Carson Henry is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held positions in various fields including technology at Varonis and legislative work with a member of the House of Representatives. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party programs and platforms. The firm utilizes a hybrid referral and implementation model that incorporates both advisory and brokerage channels.

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.

Moshe Burstin is a CFP®-credentialed financial advisor at Wells Fargo Advisors with 24 years of industry experience. He previously worked within various Wells Fargo entities from 2009 to 2026 before joining Wells Fargo Advisors in 2026. Outside of his advisory role, he assists his mother with her financial affairs through a power of attorney arrangement. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm utilizes proprietary research and planning tools to develop customized recommendations while integrating advisory services with various financial products and referral channels.

Byron Hildebrand is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Securities America Advisors and Raymond James Financial Services. Outside of his advisory role, he is a CPA affiliated with Hildebrand, Limparis & Associates, CPAs, PC. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage and investment advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client preferences.

Jonathan Greaney is a financial advisor at Morgan Stanley with seven years of industry experience. His background includes positions at Morgan Stanley Private Bank, T. Rowe Price, and local government roles in Winchester and Gaithersburg, Maryland. He holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and under Corporate Financial Planning agreements.

Jonathan Dannenberg is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Empower Financial Services, RAD Search, and T. Rowe Price/FIS. He is based in Bethesda, MD. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody, supervisory services, and a formal alternative-investment process.

Glen Jackson is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at H. Beck, Inc., Ic Advisory Services Inc., and The Investment Center Inc. In addition to advisory work, he is involved in term and permanent life insurance and disability insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios, third-party subadvisors, and various investment strategies.

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.

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.

Tahsin Faruki is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Wells Fargo, MassMutual, and MetLife. He is also involved with PenFed Credit Union as part of his current engagements. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and technological tools such as machine learning.

Lloyd Iden is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Olujimi Ijandipe is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 65 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Credit Agricole Corporate and Investment Bank and AXA Advisors. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plan, corporate, charitable, and institutional clients, by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, offering both advisory and brokerage solutions.

Franklin Hart III is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at City National Bank since 2018 and RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Blair Fetzer is a financial advisor with Mass Mutual Investors Services in Rockville, MD, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His career includes roles at Mass Mutual Investors Services, MassMutual Life Insurance, Pruco Securities LLC, and New York Life. He also serves as an insurance broker for Erie Insurance Co. MassMutual Investors Services 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, emphasizing collaborative, annual planning engagements that utilize firm-approved analysis tools.

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.

Jeremy Mullaney is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior work includes various roles outside the financial sector, including positions in the food service and beverage industries, as well as a year with Eat the Change. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brian Borish is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 licenses and having two years of experience. He has worked at Morgan Stanley since 2018 and previously spent sixteen years at CitiGroup Global Markets and twenty years with The Gap, Inc. Outside of his financial advisory role, he is employed at The Gap, Inc. in customer service. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery process and offers a broad range of investment and financial planning strategies.

Anthony Nettles is a financial advisor with Mass Mutual Investors Services in Bethesda, MD. He holds Series 65 and Series 63 licenses and began his advisory career in 2025. Prior to entering the financial industry, he worked at the General Services Administration and served in the United States Army. Nettles also has experience as a student and staff member at Georgetown University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

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.

Ashwin Rajan is a financial advisor with LPL Financial in Gaithersburg, MD. He holds a Series 66 designation and has been with LPL Financial since 2025. Prior to joining the firm, he was involved with Outspoke.io and studied at the University of Maryland - College Park. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios, research, and technology-driven approaches.