Azizat Adalikwu is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked at Primerica Advisors since 2020 and has been affiliated with Primerica Financial Services since 2007. Outside of her advisory role, she owns Exquisite Salon Suite LLC, a business that rents individual salon suites to hair stylists, barbers, and braiders in Bowie, MD. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Victoria Underhill is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019. Prior to that, she was with Risk Management Group, LLC and H. Beck, Inc. Outside of her advisory work, she serves on the Finance Committee as a board member at Mary of Nazareth Catholic School in Darnestown, Maryland. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and estate planning services.

Nancy Sheerin Floros is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC, Wachovia Bank, and Citigroup. 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 employs a large-scale approach with over 14,000 advisors and $671 billion in assets under management, offering brokerage and advisory solutions supported by research and analytics.

Christopher Munno is a Financial Consultant at Fidelity Investments, where he collaborates with clients to create financial plans tailored to their individual goals and aspirations. He focuses on understanding unique client situations to develop personalized approaches and leverages both his local team and Fidelity's extensive resources to provide guidance and service. Christopher has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2024. His experience within the company encompasses various aspects of client relationship management and investment consulting. Outside of his professional work, Christopher's personal interests include baseball, family activities, fitness, football, gardening, and skiing.

Jourdan Smith is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, Jourdan held positions at various organizations including Roadtrip Nation, Keiter CPA, and Lasership Inc. Jourdan attended Chowan University from 2021 to 2025 and worked as a teacher at Dr. Henry A. Wise, Jr High School from 2016 to 2021. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer model.

Shanae Mullings is a financial advisor at Charles Schwab with a Series 66 license and two years of industry experience. She has worked with Charles Schwab Bank and Charles Schwab & Co., Inc., and previously held roles at Westminster Asbury and Magnolia Towers. 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Bryan Lenet is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for five years. He is based in Bethesda, MD. 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 roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jimmy Mcmillian Jr. is a financial advisor with Equitable Advisors in Silver Spring, MD, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Outside of his advisory role, he operates an outside insurance brokerage business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to provide both advisory and brokerage solutions.

Krista Waller is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Equitable Advisors and positions outside the financial industry, such as at McDaniel College and Outback Steakhouse. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services.

Derek Johnson is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors, LLC since 2019, having also worked at Wells Fargo Bank, NA since 2014. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Kuskie is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He has worked with Cantella & Co., Inc. for over 20 years before joining Cambridge in 2022. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a wide range of clients, 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 using a variety of portfolio management and platform options.

Barbara Paige is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining Wells Fargo Advisors in 2024, she worked at Ameriprise and Ameriprise Financial Services from 2013 to 2024. Paige is also the owner of Segora Consulting LLC, a financial advisory practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations.

Deepa Mathur is a financial advisor with Merrill in Columbia, MD, holding a Series 66 designation and nine years of industry experience. She has worked at Merrill since 2016 and at Bank of America, N.A. since 2021. 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.

Alexis Donovan is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Donovan held various positions including roles at Howard County Community College and Mount St. Mary’s University, and was involved in 5 Star Athletics LLC. Equitable Advisors serves a diverse clientele including individuals, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed TAMPs.

Mark Williams Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank, BDS Solutions, and Market Source. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management grounded in modern portfolio theory. The firm’s offerings notably include insurance-related investment options and bank deposit sweep programs.

James Mcneill is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing 26 years of industry experience. He has been with Cambridge since 2015. In addition to his advisory work, Mcneill holds leadership roles as president in local community organizations, including the 4 County Lions Club and the Greater Mount Airy Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to institutional retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a mix of proprietary models and third-party strategies tailored to client objectives.

Agustina Doval is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services, Bonner Kiernan, and Price Benowitz, LLP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved planning tools and research.

Dean Dagnoli is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He previously worked at UBS Financial Services for 15 years. Dean serves as the President and a member of the Board of Directors for the East Longmeadow Education Endowment Fund, which raises money for East Longmeadow Public Schools. Wells Fargo Advisors is a large broker‑dealer and registered investment adviser that offers investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with optional implementation through its brokerage or advisory programs.

Stephen Barto is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he is treasurer of the Bloomfield Lahser High School 50th Reunion Committee. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing if and how to implement them.

Peter Berneburg is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services Inc and Capital One Sharebuilder, Inc. Berneburg also practices financial planning and insurance services through Symmetry Financial Partners. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm provides integrated brokerage, investment advisory services, and access to multiple advisory platforms, utilizing firm-provided asset-allocation tools and third-party managed account solutions.