Andrew Mergler II is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in assisting founders, senior executives, and professionals in the private equity ecosystem with managing complex personal wealth situations that often arise during major inflection points such as business sales, equity compensation, recapitalizations, and carried interest events. His expertise includes concentrated, illiquid, and complex asset management, with a focus on executive compensation, tax minimization strategies, and portfolio management. Andrew utilizes Merrill's proprietary Personal Wealth Analysis™ tool to provide comprehensive financial planning that integrates investment management, tax strategies, estate planning, and liquidity management. He also provides access to Bank of America Private Bank trust and estate planning services as well as credit, lending, and banking convenience and coordinates with clients' outside advisors to align financial and legacy plans. Andrew holds a bachelor's degree from the University of Maryland and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, his personal interests include adventure sports, boating, golfing, reading, spending time with family, and traveling.

Cynthia Barbieri is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Outside of her advisory work, she serves as an advisory board member for Anne Arundel County CASA, Inc., a nonprofit organization supporting abused and neglected children in the juvenile court system. Merrill provides managed account services through the Select Portfolio Solutions program, offering a range of investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries under Bank of America client agreements.

Osborne Christensen Jr. is a financial advisor at LPL Financial with 48 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation starting in 1977. Outside of his advisory work, he is involved with Delmarva Senior Care, a non-investment-related employment role. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a nationwide network of investment adviser representatives. The firm provides both discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

Andrea Beegle is a CFP® professional affiliated with LPL Financial, with six years of industry experience. She worked at 1,000 Days from 2015 to 2019 before joining LPL Financial, where she has been since 2019. Andrea serves as a board member of the YWCA of Annapolis and Anne Arundel County. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and services, combining discretionary and non-discretionary management with research-supported model portfolios and technology-driven tools.

Mitchell Haugh is a financial advisor at RBC Capital Markets with a Series 66 designation and has less than one year of industry experience. Prior to joining RBC Capital Markets, his background includes roles at Pennsylvania State University and various other employers. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Thomas Judge is a financial advisor with LPL Financial in Annapolis, MD, holding the Series 63 designation and bringing 43 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified strategies.

James Dunn is a financial advisor with Wells Fargo Clearing in Annapolis, MD, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Lundeen is a financial advisor with Merrill in Annapolis, MD, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Merrill since 2015 and Bank of America since 2024. Outside of finance, Lundeen serves as a spotter for Baltimore Ravens home games, assisting the Hearst Corporation with radio broadcasts. 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 plans, charitable organizations, and corporate fiduciaries.

Christopher Swatta is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, along with multiple portfolio management and financial planning services.

Jennifer Kasper is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 30 years of industry experience. Her work history includes roles at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing prior to joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Joseph Boone is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2002 and joined Merrill Lynch Wealth Management the same year. His work centers on developing strategies and providing investment guidance tailored to individuals, families, and businesses by understanding their financial objectives. Boone’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, individual and corporate investment strategy, and retirement income. He leads The Boone Group, which emphasizes a planning-based practice focused on client needs and community involvement. Joseph holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree in Business Administration from Longwood University. A lifelong resident of Annapolis, Joseph Boone lives with his wife, Traci, and their two children. He is active in the community, supporting various local non-profits, and participates in activities such as running, skiing, and soccer.

John Horrigan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include extensive tenure at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company. LPL Financial serves a broad client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research, model portfolios, and various technological tools.

David Pollack is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. He has been with Fidelity since 2017, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, High Net Worth Associate, and Customer Service Associate. In his current role, David focuses on building strong and lasting relationships with clients to understand their unique family needs and personal goals. He collaborates with clients and Fidelity's resources to develop financial plans that align with their objectives and provide peace of mind for their financial futures. Outside of work, David enjoys activities such as fishing, football, hiking, outdoor adventures, snowboarding, and traveling.

Aladin Bacolodan is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and models, offering services primarily in an advisory capacity.

Lance Rosa is a financial advisor at Merrill in Annapolis, MD, holding a Series 66 designation with less than one year of industry experience. Prior to joining Merrill and Bank of America, he held roles at Apollo Group Consulting and in the restaurant and gig economy sectors. 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 for individuals, high-net-worth clients, and institutional investors.

Stephanie Latta is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63, 65, and 66 licenses. She has 26 years of industry experience, including prior work at Morgan Stanley Smith Barney. RBC Wealth Management serves a wide range of clients, including individual investors and institutions, offering advisory and brokerage services with customizable portfolio management and financial planning solutions.

Garrett Foran is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Edward Jones, Osaic Wealth Inc., and other positions outside the financial industry. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm offers wealth advisory planning and investment consulting across a diverse client base, including individuals, institutions, and government entities, with a focus on non-discretionary financial planning and municipal advisory services.

Olufunke Oyesola is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Henry Filter III is a financial advisor with Merrill in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Merrill since 1996 and has concurrently been with Bank of America, N.A. since 2011. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies with Bank of America’s broader corporate platform, offering access to a wide range of products and services.

Patricia Baum is a financial advisor at RBC Capital Markets with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008, also working with City National Bank since 2017. Baum serves on the Board of Directors for the Baltimore Community Foundation, where she chairs the investment committee, and is a board member of the Rosa Parks Museum. She is president of the Charles C. Baum Foundation, a family charitable organization focused on community grants. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and advisory services, combining in-house and third-party investment resources with options for tax management and responsible investing.