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.

Alexis Lecouras is a CFP® and holds a Series 66 license, with 18 years of experience in the financial industry. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Peter Ocasio IV is a financial advisor at Edward Jones in Millersville, MD, holding CFP® and Series 66 designations with 10 years of industry experience. Prior to joining Edward Jones in 2016, he served in the U.S. Army at the Defense Logistics Agency - Army, TSC Central Maryland from 2010 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

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.

Jeffrey Mckee is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its affiliated entities since 2010. Prior to that, he was associated with Home Savings of America starting in 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process using proprietary tools and provides services that include managing approximately $2.74 trillion in client assets.

Ellen Shiery is a Wealth Management Advisor at Merrill Lynch Wealth Management. She brings over 15 years of experience in financial services, working with a diverse clientele including business owners, executives, real estate professionals, and individuals from various cultural backgrounds. Ellen specializes in assisting clients who are navigating significant life transitions such as retirement, divorce, and the sale of a business, offering expertise in areas like college education planning, family wealth management, philanthropic planning, socially responsible and ESG investing, personal retirement planning, and tax minimization. Ellen holds a Bachelor's degree from Wesley College and multiple professional certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She emphasizes building trusted relationships through clear communication and education, ensuring clients understand the rationale behind financial decisions to help them feel informed and confident. Beyond her professional role, Ellen is actively involved in community organizations such as the Anne Arundel Medical Center Foundation, Junior League of Annapolis, and Anne Arundel Women Giving Together. Her personal interests include antiquing, cooking, genealogy, ice hockey, knitting and crocheting, reading, and traveling.

Stephen Root is a financial advisor with Wells Fargo Clearing in Annapolis, MD, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports a broad range of financial products and services through its bank and insurance affiliates.

Elizabeth Miller is a financial advisor at Edward Jones in Annapolis, MD, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Jonathan Jay is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. He serves on the Board of Trustees for Severn School, where he participates in investment committee meetings overseeing the school's endowment and scholarship funds. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to guide investment decisions and provides a range of brokerage and advisory solutions across a broad client base.

Madeline Marks is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2017 and previously held positions at Salisbury University Admissions, Bridges Restaurant, and Salisbury University. 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. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Logan McGuire is a Planning Consultant at Fidelity Investments, where he collaborates with local advisors to support clients in addressing their ongoing financial needs and implementing strategic plans. His approach focuses on understanding clients' priorities, analyzing their current financial situations, and partnering with them to develop strategies aimed at achieving their goals. Logan joined Fidelity Investments in 2022 as a Financial Representative and has held roles including Relationship Manager and Planning Consultant. Through these positions, he has gained experience in client relationship management and financial planning. Outside of his professional work, Logan has interests in baseball, golf, hiking, kayaking, and reading.

Patrick Wilbert is a financial advisor at Cetera with 18 years of industry experience and holds the Series 66 designation. He has worked at Cetera and its affiliates since 2019 and was previously with Summit Financial Group and Summit Brokerage Services. Wilbert is also a partner at Premier Planning Wealth Management and serves as an insurance specialist offering life, health, and annuity products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party money managers.

Andrew Mergler II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in working with founders, senior executives, and professionals, particularly within the private equity-backed ecosystem, whose personal wealth has become complex due to significant financial events such as business sales, recapitalizations, equity compensation, or concentrated stock holdings. His expertise includes concentrated, illiquid, and complex financial scenarios, focusing on areas such as corporate executive services, employee benefits planning, executive compensation, equity compensation services, family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Andrew utilizes Merrill’s proprietary Personal Wealth Analysis™ tool to evaluate clients' entire financial picture and assist with advanced tax mitigation strategies, estate and wealth transfer planning, tax-efficient diversification of concentrated equity, executive compensation and options analysis, liquidity and capital call planning, and philanthropic planning. Andrew holds a Bachelor's Degree from the University of Maryland and has earned professional designations including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, he enjoys adventure sports, boating, golfing, reading, spending time with his family, and traveling.