Vincent Marsh is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Wells Fargo Clearing since 2016, with prior experience at Wachovia Bank, N.A. beginning in 2009. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thai Nguyen is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Truist Investment Services, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from its investment institute with diversification principles and modern portfolio theory in its investment approach.

Christopher Venit is a CFP® professional with 19 years of industry experience, currently affiliated with Wells Fargo Advisors. He has been with Wells Fargo Clearing and Advisors for a combined 11 years. 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 retirement, education, and business-owner transition planning. The firm utilizes proprietary research and planning tools to deliver tailored recommendations, with clients deciding how to implement them through brokerage or advisory programs.

Leonard Lupica II is a Series 66-licensed financial advisor with Ameriprise in Clarksburg, MD, and has 21 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. Outside of advising, he owns a business managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to develop tailored written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Fidel Carreon is a Series 66-credentialed financial advisor with 25 years of industry experience, currently affiliated with LPL Financial since 2009. His prior roles include positions at Mutual Service Corporation, FSC Securities Corporation, and Capitol Wealth Management. In addition to his advisory work, he operates Fidel Carreon Accounting Services, providing tax preparation and planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Stokes is a financial advisor at Merrill with a Series 66 credential and approximately one year of industry experience. His prior work history includes roles at Bankers Life & Casualty Co. and Morgan State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, PNC Wealth Management, Navy Federal Asset Management, Truist Investment Services, Merrill, and Morgan Stanley. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services through a network of advisors. The firm offers a broad range of planning services, including specialized areas like business-owner transition and special-needs analysis, and integrates advisory services with other financial product offerings.

Joseph Rahall IV is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2018. Prior to that, he worked at SunTrust Advisory Services, Truist Investment Services, BB&T Investment Services, and Edward Jones. 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, offering both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Shuyuan Wang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024, Wang worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. and HSBC Securities (USA) Inc. Wang is also involved in a business outside finance, operating Vanness Nails and Spa, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

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 business related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and retirement advice, supported by advanced research and operational tools.

Yomaris Pichardo Gonzalez is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. She has worked within Bank of America and Merrill since 2018 and has held roles at the University of Maryland 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.