Paige Wasser is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2014 and is currently associated with Morgan Stanley Private Bank, N.A. Wasser holds power of attorney arrangements related to investment activities. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques to support client strategies without providing individual security recommendations as part of standalone plans.

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.

Tricia Mauck is a Series 66 licensed advisor with Merrill in Baltimore, MD, where she has worked since 1995, accumulating 31 years at the firm and 25 years of industry experience overall. Merrill, together 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.

Ryan Mostoller is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior work includes positions at Bank of America, Chestertown River & Yacht Club, Medling Lucente & Associates, and Washington College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joanna Stout is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2020 and is currently associated with Bank of America, N.A. Outside of finance, her work history includes roles at L'Occitane En Provence. 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.

Joseph Fuggi is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Robert W. Baird since 2009. Fuggi serves as a Finance Committee Member for the nonprofit Mission Helpers of the Sacred Heart, where he reviews budgets, fundraising projects, and evaluates outside money managers. Robert W. Baird & Co.’s DDK Group provides wealth management services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and custody services supported by internal research and ongoing manager monitoring.

Jennifer Vancura is a financial advisor at OSAIC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corp for 15 years before joining OSAIC in 2025. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, offering both brokerage and advisory services across various programs such as comprehensive financial planning and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by advanced risk assessment and rebalancing tools.

Cooper Woest is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes four years at Loyola University Maryland and involvement with the Dulaney Swim Club LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Joel Fink is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets from 2005 to 2009. Fink serves as president of the board for the Jewish Community Services of Baltimore, a nonprofit organization. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers customized financial planning and investment programs supported by a structured planning process and a range of investment and advisory solutions.

Jason Shanty is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and previously worked for 18 years at Lincoln Financial Advisors Corp. Outside of his advisory role, he is an insurance agent offering fixed insurance products such as fixed annuities, indexed annuities, and traditional life insurance. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools, offering a range of advisory and brokerage services through a multi-advisor platform.

Brandon Perzin is a Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2012. He specializes in managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brandon's approach involves personalized financial guidance and goal-based financial plans tailored to each client's unique needs. He emphasizes proactive planning and establishing trusted long-term relationships to help individuals, families, and business owners make confident financial decisions. Brandon holds a Bachelor's Degree in Business Administration with a concentration in Finance from The George Washington University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). These credentials support his expertise in retirement planning and investment advisory services. Outside of his professional work, Brandon enjoys golf, cooking, and rooting for Philadelphia sports teams. He resides in the Canton neighborhood of Baltimore with his French Bulldog, Bogey.

Georgeanne Aist is a financial advisor with LPL Enterprise and holds the Series 63, Series 65, and Series 66 designations. She has 24 years of industry experience with prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, Lincoln Financial Advisors, and several other firms. Outside of her advisory work, she serves as a minister in Charlotte Hall, MD. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, high-net-worth clients, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Kevin Grant is a financial advisor with Merrill in Cockeysville, MD, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Bank of America and JPMorgan Chase Bank. Outside of advisory work, he owns and operates a multimedia and creative content production business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Isabella Thomas is a financial advisor at Merrill with Series 65 and Series 66 licenses and seven years of industry experience. She has been with Merrill since 2018. Outside of her advisory role, she is also employed part-time with Rover, a dog sitting and dog walking service. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Natalie Vicchio is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide advisor network.

Noah Schettini is a CFP® professional at Cetera with eight years of industry experience. His prior roles include positions at Ameriprise, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and PNC Bank NA. Outside of his advisory work, he is also involved as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Annette Quigley is a financial advisor at LPL Enterprise with 27 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Prudential Insurance Company of America, Pruco Securities, Cetera Investment Services, LPL Financial, and Merrill. Quigley is also the business owner of Strategic Wealth Advisors LLC, an entity used for payroll related to her registered sales assistant. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach featuring portfolios developed by LPL’s Research Department and third-party strategists, alongside financial planning and access to various third-party managers and programs.

Kyle Hays is a financial advisor at Osaic with a Series 65 designation and one year of industry experience. Prior to his career in financial services, he was involved in general contracting through A.H. Junior General Contractor LLC for four years and completed five years of full-time education. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach with multiple account management options and is notable for its scale, affiliate network, and recent consolidation activity.

R Williams Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies developed by its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Johnathon Raver is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.