Alexis Donovan is a financial advisor at Equitable Advisors with four years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2022, Donovan worked in various roles including positions related to athletics and academic support at Mount St. Mary’s University and Howard County Community College. Outside of financial advising, Donovan was involved with 5 Star Athletics LLC from 2017 to 2021. Equitable Advisors serves individuals across a broad wealth spectrum, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models to tailor investment solutions, with an emphasis on fiduciary services and multiple asset classes.

Mark Williams Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Wells Fargo Bank, BDS Solutions, American Force Coffee Co., Market Source, and State Farm Insurance. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Jonathan Rimmington is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Virginia, Inova, InstaCart, Uber, and other organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as fund advisory and model portfolios.

James Mcneill is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2015, following 14 years at Lincoln Investment. Outside of his advisory role, he is active in community leadership, serving as president of the 4 County Lions Club and as a board member and president of the Greater Mount Airy Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies alongside access to third-party advisers.

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 at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, he is the treasurer of the Bloomfield Lahser High School 50th Reunion Committee. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering a broad range of planning areas including retirement, education, and niche services such as business-owner transition and special-needs planning.

Peter Berneburg is a CFP® professional with 30 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services and Capital One affiliates, as well as ShareBuilder 401K. He also works as a wealth advisor and financial planner at Symmetry Financial Partners on an outside basis. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering comprehensive financial planning and a variety of advisory and brokerage services. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and a range of managed account programs.

Aaron Scissors is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022 and Morgan Stanley Smith Barney LLC since 2021. Prior to his advisory roles, he was employed at the University of Maryland from 2012 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Scott Sweitzer is a financial advisor with LPL Financial in Bethesda, MD. He holds a Series 65 designation and has experience in legal and settlement services through prior roles at Prime Settlement, Inc. and his own law practice, Scott T. Sweitzer Esq. PC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory services, including financial planning and access to third-party asset management, supported by extensive operational tools and a wide network of investment adviser representatives.

Celina Abouzeid is a Series 66 licensed advisor with Merrill in Columbia, MD, where she has worked since 2008, totaling 18 years at the firm and 3 years as a financial advisor. She is a co-owner of a rental property with her husband. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ana Cortez Molina is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses. She has experience working at Wells Fargo Bank and Advance Auto Parts, among other roles, with a total industry experience of less than one year. Molina has also been involved in work at Auroras Hair Design and the Pittsburg Institute of Aeronautics. 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.

William Barrett is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has worked with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and economic modeling in its financial planning process.

Tambria Thacker is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. Her work history includes long-term roles at Primerica Financial Services and PFS Investments Inc., as well as a brief tenure at Oasis Plus Social Services, Inc. Outside of advisory activities, she is an owner of T. Thacker & Associates and also works as an Uber driver. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates with a significant scale of advisors, offices, and assets under management.

Adhanom Yohannes is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has extensive experience in the financial services industry, having previously worked as a Financial Advisor at Merrill Lynch in 2020, as a Senior Financial Consultant at TIAA from 2008 to 2020, as an Individual Consultant at TIAA from 2006 to 2008, and as a Financial Representative at First Investors from 2005 to 2006. He holds a California Insurance License, enabling him to provide comprehensive financial planning and insurance services to his clients. Adhanom focuses on creating personalized financial plans that align with his clients' priorities, utilizing resources at Fidelity to help grow and protect their assets while fostering long-term relationships based on trust and collaboration. Outside of his professional work, Adhanom enjoys family activities, fitness, outdoor adventures, parenthood, photography, and soccer.

Robert Boies is a financial advisor with Charles Schwab in Bethesda, MD, holding Series 63 and Series 66 licenses and four years of industry experience. His previous roles include positions at Charles Schwab Bank and the University of Maryland-Smith Business School. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering clients multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Joseph Hanney is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior work includes eight years at Wells Fargo Clearing and a year at Quick & Reilly, Inc. He is also involved with HANNEY GP, LLC, a private entity engaged in investment-related activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized offerings such as business-owner transition and sports and entertainment planning. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, delivering planning engagements that are generally discrete and customized to client needs.

Elmer Garcia is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work history includes positions at Bank of America, Weis Markets, PetSmart, and Silver Diner. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Robert Hill III is a financial advisor with Stifel, holding a Series 66 designation and 15 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2014 and previously spent three years at Morgan Stanley. Outside of his advisory role, he is the president and sole member of Exaireo Capital Funding LLC and operates an art business, Two Palms and a Hammock Studios, selling original artwork. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

Tyler Thomas is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has experience working in various roles including at Macky's Grill and in educational settings such as Salisbury University and AACPS. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of proprietary and third-party advisory models and investment options.