Corinne Patteson is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2018. Prior to this, she worked at Dominium Group Sports, LLC. Patteson serves on the Board of Directors for St. Joseph School in Cockeysville, MD, where she participates in strategic planning and committee work. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers to meet clients' risk profiles and investment objectives.

Todd Binder is a financial advisor with Mass Mutual Investors Services in Columbia, MD, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1999. Additionally, he serves as an insurance agent with Tribridge Partners, LLC, focusing on life, health, disability, fixed annuities, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses a collaborative, annual planning process and offers various specialized planning programs, including recent additions like Divorce Planning.

William Vaccacio is a financial advisor with Merrill based in Hunt Valley, Maryland. He holds Series 63 and Series 66 designations and has eight years of industry experience. His prior work includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutional investors. The firm leverages its integration with Bank of America’s broader platform to deliver a wide array of financial products and services.

Eric Nace is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Merrill and Bank of America since 2020 and was previously employed at Citizens Securities, Inc. Eric also has experience outside the financial industry, having worked at Rockfish Public House and Heritage Hills Golf Resort. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and corporate fiduciaries. The firm’s integration with Bank of America enables access to a wide range of products and services beyond typical managed account offerings.

Kyle Ryer is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jeffrey Fountain is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for 19 years. Fountain is co-owner of a non-investment business called Retirement Plan Solutions. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Frank Chiovaro is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Camden Planning Group, Eagle Strategies (NY Life), Nylife Securities, and New York Life insurance company. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. 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 tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Rocco Lattanzi is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at M&T Securities since 2007 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Muela is a CFP® with 27 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and previously worked at Equitable Advisors and Axa Advisors. He is also an author of educational content through Integrated Capital Management Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Craig Schubert is a financial advisor with LPL Enterprise and holds the Series 63, 65, and 66 licenses, bringing 34 years of industry experience. He has worked at Prudential Insurance Company of America since 1991 and previously at Pruco Securities, LLC. In addition to his advisory role, he is also a mortgage originator with Rocket Mortgage. 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, consulting, model portfolios, third-party asset management arrangements, and access to various brokerage and insurance products.

Jaimie Corcoran is a CFP® professional with 14 years of industry experience, currently serving as an advisor at LPL Enterprise. Prior to joining LPL Enterprise in 2024, Corcoran worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley in various roles from 2011 to 2024. Outside of advisory activities, Corcoran maintains an incidental business entity, Financial Health Group, LLC, for non-investment related expenses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, combining adviser programs with active sales of financial products and lending services.

Christian Backus is a financial advisor with Merrill in Abingdon, MD, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Bank of America and Verizon Wireless. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Stephen Mersinger is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2010, he has focused on assisting families, corporate executives, business owners, and athletes with customized wealth management plans aimed at supporting their lifestyles and future goals. His client focus areas include college education planning, corporate benefits, family wealth management strategies, endowments, foundations and non-profits services, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, and sports and entertainment. Stephen holds a Bachelor of Science degree in Business Administration with dual minors in Finance and Marketing from York College of Pennsylvania. He has earned the CERTIFIED FINANCIAL PLANNER (CFP®) certification, the Chartered Retirement Planning Counselor (CRPC™) designation, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He is a member of the York College of Pennsylvania Sponsorship Board. Beyond his professional work, Stephen has remained involved in the lacrosse community. He was a member of the York College Lacrosse team, becoming the program's first All-American and Scholar All-American in the same season, and was inducted into the college's Athletic Hall of Fame in 2021. He has served as a varsity assistant coach for the Mount St. Joseph Lacrosse team, which competes in the MIAA 'A' conference. Stephen lives in Ellicott City, MD, with his family and stays active through basketball, weightlifting, golfing, and travel.

David Rauseo is a financial advisor with Mass Mutual Investors Services in Hunt Valley, Maryland, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2002. Outside of his advisory role, he is an insurance agent involved in brokerage for various life, health, fixed annuities, disability income, and long-term care insurance products. 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, delivering collaborative, goal-oriented planning engagements without discretionary investment authority.

Brian Mohler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and joined Merrill in 2014. Brian serves as the team's dedicated wealth management planner and also supports relationship management and client development within The Frank, Finney, Mohler & Browne Group, a team of Merrill financial advisors serving families and institutional clients. Brian specializes in areas including education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Plans Specialist (CRPS) designation, and the Personal Investment Advisor (PIA) designation. He earned his bachelor's degree in International Business & Management from Dickinson College in 2007. Brian is involved in the community through The Y in Central Maryland. He lives in Cockeysville, Maryland with his wife Lindsay and sons Riggs, Lawrence, and George.

Luke Nuetzel is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he held roles with the Baltimore Ravens, Augusta National Golf Club, and the United States Golf Association. 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, including retirement, education, and specialized planning such as business-owner transition and sports & entertainment planning.

Brandon Reichert is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase, LPL Enterprise, and Transamerica. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Josie Scramlin is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, she held various roles including positions at Tri-State Bird Rescue and Data Networks. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling to guide asset allocation and financial planning.

Daniel Lacey is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients manage their financial goals through personalized strategies. He focuses on areas such as family wealth management, personal retirement planning, philanthropic planning, and tax minimization. Daniel works closely with clients to define their objectives and develop portfolio strategies tailored to their needs, providing ongoing advice and adjustments as circumstances evolve. Daniel entered the financial services industry in 2021 and became fully licensed in 2022. He holds a bachelor's degree from Towson University and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He combines technical knowledge with a communicative approach to assist clients in making informed decisions. Outside of his professional responsibilities, Daniel lives in the Canton neighborhood of Baltimore City with his wife and their rescue dog. He enjoys cooking, music, spending time with family, and watching movies. Additionally, he supports local organizations in his community.

Matthew Bleach is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been associated with Merrill since 2004, as well as Bank of America since 2011. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of financial products and services beyond typical investment management.