Casey Thrush is a Wealth Management Advisor at Merrill Lynch Wealth Management in Annapolis. He works with both families and individuals to help them reach their financial goals through a disciplined long-term approach to wealth creation. Casey and his team focus on various client areas including family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and sports and entertainment. Casey holds a bachelor's degree in finance from the University of New Hampshire, where he also played four years on the Men's Division I Ice Hockey team. Prior to college, he attended DeMatha Catholic High School in Hyattsville, Maryland. After playing professional ice hockey for two years, he transitioned to financial advising and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In his role, Casey aims to help clients pursue their financial goals related to retirement, education, legacy, and healthcare planning. He and his team follow the Merrill tradition of community involvement, volunteering with organizations they serve. Outside of work, Casey enjoys football, golfing, ice hockey, fishing, snowboarding, and spending time with his family on the Eastern Shore where he grew up.

Tara Guido is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation. Prior to joining Fidelity Investments, she worked at Valic Financial Advisors for nine years and also had roles at Agia and Fidelity Brokerage Services. Outside of her advisory work, she owns Princess in Process, a business that designs and sells inspirational materials. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Cole Allsopp is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2015 and draws on his personal and professional experience owning and running a small business to guide clients through financial transitions, including moving from peak earnings to achieving financial well-being and independence. Cole’s areas of expertise include liquidity management, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income planning. He holds a Bachelor's Degree from the College of Charleston and has earned professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Residing in Annapolis with his wife Liz and their daughter Vivien, Cole volunteers for local maritime organizations and spends his free time on the Chesapeake Bay with family and friends.

Steven Ackerson is a CFP® professional with 23 years of experience in the financial industry. He has been with Ameriprise since 2005, initially at Ameriprise Financial Services, Inc., and currently at Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Robert Bennett Jr. is a financial advisor with Charles Schwab, holding Series 63, Series 66, and Series 65 licenses and bringing 41 years of industry experience. He has been with Charles Schwab since 2014. Outside of his advisory role, he is the sole member of Simpson-Cole LLC, a financial services entity related to his independent broker relationship. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options with a multi-asset strategic approach.

Jeffrey Mckee is a financial advisor with Morgan Stanley in Annapolis, MD, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010 and was previously with Home Savings of America starting in 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Ellen Shiery is a Wealth Management Advisor at Merrill Lynch Wealth Management. She serves a diverse clientele, including business owners, executives, real estate professionals, and individuals navigating significant life transitions such as retirement, divorce, or the sale of a business. Ellen's advisory approach involves understanding clients' personal and financial goals, offering diversified investment portfolios aligned with each client's objectives, risk tolerance, and timeline. She also collaborates with clients' CPAs and attorneys to align tax minimization and estate planning strategies. Ellen holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's degree from Wesley College. Ellen emphasizes clear communication and client education to build trusted relationships and help clients make informed financial decisions. In addition to her professional work, Ellen is active in community organizations such as the Anne Arundel Women Giving Together, Executive Alliance, Junior League of Annapolis, and the Rotary Club of Annapolis. Her community involvement extends to participation in the Annapolis/Anne Arundel Financial Education Coalition, Anne Arundel Community College Foundation, and other local foundations and nonprofits. Ellen resides in Edgewater Beach and enjoys personal interests including antiquing, cooking, genealogy, ice hockey, knitting and crocheting, reading, and traveling.

Richard Mullaney is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and CBIZ Financial Solutions, Inc. In addition to his advisory role, Mr. Mullaney is a CPA who provides tax planning and tax preparation services, many of which are for his wealth management clients. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a wide network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a variety of securities and supports both discretionary and non-discretionary account management.

Kate Kraus is a financial advisor with Morgan Stanley in Easton, MD, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley since 2010 and at Morgan Stanley Private Bank since 2021. Outside of her advisory roles, she has been involved with The Masthead At Pier St. since 2005. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using proprietary tools and serves clients through a range of investment and planning strategies.

Elizabeth Miller is a financial advisor at Edward Jones in Annapolis, MD, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Madeline Moore is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2017 and has prior roles in university admissions and the restaurant industry. 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 strategies for a range of individual and institutional investors.

Lisa Hunter is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Patrick Wilbert is a financial advisor at Cetera with 18 years of industry experience and holds the Series 66 designation. He has worked at Cetera and its affiliates since 2019 and was previously with Summit Financial Group and Summit Brokerage Services. Wilbert is also a partner at Premier Planning Wealth Management and serves as an insurance specialist offering life, health, and annuity products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party money managers.

Andrew Mergler II is a Wealth Management Advisor at Merrill Lynch Wealth Management. He advises founders, senior executives, and professionals in the private equity ecosystem, focusing on complex personal wealth situations involving business sales, recapitalizations, equity compensation, carried interest, and concentrated stock positions. His expertise includes executive compensation, tax minimization strategies, concentrated and illiquid assets, and portfolio management. Andrew works with clients to address questions about liquidity management, diversification of equity, estate and wealth transfer planning, and philanthropic planning. He utilizes Merrill's proprietary Personal Wealth Analysis™ tool to provide comprehensive financial planning that integrates investment management, taxes, estate planning, credit, and risk management. Andrew holds a Bachelor's Degree from the University of Maryland and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, his interests include adventure sports, boating, golfing, reading, spending time with family, and traveling.

Cynthia Barbieri is a financial advisor at Merrill with 21 years of industry experience and a Series 66 designation. She has been with Merrill since 2011. Outside of her advisory role, Barbieri serves as an advisory board member for Anne Arundel County CASA, Inc., a nonprofit organization that supports abused and neglected children involved in juvenile court proceedings. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Daniel Lundeen is a financial advisor at Merrill with six years of industry experience. He holds the Series 63 and Series 65 certifications and has worked at Merrill since 2015, as well as at Bank of America and WBAL. Outside of his advisory role, he serves as a spotter for Baltimore Ravens home games, assisting with radio broadcasts through the Hearst Corporation. 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.

Penny Fontana is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and planning tools to model potential outcomes.

Logan Grossman is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial. He previously worked at Valic Financial Advisors and Agia. Grossman serves on the board of directors for Lighthouse Christian Academy, contributing to governance and leadership decisions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by research and third-party subadvisors.

Joseph Boone is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2002 and joined Merrill Lynch Wealth Management the same year. His work centers on developing strategies and providing investment guidance tailored to individuals, families, and businesses by understanding their financial objectives. Boone’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, individual and corporate investment strategy, and retirement income. He leads The Boone Group, which emphasizes a planning-based practice focused on client needs and community involvement. Joseph holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree in Business Administration from Longwood University. A lifelong resident of Annapolis, Joseph Boone lives with his wife, Traci, and their two children. He is active in the community, supporting various local non-profits, and participates in activities such as running, skiing, and soccer.

Aladin Bacolodan is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and models, offering services primarily in an advisory capacity.