Matthew Davis is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Olney, MD, and has 26 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, NA. He is a majority owner and active in operations at Davis Wealth Management, LLC. 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 including retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels.

Claire Volke is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has worked with The Meakem Group since 2020. Prior to her advisory roles, she was employed at several organizations including VIPKid and SMS Law Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses risk profiling and analytical tools to tailor recommendations and supports advisory programs and institutional portfolio management through a large advisor network.

Norris Brodsky is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He is currently with LPL Enterprise and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Brodsky serves on the board of the Baltimore Estates Planning Council. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance and lending products.

Allison McCarty is a CFP® with 19 years of industry experience, currently advising at Cetera in Rockville, MD. Her prior roles include positions at Minnesota Life, Securian Financial Services, and Financial Advantage Associates. She also teaches a retirement planning class at Montgomery College’s Lifelong Learning Institute. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and oversees more than $256 billion in assets.

Joshua Remmele is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior work experience across multiple sectors including film production and advertising. His background includes roles at firms such as Apogee Financial and various media and creative companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with distinctive activities such as commodity pool operation and advisory services to registered investment companies.

Kristina Hanniford is a financial advisor at Wells Fargo Advisors with three years of industry experience. She previously worked at Merrill and SunTrust Bank. She has a Series 66 designation. Outside of her advisory role, she has a rental property business co-owned with her spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services, and integrates advisory services with other financial products and referral channels.

Morgan Hatten is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of his advisory work, Hatten is the founder and president of Love Inspires Friendship and Triumph Corporation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools to support client goals.

Teresa Woolery is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Richard Leishman is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for 11 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries.

Joanne Jaeger is a financial advisor at Edelman Financial Engines with seven years of industry experience. She holds a Series 65 designation and has previously worked at PNC Financial Services Group Inc and Howard County Public Schools. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Joel Ferman Hernandez is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. He has been with Wells Fargo Clearing since 2026 and previously worked at Wells Fargo Bank, nA, the Law Office of Jennifer M. Alonso, and held various roles in retail and education. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Vincent Marsh is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Columbia, MD. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute and third-party sources to evaluate investment options.

Thai Nguyen is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Christopher Venit is a CFP® with 19 years of industry experience, currently advising at Wells Fargo Advisors since 2026. He held prior roles at Wells Fargo Clearing from 2016 to 2026 and at Wells Fargo Advisors LLC from 2009 to 2016. His other business activities include co-owning a rental property in Lakewood, Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm provides a broad range of financial planning services and integrates advisory recommendations with various financial products and referral channels.

Leonard Lupica II is a Series 66-licensed financial advisor with Ameriprise in Clarksburg, MD, and has 21 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. Outside of advising, he owns a business managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to develop tailored written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Fidel Carreon is a Series 66 licensed financial advisor with LPL Financial in Rockville, MD, where he has worked since 2009. He has 25 years of industry experience. In addition to his advisory role, he operates Fidel Carreon Accounting Services, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research and model portfolios, with both discretionary and non-discretionary management options.

John Stokes is a financial advisor at Merrill with a Series 66 credential and approximately one year of industry experience. His prior work history includes roles at Bankers Life & Casualty Co. and Morgan State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elijah Rojas is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at General Dynamics and Loyola Marymount University. In addition to his advisory role, he works as an independent contractor specializing in security training. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and niche areas such as business-owner transition and special-needs planning.

Jared Plushnick is a CFP® with four years of industry experience, currently serving at Wells Fargo Clearing since 2021. Prior to his financial advisory role, he worked in broadcast journalism at WKRN-TV News 2 ABC and KVUE-TV ABC from 2014 to 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment menus.

Graham Taft is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Taft Group. He joined Merrill in 2024 after four years of experience in Financial Services Risk Management advisory consulting at Ernst & Young. Graham holds his Series 7 and Series 66 FINRA registrations, as well as professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Graham and the Taft Group focus on helping clients simplify and organize their financial lives through a highly customized service that begins with a Personal Wealth Analysis, a holistic wealth management tool designed to address all aspects of a client's finances. His client focus areas include college education planning, executive compensation, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, portfolio management, and retirement income. He incorporates financial planning customized to each client's goals, risk tolerance, time horizon, and life circumstances. Graham holds a Bachelor of Science in Finance from the Pennsylvania State University, Smeal College of Business. Outside of his professional work, he enjoys camping, football, golfing, hiking, music, reading, soccer, and spending time with his family.