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 industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Grove Point Investments, H. Beck, Federal Navigators, and SSN Advisory among others. She is also an author and volunteers with the National & MD State Society Daughters of the American Revolution. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

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 licensed financial advisor with 21 years of industry experience. He is currently with LPL Enterprise LLC and previously worked at Cambridge Investment Research Advisors and Mass Mutual Investors Services. Outside of his advisory work, Walsh serves on the advisory board of Potomac Community Resources and the board of the Old Farm Swim and Paddle Tennis Club, and he is also active as a voiceover artist and creator of promotional items. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs a model-driven investment approach using portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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 with LPL Financial, holding a Series 65 credential and 20 years of industry experience. Her prior roles include positions at Maryland Financial Group, Inc. and American Asset Management Group, Inc. She is based in Rockville, MD. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing technology tools to support advisors while maintaining a broad scope of non-advisory financial services.

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 brings a decade of experience in the financial industry, having worked in various roles across different financial institutions. His expertise centers on financial planning and wealth management, aiming to help individuals, families, and business owners navigate financial complexities through personalized strategies and informed decisions. Eyasu holds a Bachelor's Degree from George Mason University and a Master of Business Administration from the University of Maryland University College. He is a Personal Investment Advisor (PIA) and is currently pursuing a CFP certification from the CFP Board. Outside of his professional work, Eyasu enjoys spending time with his wife and three children. He often cooks with his children after work.

Chris Yum is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase Bank and Northwestern Mutual. Outside of finance, he is 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 with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research-driven investment evaluation with a broad range of brokerage and advisory solutions.

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.

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.

Kevin Joseph is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2017. His prior experience includes a brief tenure at BDO USA, LLP and a current role with Bank of America, N.A. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

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 at LPL Enterprise with Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and McAdam LLC. Outside of his advisory work, he serves as a public notary and is cofounder and chief operating officer of Velocity Capital Consulting. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors.

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 in Columbia, MD, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. She has been with Wells Fargo Bank NA since 2005 and Wells Fargo Clearing since 2016. 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.

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.