Brad Davis is a financial advisor with Ameriprise in Owings Mills, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its predecessor firm since 2002. Outside of his advisory role, Davis is active in youth sports coaching, serving as head coach for a 12-and-under football team and coaching a boys’ 7th grade travel basketball team. Ameriprise provides retirement-income planning services targeting clients nearing or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficient strategies to deliver customized recommendations, supported by a centralized retirement-income consulting team.

John Haley is a financial advisor with Ameriprise in Timonium, MD, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-assisted retirement advice, primarily for clients with assets held in Ameriprise Managed Accounts.

Alexa Fleming is a financial advisor at Equitable Advisors with two years of industry experience. She holds Series 63 and Series 66 licenses and is based in Columbia, MD. Prior to joining Equitable Advisors, her work history includes roles in hospitality and library services. 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 through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Jackson Clements is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior roles include positions at RESCO Electronics and The Wine Post. 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 plans, corporations, and charitable organizations.

David Connolly is a CFA® charterholder with 28 years of experience in the financial industry. He has been with Robert W. Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services, utilizing both in-house and third-party managers to implement a range of traditional and non-traditional investment strategies.

Harry Slade IV is a CFP® with 11 years of experience in financial advising. He has worked at Edward Jones for nine years before joining Ameriprise, where he has been since 2023. He serves on the board of directors for Friends of Patapsco Valley State Park. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Zachary Head is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jamie Price is a financial advisor with Ameriprise in Hanover, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on several boards, including as Treasurer and initial board member of Ride Allegheny and President of the Patapsco Ridge Homeowners Association Board of Directors, and participates in local finance and community organizations. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient withdrawal strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Lawrence Gordon is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Grove Point Investments, H. Beck, Inc., and SII Investments, Inc. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Aaron Meisner is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been advising clients for three decades. As a second-generation advisor, he primarily works with families seeking to grow and preserve their assets for a successful and secure retirement. Aaron focuses on a range of client needs, including education planning, family wealth management strategies, legacy planning, retirement income, and socially responsible investing. Throughout his career, Aaron has witnessed clients achieve key life milestones through careful financial planning, such as graduations, the birth of grandchildren, and retirement celebrations. He emphasizes developing personalized financial strategies tailored to each client's long-term goals, working closely one-on-one to create flexible plans that adapt to changing market conditions. Aaron holds a Bachelor's Degree from the University of Maryland College Park and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He participates in the communities he serves through volunteer work. His personal interests include adventure sports such as biking, boating, hiking, rock climbing, skiing, photography, and traveling.

Ryan Davis is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at StoneBridge Advisors and HCPSS before joining OSAIC Wealth, Inc. in 2025. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process focused on model-based asset allocation, portfolio optimization, and use of third-party managers.

Prince Thomas is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he pursues DJing as a hobby, performing at weddings and restaurants on a quarterly basis. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured planning processes and diverse investment capabilities.

Hugh OHern is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been in the financial industry for over 30 years, with extensive experience in wealth planning and investment strategies. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2016 to 2021 and as an Investment Counselor at the same firm from 2014 to 2015. Before joining Fidelity, Hugh worked as an Investment Consultant at T. Rowe Price from 2008 to 2013 and held a role in Financial Sales at Maxim Financial Group from 2005 to 2007. Earlier in his career, he was the Director of Equity Trading at Citigroup from 1993 to 2004. Hugh is committed to assisting clients in selecting wealth strategies that benefit them and their families.

Samuel Burgunder is a financial advisor with J.P. Morgan Securities in Baltimore, MD. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at JPMorgan Chase Bank and Hartree Partners, LP, as well as academic experience at William & Mary. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Zakiyyah Muhammad serves as a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, she works directly with clients to understand their financial situations and introduces them to a range of solutions available through Merrill and Bank of America. Her focus is on empowering clients to take control of their financial lives and select platforms aligned with their current needs. Zakiyyah holds a Personal Investment Advisor (PIA) designation. She earned her Associate's Degree from the Community College of Baltimore County and completed her high school education at Chesapeake High School. Her approach emphasizes helping clients identify what matters most to them and their families to develop strategies aimed at pursuing their financial goals.

David Bush is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates since 2009, following prior roles at Citigroup Global Markets and TD Ameritrade. Outside of his advisory work, he manages a personal rental property. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual engagements and corporate financial planning agreements.

Kreg Keeney is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Raymond James & Associates and Deutsche Bank Securities Inc. since 2008. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, combining tailored financial planning and extensive asset management. The firm utilizes structured planning tools and advisory services supported by its Global Investment Committee.

Eric Ross is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has two years of industry experience and prior service in the U.S. Air Force spanning eight years. Additionally, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies managed by third parties and supports account custody and trade execution through established financial services providers.

David Huya is a financial advisor at Primerica Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2014. Outside of his advisory role, he is a self-employed Tai Chi instructor. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Chris Yum is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase Bank and Northwestern Mutual. Outside of finance, he is a partner in Center of Influence Solution LLC, a social media and digital marketing business. 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 research-driven investment evaluation with a broad range of brokerage and advisory solutions.