Barbara Paige is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining Wells Fargo Advisors in 2024, she worked at Ameriprise and Ameriprise Financial Services from 2013 to 2024. Paige is also the owner of Segora Consulting LLC, a financial advisory practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations.

Deepa Mathur is a Series 66-registered financial advisor with Merrill, based in Columbia, MD, with nine years of industry experience. She has been with Merrill since 2016 and has also worked at Bank of America, N.A. since 2021. 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 including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates investment management with Bank of America’s broader financial platform, providing access to a wide range of products and services.

Lynette Russell is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. Her background includes roles at Edward Jones, Northwestern Mutual, and Prudential-related firms, as well as entrepreneurial experience running Lynette Russell, LLC/Optimize Payroll Solutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning covering a wide range of topics, delivered either as one-time or ongoing engagements, with separate managed-account options available.

Alexis Donovan is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Donovan held various positions including roles at Howard County Community College and Mount St. Mary’s University, and was involved in 5 Star Athletics LLC. Equitable Advisors serves a diverse clientele including individuals, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering 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, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed TAMPs.

Mark Williams Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank, BDS Solutions, and Market Source. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management grounded in modern portfolio theory. The firm’s offerings notably include insurance-related investment options and bank deposit sweep programs.

Agustina Doval is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services, Bonner Kiernan, and Price Benowitz, LLP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved planning tools and research.

Dean Dagnoli is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He previously worked at UBS Financial Services for 15 years. Dean serves as the President and a member of the Board of Directors for the East Longmeadow Education Endowment Fund, which raises money for East Longmeadow Public Schools. Wells Fargo Advisors is a large broker‑dealer and registered investment adviser that offers investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with optional implementation through its brokerage or advisory programs.

Stephen Barto is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he is treasurer of the Bloomfield Lahser High School 50th Reunion Committee. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing if and how to implement them.

Peter Berneburg is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services Inc and Capital One Sharebuilder, Inc. Berneburg also practices financial planning and insurance services through Symmetry Financial Partners. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm provides integrated brokerage, investment advisory services, and access to multiple advisory platforms, utilizing firm-provided asset-allocation tools and third-party managed account solutions.

Aaron Scissors is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022 and Morgan Stanley Smith Barney LLC since 2021. Prior to his advisory roles, he was employed at the University of Maryland from 2012 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Celina Abouzeid is a Series 66-registered advisor with Merrill, based in Columbia, MD. She has 18 years of experience at Merrill and 2 years of industry experience as a financial advisor. 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 plans, charitable organizations, and corporate fiduciaries.

Ana Cortez Molina is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and no prior industry experience. Her background includes roles outside of finance, such as positions at Advance Auto Parts and Auroras Hair Design. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to guide investment decisions.

Asagai Brevil is a Series 66-licensed financial advisor with Merrill, bringing six years of industry experience including prior work at Wells Fargo Bank. He is based in North Bethesda, MD. Outside of his advisory role, he co-owns rental property ventures with his wife. Merrill provides managed account services to a broad client base, including individuals, high-net-worth clients, and institutional fiduciaries, offering model-based and discretionary investment strategies through its integration with Bank of America’s corporate platform.

Samuel Emery is a financial advisor with LPL Enterprise in Crofton, MD, holding a Series 66 credential and three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Emery has a background in the medical device industry, having held roles at Medtronic, Inc., Invasix, Inc., and Smith and Nephew. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients by providing financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance product sales through an affiliated agency, offering a comprehensive platform to its clients.

Adhanom Yohannes is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has extensive experience in the financial services industry, having previously worked as a Financial Advisor at Merrill Lynch in 2020, as a Senior Financial Consultant at TIAA from 2008 to 2020, as an Individual Consultant at TIAA from 2006 to 2008, and as a Financial Representative at First Investors from 2005 to 2006. He holds a California Insurance License, enabling him to provide comprehensive financial planning and insurance services to his clients. Adhanom focuses on creating personalized financial plans that align with his clients' priorities, utilizing resources at Fidelity to help grow and protect their assets while fostering long-term relationships based on trust and collaboration. Outside of his professional work, Adhanom enjoys family activities, fitness, outdoor adventures, parenthood, photography, and soccer.

Robert Boies is a financial advisor with Charles Schwab in Bethesda, MD, holding Series 63 and Series 66 licenses and four years of industry experience. His previous roles include positions at Charles Schwab Bank and the University of Maryland-Smith Business School. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering clients multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Joseph Hanney is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Hanney also owns a majority interest in HANNEY GP, LLC, a business formed to sell a minority stake to 72 Growth Partners LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with planning engagements typically structured as discrete projects covering diverse areas such as retirement, education, and business-owner transition planning.

Thomas Hagigh is a Certified Financial Planner (CFP®) with 31 years of industry experience, currently serving at LPL Financial since 2023. His prior roles include positions at Janney Montgomery Scott and Wells Fargo Advisors. He also works as an agent selling fixed annuity insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Elmer Garcia is a financial advisor at Merrill based in Beltsville, MD, holding a Series 66 designation with no prior industry experience. His work history includes roles at Merrill, Bank of America, Weis Markets, PetSmart, and Silver Diner. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with other Bank of America services, including lending and custody.

Tyler Thomas is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. His prior work includes roles in education and hospitality. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.