Timothy Moore is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including ICMA-RC Services, PNC Investments, Morgan Stanley, Allstate Financial Services, Edward Jones, and Capital Group. 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 solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across various product types, performance reporting, participant education, and plan benchmarking.

Richard Horn is a financial advisor with UBS Financial Services in Baltimore, MD, holding the Series 63, 65, and 66 designations and bringing 25 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for Living Classrooms and chairs the investment committee for Healthcare for the Homeless. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial planning and portfolio management supported by proprietary research and capital market assumptions.

Deeybid Juarez Campos is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo since 2023 and has prior experience working at Sweetgreen, Inc. from 2015 to 2024. 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.

James Jaderborg is a financial advisor with Cetera holding the ChFC® designation and Series 66 license, with 16 years of industry experience. He has worked at multiple firms including Elevation View Wealth Partners, LLC, Cetera Wealth Services, LLC, and Securian Financial Services, Inc. Outside of financial advising, he serves on the advisory board of Stop Alzheimers Now and is president of Booking Freedom AI, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with over $256 billion in assets under management.

Thomas Marney Jr. is a financial advisor with Mass Mutual Investors Services in Columbia, MD, holding the ChFC® designation and Series 63 license. He has 46 years of industry experience, including 27 years at Metlife Securities Inc. and over a decade with MassMutual entities. Outside of his advisory role, he is also an insurance broker through his own business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a structured, collaborative approach that emphasizes investment categories and strategies rather than specific product selections.

Denise Rodriguez is a Financial Advisor with Moran & Associates in the Towson, MD office, affiliated with Merrill Lynch Wealth Management. She works primarily with professional women and couples seeking guidance in managing their financial futures. Denise’s clients are often balancing careers and family responsibilities and look for clarity and security in their financial plans as they progress through different life stages. Denise specializes in creating personalized wealth management strategies tailored to each client’s goals, focusing on areas such as college education planning, family wealth management, legacy and philanthropic planning, retirement, tax minimization, and managing new wealth. She begins with a comprehensive wealth plan to understand the purpose of each client’s assets and develops an investment strategy that aligns with their long-term objectives. Denise holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor of Science degree from the University of Florida and participates in the Chesapeake Professional Women's Network. Outside of work, Denise enjoys cooking, reading, traveling, practicing yoga, and spending time with her family.

Olujimi Ijandipe is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 65 and Series 66 credentials. His prior work includes roles at Credit Agricole Corporate and Investment Bank and Merrill. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a mix of proprietary and third-party investment solutions and offers ERISA fiduciary services to qualified plans.

Michael Anselmi Jr. is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. Prior to this, he worked at Morgan Stanley Private Bank, National Association from 2015 to 2019. He also owns and operates Anselmi Investment Advisory, LLC in Ellicott City, MD. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning, with additional niche services for clients meeting certain net-worth thresholds.

Jason Dudderar is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and models developed by its Global Investment Committee.

Timothy Pilarski is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley and its Services Group since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that do not include individual security recommendations as part of the standalone planning program.

Abigail Allen is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Her prior roles include positions at Citigroup Global Markets Inc and Kane Financial, as well as academic and extracurricular activities during her time at SUNY Brockport and Maynooth University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.

Alexander Rotman is a financial advisor at Morgan Stanley with 26 years of industry experience and holds the Series 66 designation. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market analysis.

Chinonye Omoruyi is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, Bank of America, Merrill Lynch, and SunTrust Bank. Outside of her advisory role, she is a recording artist. Wells Fargo Advisors provides investment advisory services and financial planning to individual, corporate, and institutional clients, offering both brokerage and advisory solutions supported by extensive research and a broad product platform.

Michaela Gutmann is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo and Bank of America, including roles at Merrill. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ashley Owens is a financial advisor with J.P. Morgan Securities in Baltimore, MD, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities, Owens worked at Merrill and has held various roles including sales associate for Under Armour. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mary Dispaldo is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and in various roles outside finance including education and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Leilani Moten is a Financial Advisor affiliated with Merrill Lynch Wealth Management, operating as a Merrill Financial Solutions Advisor. In her role, she focuses on understanding clients' individual goals and priorities to develop personalized investment strategies aimed at pursuing their financial objectives. Her services include investment advice as well as access to banking and lending solutions through Bank of America. Her expertise covers a range of financial planning areas such as general investing, retirement planning, and preparing for unexpected expenses. She emphasizes building relationships with clients to provide tailored guidance and support as their financial needs evolve. Leilani holds a Bachelor's Degree from Morgan State University and the Personal Investment Advisor (PIA) designation.

Brad Schwartz is a financial advisor with Ameriprise in Baltimore, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns B Squared Capital, an LLC unrelated to Ameriprise investments. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specified asset criteria. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

James Hodges is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 63 designation and bringing 50 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a variety of strategies and managers to meet client goals and risk tolerances.

Brian Conrad is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Conrad is involved in maritime assistance as an occasional captain for Tow Boat U.S. Annapolis Baltimore/Middle River and holds positions on the Anne Arundel County Ethics Board and Police Accountability Board. He is also the owner of Oakley Aviation, LLC, established for aircraft ownership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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 with a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.