Robert Stahler Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked with Avantax Advisory Services and Avantax Insurance Agency, and maintains an accounting and tax preparation practice under Robert H. Stahler Jr CPA. His professional activities include serving as a fiduciary appointment trustee. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Terri Meekins is a financial advisor with Thrivent Investment Management in Towson, MD, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of planning topics. The firm allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.

Justin Harrison is a financial professional at Cetera with four years of industry experience. He has worked with several firms, including Securian Capital of the Chesapeake and Minnesota Life Insurance Co. Outside of his advisory role, he is involved with Kinnect Advisors and engages in the sale of fixed insurance products. Cetera Investment Advisers LLC offers services to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides various portfolio management options and financial planning services through a multi-manager platform supported by a large nationwide network of independent advisors.

Bruce Robinson is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 credential and five years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Bank of America, Merrill, Citizens Bank, and the University of the Sciences in Philadelphia. Outside of his advisory role, he works as a Lyft driver on weekends and some weekday evenings. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone plans.

Daniel Higgins is a financial advisor with Edward Jones in Pasadena, MD, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Higgins serves as a lead facilitator at Arundel Christian Church and is a member of the board for Gold Flex Life Sciences, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Michael Fagan is a Financial Advisor based in Baltimore, Maryland, specializing in providing financial guidance to individuals, families, and business owners. He focuses on developing thoughtful, personalized strategies that align investments, planning, and long-term goals, such as retirement and wealth transfer. Michael takes a disciplined approach centered on understanding clients' priorities and guiding decision-making over time. Leveraging the capabilities of Merrill and Bank of America, Michael provides access to a broad platform of services, including investment management, trust services, banking, and lending solutions. He aims to serve as a long-term partner by delivering consistent insight, service, and support as clients' needs evolve. His client focus areas include college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, and tax minimization. Michael holds a Bachelor's Degree from the University of South Carolina and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional role, Michael enjoys boating, fishing, and golfing.

James Mcdonald III is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Equitable Advisors since 2000, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he is involved with MDJ Financial Services Inc. and serves as president of James A McDonald III Financial Services LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models implemented through third-party asset managers and LPL-sponsored programs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Stephen Azar is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with 13 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2018 before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including personalized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

Dimitri Hobbs is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. His prior experience includes roles at Lincoln Financial Advisors, Stifel, Morgan Stanley, and Academy Financial Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management access, retirement advice, and institutional platforms, supporting advisors with research and operational tools.

Jennifer Crouse is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Hooman Hafezisoleyman Zadeh is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2014. 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, and various organizational investors.

Stuart Kessler is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at firms including Securian Capital of the Chesapeake and Minnesota Life Insurance Co. Kessler is a member of the Maryland Alzheimer’s Association in a volunteer capacity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across a variety of program structures.

Tara Martin is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and has worked at Baird since 2021. Prior to her advisory role, she was employed at Koco's Pub and Collins Aerospace. The DDK Group, where Tara is based, is part of Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, tax management, direct indexing, and ongoing manager selection supported by internal research and the use of artificial intelligence.

Stephen Hord is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm’s financial planning process uses structured discovery and firm-approved tools, serving clients through direct engagements and corporate financial planning agreements.

Allison Chamberlain is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2017, following a two-year tenure at Morgan Stanley. Prior to her advisory career, she was affiliated with Salisbury University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Scott Keenan is a financial advisor with Ameriprise in Baltimore, MD, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, Keenan owns and operates a property management business, Keenan Management Group, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Hillel Goldman is a financial advisor with Equitable Advisors in Pikesville, MD, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors since 2011 and previously at Axa Advisors LLC, Ameriprise, and Wells Fargo Advisors. Goldman serves as a board member for the Foundation of the Preservation of Perpetuation of Torah Laws and Customs. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and a variety of investment vehicles without sponsoring its own wrap fee program.

Patrick Mccabe is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Lincoln Financial Advisors, and other firms. Outside the financial sector, he has experience at PrideOne Technologies and Pine Ridge Golf Course. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party asset managers and institutional platforms.

Daniel Goettel is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial objectives and develop strategies tailored to their short-, mid-, and long-term goals. He serves as a resource for a range of financial services including investing, retirement planning, and saving for unexpected expenses. Additionally, he provides clients with access to Bank of America specialists for banking, credit, home financing, and small business solutions. Daniel holds a Personal Investment Advisor (PIA) designation and earned his Bachelor's degree from the University of Maryland. His approach centers on uncovering what matters most to clients and their families to create strategies aimed at pursuing their financial goals.

Samuel Daniels is a financial advisor with Equitable Advisors in Baltimore, MD, holding a Series 66 designation and two years of industry experience. His prior work includes roles at the University of Maryland, Baltimore County and Kona Ice of Annapolis. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and diverse asset-management programs through a network of Investment Adviser Representatives and third-party managers.