Rachel Land is a Series 66 licensed financial advisor with Merrill, based in Easton, MD, and has six years of industry experience. She has worked at Merrill since 2018 and previously held positions at the University of Maryland, College Park, and Safeway. 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 and profit-sharing plans, corporations, and charitable organizations.

David Miller is a CFP®-designated financial advisor with 37 years of industry experience, currently with RBC Capital Markets and City National Bank. He previously worked at UBS Financial Services for nine years. Outside of his advisory role, Miller is active as a musician and serves on the board of Archbishop Curley High School in Baltimore. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers tailored to client risk profiles.

Mark Kamins is a financial advisor with LPL Financial, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience and has previously worked at Grove Point Investments, Grove Point Advisors, Lighthouse Financial Services, Kamins & Manning P.C., and H. Beck, Inc. Kamins serves on the board of the Guild of Temple Musicians, a nonprofit organization. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by extensive research and technology integration.

Cecilia Brown is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. She previously worked for 16 years at Lincoln Financial Securities Corporation. Outside of her advisory role, she is involved in a business owner capacity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by model portfolios, research, and technology-driven solutions.

Vincent Pasko is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using research and planning tools to develop tailored recommendations.

William Mulford III is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Prior to joining Ameriprise, he was involved with the Naval Academy Golf Association and worked in various roles including at the University of Maryland College Park and On the Go Hosiery. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning advice through a centralized consulting team.

Daniel Parnes is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he is involved in investment-related business activities including ownership in Parnes GP, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that addresses various financial needs with tailored recommendations supported by proprietary research and tools.

Tyler Yoder is a Planning Consultant at Fidelity Investments in the Annapolis branch. In this role, he supports aligned advisors and their clients in navigating financial journeys. His areas of focus include investment strategy, retirement planning, tax efficient investing, and multigenerational family wealth planning. Tyler has been with Fidelity Investments since 2021. He began his career there as a Financial Representative, then worked as a Relationship Manager before becoming a Planning Consultant in 2022. Outside of his professional work, Tyler enjoys reading and practicing yoga.

Atealem Ford is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides personalized investment advice for a diverse clientele that includes individuals, families, non-profit and for-profit organizations, and businesses across the United States. Her client focus areas include college education planning, equity compensation services, family wealth management strategies, services for endowments and foundations, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, small business strategies, and women and wealth. Atealem holds a Bachelor's Degree from Seattle Pacific University and a Master of Business Administration (MBA) from the University of Maryland–UC, where she earned a 4.0 GPA and was inducted into the Phi Kappa Phi Honors Society. She holds several professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is registered under the National Mortgage Licensing System in order to assist clients with mortgage and lending needs. Outside of her professional work, Atealem enjoys cooking, baking, painting, sports, and spending time with her family. She has traveled extensively and enjoys learning about different cultures. She is actively involved in her community, volunteering with organizations such as the Annapolis Rotary Club, Anne Arundel County Public Schools, Anne Arundel County Volunteer Center, Bellevue Community Senior Center, HOPE, Lighthouse Homeless Prevention Center, Men of Courage International, Inc, and Sunrise Assisted Living Annapolis.

Michele Mayo is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with RBC Capital Markets Corporation since 2010. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and combines in-house and third-party investment management to tailor strategies according to each client’s risk profile.

Kevin Bruening is a financial advisor with UBS Financial Services in Annapolis, MD, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He serves as a board member of the Patuxent River Commission and is on the board of directors for the Village of River Hill Community Association. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor strategies to client goals and risk profiles. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Gina Weltlinger is a financial advisor with Merrill, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1998. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Amanda David is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to her current role, she worked at The Henker Group for seven years and has experience in the hospitality industry, including positions at Blackthorne Irish Pub, Lighthouse Oyster Bar & Grill, and Awful Arthurs Restaurant. Edward Jones is a full-service wealth management firm serving over 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.

Adam Martin is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. He has professional involvement with Hinckley Bay Bridge Marina and multiple educational institutions, including St. Mary’s College of Maryland. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Robert Keeley is a CFP® with 29 years of industry experience, currently serving at Edward Jones since 1996. He holds a Series 63 license and is based in Crownsville, MD. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Christopher Accinelli is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Mary Ganley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Donald Collett is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Outside of his advisory role, he is involved with Waypoint Group, LLC, a personal service corporation established to manage expenses for registered representatives' practices. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm serves a large client base through a broad range of advisory, brokerage, and insurance solutions.

Steven Hayes is a financial advisor with Equitable Advisors in Severna Park, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Axa Advisors, LLC and Valic Financial Advisors prior to joining Equitable Advisors in 2009. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and various advisory models.

Yvonne Lively is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.