Bradley Hartzel is a CFP® and holds a Series 66 designation with 19 years of industry experience. He has been with Edelman Financial Engines since 2025, following prior roles within affiliated firms dating back to 2011. He is based in Ellicott City, MD. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm employs a committee-driven modeling process combined with planner support and online tools, offering both discretionary management and non-discretionary online advice.

Devin Foudos is a financial advisor at Merrill with Series 66 and Series 63 licenses and four years of industry experience. His prior positions include roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Charles Schwab, and Northwestern Mutual. 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 and profit-sharing plans, corporations, and charitable organizations.

Sharon Lewis is a financial advisor at Primerica Advisors with 22 years of industry experience and holds Series 63 and Series 65 credentials. She has worked with Primerica Advisors since 1996 and operates a separate business, Fiscal Pink, LLC, which publishes children’s books. Primerica Advisors is a large firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that relies on model-delivery strategies managed by third-party asset managers, with discretionary separately managed account options and custodial support from Pershing.

Brian Walter is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2019, following eleven years with the Department of Defense. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

William Benassi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial advising career in 1984 and offers expertise in areas including college education planning, equity compensation services, philanthropic planning, retirement income, tax minimization, and wealth management for individuals, small businesses, and nonprofit organizations. Mr. Benassi earned a Bachelor of Arts in Political Science from Roanoke College in 1984 and completed an MBA in International Finance through the University of Hartford’s American MBA in Paris program in 1994. He holds the Personal Investment Advisor (PIA) designation and serves on the Board of Trustees for Notre Dame Preparatory School. Additionally, he is co-chair and co-founder of the Roanoke Men's Lacrosse Legacy Alumni Committee and contributes to the Roanoke College Lacrosse Alumni Legacy Committee. He resides in Towson with his wife, Pilar, and their two children. Mr. Benassi is actively involved in community efforts, including Swim Across America-Baltimore to support cancer research, and volunteers as a coach and executive for various athletic programs.

Ashley Zephir is a CFP® with 21 years of experience in financial advisory. She is currently with Edelman Financial Engines, where she has worked since 2016, including prior roles at Financial Engines Advisors L.L.C. from 2018 onward. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, focusing on diversified model portfolios and long-term strategies.

Brian Penn is a financial advisor at Robert W. Baird & Co. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2009. Penn serves as an Investment Committee Member for Associated Jewish Charities in Baltimore. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a focus on customized strategies using both in-house and third-party managers.

Karen Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Wells Fargo Clearing Services since 2018 and has been with Wells Fargo Bank NA since 2016. 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.

David Baitel is a financial advisor with LPL Financial based in Owings Mills, MD, holding Series 65 and Series 63 credentials and 23 years of industry experience. His prior experience includes roles at Metlife Securities, Massachusetts Mutual Life Insurance Company, M&T Securities, and Prudential-affiliated firms. Outside of his advisory work, he designs and sells dog ramps and operates a jewelry wholesale business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ilghar Samadzadeh is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2025, respectively. Prior to his career in financial services, he held roles at George Washington University, Vaco LLC, and Macy’s. 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.

Joseph Mccann is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He has been with Robert W. Baird & Co. since 2009 and holds Series 63 and Series 65 credentials. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Pratik Bhavsar is a financial advisor with LPL Financial in Ellicott City, MD, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at Northwestern Mutual and PNC Bank, among others. Bhavsar is also a commissioned notary in Ellicott City. 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 a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research resources, and both discretionary and non-discretionary management approaches.

Jason Harris is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Jeremiah Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and beginning his advisory career in 2025. His prior work experience includes roles at Wells Fargo Bank, FedEx, Macy’s, Kohl’s, and several educational institutions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Alan Wolfe is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney for 15 years before joining RBC in 2024. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

Brian Avrunin is a financial advisor with Ameriprise in Columbia, MD, holding a Series 66 designation and 25 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer for the Friends of Scott Berkowitz, MD campaign, managing campaign finance reporting independently of Ameriprise. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary, personalized recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Donna Buchanan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Cambridge Investment Research Advisors since 2007 and is also involved with Benefit Watch, where she serves as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple portfolio management platforms and both proprietary and third-party strategies.

Lauren Novak is a CFP® professional with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her career includes roles at Cambridge Investment Research Inc. and The Financial Consulate. Novak is also involved with The Legacy Group as an agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual and institutional clients through financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers both discretionary and non-discretionary investment strategies across multiple platforms and provides access to proprietary and third-party model strategies.

Jonathan Waligora is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 15 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2010 and joined Morgan Stanley Private Bank, N.A. in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Wylan Jensen is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Harborside Group and has experience in diverse fields including hospitality and retail. He was also involved with Great Frogs Winery and Papa Johns. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, including registered investment companies, and employs systematic methodologies and long-term asset allocation benchmarks.