Daniel Rooner is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008, previously associated with AXA Advisors LLC during that period. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Christopher Valle is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Olney, MD. He has been with Ameriprise and its related entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Mark Mueller is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and its affiliated investment management firm since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers retirement, tax, estate, business continuation, divorce, and special needs topics, with clients able to combine planning with managed-account services under a consolidated billing option.

Moni Engineer is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, Moni worked at Bank of America and Capital One Bank, accumulating over a decade of experience in financial services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Kristin Rodriguez is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. She has been with Cambridge Investment Research Advisors since 2013 and also serves as president of Andes Financial Group Inc. Additionally, Rodriguez volunteers as a speaker for the National Endowment for Financial Education. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies with both discretionary and non-discretionary investment options.

Victoria Cucina is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, Bank of America, N.A., and PLC Hardware. 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, relying on research and analytics from Wells Fargo Investment Institute and third-party sources.

Winslow Hayward is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked previously at CUNA Brokerage Services, Inc., CUNA Mutual Group, and Axa Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios.

Garrett Cioffi is a Financial Advisor based in Columbia, serving as a trusted partner to business owners, highly-compensated employees, executives, and families seeking personalized wealth management. He works within Merrill Lynch Wealth Management, providing a disciplined, evidence-based approach to financial planning. His practice focuses on comprehensive wealth strategies including investment management, financial planning, trust and estate considerations, tax-efficient wealth strategies, and retirement income. Garrett collaborates with clients' CPAs and estate attorneys to ensure alignment of financial strategies with overall objectives. He assists clients in areas such as education planning, executive compensation, family wealth management, legacy planning, portfolio management, small business strategies, special needs planning, and tax minimization. Garrett holds a Bachelor's Degree from Salisbury University and the Personal Investment Advisor (PIA) designation. He is a member of the Sigma Alpha Epsilon Fraternity. In his free time, Garrett enjoys running, golfing, playing football, reading, and watching movies.

Paul Tronilo is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He brings a focused approach to supporting clients in achieving their financial goals by providing personalized, goals-based advice tailored to individual needs. His areas of expertise include legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. A native of New York, Paul holds a Bachelor's Degree from Queens College and has earned the Personal Investment Advisor (PIA) designation. He communicates fluently in English and Spanish, allowing him to serve a diverse client base effectively. His professional experience is informed by his own family's financial challenges, motivating him to establish a caring and dedicated team to assist clients and their families. Outside of his professional work, Paul is involved in community organizations such as Handcrafting Justice Inc. and the Leukemia & Lymphoma Society. He enjoys a variety of personal interests including basketball, biking, billiards, cooking, football, music, spending time with his family, table tennis, traveling, and watching movies.

Anthony Wykes is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following prior roles at SunTrust Advisory Services and related entities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial and estate planning services, and manages approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery conversations and firm-approved tools, with clients responsible for plan implementation and updates.

Sonya Logan is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Spire Investment Partners, TD Ameritrade, and Scottrade. Outside of finance, she was the owner of a candle-making business, Lydon's Creative Concepts. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm offers a variety of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Jeffrey Adams is a financial advisor with Merrill in North Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Merrill since 1994. Outside of his advisory role, he co-owns and supports a family-run audiology practice in Potomac, Maryland. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Suparna Agarwal is a financial advisor at Morgan Stanley in Potomac, MD, with 16 years of industry experience. She has previously worked at Wells Fargo Bank and HSBC Bank USA. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Charles Hanley IV is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has prior experience at Homeside Financial and The Conafay Group. Outside of his advisory role, Hanley is a partner in Hanley-Hanes LLC, which is involved in house flipping and related investment activities. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Scott Mergner is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of Merryland Investments LLC, a property management business based in Potomac, Maryland. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Benjamin James is a CFP® and holds a Series 66 license with 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005, currently based in Baltimore, MD. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves individuals approaching or in retirement and provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Mainz is a Series 66 registered financial advisor with 12 years of industry experience. He is currently with LPL Enterprise, having joined in 2024, and previously worked at Pruco Securities, LLC for six years. Outside of his advisory role, he is involved with leasing office concierge services in Cockeysville, MD. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through integrated platforms that combine model portfolios, third-party asset management, and insurance products.

Jonathan Wasey is a CFP®-designated financial advisor with 29 years of industry experience, currently affiliated with LPL Financial in Columbia, MD. His career background includes positions at State Employee Credit Union of MD, Truist Investment Services, and Bb&T. 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. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Neeraj Sharma is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016 and Wells Fargo Clearing since 2023. Prior to his financial services career, he worked at Sears from 2015 to 2019. 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 advisory process is IPS-driven and grounded in modern portfolio theory, tailoring solutions to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Leslie Jurado is a financial advisor with LPL Financial in Columbia, MD, holding Series 63 and Series 66 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2021, Jurado worked at Morgan Stanley Private Bank and Morgan Stanley, as well as Wells Fargo Advisors and Wells Fargo Bank. Jurado is also associated with SECU Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and technology-driven investment strategies.