Gordon Wallace is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Bank of America, and City National Bank. Wallace is associated with Wallace Management LLC, a family-held business in which he serves as a signer on the account. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored investment strategies and multiple advisory programs combining discretionary and non-discretionary portfolio management with a range of in-house and third-party investment options.

Chase Stewart is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2022. Outside of his advisory role, Chase occasionally works part time as a server for Sage Catering, a company specializing in food preparation and event coordination. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gregory Milburn is a financial advisor with Wells Fargo Clearing in Annapolis, MD, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jason Messineo is a Series 66-licensed financial advisor with Wells Fargo Advisors in Annapolis, MD, and has 13 years of industry experience. He previously worked at Edward Jones for seven years before joining Wells Fargo Advisors in 2019. Outside of his advisory role, he serves as an assistant coach for the boys varsity lacrosse team at South River High School. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs analysis. The firm combines research, planning tools, and personalized recommendations, with clients choosing how to implement advice through various brokerage or advisory programs.

Katarina Stein is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2021. In her role, she focuses on helping clients develop written financial plans that define their goals and outline strategies to pursue them effectively. Katarina emphasizes the importance of being proactive and creating plans from a position of strength to better navigate stressful financial situations. Prior to joining Fidelity, Katarina worked as a Financial Solutions Advisor at Merrill Lynch, Fenner, Pierce & Smith Inc. from 2020 to 2021. She holds the CERTIFIED FINANCIAL PLANNER™ designation, reflecting her commitment to professional standards and client service. Outside of her professional work, Katarina enjoys fitness, sailing, yoga, traveling, and spending time with her pets.

Spencer Eisemann is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience at the Robert H. Smith School of Business and PepsiCo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Daniel Snyder is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning supported by proprietary planning tools and advisory programs tailored to client needs.

Colin Steele is a financial advisor at RBC Capital Markets in Annapolis, MD. He holds the Series 66 designation and began his financial services career in 2024. Prior to joining RBC, he worked in various roles including hospitality and logistics. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies utilizing both in-house and third-party investment managers.

Blake Morris is a Wealth Management Advisor at Merrill Lynch with over 20 years of experience in the financial services industry. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification along with designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Blake earned his Bachelor's Degree from the University of Maryland. Blake combines his extensive business knowledge with personal insight gained from growing up in a family with three generations of doctors. This unique perspective enables him to serve medical professionals by addressing their distinct and often complex financial needs. His work focuses on building enduring relationships with individuals, families, and businesses, aiming to create a comprehensive resource for medical professionals to support them as they grow their practices and attend to their patients. His areas of expertise include college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, socially responsible and ESG investing, special needs planning, individual and corporate investment strategy, tax minimization, and retirement income. Blake is also engaged in various personal interests such as baseball, boating, cooking, fishing, football, golfing, ice hockey, swimming, and spending time with his family.

Robert Hallet is a Senior Financial Advisor with Merrill Lynch Wealth Management, leading a team dedicated to delivering comprehensive financial advisory services. Since joining Merrill in 2000, he has leveraged over twenty years of experience in the financial services industry to assist clients with personalized wealth planning and banking solutions through Bank of America. His expertise encompasses corporate benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans, with a focus on integrating these benefits into long-term financial strategies for corporate executives. Robert and his team specialize in serving successful individuals and families, business owners, and high-ranking corporate executives. They design customized, tax-efficient strategies and detailed financial and retirement income plans tailored to clients' unique circumstances and goals. Their approach emphasizes risk management, tax minimization, fee control, responsible investment management, personalized banking, and trust services, aiming to grow, preserve, and distribute wealth effectively. The team’s services are supported by the resources and intellectual capital of Merrill and Bank of America Private Bank. Robert holds a Bachelor's Degree from Towson University and carries professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He participates in community activities as an American Legion Baseball Coach and is involved with GB Charities. His personal interests include baseball, basketball, boating, cooking, fishing, football, golfing, music, spending time with family, and traveling.

Christopher Norkus is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2018. His prior experience includes roles at the University of Maryland, Bonefish Grill, and Chesapeake Oral Surgery Associates. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Grant Boone is a Senior Financial Advisor and partner with The Boone Group at Merrill Lynch Wealth Management in Annapolis, Maryland. He works with successful individuals to develop personalized, goals-based financial strategies that align with their most important objectives. His approach involves connecting all aspects of clients' financial lives to recommend tailored wealth management solutions. Grant's expertise includes college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Pennsylvania State University System. Outside of his professional role, Grant prioritizes his family and enjoys outdoor activities such as hunting, fishing, and hiking. He also follows sports including football, hockey, and lacrosse.

Kevin Gilligan is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Samantha Cimino is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has previously worked at M&T Bank Financial Services, Southern Maryland Family Dental, and The Community College of Baltimore County. Cimino also has experience outside finance, including roles in education and transportation companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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.

Stephen Marohl is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he coaches lacrosse for the ProStart Lacrosse Club in Annapolis, MD. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, using proprietary research and tools to develop tailored recommendations, with optional implementation through its brokerage or advisory programs.

Michael Yankanich is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Salisbury University, and involvement with the Small Business Development Center and The Salvation Army NHQ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Kathleen Schoff is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 designations and 34 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she has a minor ownership interest in Samson Explorations, LLC, which generates quarterly royalty payments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Rochelle Brown is a CFP®-certified financial advisor with Edward Jones in Bowie, MD, where she has worked since 2002, accumulating 23 years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, Brown co-owns Abundant Life Resources LLC, a faith-based ministry focused on seminars, counseling, and writing. She also serves as treasurer and finance chair for the Salvation Army of the Sandhills and is a financial team member at The Shepherd's House International Christian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 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, operating under a fiduciary standard.

Julia Jorss is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Haverford Trust Securities Inc. before joining RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies using both in-house and third-party managers, along with integrated financial planning and brokerage services.

Juan Oechsle is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of finance, he owns a limited crab harvesting business in the Chesapeake Bay. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a broad range of advisory and brokerage services supported by advanced research tools and a large network of investment adviser representatives.