Sean Williams is a Certified Financial Planner® with 20 years of industry experience, currently advising at Cambridge Investment Research Advisors since 2016. He is a board member of Redeemer Classical Christian School. Sean also holds a role as a wealth advisor at Sojourn Wealth Advisory LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations, through a broad range of financial planning and investment management services. The firm offers tailored strategies via multiple platform arrangements and provides both proprietary and third-party model solutions.

Kevin Glatz is a Series 66 licensed financial advisor with Merrill in Bel Air, MD, and has 3 years of industry experience. He has been with Merrill since 2005. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angela Shrewsberry is a financial advisor at Raymond James Financial with 10 years of industry experience. She previously worked at Merrill Lynch for five years and Harford County Public Schools for three years. Outside of advising, she holds an associate position at Crescendo Financial Group LLC, focusing on administrative duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and employs analytical tools to support its recommendations, while also maintaining specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Ryan Green is a Series 66 licensed financial advisor with Stifel in Bel Air, MD, where he has worked since 2020. He has five years of industry experience, including prior roles at Concrete General and ATI Physical Therapy. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Michael Clayton is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Harford Financial Group and Cambridge Investment Research Inc. Outside of his advisory roles, he serves as a volunteer committee member at Bethlehem Church in Baltimore, MD. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies across multiple custody platforms.

Bryon Knoble is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for five years before joining Wells Fargo in 2016. Outside of his advisory work, Bryon serves as president of Maryland Resource Network, a local networking and referral group. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Paul Applegate is a financial advisor with Edward Jones in Aberdeen, MD, holding a Series 66 designation and one year of industry experience. He previously worked for the Town of Elkton for 15 years. Outside of advising, he owns and manages a rental property in North East, MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Erik Keller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. Outside of his advisory role, Keller owns Keller Financial Services, LLC, and acts as an expert witness. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals, utilizing a variety of portfolio management approaches and proprietary model strategies.

George Dircks Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior roles include positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. He is based in Bel Air, MD. 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.

Bronwyn Martin is a financial advisor with Ameriprise, holding the ChFC® designation and Series 66 license, and has 26 years of industry experience. She has been with Ameriprise and its related entities since 2005. Martin serves on the boards of several nonprofit organizations, including the National Association of Estate Planners & Councils, Chester County Community Foundation, and the Alzheimer's Association, and holds a real estate license. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing tax-aware withdrawal strategies. The firm's approach integrates proprietary research and third-party data within a structured investment product ecosystem.

Rebecca Stecher is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Faithward Advisors, LLC and American Portfolios Advisors, Inc. Outside of her advisory role, she is involved in a consulting business and holds a managing partner position in a real estate holding company. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate investors. The firm offers a broad range of advisory services and uses multiple platforms and tools to construct portfolios incorporating various asset classes for both discretionary and non-discretionary management.

Tabitha Kiebler is a financial advisor with LPL Financial and holds the Series 66 designation. She has one year of industry experience and has also been employed at M&T Bank since 2016. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

Daniel Leon is the Resident Director and Wealth Management Advisor for The Badger-Leon Group. He guides individuals, associations, and corporations in developing and implementing goals-based customized strategies designed to manage wealth and help achieve their financial goals. Daniel joined Merrill as a Wealth Management Advisor in September 2014 and has held various positions within Bank of America and Merrill since 2004, including leading several banking centers and serving as a Consumer Market Manager. Daniel holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Plan Fiduciary Advisor® (CPFA), and Certified 401(k) Professional (C(k)P®). He earned both his Bachelor's degree in International Business Administration and an MBA from the University of Baltimore. Raised in Caracas, Venezuela, Daniel is fluent in Spanish and resides in Bel Air, MD with his wife and three children. In addition to his professional work, Daniel is actively involved in the community through volunteer work with multiple youth baseball organizations. His client focus areas include retirement planning, family wealth management, investment consulting for defined contribution plans, and philanthropic planning, among others.

Harry Sturgis is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked previously at Vallit Advisors, LLC and Weyrich, Cronin & Sorra. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Mark Miller is a financial advisor with Ameriprise in Bel Air, MD, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, delivering recommendations through a centralized consulting team.

John Lomax is a Series 66-licensed financial advisor at Stifel with 29 years of industry experience, including 19 years at Stifel. He is based in Bel Air, MD. Stifel serves a diverse client base that includes individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services including fee-based financial planning and recommendations of third-party advisers. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Ryan Sapp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation, Morgan Stanley Dw Inc., and Legg Mason Wood Walker. Outside of his advisory work, he serves as a soccer referee in the Hartford/Baltimore County area. 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 programs.

Bryce Harrison is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has eight years of industry experience and has been with Cambridge since 2017. Prior to his advisory career, he spent four years at Botanical Design and seventeen years in full-time education. Harrison is also involved as an independent insurance agent with Harford Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Daniel Robison is a financial advisor with OSAIC holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Stecher Financial Group, Alpha Security Service, and the University of Arizona. He is also involved as an agent in insurance and fixed annuity sales with Sterling Bridge/Triton Brokerage. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and manages portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments on both discretionary and non-discretionary bases.