Alyssia Solomon is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. Prior to joining Merrill in 2017, she has held positions at Endicott call center, Kelly Services USA, LLC, Lyft, and Coca Cola Refreshments/Consolidated. Outside of her advisory role, she is the owner and consultant of BMORE NATURAL HAIR, a business focused on the sale of hair products and services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Philip Insley III is a Series 66-licensed financial advisor with Mass Mutual Investors Services, where he has worked since 2012. He has 25 years of industry experience and also serves as an insurance broker offering life, health, fixed annuities, disability income, and long-term care insurance. MassMutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Joseph Dankowski Jr. is a CFP®-designated financial advisor with 26 years of industry experience. He currently works at OSAIC and has previous experience at Lincoln Financial Advisors Corporation, Park Avenue Securities, Guardian Life Insurance Company, and Ids Life Insurance Company. Outside of his advisory role, he is involved in insurance-related business activities through Heritage Financial Consultants, LLC and Maryland Financial Planner, Ltd., where he offers and services various insurance products. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment options and portfolio management tools.

Christine Buckley is a financial advisor with RBC Capital Markets in Hunt Valley, MD, holding CFP® and ChFC® designations and possessing 24 years of industry experience. Her prior work includes roles at City National Bank and Huber, Weakland & Associates, Inc. She serves on the Board of Directors for the Baltimore Estate Planning Council. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Alex Humphries is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored 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 that integrates advanced modeling tools, though clients are responsible for implementing and maintaining their plans.

Alexander Costos is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he serves as a Portfolio Manager, providing traditional financial advice, guidance, and planning, and manages discretionary personalized and defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His client focus areas include education planning, family wealth management, retirement planning, socially responsible investing, and services for endowments, foundations, and non-profits, among others. Alexander began his financial services career in 2007. He holds a bachelor's degree from Bucknell University (2004) and a Master of Business Administration from Loyola University Maryland (2017). He earned the CERTIFIED FINANCIAL PLANNER® certification in 2016 and holds designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also serves on the Board of Directors for the Maryland Family Network and is involved with the Loyola Sellinger School of Business Alumni Board. Raised in the greater Baltimore area, Alexander is the son of Bob and Sandy Costos. He resides in Phoenix, Maryland, with his wife Laura and their two children. His personal interests include boating, camping, cooking, football, gardening, hunting, reading, spending time with family, and woodworking.

Samantha Fiedler is a financial advisor with RBC Capital Markets holding a Series 66 designation and two years of industry experience. Her background includes roles in sports organizations such as Athletes Unlimited and coaching lacrosse through the HOCO Lacrosse Club. She also works part-time at Coppermine Heath & Fitness. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple fee-based advisory programs with tailored portfolio management strategies using both in-house and third-party investment managers.

Sean Kavanagh is a financial advisor with Merrill, holding a Series 66 credential and over 10 years of industry experience. He has been with Merrill since 2001. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad range of products and services beyond typical investment management.

William Thompson II is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with MML Investors Services, Inc. since 1997. Outside of his advisory role, he owns and manages Harmony Grove Farm, LLC and Harmony Grove Farm Management, LLC, which hold farm land and related assets. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Douglas Sunday is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise since 2005 and holds Series 63 and Series 65 designations. Outside of his advisory work, he co-owns an Etsy shop called Sundays In The Woodshop, where he makes and sells small wooden items. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm delivers personalized, research-driven recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies.

Troy Elser is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 11 years before joining Wells Fargo Advisors in 2020. Outside of his advisor role, he owns Elser Wealth Management LLC and serves as a trustee and partner in several investment-related entities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that address various financial needs using Wells Fargo’s research and tools.

David Seifert is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a trustee or co-trustee for several trusts. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, with a financial planning process based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

David Purcell is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America and entrepreneurial ventures such as The Baltimore Whiskey Company LLC and Purcell Masonry. Merrill 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Joseph Nguyen is a Series 66-licensed financial advisor with Merrill, based in Hunt Valley, MD. He has 13 years of industry experience and has been with Merrill since 2007. 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, and charitable organizations. The firm’s investment approach integrates strategies implemented by Managed Account Advisors LLC alongside those constructed by Merrill’s Chief Investment Office.

Jared Kilberg is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in creating customized wealth management strategies tailored to clients’ individual financial goals, with a focus on college education planning, legacy planning, personal retirement planning, tax minimization, and retirement income. Drawing on over 11 years of experience, Jared works closely with clients across different life stages, supporting them in long-term financial planning as they save for retirement and plan for their future. Jared holds a Bachelor's Degree from the College of Charleston and has earned the professional designations of CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA). He adheres to a personalized approach, working one-on-one with clients to develop flexible financial strategies aligned with their goals. Outside of his professional work, Jared is involved in community organizations such as Repair the World (Baltimore) and The League of People. He enjoys biking, cooking, music, photography, reading, running—including running marathons—and traveling. Jared lives with his family and their pets in Baltimore, where he can often be found running around the city or cycling in northern Baltimore County.

Matthew Aversa is a financial advisor at OSAIC with 10 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors for seven years and AXA Advisors LLC for two years. Outside of his advisory role, he is the owner of Maller Wealth Advisors, Inc., offering a range of insurance products, and serves on the golf committee board for Pathfinders for Autism, a charitable organization. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, providing integrated brokerage and advisory services through a wide network of affiliated advisers. The firm employs asset-allocation tools and managed-account platforms to construct portfolios with various investment types, supporting both discretionary and non-discretionary management.

Bryan Costabile is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His background includes roles at LPL Enterprise LLC and sports-related positions with the Premier Lacrosse League, Under Armour, and the Washington Commanders. Outside of financial advising, he is involved in sports coaching and owns the Icecap Sports Club in Maryland. Raymond James Financial Services Advisors provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth investors, and public entities. The firm offers tailored, primarily non-discretionary advisory services and has notable involvement in municipal and public finance through its affiliate network.

Craig Gayhardt is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he owns and operates SOJAC Ventures LLC, an investment-related business based in Cockeysville, MD. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, including specialized services such as business-owner transition and special-needs planning.

Kathleen Counts is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of her advisory role, she owns and manages a small family-run internet-based training company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Christopher Pollitt is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2017. Prior to this, he was with SMH Capital Advisors Inc. and Sanders Morris Harris Inc. from 2001 to 2017. Outside of his advisory role, Pollitt is involved in officiating softball and baseball games and serves as a softball coach at Perryville High School. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles using both in-house and third-party managers.