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 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Wells Fargo Bank, BDS Solutions, and American Force Coffee Co. 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, utilizing research and analytics to inform investment decisions.

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.

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.

Rebecca Yates is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2017, following 12 years at Kissinger Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party managers.

Ana Cortez Molina is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses. She has experience working at Wells Fargo Bank and Advance Auto Parts, among other roles, with a total industry experience of less than one year. Molina has also been involved in work at Auroras Hair Design and the Pittsburg Institute of Aeronautics. 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.

Justin Policare is a financial advisor at Morgan Stanley in Baltimore, MD, with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates, Merrill, and PNC Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Neil Esterson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and is also involved with The Legacy Group, Inc. as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, delivering services via multiple platform arrangements and proprietary as well as third-party investment strategies.

John Rogers is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Franklin Templeton Financial Services Corp. and Franklin/Templeton Distributors, Inc. He is also involved in running an investment-related DBA, Teller Rogers Wealth Management. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a range of non-advisory financial offerings.

Seth Hammer is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. In addition to his advisory role, he maintains an active CPA practice and teaches at Towson University. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Rashid Afzal is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and bringing 25 years of industry experience. His career includes positions at Citigroup Global Markets, Legg Mason Wood Walker, and Merrill before joining Morgan Stanley Smith Barney in 2009. He serves as a board member for Al Rahmah School, a nursery through middle school in Baltimore. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Kristina Jackson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work history includes positions at Bank of America and PayPal. Outside of her advisory role, she provides guest services for sports facilities and events through a for-profit entity in Baltimore. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Tyler Thomas is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has experience working in various roles including at Macky's Grill and in educational settings such as Salisbury University and AACPS. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of proprietary and third-party advisory models and investment options.

Joseph Juras is a financial advisor with Wells Fargo Clearing in Ellicott City, MD, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He also serves as a trustee for a family trust. 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.