Nicole Harrison is a CFP® with 16 years of industry experience currently affiliated with Cetera. She has held positions at Minnesota Life and Securian Financial Services Inc., and has been with Financial Advantage since 2009. Harrison serves as a volunteer board member for the Collaborative Project of Maryland. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers.

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.

Paul Sexton is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, Sexton serves as a board member for the Connecticut Bel-Air Pool in Wheaton, MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Thomas Walsh is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, where he has worked since 2014. He has 21 years of industry experience and holds roles as an independent insurance agent and board member for several local community organizations, including the Potomac Community Resources and Old Farm Swim and Paddle Tennis Club. Additionally, he engages in voiceover work and creates promotional items. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement services through a network of independent professionals. The firm offers a range of portfolio management solutions including proprietary models and third-party strategists, with flexibility in discretionary arrangements and platform choices.

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.

Noreen Miyake Char is a financial advisor at LPL Financial with 20 years of industry experience. She holds a Series 65 designation and has worked previously with Maryland Financial Group, Inc. and American Asset Management Group, Inc. 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 financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Adrian Calame is a financial advisor with Edward Jones in Bethesda, MD, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Engineering, Solutions and Products LLC (ESP) from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Eyasu Theodros is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing comprehensive financial strategies tailored to meet the unique needs of individuals, families, and businesses, with a focus on long-term wealth management and financial planning. Eyasu works closely with clients to define their goals and develop portfolio strategies designed to help achieve those objectives, offering ongoing advice and adapting plans as clients' situations change. Eyasu has a decade of experience in the financial industry, having held various roles at different financial institutions. He holds a Bachelor's Degree from George Mason University and a Master of Business Administration from the University of Maryland University College. He is currently pursuing a Certified Financial Planner (CFP) certification from the CFP Board. Additionally, he holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Eyasu enjoys spending time with his wife and three children, including cooking with his children after work.

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.

Ryan Vermeulen is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as a Financial Representative at Fidelity Investments from 2024 to 2025. He began his career with an internship in Business Development at SFG Wealth Management in 2023. In his current position, Ryan collaborates with individuals and their families to develop comprehensive financial plans tailored to their specific goals. His approach focuses on helping clients navigate their financial journeys with confidence. Outside of his professional life, Ryan's personal interests include beach activities, family time, fitness, football, golf, and traveling.

Natnael Bekele is a Financial Advisor with Merrill Lynch Wealth Management, where he serves as a Merrill Financial Solutions Advisor. In this role, he works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. Bekele provides ongoing advice and adjusts portfolio strategies as clients' situations evolve. His expertise includes assisting clients with managing various financial priorities, such as retirement planning, funding education, caring for elderly parents, and preparing for healthcare needs. Bekele holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from The Catholic University of America.

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.

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.

Cole Draper is a financial advisor with LPL Enterprise in Rockville, MD, holding Series 63 and Series 65 credentials and four years of industry experience. His prior experience includes roles at The Prudential Insurance Co. of America, PRUCO Securities, LLC, and McAdam LLC. Outside of advising, he serves as a cofounder and Chief Operating Officer of Velocity Capital Consulting and works as a public notary. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, consulting, and access to model portfolios, combining adviser programs with active sales of financial products and affiliated insurance services.

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.

Grant Furnary is a Senior Financial Advisor at Merrill Lynch Wealth Management, operating out of the North Bethesda, MD office. He works with high net worth individuals and businesses to navigate wealth planning and investment management, focusing on multigenerational strategies built on strong relationships and trust. Grant and his team utilize insights from Merrill and Bank of America banking services to create personalized plans that support clients' desired lifestyles across present and future generations. Grant holds a Bachelor's Degree from Virginia Polytechnic Institute & State University and has earned the Personal Investment Advisor (PIA) designation. He specializes in areas including executive compensation, equity compensation services, family wealth management strategies, and retirement income planning. His approach emphasizes connecting all aspects of a client's financial life to prioritize and pursue meaningful goals. Outside of his professional role, Grant serves as the Chairman of the Board of Directors for the DC Catholic Farming Network, a nonprofit organization serving the Washington DC area. He lives in Washington DC with his wife, their two daughters, and their Golden Retriever. Grant enjoys hiking, biking, traveling, cooking, and spending time with his family.

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.