Joseph Cover is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and experience in the hospitality sector, including positions at Nacho Mamas and Bill's Seafood & Catering. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Linda Bell is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services before joining Morgan Stanley and its Private Bank in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and Estate Planning Strategies Groups.

Allison Duvall is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and with six years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Stephanie Cassedy is a financial advisor with Osaic who holds a Series 66 designation and has 16 years of industry experience. She previously worked at Lincoln Financial Securities for 17 years before joining Osaic in 2025. Cassedy also operates a sole proprietorship offering traditional life insurance products, including equity-indexed and fixed annuities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and risk-assessment tools to construct portfolios across a broad range of investment vehicles, managed on discretionary or non-discretionary bases.

John Updike is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, he worked at Hartford Funds Distributors, LLC for three years. Outside of finance, he has experience working at Applebrook Golf Club and Aronimink Golf Club. 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 combines research from Wells Fargo Investment Institute with third-party analytics and offers both brokerage and advisory solutions.

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 financial advisor at Merrill with 25 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1995. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Mostoller is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

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 for Lincoln Financial Advisors Corp for 15 years before joining OSAIC in 2025. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a variety of asset classes.

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 with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following prior work at Citigroup Global Markets. Fink serves as president of the board for Jewish Community Services of Baltimore and is involved with the Associated Jewish Federation of Baltimore. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques, serving clients primarily in an advisory capacity.

Jason Shanty is a financial advisor at Osaic with 16 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corp for 18 years before joining Osaic in 2025. 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 Wealth, Inc. serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Brandon Perzin is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2012. He specializes in helping individuals, families, and business owners navigate their financial lives through personalized planning, investment guidance, and long-term relationships. His client focus areas include managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brandon holds a Bachelor's degree in Business Administration with a concentration in Finance from The George Washington University. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach involves understanding clients' unique goals to create customized strategies that manage risk and support long-term financial success. Outside of his professional work, Brandon enjoys golfing, 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 who holds Series 63, 65, and 66 licenses and has 24 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Lincoln Financial Advisors. Outside of her advisory work, she serves as a minister in Charlotte Hall, MD. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform.

Kevin Grant is a financial advisor at Merrill in Cockeysville, MD, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase Bank, PNC Bank, and Lowe’s. Outside of advising, he owns a multimedia and creative content production business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension 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.