Shawn Lemko is a financial advisor at UBS Financial Services in Hunt Valley, MD, holding a Series 66 designation with 23 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Adam Doubet is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for eight years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

William Boykin IV is a Wealth Management Advisor at Merrill Lynch Wealth Management. He collaborates with clients and families to organize, educate, advise, and execute through a disciplined process all aspects of their financial affairs to help them achieve their goals and live their lives. His practice focuses on providing solutions for affluent individuals who have complex professional and personal lives, addressing their business interests, family, community, health, and leisure priorities. His areas of expertise include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. He coordinates the execution of all aspects of clients' financial lives, emphasizing trust, quality advice, transparency, and strong advocacy. Mr. Boykin holds a Bachelor's degree from Cornell University and has earned the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. He is involved with the One Love Foundation and communicates professionally in English and Japanese. His personal interests include boating, fishing, football, golfing, hunting, skiing, and traveling.

Ronald Greene Jr. is a financial advisor with LPL Financial in Timonium, MD, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked with LPL Financial since 2010 and operates Greene Financial Services, Inc., a firm he has been associated with since 1997. Outside of finance, he is involved in art and painting through his business, Ron Greene Art. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs and services supported by research, model portfolios, and technological tools.

Linda Schwab is a financial advisor with LPL Financial in Timonium, MD, holding Series 63 and Series 65 licenses and 36 years of industry experience. She has been with LPL Financial since 2021 and also maintains a role with M&T Securities since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and diverse investment strategies.

Katrina Warkoczewski is a Series 66-licensed financial advisor with Merrill in Hunt Valley, MD, and has nine years of industry experience. She has been with Merrill since 2014. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Brian O'Neil is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1979. He manages individual portfolios by formulating risk-managed asset allocations focused on a select number of investments. Brian works collaboratively with clients’ attorneys and CPAs to align portfolios with estate planning goals and strategies for tax minimization. He serves a diverse client base including corporate executives, entrepreneurs, physicians, attorneys, retirees, and multiple generations across 15 states. Brian holds a Bachelor's degree in Business Administration from Loyola College in Maryland and carries the Personal Investment Advisor (PIA) designation. His areas of expertise include portfolio management, family wealth management strategies, international wealth management, liquidity management, philanthropic planning, tax minimization, and retirement income planning. In addition to his professional work, Brian serves on the Board of Trustees for The Boys' Latin School of Maryland. He lives in Ruxton, MD, with his wife Ann and is active in his community.

Stephen Goldstein is a CFP® with 32 years of industry experience, currently with RBC Capital Markets since 2025. He previously worked at Janney Montgomery Scott for 16 years. He serves as a committee member on the board of the Chizuk Amuno Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Frank White IV is a CFP® credentialed financial advisor with six years of industry experience. He is currently affiliated with RBC Capital Markets and City National Bank, where he has worked since 2019. Prior to his current roles, he was employed at Apex Tool Group, LLC from 2011 to 2019. 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 offers a variety of wrap fee advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party investment managers.

Bokah Worjoloh is a financial advisor with Primerica Advisors in Reisterstown, MD, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Primerica Financial Services since 2003 and has a background in commercial construction from 2014 to 2017. Worjoloh also owns Worjoloh Financial Solutions Corp., an entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered percentage-based wrap fee structure.

Howard Soltoff is a financial advisor with Mass Mutual Investors Services in Columbia, MD, holding Series 63 and Series 65 designations and over 50 years of industry experience. He has been with MML Investors Services, Inc. since 1996. Outside of his advisory role, he is involved as a sales agent with Tribridge Partners, LLC, focusing on various life, health, disability, fixed annuities, and long-term care insurance products. MML Investors Services, LLC 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 planning engagements structured as ongoing collaborations that produce written recommendations based on detailed client data and firm-approved analytical tools.

Ariana Mary Waitkavicz is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and holds a Series 66 designation. She is based in Hunt Valley, MD. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances while offering a wide range of capital markets services.

Patrick Vaughan is a financial advisor with RBC Capital Markets, holding a Series 63 designation and 43 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

Gavin Potterfield is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at the University of Louisville, Delta Financial Advisors, and Humana Inc. Outside of financial services, he has experience working in the hospitality sector at Hightopps Bar and Grille. 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Coleman Jr. is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at MML Investors Services Inc and MassMutual Life Insurance Company for 15 years. Coleman holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as a board member at Hillendale Country Club and is involved in a for-profit insurance-related board position. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Dennis Facius is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 65 and Series 66 licenses and has an extensive background at MassMutual and MML Investors Services, where he worked for over three decades. In addition to his advisory role, he is involved in selling disability, health, and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory services, utilizing model portfolios, research from multiple sources, and advanced technologies across discretionary and non-discretionary management programs.

Benjamin Lanser is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at Janney Montgomery Scott LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of investment products.

Katalin Jambor is a financial advisor with LPL Enterprise holding Series 65 and Series 63 credentials and nine years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Bankers Life. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products.

Ferdinand Fiastro is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 18 years of industry experience with prior roles at firms including Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. Fiastro maintains an active insurance agent role, focusing on life, disability, long-term care, and fixed annuities. Mass Mutual 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, wrap and money-manager programs, and educational seminars.

Noor Bhatti is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, Noor worked at Carlisle Service Station and held teaching positions at Penn State Harrisburg, HACC, and Patapsco High School for The Center of The Arts. 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, pension plans, corporations, and charitable organizations.