Michael Martin is a CFP® with 12 years of industry experience currently serving at Wells Fargo Clearing. His prior roles include positions at PNC Investments, Valic Financial Advisors, and Citizens Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Timothy Buccini is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019. Prior to his advisory career, he was employed at Maryland Live! Casino for seven years. Outside of his advisory role, he is involved in retail sales and trading card buying and selling through small business ventures. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Erin Dauses is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 designation and has worked at various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios across mutual funds, ETFs, and other investment vehicles, and supports registered investment companies and institutional clients through systematic methodologies and oversight controls.

Elijah Place is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. Prior to joining Merrill in 2016, he worked at Global Payments Inc for six years. Outside of his advisory role, he participates in a paid medical study involving periodic eye exams and writes product reviews for a promotional program. 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 a range of individual and institutional clients.

Asriel Marizan is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Marizan is a video game streamer on Twitch. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors using multiple program structures and discretionary authorities.

Steven Nulty is a financial advisor with Wells Fargo Clearing in Baltimore, MD, holding Series 63 and Series 65 designations and 28 years of industry experience. He previously worked at PNC Investments and PNC Bank for eight years. Outside the financial sector, he has been involved in travel services for over 16 years. 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 incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Alecsander Mc Donald is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families achieve financial independence and security by providing personalized guidance and simplifying the financial planning process. Alecsander specializes in areas including college education planning, family wealth management strategies, legacy planning, retirement income, portfolio management services, and tax minimization. With a Bachelor's Degree from Towson University, Alecsander holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He works with investors who prioritize long-term financial goals and recognize the value of disciplined, patient planning supported by skilled advisory. Outside of his professional work, Alecsander enjoys personal interests such as chess, cooking, football, golfing, hunting, music, photography, spending time with his family, and traveling.

Kevin Goodman is a financial advisor at Primerica Advisors with 38 years of industry experience. He has held roles at Primerica Financial Services since 1991 and at Primerica Advisors since 1987. Outside of his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Matheus Carvalho Leme Cavallari is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked for the World Bank Group from 2016 to 2021. Outside of advising, he is involved in managing a residential rental property in Washington, DC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, brokerage, insurance, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Lori Silverthorne is a financial advisor with Charles Schwab, holding Series 66 and Series 63 designations and bringing 21 years of industry experience. Her prior work includes six years at T Rowe Price and earlier roles within Charles Schwab dating back to 2006. 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 a non-discretionary advisory model with access to discretionary separately managed accounts and offers multi-asset portfolios supported by a centralized operational structure.

Leslie Williams is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2019, following six years at Wells Fargo Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Aleksandra Kovalerchik is a financial advisor with RBC Capital Markets in Owings Mills, MD, holding a Series 66 license and with 19 years of industry experience. She has been with RBC Capital Markets since 2008. Kovalerchik serves on the Board of Directors for the local charity Hope Has a New Address, which is affiliated with the Ronald McDonald House Charities of Maryland. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, using tailored strategies implemented through a combination of in-house and third-party investment managers.

Christopher Lebano is a financial advisor with Morgan Stanley in Lutherville, MD, holding the CFP® designation and Series 63 and 66 licenses. He has 12 years of industry experience and previously worked at Bank of America and Merrill before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Elizabeth Sherbert is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009 and holds the Series 66 designation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies tailored to client goals and risk tolerances.

Evan Eidelberg is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2017. Prior to his current roles, he was involved with Solar Covered Parking LLC for one year. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Duval Jr. is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird since 2009. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning, portfolio management, and separately managed account programs, utilizing both in-house and third-party managers across a range of strategies.

David Rivlin is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and was previously with LPL Financial for six years. Rivlin is also a CPA and owner of The Rivlin Group, PC, and serves as chairman and treasurer of The Abraham & Rebecca Heyman Foundation, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through independent Financial Professionals using a range of investment strategies and custody arrangements.

Jason Bukowsky is a financial advisor with Charles Schwab, holding a Series 66 designation and over 22 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2004 and 2005, respectively. Outside of his advisory role, he has a non-investment-related business managing rental properties in Charleston, South Carolina. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs and managed-account services. The firm combines non-discretionary advice with access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Lindsay Foelber is a Series 66-registered financial advisor with RBC Capital Markets in Baltimore, MD, where she has worked since 2017. She has eight years of industry experience, including five years at Donald Mettee Insurance Agency prior to joining RBC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering a wide range of advisory programs and investment management solutions tailored to clients' risk profiles. The firm integrates in-house and third-party managers and provides various portfolio structures and services, supported by RBC’s extensive capital markets capabilities.

Timothy Strasdauskas is a CFP®-certified financial advisor with 40 years of industry experience. He is currently with LPL Financial, where he has worked since 2023, and previously spent 13 years at Cambridge Investment Research Advisors. Outside of advising, he owns a restaurant business in Maryland. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a wide range of advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, and institutional programs supported by various research and technology tools.