Andrew Leedom is a financial advisor with Ameriprise in Sparks, MD, holding Series 65 and Series 66 licenses and 28 years of industry experience. He has been with Ameriprise since 2008. Outside of his advisory role, he owns and manages Leedom AR, LLC, an investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Zouhair Tahri is a financial professional with Cetera, holding Series 63 and Series 65 licenses and entering his first year in the industry. He also serves as the managing director of Tahri CPA PLLC, a tax and accounting firm he has led since 2021. Prior to his current roles, he worked in technology firms including DXC Technology and Xerox. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving a diverse client base from individuals to institutional accounts, offering a broad range of portfolio management and financial planning services through multiple program structures and third-party managers.

Geoffrey Brent is a financial advisor with RBC Capital Markets LLC, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His prior work includes nine years with Ferris, Baker Watts, LLC and nine years at City National Bank. Brent serves on the boards of the Living Classrooms Foundation, where he coaches an after-school program for at-risk youth, and Boys' Latin School, where he chairs the committee on trustees. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and portfolio management services to individual investors, institutions, corporations, and charitable organizations, utilizing both in-house and third-party investment managers.

Douglas Madairy is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Cambridge since 2017. Prior to that, he was with National Planning Corporation for eight years and has maintained his own CPA and tax preparation practice since 1987. Outside of advising, Madairy is an independent insurance agent and serves as a co-trustee for a family trust. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base across multiple platforms and offers both discretionary and non-discretionary management through proprietary and third-party model strategies.

Russell Weber is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2009. Weber serves as a board trustee for The Friends School of Baltimore. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, delivering advisory work through proprietary research and model-based asset allocations.

Terrell Barnes is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Sheppard Pratt Health Systems and is involved in a home improvement business specializing in roofing services for homeowners. 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.

Ethan Buda is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Interstate Management Company, and several hospitality and investment-related businesses. Outside of finance, he has experience in the restaurant industry with firms such as Atlas Restaurant Group and World of Beer. 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 plans, corporations, and charitable organizations.

Michele Burch Lippincott is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding a Series 66 designation and bringing 25 years of industry experience. She has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, leveraging proprietary capital market assumptions and research to tailor financial plans and portfolio management aligned with clients’ goals and risk tolerances.

Scott Svensen is a financial advisor with LPL Enterprise, holding Series 66 and Series 63 licenses and five years of industry experience. His previous roles include positions at T. Rowe Price, Alps Fund Services, Oppenheimerfunds Distributor Inc, and Janus Management Holdings Corp. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Ryan Williams is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Centaurus Financial Inc. and Cola Wealth Advisors, each for one year. Outside of finance, he has been involved as a coach with Maryland Youth Sports Officials since 2022. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Timothy Dupont is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 14 years of industry experience. He has been with MML Investor Services LLC and MassMutual Life Insurance Company since 2011. He is also the owner of Bay Country Consulting, a business process consulting firm. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements and offers specialized planning services, including estate settlement and employer-sponsored programs.

David Wassel is a CFP® professional with 28 years of industry experience currently serving at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services Inc and H. Beck, Inc., and he has maintained a relationship with Guardian Life Insurance Co. of America since 1998. Outside of his advisory work, he is the owner of Summer Financial, Inc., which involves life, disability, and health insurance sales. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach uses model-based asset allocation and portfolio optimization, incorporating risk tolerance assessments and various managed account strategies.

Edward Wight Jr. is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD. He holds CFP® and ChFC® designations and has 26 years of industry experience. Since 1999, he has been affiliated with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is also an agent with Lenox Advisors, Inc., where he brokers various insurance products including life, health, fixed annuities, disability income, and long-term care insurance. Mass Mutual 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 an emphasis on collaborative, goal-based planning using firm-approved analytical software.

Merri Toulas is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding Series 63 and Series 66 licenses and totaling 31 years of industry experience. She previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. Outside her advisory role, she operates a sole proprietorship involved in art and culture investment activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and methodologies, including Monte Carlo simulations and secular return estimates.

Daniel Taylor is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 license and over 22 years of industry experience. He has been with Cambridge since 2006. Outside of his advisory role, Taylor serves as president of the Stake Club Charitable Foundation and co-chairs the philanthropy committee of The Stake Club. He also holds board and volunteer positions with the Vanguard School Foundation and The Generous Game Foundation, among other nonprofit involvements. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms, featuring proprietary and third-party strategies.

John Bradley is a Series 66-credentialed advisor with two years of industry experience, currently affiliated with Osaic Wealth. Prior to joining Osaic, he worked at Lincoln Financial Advisors and operated The Bradley Company. He also serves as a patrolman with the Edwardsville Borough Police Department, a role he has held for over a decade. Osaic Wealth serves a diverse client base including retail, high-net-worth, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Christopher Payton is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. since 2020. Prior to that, he was employed by Regus Management Group from 2014 to 2019. 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 various types of organizations.

Abdel Al Jame is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America and Merrill for the past 12 years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Gilman is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with LPL Enterprise LLC since 2025. His prior experience includes roles at Equitable Advisors, Kol Halev, and community-focused positions such as work with the Baltimore City Public School System and the Office of Congressman Dwight Evans. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Brandon Hethcoat is a financial advisor at Raymond James Financial with five years of industry experience. He previously worked at Morgan Stanley and Parker & Lynch, and also held a role at Ohio University. In addition to his advisory work, he serves as an investment strategist for Fusco Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.