Michael Reese Jr. is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior work includes over three decades at Reese Yeatman & Associates, as well as roles at Centaurus Financial Inc. and Securities America. He is also involved in insurance and employee benefits sales and service through several related business activities. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers via multiple platforms. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios for individual and institutional investors.

Jonathan McAllister is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2010, progressing from Investments Representative to Financial Consultant before his current role. Prior to joining Fidelity, Jonathan worked at T. Rowe Price from 2004 to 2010 in various roles including Assistant Branch Manager, Investor Center Adviser, and Participant Service Center Associate. With 21 years of professional experience, Jonathan focuses on planning and advocating for high-net-worth individuals, families, and businesses. His objective is to provide timely and thoughtful financial planning and guidance to support the growth, development, and protection of wealth. Jonathan holds a California Insurance License.

Nicolas Thornton is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and McAdam LLC, as well as service in the United States Coast Guard. Outside of advisory work, he has been involved with Maine Couch Guy since 2023. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Lionel Ives is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in advising individual investors. He focuses on a value approach to investment management to help clients meet their personal financial goals through personalized wealth management strategies. Lionel holds a Bachelor's Degree from the University of Maryland and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He emphasizes collaboration with clients to develop tailored financial strategies aligned with their long-term objectives. In addition to his professional work, Lionel participates in community activities and volunteers with local organizations. Outside of his advisory role, he enjoys cooking, golfing, and spending time with his family.

Stacy Connor is a financial advisor with Merrill, holding Series 65 and Series 66 credentials and over 23 years of industry experience. She previously worked at LPL Financial, Integrated Financial Planning Services, Raymond James Financial Services, and SunTrust Investment Services. Connor is based in Columbia, MD. 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 individuals, high-net-worth clients, and institutional investors.

James Roble is a CFP® professional with 42 years of industry experience, currently serving at Raymond James & Associates since 2001. He is based in Davidsonville, MD, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Roble serves on the board and finance/investment committee of the Community Dental Center, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Allison Mulhare is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 2018 and previously was employed at Schurman Retail Group from 2013 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Jallah is a financial advisor with LPL Enterprise holding a Series 66 designation. He has recently begun his career in the industry and has prior experience with firms including First Command Brokerage Services, Northwestern Mutual, and Combined Insurance. Outside of his advisory work, he has experience running a café and involvement in entrepreneurial ventures. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory services, and brokerage products through an integrated platform that includes proprietary and third-party investment programs as well as insurance products.

Adam Desimone is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2017, including prior experience at Stone Street Capital. He is currently based in Columbia, MD. 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. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Baroch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is based in Millville, Delaware. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of investment options including insurance-related vehicles and bank deposit sweep programs.

Tigh Eisenberg Rayburn is a financial advisor with Edward Jones in Rockville, MD, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he was self-employed for four years. Outside of finance, he has experience working at the United States Taekwondo Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Matthew Griggs is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been since 2008. He began his financial services career in 2000, bringing over two decades of experience to his role. Matt focuses on liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. He also manages the team's business operations and serves as a relationship manager. Matt earned a Bachelor's Degree in Business Economics from Randolph-Macon College. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. He is involved with the Merrill Charitable Committee in Rockville and has contributed to the training program for new hires in the Greater Maryland PMD region. Outside of his professional work, Matt lives in Kensington, MD with his wife, Megan, and their two children. He enjoys coaching youth sports and spending time with his family.

Holly Mackay is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Cetera since 2024. She previously worked at Lincoln Financial Advisors Corporation for 12 years. Mackay is a member of GAMLAND LLC, a family real estate management business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Anu Disanayaka is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has held positions at SECU, Edward Jones, and SunTrust Bank prior to joining LPL Financial in 2019. 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, financial planning, and retirement consulting through a national network, providing both discretionary and non-discretionary management supported by research and technology solutions.

Zheng Wang is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience. Before joining Morgan Stanley in 2025, Wang worked at Fannie Mae and was a partner at Naz Group LLC for 18 years. Outside of his advisory role, he is a partner in Nazlymov Fencing LLC, a recreational business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs. The firm’s financial planning process employs structured discovery conversations and advanced planning tools, managing approximately $2.74 trillion in client assets.

Jasdeep Grewal is a Financial Consultant currently working at Fidelity Investments, a position held since 2021. Prior to this role, Jasdeep served as an Investment Consultant at Fidelity Investments from 2020 to 2021. Jasdeep's professional experience also includes roles at TD Ameritrade, where they worked as a Financial Consultant from 2019 to 2020 and as a Business Development Specialist from 2018 to 2019. Jasdeep collaborates with individuals and families to create financial plans tailored to their unique needs. The approach begins with forming strong relationships and employs strategic investment decision-making. Jasdeep emphasizes maintaining trust, reliability, and competency in client relationships.

Scott Butera is a CFP® with 28 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2022. Prior to LPL, he held positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Madeleine Scanio is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she was with the Reveille Group and Bank of America, N.A., and has experience at Clark Construction Group and George Washington University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations.

Michael John Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Bank, nA since 2018 and joined Wells Fargo Clearing in 2025. Prior to his financial industry career, he worked at Peak Performance Nutrition Center from 2017 to 2018. 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 provides both brokerage and advisory solutions.

Ritesh Mathur is Vice President and Financial Consultant at Fidelity Investments. In this role, he works closely with clients and his team, leveraging Fidelity's technology and investment platform to support clients' financial goals. He has been with Fidelity Investments since 2016, progressing from Financial Consultant to Vice President, and prior to that, he gained experience at Foresters Financial Services as a Senior Associate and completed an internship at AXA Advisors in 2009. Outside of his professional responsibilities, Ritesh has interests in cars, food, football, pets, reading, and volunteering.