Large-firm advisors focused on educators, teachers, and academics in Maryland

Hassan Al Kadhimi is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, and TD Bank. He is also involved with NIHFCU Wealth Advisors, a DBA for his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of delivery options supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products.

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Patrick Ferguson is a financial advisor at Intentional, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. In addition to his advisory role, Ferguson is licensed to sell fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plan consulting for businesses and institutions. The firm combines fundamental, technical, and economic analysis in its investment approach and offers due diligence and monitoring of alternative and private investments for qualified investors.

Christina Cunningham is a Series 65 licensed financial advisor at Spire Wealth Management, LLC with six years of experience. She previously worked at Cardinal Wealth Management and First Financial Group, and has a background in education from the University of Dayton and Our Lady of Good Counsel High School. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations, as well as access to separately managed portfolios and wrap programs. The firm incorporates proprietary risk overlays and operates joint ventures to manage model portfolios for its clients.

David Cunningham is a financial advisor with Westbourne Investment Advisors Inc. in Annapolis, MD, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Westbourne Investment Advisors since 2007 and has been with Cunningham Capital Management, LLC since 2012. Westbourne Investment Advisors provides discretionary portfolio management to individuals, trusts, pension plans, and non-profit organizations. The firm employs an equity-oriented, buy-and-hold investment strategy supported by fundamental analysis and technical review, managing approximately $359 million across about 420 accounts.

Arjun Swarup is a financial advisor at TIAA-CREF in Frisco, TX. He holds a Series 66 designation and has recently entered the industry with experience beginning in 2023, including time at Morgan Stanley Wealth Management. Prior to his advisory roles, he completed his studies at NYU College of Arts and Sciences. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm provides both point-in-time planning services and ongoing portfolio management through various managed account options under a fiduciary standard.

Kevin Harper is a CFP® professional with 29 years of industry experience, currently serving at RFG Advisory, LLC since 2015. He has previously worked with Private Client Services and LPL Financial. Outside of his advisory role, he is a co-owner of LHP Capital LLC, where he assists with buying and managing commercial real estate. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm combines active and passive investment strategies across various platforms and acts as a sub-adviser to a multi-ETF suite, offering a range of services including portfolio management, financial planning, and retirement plan consulting.

Rebecka Kennedy is a financial advisor with Edward Jones in Olympia, WA. She holds the Series 66 designation and began her advisory career at Edward Jones in 2024. Prior to joining the firm, she worked in education with North Thurston Public Schools and Corpus Christi Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

Marne De Santis is a financial advisor at Lincoln Investment with 33 years of industry experience. She has held roles at several firms including Rice Financial Products Company, CV Brokerage, Valdes & Moreno, Bluestone Capital Management, and Dautrich Seiler Financial Services. Her credentials include Series 63, Series 65, and Series 66 licenses. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers, offering financial planning, custom and model portfolios, third-party management access, and ERISA retirement plan advice.

Lindsey Egan is a financial advisor at EFS Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including First Republic Securities Company and Cambridge Investment Research. Egan is also the sole owner of Women Who Explore, a community offering outdoor adventures and group travel for women. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a client-centric suitability scoring system to recommend portfolios and offers continuous supervisory management with quarterly performance reviews conducted by an in-house Advisory Committee.

Jeffrey Park is a financial advisor with Merrill, holding a Series 66 credential and seven years of industry experience. He has worked at Merrill in multiple capacities since 2011, with brief stints at JPMorgan Chase Bank and J.P. Morgan Securities in 2022. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs a range of program strategies and manager-constructed portfolios, with oversight from its CIO and platform management, and leverages its affiliation with Bank of America to support trading, lending, and capital markets activities.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years and has entrepreneurial experience with #TagMeBro LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s advisory process includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Willie Myles is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Equitable Advisors since 2016, previously affiliated with Axa Advisors. Outside of his advisory role, he serves as co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.