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Oettinger is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial in Rockville, MD. He has previously worked at Stratos Wealth Partners, Uvest Financial Services Group, and Merrill. Oettinger is a 34% owner of Vintage Insurance Partners and is involved with an insurance agency called Medicare PhD. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Eugene Mc Vey is a financial advisor with LPL Financial and holds a Series 66 designation. He has five years of industry experience, including roles at firms such as Merrill, TD Bank, and MassMutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Herbert Ortega is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and research. The firm offers services both directly and through Corporate Financial Planning agreements with employers, managing approximately $2.74 trillion in client assets.

Patrick Haney is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has previously worked at MML Investors Services, Mass Mutual Life Insurance Company, Kestra Investment Services, Osaic FA, Inc., and The Advisors Group, Inc. Haney also operates The Haney Company, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting a large network of advisors with both discretionary and non-discretionary investment strategies.