Laura Stohlman is a CFP® professional with 42 years of experience in the financial services industry. She is currently with LPL Financial and has previously worked at firms including Grove Point Investments, H. Beck, and Federal Navigators. Outside of her advisory work, she is an author and volunteers with the National and Maryland State Society Daughters of the American Revolution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Andrew Leimenstoll is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 credential and previously worked at Eaton Vance Management and Eaton Vance Distributors, Inc. for ten years. He serves on the board and investment committee of Ronald McDonald House Charities of Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and various advisory programs, managing approximately $2.74 trillion in client assets.

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.

James Seminara is a financial advisor with Mass Mutual Investors Services in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at METLIFE Securities Inc and MassMutual Life Insurance Company. He is also licensed as an insurance agent focusing on life, health, and long-term care insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software and structured planning processes to deliver written financial recommendations as part of ongoing client relationships.

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.

Dylan Walters is a financial advisor at Ameriprise in Owings Mills, MD with a Series 66 credential. He has less than one year of industry experience. Prior to joining Ameriprise, he held various positions at Brandeis University and the Gilman School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

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 holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

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.

Joan White Mccain is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 38 years of industry experience. She has been with LPL Financial since 2008. Her professional activities include sales of non-variable insurance products such as life, health, disability, long-term care insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by in-house research and third-party subadvisors.

Natalia Cuellar is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2022, also working at Wells Fargo Bank since 2014. Outside of her advisory role, she works as a delivery driver for DoorDash on a part-time basis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Scott Leishear is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory work, he teaches finance courses as an adjunct instructor at the University of Phoenix and Johns Hopkins University and serves as a Little League umpire. 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 a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Tommie Roberson III is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America since 2016. Outside of finance, he manages the wait and kitchen staff at Bobby McKeys Dueling Piano Bar, a business he has been involved with since 2012. 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, and institutional investors.