Daniel Beigel is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., and continuing with the current firm since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on income sources and tax-aware withdrawal strategies.

Joelle Gotimer is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she worked as an Associate Financial Planner at Financial Consulate from 2014 to 2016. In her role, Joelle partners with clients to organize and align their wealth as they work towards their lifetime and legacy goals. She serves as an advocate and resource, helping clients navigate Fidelity's offerings to find strategies tailored to their unique needs and objectives. Outside of her professional work, Joelle's personal interests include hiking, music, pets, and yoga.

Stacey Alviani is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC in 2022. 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, and manages approximately $2.74 trillion in client assets.

Lynda Hiller is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Glenn Ankenbrand is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 65 designation and previously worked for G.H.A. Financial Planning for 20 years and Delmarva Power for 37 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and comprehensive operational tools.

Crystal Barker is a financial advisor at Edward Jones with 16 years of industry experience. She holds the CFP® and Series 66 designations and has worked at Edward Jones since 2018, following roles at PNC Investments and PNC Bank. Outside of advising, she owns JASCO, LLC, which is involved in agritourism and agriculture, and serves as an NRA Certified Pistol Instructor. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts, while operating under a fiduciary standard.

Jonathan Steele is a financial advisor with Morgan Stanley in Annapolis, MD, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. 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 employs a structured planning process utilizing the Global Investment Committee’s return estimates and Monte Carlo simulations.

Michael Calabrese is a CFP® professional with 22 years of experience in the financial industry. He is currently affiliated with LPL Financial and has worked there since 2020. His prior experience includes roles at Independent Financial Group and IFS Investors Services Inc. Calabrese is also involved in business ownership, including a local transportation service in Maryland and tax preparation through Severn Financial Solutions, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical investment approaches supported by research and technology tools.

Andrew Jones is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. He has worked with Merrill Lynch and Bank of America since 2018. Jones serves as a board member for the Fund for Education Abroad, a nonprofit organization that provides scholarships and support to underrepresented U.S. study abroad students. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing both model-based and discretionary investment strategies for a range of individual and institutional clients.

Clarence Murray III is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management delivers a broad range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning incorporates structured discovery conversations and approved planning tools, offering services through its Financial Advisors and Estate Planning Strategies Group.

Thomas Petty is a financial advisor at Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2020. Prior to his career in finance, Petty spent several years with Four Seasons Hotels and Resorts and also operated a moving and hauling business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services through its network of financial advisors.

Andrew Poffel is a financial advisor at Morgan Stanley in Annapolis, MD, holding a Series 66 license with eight years of industry experience. His prior work includes positions at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Neyci Sued is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Wells Fargo Bank, Sandy Spring Bank, Capital One Bank, and Check Cash Depot. 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 advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Joan Livingston is a financial advisor at RBC Capital Markets with 26 years of industry experience. She has worked at RBC Capital Markets since 2021 and previously spent 18 years at Merrill and two years at UBS Financial Services. Outside of her advisory role, she teaches yoga and meditation, including classes at a local public library. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base comprising individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Tyler Hammett is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor designation. Tyler earned his Bachelor's degrees in International Finance and Economics from The Catholic University of America, Tim and Steph Busch School of Business and Economics. Since 2017, Tyler has worked with executives, entrepreneurs, and attorneys to address complex financial questions related to cash management, wealth diversification, tax minimization, estate protection, and timing of asset liquidation. His approach incorporates a goals-based process complemented by the firm's proprietary Personal Wealth Analysis™ strategy. Outside of his professional work, Tyler is active in community service, including volunteering with Athletes Serving Athletes Anne Arundel Chapter. He enjoys distance running, music, golf, biking, football, hiking, ice hockey, skiing, swimming, and traveling. Tyler is affiliated with the Relay For Life organization.

Laura Mcauley is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2010 to 2019 before joining Ameriprise in 2019. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized retirement-income consulting team.

Tyler Sullivan is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at Kestra Investment Services and Kestra Advisory Services. He has additional experience with Hornor, Townsend & Kent and Equitable Advisors. Outside of finance, he has been involved with lacrosse-related organizations, including True Baltimore Lacrosse and East Coast Dyes Lacrosse Company. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, and municipalities, offering financial planning and advisory services through various specialized programs and investment strategies.

Thomas Ervin is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, emphasizing tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Khameron Gray is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served as a Relationship Manager at Fidelity Investments in 2025 and as a Financial Representative at the same firm from 2024 to 2025. In his current role, Khameron collaborates with clients to develop personalized financial strategies aimed at achieving their individual goals. Khameron emphasizes attentive listening and understanding client needs to provide tailored investment approaches. His professional experience at Fidelity Investments spans several roles, reflecting his involvement in client relationship management and financial representation. Outside of his professional work, Khameron's personal interests include family activities, football, music, reading, and writing.

Nicholas Voyton is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 65 credential and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Sikich LLC from 2021 to 2024 and Deloitte & Touche LLP from 2016 to 2021. Outside of his advisory role, Voyton is involved with Severn Financial Solutions LLC, which provides tax preparation and accounting 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. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.