ADVISOR BIO

Annie Davis is an Investment Advisor Representative at Wells Fargo Advisors Financial Network, LLC with over 17 years of experience in the financial services industry. Annie is registered with FINRA and is licensed to provide investment advice in 21 states. Prior to joining Wells Fargo Advisors Financial Network, LLC, Annie worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Annie holds the Series 7, Series 66 and SIE licenses. Annie also owns 20% of DAVIS WEALTH MANAGEMENT, LLC.

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ADVISOR BIO

Brian Bailey is a financial advisor with over 30 years of experience in the industry. He is a Certified Financial Planner™ and is registered with the state of Maryland as an Investment Advisor Representative. Brian is currently employed with Grove Point Advisors, LLC, and previously worked with Quest Capital Strategies, Inc. and International Money Management Group, Inc. Brian specializes in financial planning, portfolio management, and insurance sales. He is licensed to offer investment advice and insurance products in multiple states.

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ADVISOR BIO

Charles Eugene Rucker Jr. is a financial advisor who has been in the industry since 1993. Charles is currently registered with Osaic Wealth, Inc. as an investment advisor representative and is also registered with the state of Maryland and Virginia. Previously, Charles has been registered with Woodbury Financial Services, Inc., Truist Investment Services, Inc., Capital One Investment Services LLC, Chevy Chase Financial Services, CitiCorp Investment Services, NYLife Securities Inc. and La Jolla Capital Corporation. Charles holds a Series 7, 63, 65, 66, 24 and 39 license and has experience with financial planning, portfolio management, investment advice, and insurance planning. Charles is currently the financial advisor at Capital Harvest Wealth Partners.

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ADVISOR BIO

Germaine Motanga-nelson is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with offices in New York, NY. Germaine Motanga-nelson has been in the financial services industry since April 22, 2018. Germaine Motanga-nelson is registered to provide investment advice in Colorado, Delaware, District of Columbia, Florida, Maryland, New Jersey, New York, Pennsylvania, Texas, Virginia and West Virginia. Germaine Motanga-nelson is registered as a Securities Representative (RA) in Maryland and Texas.

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ADVISOR BIO

Gordon Jay Meltzer is a financial advisor with Cetera Investment Advisers LLC, working from the Olney, Maryland branch office. Gordon has been working in the financial services industry since August 2, 1988, and has a wide range of experience in providing investment advice. Gordon is also a certified public accountant (CPA) and has a background in accounting and tax preparation. Gordon holds the Series 6, Series 7, Series 22 and Series 63 securities licenses. Gordon is registered with the state of Maryland and Virginia. Gordon is committed to providing personalized financial advice to his clients.

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ADVISOR BIO

Ian Harris is a financial advisor with Edward Jones. Ian has been in the financial services industry since 2014 and has a background in investments, financial planning, and portfolio management. Ian is registered with the state of Maryland and is also registered with the state of Texas as a resident advisor. Ian holds the Series 63, Series 65, Series 7, and SIE licenses. Ian is a registered representative of Edward Jones. Ian has experience working with individuals, businesses, and retirement plans. Ian's services include financial planning, portfolio management, and retirement planning.

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ADVISOR BIO

James Huey Webb is a financial professional with over 30 years of experience in the industry. James Webb is currently registered with Capital Financial, LLC in Maryland. He has been registered with Capital Financial since 1991 and previously worked with Ferris, Baker Watts Incorporated, Mid Atlantic Investor Services, Inc. and Dominick & Dominick, Incorporated. James Huey Webb holds the Series 6 and Series 63 licenses.

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ADVISOR BIO

Matthew Davis is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since 2020. Before that, Matthew was with Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2000 to 2020. Matthew specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions. Matthew has a strong track record of success and is committed to providing his clients with personalized financial advice.

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ADVISOR BIO

Meagan Mines Sexton is a financial advisor at Edward Jones, with over 6 years of experience in the financial services industry. Meagan has a Series 66 license, a Series 7 license and the SIE. Meagan is registered in 19 states and the District of Columbia. She is also a Certified Financial Planner. Meagan has a strong background in financial planning and portfolio management, and is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Naj Aftaf is a financial advisor with Osaic Wealth, Inc. Naj has been in the financial industry since 1997. Naj's office is located in Olney, MD. Naj specializes in providing financial planning and investment advice to individuals, corporations, and businesses. Naj is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and investment advisor representative.

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