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.

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.

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.

Kevin Treacy is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding a Series 66 designation and seven years of industry experience. He previously worked at Minnesota Life Insurance Company, Virginia Asset Management, and Securian Financial Services. Outside of his advisory role, Treacy is involved as a fixed insurance agent. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management resources.

Ozgur Karaosmanoglu is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James & Associates since 1993. He serves on the Finance and Investment Committee of the Zeta Psi Fraternity Educational Foundation, contributing to investment portfolio reviews. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

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.

John Buck Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 42 years of industry experience. Prior to joining Raymond James in 2020, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is the owner of Lagniappe Financial Inc., a support company established primarily for administrative purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools to model potential investment outcomes, and supports various advisory programs across a large network of advisors.

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.