Caitlin Carter is a Series 66-licensed financial advisor with Morgan Stanley in Annapolis, MD, and has 10 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Derrick Jackson is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2015 and at Morgan Stanley Private Bank, N.A. since 2022. Outside of his advisory role, he serves as an executor or co-executor for estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning supported by proprietary tools and offers various services including estate planning and corporate financial planning agreements.

Shane Hatfield is a financial advisor with Morgan Stanley, holding a Series 66 license and possessing 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2019 and Morgan Stanley Smith Barney LLC since 2014. Hatfield also serves in the United States Army Reserves since 2008. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies, with a focus on client-implemented plans.

Karen Steppler Krieg is a financial advisor with Edward Jones in Edgewater, MD, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 25 years of industry experience and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Sheri Mergenthaler is a CFP® professional with 14 years of industry experience, currently with Cetera in Annapolis, MD. She has held prior roles at Avantax Advisory Services and 1ST Global Capital Corp., among others. Sheri also serves as a committee member on the Maryland Association of CPAs (MACPA) Investment Committee, overseeing the organization's investment fund. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager approach that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.