Erin Dauses is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 designation and has worked at various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios across mutual funds, ETFs, and other investment vehicles, and supports registered investment companies and institutional clients through systematic methodologies and oversight controls.

Asriel Marizan is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Marizan is a video game streamer on Twitch. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors using multiple program structures and discretionary authorities.

Kevin Goodman is a financial advisor at Primerica Advisors with 38 years of industry experience. He has held roles at Primerica Financial Services since 1991 and at Primerica Advisors since 1987. Outside of his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Lori Silverthorne is a financial advisor with Charles Schwab, holding Series 66 and Series 63 designations and bringing 21 years of industry experience. Her prior work includes six years at T Rowe Price and earlier roles within Charles Schwab dating back to 2006. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary advisory model with access to discretionary separately managed accounts and offers multi-asset portfolios supported by a centralized operational structure.

Elizabeth Sherbert is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009 and holds the Series 66 designation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies tailored to client goals and risk tolerances.

Richard Duval Jr. is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird since 2009. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning, portfolio management, and separately managed account programs, utilizing both in-house and third-party managers across a range of strategies.

Nicholas Cosgrove is a financial advisor with RBC Capital Markets in Bel Air, MD. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked at Legacy Financial Advisors, W&S Brokerage Services, and Western & Southern Life. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.

Jason Bukowsky is a financial advisor with Charles Schwab, holding a Series 66 designation and over 22 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2004 and 2005, respectively. Outside of his advisory role, he has a non-investment-related business managing rental properties in Charleston, South Carolina. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs and managed-account services. The firm combines non-discretionary advice with access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Timothy Strasdauskas is a CFP®-certified financial advisor with 40 years of industry experience. He is currently with LPL Financial, where he has worked since 2023, and previously spent 13 years at Cambridge Investment Research Advisors. Outside of advising, he owns a restaurant business in Maryland. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a wide range of advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, and institutional programs supported by various research and technology tools.

Matthew Citrano is a financial advisor with RBC Capital Markets in Bel Air, MD. He holds a Series 66 designation and has 10 years of industry experience, including 11 years at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Joshua Ritz is a Series 66-credentialed financial advisor with 25 years of industry experience. He is currently with LPL Financial and has previously worked at Steward Partners, Raymond James Financial Services, and Wells Fargo Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Sujata Chakraborty is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has previously worked at PNC Investments and M&T Securities. Chakraborty also operated as a self-employed advisor before joining her current firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a national network of investment adviser representatives.

Steven Reed is a financial advisor with Edward Jones in Nottingham, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a member of agricultural businesses Reed Farms LLC and SJK Farms LLC in Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Angela Johnson is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009 and holds Series 63 and Series 65 designations. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.

Joshua Shanty is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Mitsubishi Heavy Industries America. Outside of his advisory role, Shanty owns Colt Mechanical Services, a mechanical engineering contracting firm. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, and access to third-party investment managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a diverse set of investment vehicles and supports both discretionary and non-discretionary account management.

Stephen Hepburn is a financial advisor at LPL Financial with 16 years of industry experience. He holds the CFP® and Series 66 credentials and has previously worked at Edward Jones and Cambridge Investment Research. Outside of his advisory role, he serves as president of Imaculatta's Ranch LLC, an agricultural business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

Christopher Holcombe is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He has held his current position since 2018 and previously worked at Primary Residential Mortgage Inc. from 2015 to 2018. He holds Series 63 and Series 66 designations. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Michael Aluotto is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at First Allied Advisory Services and First Allied Securities. He serves as a committee member for the Cornell Club NYC, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Edward Kelly IV is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with LPL Financial and previously spent 10 years at Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining proprietary research, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Sandra Liotta is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 1985. She brings a highly personalized, planning-based approach to clients residing in Towson, throughout Maryland, and in 27 other states. Sandra focuses on family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, socially responsible and ESG investing, and women and wealth. She works closely with clients, their tax and legal advisors, and specialists throughout Bank of America and Merrill to address transition and estate planning issues. Sandra earned a Bachelor's Degree from Swarthmore College and a Master's Degree from University of Baltimore. She holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Sandra has been recognized as a member of the Liotta Osterman Buchinski team named to the 2023 Forbes “Best-in-State Wealth Management Teams” list. She was also named to Forbes "America's Top Women Advisors" and "Best-in-State Wealth Advisors" lists in multiple years including 2018 through 2021. Beyond her professional pursuits, Sandra is involved in community organizations such as Baltimore Center Stage where she serves as President of the Board of Trustees, LEAD for Women, Merrill Hispanic Latino Advisory Council, and The Harbour Schools of Annapolis and Baltimore. Her personal interests include boating, gardening, golfing, hiking, music, reading, scuba diving, spending time with her family, and traveling.