Mark Mc Mullen is a Series 66-licensed advisor at Merrill with eight years of industry experience. He has worked at Bank of America, N.A. since 2024 and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. Prior to this, he was employed by Nationwide Insurance and spent five years at Salisbury University. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Stephen Sciannella is a financial advisor at Edward Jones in Arnold, MD, holding Series 65 and Series 63 licenses with three years of industry experience. He previously worked at Cambridge Investment Research, Inc. and spent eight years at Paychex, Inc. before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Christopher Wilhoit is a financial advisor with LPL Financial in Stevensville, MD, holding a Series 66 designation and 25 years of industry experience. He previously worked at Kestra Financial Services, Inc. from 2016 to 2019 before joining LPL Financial in 2019. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and consulting services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and utilizes a range of model portfolios, research, and technology-driven tools in its investment approach.

Danielle Newman is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Todd Batty is the Vice President Private Wealth Management Advisor. In this role, he assists multiple generations of families in developing personalized wealth strategies focused on growth, preservation, and transfer of their assets. He collaborates with a team that includes an Investment Manager, a Senior Wealth Planner, and a Trust Officer to provide comprehensive wealth planning services. Todd has been with Fidelity Investments since 2008, initially serving as Vice President, Financial Consultant until 2015, and then advancing to his current position. Prior to that, he worked as an Account Coordinator at T. Rowe Price from 2002 to 2007.

Adetayo Adewole is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 designations and has held positions at Wells Fargo Clearing Services, Educational Testing Service, and Pearson Education Inc. Adewole is involved with Jeducare Services, Inc., an outside business activity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Gary Mott is a financial advisor at Cetera with Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and he is president of Gary T. Mott, CPA, PA, an accounting and tax preparation firm. Mott also serves as a trustee overseeing trust administration for multiple fiduciary appointments. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

David Ivey is a financial advisor with LPL Financial in Annapolis, MD, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at Nationwide Securities and the Charlie Deale Agency. Outside of his advisory work, he owns Ivey Services Inc., a non-investment-related business in Annapolis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Cullen Murray is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 1993 after earning a Bachelor of Science degree in Finance from Towson University. He holds the Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Personal Investment Advisor (PIA) designations, and is a member of the Investments & Wealth Institute. Cullen provides professional services to entrepreneurs, not-for-profits, endowments, and foundation clients, assisting them in achieving their goals and missions. His expertise includes family wealth management strategies, institutional consulting, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, philanthropic planning, and individual and corporate investment strategy. A long-time resident of Annapolis, Cullen is involved in the community, serving as a board member and president of the Anne Arundel Community College Foundation and as a board member of the Friends of St. John's College. He has also served as a board member of the Anne Arundel Medical Center Foundation and as president and board member of Hospice Cup, Inc. In his personal time, Cullen enjoys boating, golfing, running marathons, scuba diving, surfing, swimming, and traveling.

Spencer Neal is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and has a longer history with Cambridge Investment Research, Inc dating back to 2008. Neal serves as a board member and chairman of the Baltimore Washington Medical Center Foundation and holds positions on several other nonprofit boards, including the Clemson Regional Board of Directors. He is also the owner and CEO of The Absolute Club, a golf membership travel business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, using a variety of portfolio management approaches and platforms tailored to client objectives.

Thomas Hutcheson III is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009, working at both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and methodologies such as Monte Carlo simulations.

Renee Green is a financial advisor with Ameriprise in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliate since 1997. Outside of her advisory role, she is involved in writing, film production, and owns multiple LLCs related to screenplays and documentary filming. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team.

Samantha Long is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate non-discretionary recommendations delivered through a centralized consulting team.

Alexander Roberts is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, his work history includes positions at Evelyn Rose, Tipsy Cow, Belair Cantina, Lifetime Fitness, and Clarity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Keith Lanzoni is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2019. Outside of finance, Lanzoni is a self-employed musician and serves as a board member of the Annapolis Pickleball Club, where he advises on club programs and events. He also provides private pickleball instruction. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs that combine in-house and third-party investment management with tailored portfolio strategies.

Daniel Phelan is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory role, he teaches investment and retirement planning classes at College of Southern Maryland as a non-credit adult education instructor. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on each client’s risk profile and utilizing both in-house and third-party investment managers.

Michelle Bowman is a financial advisor with Merrill in Annapolis, MD, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with Merrill since 2018 and previously operated a business under ScopeMicro DBA Michelle Jarboe Bowman from 2015 to 2018. Her outside activities include serving as a power of attorney for a client. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Carrie Guy is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with three years of industry experience. She has worked at Morgan Stanley since 2022 and previously held positions in the retail and food service sectors, including Wing Zone and Rock N Roll Sushi. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Matthew Butler is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Fidelity Investments, T. Rowe Price, and Morgan Stanley. Prior to his advisory career, he was employed at Food Lion, Manpower, and the University of Maryland, Baltimore County. Charles Schwab & Co., Inc. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by its comprehensive research capabilities.

Lance Cox is a financial advisor at Edward Jones in Edgewater, MD, holding a Series 66 designation. He has been with Edward Jones since 2025 and has prior experience with Planet Depos and the Baltimore Orioles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial products through a nationwide network of more than 23,700 advisors.