Elizabeth Plunkett is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Janney since 2019, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory work, Plunkett serves as a board member for the Rockfield Foundation and is a nominating committee member for the Community Foundation of Harford County. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Joseph Stumbroski is a financial advisor with J.W. Cole Advisors, Inc. in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and operating Stumbroski & Associates, Inc., a separate business focused on traditional insurance sales. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions utilizing both discretionary and non-discretionary investment approaches.

Lisa Fulco is a CFP® and ChFC® professional with 27 years of industry experience. She is currently with Allworth Financial, L.P., and previously held roles at Morgan Stanley and TIAA-CREF. Outside of her advisory work, she serves as Treasurer for the Graham Equestrian Center, a nonprofit focused on public involvement in horseback riding, and is a board member for the Ma and Pa Heritage Trail project in Harford County. Allworth Financial is an SEC-registered, fee-based adviser that serves individuals, qualified retirement plans, trusts, estates, and corporate clients. The firm employs customized portfolio strategies including core-satellite, index allocations, and options-based overlays, and accesses held-away employer retirement accounts via proprietary technology.

Onyekachi Okoroafor is a financial advisor at HB Wealth Management with Series 63 and 65 licenses and one year of industry experience. Prior to joining HB Wealth, he worked at Huge Inc., IA Collaborative, and ZS Associates. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combined quantitative and qualitative due diligence process across various public and private investment strategies and offers services such as outsourced chief investment officer (OCIO) and institutional advisory solutions.

Jennifer Wagner is a financial advisor at HB Wealth with a Series 65 designation and less than one year of industry experience. Prior to joining HB Wealth, she worked in educational roles at Susquehannock Middle and High Schools and attended Coastal Carolina University. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also offers institutional advisory and outsourced chief investment officer services, combining quantitative and qualitative due diligence across a range of public and private investment strategies.

Carole Leitgeb is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her career includes roles at Lincoln Financial Advisors, Ameriprise Financial Services, Resource 1, and Morgan Stanley. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Grabner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Equitable Advisors. Outside of advising, he is involved with a farm operation in Glen Arm, MD. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Richard Zink is a financial advisor at Robert W. Baird & Co. in Towson, MD, with 45 years of industry experience. He has been with Robert W. Baird since 2009 and holds a Series 63 designation. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing internal research and a combination of manager-traded and model-traded strategies.

Tanner White is a financial advisor with Edward Jones in Aberdeen, MD, holding Series 65 and Series 66 credentials. He has four years of military service in the United States Army and began his career at Edward Jones in 2025. Prior to that, he worked briefly with Ripken Baseball and studied at the University of Southern California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors.

Leigh Ritchey is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Valic Financial Advisors and Agia. He serves as Director of Young Professionals for the Baltimore Chapter Society of Financial Service Professionals. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services with a variety of investment and portfolio management solutions.

Joseph Bouffard Jr. is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked within various Fidelity divisions since 2007, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and advise a diverse range of investment vehicles, including model portfolios and multi-manager funds.

Max Hyatt is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to navigate complex financial decisions and pursue long-term goals. Max assists clients through key liquidity events such as business sales and equity compensation, providing proactive planning during pivotal financial moments. After graduating from Pennsylvania State University, Max joined the financial wealth management industry. His perspective on thoughtful planning was shaped by witnessing the 2008 financial crisis through his father's work in the mortgage industry. Max and his team deliver comprehensive, tax-efficient strategies by coordinating investments, tax strategy, lending, and cash flow decisions. Max holds the Personal Investment Advisor (PIA) designation. He leverages Merrill's global research platform and integrated banking, lending, and investment capabilities to provide a streamlined client experience. Outside of his professional role, Max's personal interests include boating, football, golfing, music, pickleball, skiing, spending time with family, tennis, traveling, and watching movies.

John Graham Jr. is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 63 designation and 39 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, he is a member of York Realty Partners Investors LLC. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, SMA programs, and a variety of traditional and non-traditional investment strategies.

Christian Harvey is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Deutsche Bank Securities Inc for 36 years, followed by roles at J.P. Morgan Securities and JPMorgan Chase Bank. Since 2022, he has been with Robert W. Baird & Co. The DDK Group, where he works, is part of Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client needs.

Joseph Andersen is a ChFC® credentialed financial advisor with 41 years of industry experience. He currently works at OSAIC and previously held positions at Lincoln Financial Securities Corporation and Independent Advisers Group Corp. Outside of his advisory role, Andersen offers accident and health insurance products through Mullen Andersen & Associates. OSAIC serves a broad range of retail and institutional clients with integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios across multiple investment vehicles.

Paul Swenson is a financial advisor at Edward Jones with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, M&T Securities, and MassMutual Financial Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Christopher Noll is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Academy Financial, Foreside Fund Services, Harborside Sales Group, and WesBanco, as well as earlier positions outside finance. He is also a notary as part of his other business activities. 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 large network of investment adviser representatives. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by operational and research tools.

Michael Johnson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work history includes roles at Bank of America, South River Mortgage, and the United States Army Reserve. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates with Bank of America affiliates and offers a range of investment strategies governed by a centralized investment committee.

David Emig is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. He has worked at various Wells Fargo entities since 2009 and also owns Pinnacle Wealth Management LLC, where he serves as a financial advisor. Additionally, he acts as a trustee for family members in Abingdon, MD. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory with other financial product offerings.

David Barnes is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm implements customized strategies through a combination of in-house and third-party managers, supported by a broad capital-markets platform and affiliated asset managers.