Connor Vogelsang is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as six years at Target Corporation. Outside of advising, he is involved in sales of loan products and referrals for home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies delivered by a large network of advisors and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Paul Buck is a financial advisor at Edward Jones in Mt Airy, MD, holding the CFP® and Series 66 designations with 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he has provided consulting services in programming during a professional transition. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Chavis is a financial advisor at Cetera with 25 years of industry experience and a Series 66 designation. He has held roles at Avantax and currently serves as an accounting manager at Daco Construction Corporation and as a trustee of the Seska Peck Ramberg Irrevocable Trust. Chavis also maintains an active legal and accounting practice as an attorney and CPA. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager investment platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Eric Ross is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to his advisory role, he served eight years in the U.S. Air Force. Ross is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, using model-delivery strategies managed by third-party asset managers.

Chris Yum is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo in 2025, he held roles at JPMorgan Chase Bank, J.P. Morgan Securities, Northwestern Mutual, and other firms. He is also a partner in Center of Influence Solution LLC, a social media and digital marketing business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting with approximately $671 billion in assets under management and over 14,000 financial advisors.

William Slade is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFP® certification and the Series 63 license and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Petrich is a financial advisor with Wells Fargo Clearing in Baltimore, MD, holding Series 63, 65, and 66 credentials and 36 years of industry experience. His career includes roles at Wells Fargo Bank NA, TRUIST Advisory Services, and PNC Bank. 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 IPS-driven advisory process incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored plan solutions.

Ronald Murphy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Wells Fargo in 2018. 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 backed by research and analytics from Wells Fargo Investment Institute.

Dennis White is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through roles including Investment Consultant, Planning Consultant, and Investment Solutions Representative. Prior to joining Fidelity, Dennis worked at AXA Advisors as a Financial Consultant from 2018 to 2019. In his role, Dennis focuses on partnering with clients to co-create financial plans, aiming to develop strategies that instill confidence and provide peace of mind. He strives to ensure clients feel heard and understood throughout the financial planning process. Outside of his professional life, Dennis enjoys activities such as camping, skiing, traveling, exploring food, listening to music, and engaging in parenthood.

Benjamin Garland is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo, he worked at Jackson House Restaurant and held positions at the University of Delaware and Appoquinimink School District. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving plan sponsors with tailored investment solutions and fiduciary oversight.

Scott Culiner is a CFP® designated financial advisor with 38 years of industry experience. He has been with Osaic since 2018 and previously worked at Signator Investors, Inc. for 31 years. He is also a licensed Notary Public in the state of Maryland. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Olabisi Akinrimisi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. from 2012 to 2016. Additionally, she has a long tenure with Wells Fargo Bank NA dating back to 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of advisory services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s process is IPS-driven and incorporates modern portfolio theory, with options for discretionary plan-level investment management and a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Carl Walker Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and several real estate and benefits firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics from Wells Fargo Investment Institute and third-party databases in its investment approach.

Carlos Fonseca Rodriguez is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. He has worked at Merrill and Bank of America, N.A., as well as several other companies including Cava and BurgerFi. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Terlinsky is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2014 and holds Series 63 and Series 66 credentials. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andriel Matthews is a financial advisor with Primerica Advisors in Ellicott City, MD, holding Series 65 and Series 63 credentials and 27 years of industry experience. Matthews has been with Primerica Advisors since 1997 and Primerica Financial Services since 1995. Outside of advisory work, Matthews is involved in the sales of loan products, home security and automation referrals, and owns Matthews Monarchies & Associates, Inc., an entity established for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate clients, and charitable organizations. The firm employs model-driven strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Stefen Blount is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Wells Fargo Clearing and has held prior roles at Bank of America, Merrill, and Facet Wealth. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related products and bank deposit sweep options.

Brandon Hepburn is a financial advisor with J.P. Morgan Securities in Baltimore, MD, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes positions at Santander Securities and PNC Bank. Outside of his advisory role, he co-owns Pro Experience, LLC, a business focusing on web design and fitness and nutrition coaching. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers customized performance reporting through its Institutional Consulting Services program.

Sean Rippen is a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since joining the firm in 2006. He is a qualified Portfolio Manager who provides clients with tailored wealth management plans designed to achieve their long-term financial objectives. Sean builds and manages personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Through Merrill's Investment Advisory Program, he manages client strategies on a discretionary basis. Sean holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™. He also holds FINRA Series 7, 66, and 31 securities registrations and a State of Maryland insurance license. Sean earned a Bachelor of Arts degree in Economics from the University of Maryland's Scholars Program in College Park. His client focus areas include college education planning, executive compensation, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Outside of his professional pursuits, Sean enjoys playing piano and guitar, physical fitness, golf, woodworking, and spending time with his family. He resides in Brookeville, Maryland, with his wife Christine and their two sons, Beau and Austin.

Ariel Popel is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.