Sean Baker is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Baltimore, MD. His work history includes positions at Morgan Stanley Private Bank and UBS FS. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Dominic Patti is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He collaborates with clients and families to develop financial plans that aim to grow and protect wealth while simplifying their financial journeys. His approach is built on trust and transparency, allowing for tailored strategies that address both short and long-term financial goals. Dominic's professional experience includes multiple roles at Fidelity Investments, starting as a Financial Representative in 2020, advancing to Relationship Manager in 2022, and Investment Consultant in 2023 before assuming his current position. Prior to Fidelity, he worked as a Financial Services Representative at T Rowe Price from 2019 to 2020.

Renee Russell is a financial advisor at Edward Jones in Owings Mills, MD, holding the Series 66 designation with three years of industry experience. Prior to Edward Jones, her work history includes roles at Kennedy Personnel Services, IPS Lynx, MGM Resorts International, and Maryland Live! Casino. Outside of her advisory role, she hosts trivia events on a part-time basis for Charm City Trivia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies and advisory services, including affiliated mutual funds and tax-efficient portfolio management, operating under a fiduciary standard.

Anu Disanayaka is a financial advisor with LPL Financial in Linthicum, MD, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at SECU, Edward Jones, and SunTrust Bank. She is also involved with SECU Financial Partners, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management strategies through its extensive network of investment adviser representatives.

Nicholas Williams is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014, including work at Morgan Stanley Private Bank, National Association since 2015. He is based in Baltimore, MD. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Michael John Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Bank, nA since 2018 and joined Wells Fargo Clearing in 2025. Prior to his financial industry career, he worked at Peak Performance Nutrition Center from 2017 to 2018. 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 provides both brokerage and advisory solutions.

Donte Maith Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His career background includes roles at Bank of America, Merrill, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and third-party databases to support its investment approach.

Daniel Jarrett is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for 28 years and held positions at Prudential/LPL Enterprise LLC and Coppermine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Steven Gonzalez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and one year of industry experience. His prior work experience includes roles at Door Dash, Spirit Halloween, Wells Fargo Bank, and Hoyt's West Nursery Cinemas. 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 employs over 14,000 financial advisors.

Nancy Sheerin Floros is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC, Wachovia Bank, and Citigroup. 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 employs a large-scale approach with over 14,000 advisors and $671 billion in assets under management, offering brokerage and advisory solutions supported by research and analytics.

Bhavik Hukmani is a financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Hukmani serves on the Board of Directors for the North Saint John Pool and Tennis Club and is involved in youth sports coaching, including as a travel head coach for a boys’ soccer team and supporting a scouting organization for older youth. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations through a centralized consulting team.

Jourdan Smith is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. Before joining Equitable Advisors in 2026, Smith held positions at various organizations including Roadtrip Nation, Keiter CPA, and Lasership Inc. Outside of finance, Smith worked in education at Dr. Henry A. Wise, Jr Highschool and attended Chowan University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a mix of proprietary and third-party investment solutions.

Derek Johnson is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors, LLC since 2019, having also worked at Wells Fargo Bank, NA since 2014. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alexis Donovan is a financial advisor at Equitable Advisors with four years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2022, Donovan worked in various roles including positions related to athletics and academic support at Mount St. Mary’s University and Howard County Community College. Outside of financial advising, Donovan was involved with 5 Star Athletics LLC from 2017 to 2021. Equitable Advisors serves individuals across a broad wealth spectrum, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models to tailor investment solutions, with an emphasis on fiduciary services and multiple asset classes.

Mark Williams Jr. is a financial advisor with Wells Fargo Clearing holding Series 65 and Series 63 credentials and three years of industry experience. His work history includes roles at Wells Fargo Bank and other firms, as well as brief engagements with BDS Solutions and American Force Coffee Co. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individuals, corporations, and institutions, managing approximately $671 billion in assets with over 14,000 advisors.

Gregory Bell is a financial advisor with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2009 and serves as a board member of the Jemicy School, an educational institution in Maryland. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Mark Grunder is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with Cetera and serves as a market executive at FNB Wealth Management. His career includes roles at First National Bank of PA, Sandy Springs Bank, and BB&T. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, servicing individual, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services. The firm offers diverse program structures and investment options, managing over $256 billion in assets with more than 10,000 advisors.

Allison Adle is a financial advisor with Equitable Advisors in Timonium, MD, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Equitable Advisors since 2013, previously affiliated with Axa Advisors LLC until 2020. Outside of her advisory role, she has a potential participation in life settlement transactions through Ashar Group. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm utilizes a range of advisory models and third-party asset managers to deliver its services, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jason Piebes is a Series 66 registered financial advisor with Edward Jones, based in Timonium, MD. He has four years of industry experience, including prior roles at Caruso Homes and Berkshire Hathaway Homesale Realty. Outside of his advisory work, he serves as President of both Daybreak Estates HOA and the Trinity Lions PTL, overseeing community governance and volunteer activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 advisors.

Bernard Richards is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and M&T Securities. 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 from Wells Fargo Investment Institute with third-party analytics to support its investment approach.