Steven Bonavita is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and sports & entertainment planning.

Joseph Rahall IV is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2018, following a prior role at SunTrust Advisory Services from 2016 to 2018. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. 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 databases.

Shuyuan Wang is a financial advisor at J.P. Morgan Securities with four years of industry experience. Wang holds Series 63 and Series 66 designations and has previously worked at Wells Fargo, HSBC Securities, and HSBC Bank USA. Outside of finance, Wang is involved with Vanness Nails and Spa, LLC through entrepreneurial activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence. The firm incorporates an ESG eligibility framework and offers a range of approved funds and strategies through its Institutional Consulting Services program.

Emanuel Athanasakis is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial and various positions outside finance, including operating Manny and Olga’s Pizza. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

David Bolten is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Lavonne Patterson is a financial advisor at Edelman Financial Engines with seven years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. Patterson’s career also includes six years at Comcast. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Josue Marciano is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Woodbury Financial Services and Capital One Bank. Outside of his advisory role, he owns Marciano Wealth Management LLC, a non-investment-related business. 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 a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Yomaris Pichardo Gonzalez is a financial advisor with Merrill who holds a Series 66 designation and has four years of industry experience. Prior to Merrill, Yomaris worked at Bank of America and has held positions at the University of Maryland, Rockville Eye Center, and Montgomery College. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Joseph Hayden is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and in admissions at St. Mary's College of Maryland. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm tailors investment plans using proprietary research and model-based asset allocations.

Sean Lydon is a financial advisor at Cetera with 15 years of industry experience. He holds the PFS™ and Series 66 credentials. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and 1ST Global Advisors, and he is a partner at the CPA firm Lydon Fetterolf Corydon, where he has provided accounting and tax services since 2001. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management strategies and program options, supported by a large nationwide network of advisors and over $256 billion in assets under management.

Mark Sauder is a Wealth Management Advisor and First Vice President with Merrill Lynch Wealth Management in Columbia, Maryland. He has over 20 years of experience in the financial industry, focusing his practice on providing advanced planning services for entrepreneurs and business owners. His expertise includes working closely with clients' tax and legal advisors to alleviate risk, execute tax strategies, and organize trust and estate structures. Mark offers a variety of services, including access to Bank of America cash management, lending, trust and estate services, retirement planning, investment strategies, and succession planning. His approach helps clients manage daily business cash flow needs, protect their companies and employees, and plan for wealth transfer and business succession. He is a Personal Investment Advisor (PIA) and a member of several professional organizations, including the Baltimore Estate Planning Council, Exit Planning Exchange, Howard County Estate Planning Council, Maryland Association Corporate Growth, and Maryland Association of Certified Public Accountants. He holds a bachelor's degree from Indiana University of Pennsylvania and attended the Milton Hershey School. Outside of his professional work, Mark has personal interests in cooking, golfing, and reading. His philosophy emphasizes connecting life and finances to carve a clear path forward for clients pursuing their goals.

Craigory Brown Jr. is a financial advisor with Edward Jones in Takoma Park, MD, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Automotive Management Services, Inc. and the U.S. Department of State. He serves as president of the US Naval Academy South Florida Parents Club, an unpaid volunteer position within the network of parent organizations affiliated with the US Naval Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs. The firm is notable for its large advisor network, diverse service offerings including discretionary and non-discretionary strategies, and affiliated capabilities such as a trust company and proprietary mutual funds.

Ariana Faghani is a financial advisor at Ameriprise with a Series 66 credential. She has been with Ameriprise since 2023 and has a varied background including work with Mary Noone - Nice Girls Ink and experience at the University of Maryland, College Park. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored advice through a centralized consulting team.

Russell Staley is a financial advisor with Equitable Advisors in Glenelg, MD, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a cash solicitor for Cornerstone Advisory LLP and is a notary public in Maryland. 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 LPL programs and a variety of third-party asset managers. The firm uses a hybrid referral and implementation approach and offers both advisory and brokerage/insurance channels to implement client recommendations.

Alessandra Rosa Tassara is a financial advisor at Fidelity with Series 65 and Series 63 licenses and two years of industry experience. She has held positions at multiple firms including MassMutual Life Insurance Co and National Life. Outside of her advisory role, she supervises Airbnb rental properties through her other business activities. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

John Miller is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2014. He is also a co-founder of Ascent Wealth Strategies Group, LLC, and manages beehives at Light of the Capital at Woodbyrne Farm in Germantown, MD. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals utilizing a range of portfolio management strategies and platform arrangements.

Vincent Parrett is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for seven years before joining Wells Fargo in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a comprehensive range of financial planning services, including specialty areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to develop tailored recommendations.

Charles Burguieres is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. Outside of his advisory work, he is involved in property and casualty financial planning through Platinum Point Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, and access to third-party asset management, combining advisory programs with brokerage and insurance product sales through an integrated platform.

Megan Breneman is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 designations and has 23 years of industry experience. She has been with 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.

Yeena Liu is a financial advisor at Morgan Stanley with 24 years of industry experience. She has held positions at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Liu holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.