Brian Doak is a financial advisor with UBS Financial Services in Hunt Valley, MD. He holds Series 63 and 65 licenses and has 31 years of industry experience, including 18 years at UBS. He serves as a board member for St. Paul's School, his alma mater. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Quinn Bower is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, M&T Securities, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, Bower manages a family farm in Blain, PA, where he raises Angus beef cattle and grows hay, corn, and soybeans. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive retail advisor and branch network and offers affiliated investment products alongside its fiduciary advisory services.

Nathan Spangler is a Series 66-licensed financial advisor with LPL Financial in Westminster, MD, holding one year of industry experience. He previously worked at Edward Jones for three years and has a background that includes a media role at CBS Radio/Entercom Communications Corporation. Outside of his advisory role, he is involved with Puckett and Sturgill Financial Group as an investment representative. 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 representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering discretionary and non-discretionary management supported by research and a variety of investment strategies.

Madison Rexford is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for seven years. His background also includes roles at The University of Tampa and Greene Turtle Sports Bar. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by various asset-allocation tools and third-party platforms.

Adam Grzybowski serves as Senior Resident Director at Merrill, leading the Hunt Valley office and working directly with clients. With more than 25 years of experience in the financial services industry, he began his career as a Financial Advisor at a large financial institution before joining Merrill Lynch Wealth Management in 2005. Adam’s areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. He holds the Accredited Asset Management Specialist™ designation from the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) designation. A native of the Baltimore area, Adam earned a Bachelor's degree from West Virginia University and a Master’s of Business Administration from The University of Baltimore. Outside of work, he enjoys boating, fishing, and spending time with his family, including his wife, Kristy, and their three daughters.

Benjamin Rogers is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryan Bosmans is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he is the sole owner of Quickstar Productions LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Benjamen Pickett is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Point Breeze Federal Credit Union, M&T Bank, and Aberdeen Proving Grounds Federal Credit Union. In addition to his advisory role, he serves as an executor for a family estate. 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 both model-based and discretionary investment strategies for a range of individual and institutional clients.

Brian Gorman is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, and various other positions prior to entering the financial sector. Outside of his advisory work, he serves as a basketball referee for youth games through OneTeam Officiating LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Gracie is a financial advisor at OSAIC with 38 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked for Lincoln Financial Advisors Corporation for 37 years. Outside of his advisory role, he is involved as an owner and agent of Heritage Financial Consultants LLC, offering various insurance products including group benefits and annuities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and provides integrated brokerage and advisory services. The firm uses a variety of asset-allocation tools and offers access to multiple investment platforms and third-party money managers.

Christopher Connolly is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, model-based asset allocation tailored to clients’ goals and risk tolerance.

Daniel Cote is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Cetera Advisors LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Douglas Schamburg Jr. is a financial professional with LPL Enterprise and holds a Series 66 designation. He previously spent ten years with McCormick & Co. Outside of his professional work, he volunteers as a basketball commissioner and camp coach with the Fallston Recreation Council. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering a range of advisory and brokerage services supported by LPL’s research and model portfolios.

Cheryl Armitage is a financial advisor with RBC Capital Markets, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. Her prior roles include positions at T. Rowe Price Investment Services and several firms associated with OSAIC and Lincoln Financial. She has been with RBC Capital Markets since 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and tailors investment strategies based on clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Daniel Newell is a financial advisor with Stifel in Hunt Valley, MD, holding Series 63 and Series 65 designations and 47 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent nine years at RBC Capital Markets Corporation. Newell also serves as a personal representative for a non-family trust. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Anthony Patti Jr. is a financial advisor with LPL Enterprise in Cockeysville, MD. He holds Series 63 and Series 65 licenses and joined the firm in 2025. Prior to his advisory role, his work experience includes positions at Papa John's, Target, and Little Caesars, as well as an academic background at Towson University and Calvert Hall College High School. He is also a commissioned notary. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various investment and insurance products through advisory and brokerage channels. The firm utilizes a combination of proprietary research, model portfolios, and third-party strategists to deliver investment advice.

Alex Kongkraphun is a financial advisor with Raymond James & Associates, holding a Series 66 license and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as a soccer referee and coach on a grassroots level. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and consulting services with an array of portfolio management styles and affiliated research.

Marcus Aiello is a CFP® with 18 years of industry experience and has been with Raymond James & Associates for the past 10 years. He is based in Hunt Valley, MD, and holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Scott Taylor is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with MassMutual and MML Investors Services since 2001. Outside of his advisory role, Taylor serves on the board of the Maryland Motor Truck Association and is involved in the sale of various insurance products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-focused planning supported by a range of analytical tools.

Brian Sigwart is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD, holding the CFP® designation and Series 63 and 65 licenses. He has 18 years of industry experience, including prior roles at Metlife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory work, he is involved in a solar micro-grid venture through Buzzard Bolts LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering collaborative annual planning engagements that utilize firm-approved software and tools to analyze client goals.