Tyler Hammett is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor designation. Tyler earned his Bachelor's degrees in International Finance and Economics from The Catholic University of America, Tim and Steph Busch School of Business and Economics. Since 2017, Tyler has worked with executives, entrepreneurs, and attorneys to address complex financial questions related to cash management, wealth diversification, tax minimization, estate protection, and timing of asset liquidation. His approach incorporates a goals-based process complemented by the firm's proprietary Personal Wealth Analysis™ strategy. Outside of his professional work, Tyler is active in community service, including volunteering with Athletes Serving Athletes Anne Arundel Chapter. He enjoys distance running, music, golf, biking, football, hiking, ice hockey, skiing, swimming, and traveling. Tyler is affiliated with the Relay For Life organization.

Laura Mcauley is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2010 to 2019 before joining Ameriprise in 2019. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized retirement-income consulting team.

Tyler Sullivan is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at Kestra Investment Services and Kestra Advisory Services. He has additional experience with Hornor, Townsend & Kent and Equitable Advisors. Outside of finance, he has been involved with lacrosse-related organizations, including True Baltimore Lacrosse and East Coast Dyes Lacrosse Company. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, and municipalities, offering financial planning and advisory services through various specialized programs and investment strategies.

Thomas Ervin is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 designations and bringing 33 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 offers a wide array of advisory programs to individuals and institutional clients, emphasizing tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Aiden Mowry is a financial advisor with Primerica Advisors holding Series 63 and Series 65 designations. He has been with Primerica and its affiliate PFS Investments Inc. since 2026. Outside of finance, he is involved with The Healing and Wellness Center, where he has participated for five years. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and operates at a large scale with approximately 3,964 advisors and $15.5 billion in assets under management.

Khameron Gray is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served as a Relationship Manager at Fidelity Investments in 2025 and as a Financial Representative at the same firm from 2024 to 2025. In his current role, Khameron collaborates with clients to develop personalized financial strategies aimed at achieving their individual goals. Khameron emphasizes attentive listening and understanding client needs to provide tailored investment approaches. His professional experience at Fidelity Investments spans several roles, reflecting his involvement in client relationship management and financial representation. Outside of his professional work, Khameron's personal interests include family activities, football, music, reading, and writing.

Nicholas Voyton is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 65 credential and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Sikich LLC from 2021 to 2024 and Deloitte & Touche LLP from 2016 to 2021. Outside of his advisory role, Voyton is involved with Severn Financial Solutions LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Steven Cleveland is a financial advisor with Ameriprise in Annapolis, MD, holding Series 63, Series 65, and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved with Waypoint Group, LLC, providing financial paraplanning services including data entry, analysis, and plan presentation. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Brian Bauer is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Bauer serves as treasurer for Limestone University in Gaffney, SC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Salmon is a financial advisor with Fidelity in Annapolis, MD, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Fidelity brokerage and advisory businesses since 2013. Outside of her advisory role, she serves on the board of directors for The PutAway, a pickleball facility in Maryland. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Michael Nolan is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. Outside of his advisory role, he teaches financial workshops at senior centers through Anne Arundel Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branches.

Travis Regier is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Deutsche Bank Securities Inc. from 2000 to 2003. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies across multiple advisory programs with a broad range of portfolio management and financial planning services.

Maria Vallecillo is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 21 years before joining Ameriprise in 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

George Gelston is a financial advisor with Mass Mutual Investors Services in Annapolis, MD, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2003. Gelston also operates as a licensed agent in life, health, disability income, fixed annuities, property and casualty, and long-term care insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

James Woodrum is a financial advisor with Fidelity Investments, holding Series 66 and Series 65 licenses and totaling 20 years of industry experience. His prior work includes roles at Ameriprise Financial Services and Transamerica, with a brief tenure in events and production. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage various fund structures and model portfolios.

Mave Wellington is a financial advisor at Morgan Stanley with securities licenses including Series 66, Series 63, and Series 65. Wellington has experience working at the Maryland Insurance Administration and has been involved with the YMCA since 2021. 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 customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates scenario modeling tools.

Renea Campbell is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Bank of America for nine years before joining Merrill. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Krisko is a Senior Resident Director at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1993 and joined the Rachlin Group in 1997. Elizabeth earned the CERTIFIED FINANCIAL PLANNER® designation in 2003, awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the designations of Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Elizabeth holds a Bachelor's degree in Finance from Pennsylvania State University and a High School Diploma from Reading Central Catholic. She specializes in client focus areas including managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Originally from Reading, Pennsylvania, Elizabeth lives in Annapolis with her husband, John. She is involved in community organizations such as Annapolis Rotary and Impact100 Greater Chesapeake. Her personal interests include boating, gardening, reading, and spending time with her family.

Steven Bonanno is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2005, including a role at Charles Schwab Bank since 2017. Outside of his advisory work, he has worked as a driver for ride-sharing services Uber and Lyft. Charles Schwab 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 offers a mix of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

John Pellegrini is a financial advisor with Merrill in Annapolis, MD, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His prior roles include positions at BNY Mellon Securities Corporation and Lord, Abbett & Co. LLC before joining Merrill in 2007. 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, and institutions.