Christopher Petrich is a financial advisor with Wells Fargo Clearing in Baltimore, MD, holding Series 63, 65, and 66 credentials and 36 years of industry experience. His career includes roles at Wells Fargo Bank NA, TRUIST Advisory Services, and PNC Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored plan solutions.

Joseph Arbogast, Sr. is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Dennis White is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through roles including Investment Consultant, Planning Consultant, and Investment Solutions Representative. Prior to joining Fidelity, Dennis worked at AXA Advisors as a Financial Consultant from 2018 to 2019. In his role, Dennis focuses on partnering with clients to co-create financial plans, aiming to develop strategies that instill confidence and provide peace of mind. He strives to ensure clients feel heard and understood throughout the financial planning process. Outside of his professional life, Dennis enjoys activities such as camping, skiing, traveling, exploring food, listening to music, and engaging in parenthood.

Eric Franz is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. He is based in Baltimore, MD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including customized financial planning supported by structured discovery conversations and advanced modeling tools.

Mark Livoti is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Justin Whitcome is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he held positions in construction and government services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Thomas Finney is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Innospec Fuel Specialties and Best Friends Fur Ever. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Owen Motsay is a financial advisor at Ameriprise with a Series 66 credential and just over a year of industry experience. His background includes periods of full-time education and work at Norseman Defense Services, Killarney House, and Eastport Yacht Club. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Catherine Cawood is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at FSC Securities Corporation, Northwestern Mutual Investment Services LLC, and Wells Fargo Advisors. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Benjamin Garland is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo, he worked at Jackson House Restaurant and held positions at the University of Delaware and Appoquinimink School District. 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 based on modern portfolio theory, serving plan sponsors with tailored investment solutions and fiduciary oversight.

Kimberly Berry is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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, incorporating a broader range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Jonathan Davidov is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the boards of several nonprofit and business organizations, including Sinai Hospital, LifeBridge Health, and Chill Ice Cream Solutions. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Olabisi Akinrimisi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. from 2012 to 2016. Additionally, she has a long tenure with Wells Fargo Bank NA dating back to 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of advisory services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s process is IPS-driven and incorporates modern portfolio theory, with options for discretionary plan-level investment management and a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Alisa Napier is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has worked at Ameriprise since 2026 and previously held roles at Raymond James Financial Services Advisors, Inc., Peoples Bank, Merrill Lynch, and State Farm Insurance. Outside of her advisory work, she is the owner and creator of the true crime conversational podcast, Watch For Deer. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Carl Walker Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and several real estate and benefits firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics from Wells Fargo Investment Institute and third-party databases in its investment approach.

Brian Feeley is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Mass Mutual Investors Services, and MetLife Securities. Outside of advising, he manages rental properties as a sole proprietor. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, using a range of tools and third-party solutions to construct diversified portfolios tailored to client needs.

Carlos Vallejo Bustamante is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked previously at Merrill and several other companies across different sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process without individual security recommendations as part of standalone plans.

Carlos Fonseca Rodriguez is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. He has worked at Merrill and Bank of America, N.A., as well as several other companies including Cava and BurgerFi. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Terlinsky is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2014 and holds Series 63 and Series 66 credentials. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andriel Matthews is a financial advisor with Primerica Advisors in Ellicott City, MD, holding Series 65 and Series 63 credentials and 27 years of industry experience. Matthews has been with Primerica Advisors since 1997 and Primerica Financial Services since 1995. Outside of advisory work, Matthews is involved in the sales of loan products, home security and automation referrals, and owns Matthews Monarchies & Associates, Inc., an entity established for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate clients, and charitable organizations. The firm employs model-driven strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.