Theodore Frederick is a financial advisor with Ameriprise based in Ellicott City, MD, holding a Series 66 designation. He joined Ameriprise in 2025 and has prior work experience outside the financial industry, including several years at Starbucks Coffee Company and roles in education. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, delivering customized, research-driven recommendation reports through a centralized consulting team that combines modeling and tax-efficiency analysis.

Danalicia Charles is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and has been in the industry since 2025. Her prior experience includes roles at Wells Fargo Bank, nA, and Hollister and Co. 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 combines research and analytics with a diversified investment approach.

Jason Cohen is a financial advisor with LPL Financial in Rockville, MD, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including prior roles at Stratos Wealth Partners, Ltd and Uvest Financial Services Group, Inc. Cohen is also involved with Medicare Ph.D., an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Margaux Hrab is a CFP® credentialed financial advisor with six years of industry experience. She currently works at Ameriprise and previously held roles at Bank of America, Merrill, and Merrill Edge. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and annual planning advice focused on income sources and tax-aware withdrawal strategies.

Tejasvini Rao is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and five years of industry experience. Prior to Ameriprise, she worked at T Rowe Price and TD Ameritrade. Ameriprise Financial Services is a large institution servicing individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Robert Wheedleton is a financial advisor with Edelman Financial Engines in Ellicott City, MD. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner support and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified model portfolios and long-term investment orientation.

James Kerasiotes is a financial advisor with Ameriprise in Columbia, MD, holding Series 65 and Series 66 credentials and having 29 years of industry experience. He has been with Ameriprise and its affiliates since 1997. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing annual retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Sally Ann Pauw is a Series 66-licensed financial advisor with Merrill in North Bethesda, MD, with four years of industry experience. Prior to joining Merrill in 2021, she worked as an independent consultant and held a position with AKLDP - USAID. Merrill, along 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 institutions.

Stephen Koorey is a financial advisor with LPL Financial in Linthicum, MD, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior roles include positions at Pruco Securities, Prudential Insurance Company of America, Mutual of Omaha, Merrill, and PNC Wealth Management. He is also involved with Tower Federal Credit Union and Tower Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Jeffrey Santos is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill since 2011. His prior experience includes roles at Bank of America, Citigroup Global Markets, and Convergent Wealth Advisors. 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 strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Bailey is a financial advisor at LPL Financial with 33 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Grove Point Investments, LLC, Grove Point Advisors, LLC, Maple Tree Financial, and H. Beck, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alexa Fleming is a financial advisor at Equitable Advisors with two years of industry experience. She holds Series 63 and Series 66 licenses and is based in Columbia, MD. Prior to joining Equitable Advisors, her work history includes roles in hospitality and library services. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Yevgeny Popovich is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party managers.

Jordan Smith is a CFP® professional with eight years of industry experience. He currently works at LPL Financial and was previously with Edward Jones for six years. Outside of his advisory role, Smith is involved in a non-variable insurance activity in Maryland. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Yehudah Fein is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and has prior experience with Contemporary Insurance Services, Inc. and various educational and community organizations. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and extensive resources.

Harry Slade IV is a CFP® with 11 years of experience in financial advising. He has worked at Edward Jones for nine years before joining Ameriprise, where he has been since 2023. He serves on the board of directors for Friends of Patapsco Valley State Park. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Zachary Head is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jamie Price is a financial advisor with Ameriprise in Hanover, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on several boards, including as Treasurer and initial board member of Ride Allegheny and President of the Patapsco Ridge Homeowners Association Board of Directors, and participates in local finance and community organizations. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient withdrawal strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Lauren Birkins is currently serving as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2021. In this role, she leads a team of wealth planners focused on providing a client-centered financial planning experience tailored to individual goals. Lauren emphasizes partnerships, trust, and adherence to the company's Standards of Care to support clients and associates. Her tenure at Fidelity Investments spans over a decade, including roles as Assistant Branch Leader from 2018 to 2021, Financial Consultant from 2012 to 2018, Investment Consultant from 2011 to 2012, Relationship Manager from 2010 to 2011, and Financial Representative from 2007 to 2009. Throughout her career, she has gained extensive experience in wealth management and client relationship development.

Lawrence Gordon is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Grove Point Investments, H. Beck, Inc., and SII Investments, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.