Hanah Rumpler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. She has additional work experience as a part-time bookkeeper and food policy consultant at Food Directions, her mother's company. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research-driven investment approaches and provides both brokerage and advisory solutions.

Timothy Keffer is a CFP® with 12 years of industry experience, currently affiliated with LPL Financial. He previously worked for Raymond James & Associates for 12 years. Outside of advisory work, he owns and manages Harpoon Investments, LLC, where he handles general accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Katrina Hawkins is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. Her work history includes roles at PFS Investments Inc., Peraton, and Northrop Grumman. She is the owner of Katrina Hawkins LLC, a business consulting firm focused on IT services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, managing approximately $15.5 billion in assets with a network of nearly 3,700 advisors.

James Snyder is a financial advisor with Morgan Stanley in Annapolis, MD, holding a Series 63 designation and bringing 56 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 serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through Corporate Financial Planning agreements.

Christopher Sabia is a financial advisor with Wells Fargo Advisors in Annapolis, MD, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Hartford Funds Distributors, LLC for six years. Outside of financial services, Sabia is a professional lacrosse player in the Premier Lacrosse League. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, employing proprietary research and planning tools to develop tailored recommendations for clients.

Robert Wilson is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his work at Wells Fargo, he has a 20% ownership in Private Wealth Partners LLC, a financial practice based in Annapolis, Maryland, where he dedicates significant time monthly. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

John Nistler is a financial advisor at LPL Financial with 20 years of industry experience. He holds the ChFC® and Series 66 credentials. Prior to joining LPL Financial in 2024, he worked for Lincoln Financial Advisors from 2005 to 2024. Outside of advisory work, he is the owner of John R Nistler LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Scott Marsden is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that align with each client's unique financial goals and changing market conditions. His approach integrates investment insights from Merrill and access to banking and lending solutions through Bank of America. Scott's expertise includes education planning, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. He holds the designation of Personal Investment Advisor (PIA) and earned his High School Diploma from Haddon Township High School. Outside of his professional work, Scott enjoys boating, drawing and sketching, hunting, ice hockey, skiing, and traveling.

Robert Whiteside III is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Navy Federal Financial Group, Ameritas Investment Company, TIAA-CREF, Charles Schwab, and TD Ameritrade. His other business activities include co-owning a condo used for off-campus housing. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Stewart is a financial advisor with Raymond James & Associates in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Janney Montgomery Scott for 13 years before joining Raymond James in 2022. Stewart is involved with the ESF Dream Camp Foundation in Bryn Manor, PA. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving individuals, institutions, and municipal entities with a range of advisory services, including financial planning and institutional consulting, supported by extensive research and various portfolio management options.

Andrew Nurmi is a Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop foundational financial strategies tailored to their goals and unique needs throughout their lives. He has been with Fidelity Investments since 2022, holding various positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to his career in financial services, Andrew worked as an Independent Insurance Investigator, Appraiser, and Adjuster at Johns Eastern Company from 2012 to 2021. His experience spans financial consulting and insurance investigation, providing a broad perspective on client needs and risk management. Outside of his professional work, Andrew enjoys baseball, golf, spending time with family, and caring for pets.

Lee Bollhorst is a financial advisor with Ameriprise in Severna Park, MD, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he occasionally plays in a band on weekends. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Taylan Young is a financial advisor at Morgan Stanley in Annapolis, MD, holding a Series 66 designation with nine years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2016 and Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its advisory services.

Deirdre Shafe is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. Prior to this role, she gained experience as an Investment Consultant from 2022 to 2023, a Relationship Manager from 2021 to 2022, and a Financial Representative from 2020 to 2021, all within Fidelity Investments. She began her financial career as a Teller at Bank of America from 2003 to 2004. Her professional approach centers on creating tailored financial plans that address the specific situations and needs of her clients. She aims to simplify investing to help clients feel comfortable and confident in pursuing their financial goals. Beyond her current roles, Deirdre served as a Board Member and Treasurer for Spa Creek Conservancy, Inc. from 2015 to 2019. Deirdre's personal interests include art, horseback riding, parenthood, and traveling.

Casey Thrush is a Wealth Management Advisor at Merrill Lynch Wealth Management in Annapolis. He works with both families and individuals to help them reach their financial goals through a disciplined long-term approach to wealth creation. Casey and his team focus on various client areas including family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and sports and entertainment. Casey holds a bachelor's degree in finance from the University of New Hampshire, where he also played four years on the Men's Division I Ice Hockey team. Prior to college, he attended DeMatha Catholic High School in Hyattsville, Maryland. After playing professional ice hockey for two years, he transitioned to financial advising and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In his role, Casey aims to help clients pursue their financial goals related to retirement, education, legacy, and healthcare planning. He and his team follow the Merrill tradition of community involvement, volunteering with organizations they serve. Outside of work, Casey enjoys football, golfing, ice hockey, fishing, snowboarding, and spending time with his family on the Eastern Shore where he grew up.

Tara Guido is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation. Prior to joining Fidelity Investments, she worked at Valic Financial Advisors for nine years and also had roles at Agia and Fidelity Brokerage Services. Outside of her advisory work, she owns Princess in Process, a business that designs and sells inspirational materials. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Cole Allsopp is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2015 and draws on his personal and professional experience owning and running a small business to guide clients through financial transitions, including moving from peak earnings to achieving financial well-being and independence. Cole’s areas of expertise include liquidity management, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income planning. He holds a Bachelor's Degree from the College of Charleston and has earned professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Residing in Annapolis with his wife Liz and their daughter Vivien, Cole volunteers for local maritime organizations and spends his free time on the Chesapeake Bay with family and friends.

Steven Ackerson is a CFP® professional with 23 years of experience in the financial industry. He has been with Ameriprise since 2005, initially at Ameriprise Financial Services, Inc., and currently at Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Christopher Swatta is a financial advisor at RBC Capital Markets with 13 years of industry experience and holds a Series 66 credential. He has been with RBC Capital Markets since 2012 and also works with City National Bank. Outside of his advisory role, he is an active partner in an investment farm operation in Annapolis, Maryland. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm provides customized portfolio management and financial planning services through a variety of advisory programs that utilize both in-house and third-party investment managers.

Michael Byrne is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a variety of fee-based advisory programs with tailored portfolio management strategies implemented through both in-house and third-party managers.