Peter Boyle is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently with Morgan Stanley, where he has worked since 2022, and previously held roles at Wells Fargo Clearing Services and Wells Fargo Home Mortgage. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides various advisory programs with a focus on tailored financial planning and utilizes structured discovery and firm-approved planning tools in its approach.

John Farcosky is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2007, he has developed a practice focused on advanced planning relationships with corporate executives of large entities, business owners, corporate retirement plans, and nonprofit endowments. He works with clients to manage wealth planning, investments, private equity, hedge funds, and complex tax minimization strategies, especially around liquidity events. John holds multiple industry designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), and Chartered Retirement Planning Counselor (CRPC). He earned his bachelor's degree from Pennsylvania State University and graduated from Mount Saint Joseph High School. In addition to his professional work, John serves on the board of his alma mater, Mount Saint Joseph High School, and is involved with the Association for Corporate Growth. Outside of work, he enjoys boating, fishing, golfing, and spending time with his family.

Hunter Stokes is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with individuals and families to develop personalized strategies for investing, retirement, education, and other important financial goals. He helps clients navigate complex financial topics through a proactive and collaborative approach. Stokes has expertise in areas including education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He builds relationships based on trust, open communication, and dependable follow-through, serving clients across multiple states. He holds a bachelor's degree from Clemson University and has earned the Personal Investment Advisor (PIA) designation. Stokes is involved with the Clemson Club of Baltimore/Washington, D.C., and Rotary International. Outside of work, he enjoys boating, fishing, football, genealogy, golfing, hiking, skiing, and spending time with his family.

Stephen Holt is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Summit Financial Group Inc and Summit Brokerage Services Inc. Holt is involved in several nonprofit organizations, serving in leadership and committee roles including president of Friends of the Annapolis Symphony Orchestra and board member of the Anne Arundel County Public Library Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management and financial planning services, supporting a range of discretionary and non-discretionary investment programs.

David Zane is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at PNC Investments, RBC Capital Markets, Morgan Stanley, and Allstate Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers advisory and brokerage services with a range of portfolio management options, including model portfolios, third-party subadvisors, and customized strategies.

Chase Stewart is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2022. Outside of his advisory role, Chase occasionally works part time as a server for Sage Catering, a company specializing in food preparation and event coordination. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Snyder is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning supported by proprietary planning tools and advisory programs tailored to client needs.

Sean Reedy is a financial advisor at Edward Jones in Annapolis, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Supreme Orthopedic Systems and one year at The Orthopedic and Sports Medicine Center of Luminous Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Blake Morris is a Wealth Management Advisor at Merrill Lynch with over 20 years of experience in the financial services industry. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification along with designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Blake earned his Bachelor's Degree from the University of Maryland. Blake combines his extensive business knowledge with personal insight gained from growing up in a family with three generations of doctors. This unique perspective enables him to serve medical professionals by addressing their distinct and often complex financial needs. His work focuses on building enduring relationships with individuals, families, and businesses, aiming to create a comprehensive resource for medical professionals to support them as they grow their practices and attend to their patients. His areas of expertise include college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, socially responsible and ESG investing, special needs planning, individual and corporate investment strategy, tax minimization, and retirement income. Blake is also engaged in various personal interests such as baseball, boating, cooking, fishing, football, golfing, ice hockey, swimming, and spending time with his family.

Robert Hallet is a Senior Financial Advisor with Merrill Lynch Wealth Management, leading a team dedicated to delivering comprehensive financial advisory services. Since joining Merrill in 2000, he has leveraged over twenty years of experience in the financial services industry to assist clients with personalized wealth planning and banking solutions through Bank of America. His expertise encompasses corporate benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans, with a focus on integrating these benefits into long-term financial strategies for corporate executives. Robert and his team specialize in serving successful individuals and families, business owners, and high-ranking corporate executives. They design customized, tax-efficient strategies and detailed financial and retirement income plans tailored to clients' unique circumstances and goals. Their approach emphasizes risk management, tax minimization, fee control, responsible investment management, personalized banking, and trust services, aiming to grow, preserve, and distribute wealth effectively. The team’s services are supported by the resources and intellectual capital of Merrill and Bank of America Private Bank. Robert holds a Bachelor's Degree from Towson University and carries professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He participates in community activities as an American Legion Baseball Coach and is involved with GB Charities. His personal interests include baseball, basketball, boating, cooking, fishing, football, golfing, music, spending time with family, and traveling.

Christopher Norkus is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2018. His prior experience includes roles at the University of Maryland, Bonefish Grill, and Chesapeake Oral Surgery Associates. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Grant Boone is a Senior Financial Advisor and partner with The Boone Group at Merrill Lynch Wealth Management in Annapolis, Maryland. He works with successful individuals to develop personalized, goals-based financial strategies that align with their most important objectives. His approach involves connecting all aspects of clients' financial lives to recommend tailored wealth management solutions. Grant's expertise includes college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Pennsylvania State University System. Outside of his professional role, Grant prioritizes his family and enjoys outdoor activities such as hunting, fishing, and hiking. He also follows sports including football, hockey, and lacrosse.

Kyle Orlinski is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Fidelity Investments and has held previous roles at Bank of America, Merrill, Truist Advisory Services, BB&T Securities, Integrated Wealth Concepts, and LPL Financial. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple fund advisory and consulting services.

Mark Molowa is a financial advisor with Mass Mutual Investors Services in Bethesda, MD, holding the CFP® designation and a Series 66 license. He has 11 years of industry experience, including roles at Goldman Sachs, CETERA Advisor Networks, United Capital Financial Advisers, and Stifel. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering strategies that focus on investment categories rather than specific product selections.

Juan Oechsle is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of finance, he owns a limited crab harvesting business in the Chesapeake Bay. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a broad range of advisory and brokerage services supported by advanced research tools and a large network of investment adviser representatives.

Eric Keitz is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2020, he worked at Severn Bank Corporation and operated his own CPA and tax preparation practice for over three decades. He serves as Audit Committee Chairman for the Annapolis Yacht Club and chairs finance committees for both the Annapolis Community Foundation and the AACC Foundation. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, supported by a centralized consulting team and a wide range of advisory, brokerage, and insurance solutions.

Mary Valliant is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Raymond James since 1999 and also founded Valliant and Associates, LLC in 1997. Outside of her advisory work, she serves as a board member for Medical Mutual Liability Insurance of Maryland and holds a director position on its Finance/Investment Committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Alberto Borrero is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has been with Merrill since 2006. 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 strategies from internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marshall Boroshok is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has spent his entire financial services career with Merrill Lynch, joining in 2016 after graduating from the Robert H. Smith School of Business at the University of Maryland with a Bachelor of Science degree in Economics. Marshall works with a diverse clientele including veterans, executives, and civil servants, providing tailored investment, retirement, and estate planning strategies. He focuses on mitigating risk and tax consequences in his clients' financial plans, emphasizing the importance of a structured retirement strategy. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP) certification and designation as a Personal Investment Advisor (PIA). He and his fiancé Emily live in Baltimore, Maryland, with their chocolate Labrador, Bear.

Scott Robinson is a CFP® professional affiliated with Raymond James Financial, with 39 years of industry experience. He spent 29 years at Commonwealth Equity Services, Inc. before joining Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. in 2025. He also serves as an advisor for First Reserve Retirement Services, a support company in Annapolis, MD. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.