Abdel Al Jame is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Bank of America and Merrill since 2014. 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. The firm integrates investment management with lending, custody, and other banking services as part of Bank of America’s broader platform.

Shannon Beauchamp is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Wells Fargo Advisors since 2026 and previously spent 17 years at RBC Capital Markets Corporation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with various financial products and referral channels.

Tania Banach is a Financial Advisor with Merrill Lynch Wealth Management. She began her career in the financial services industry in 2018 after starting at Bank of America and Merrill in 2015. Tania holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Tania offers expertise across investment planning, retirement planning, estate planning services, and wealth management. She works with a diverse range of clients, from young professionals to retirees, focusing on crafting comprehensive financial strategies aligned with each client's individual goals. As a Merrill advisor, she connects all aspects of clients' financial lives to help prioritize and pursue the goals that matter most. Beyond her professional role, Tania participates in community involvement with Junior Achievement of Central Maryland. She enjoys staying active through activities such as yoga, hiking with her family, biking, music, reading, running, swimming, and traveling.

Edwin Dooley is a financial advisor with LPL Financial in Aberdeen, MD, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at LPL Financial since 2021 and has been associated with M&T Securities since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and external sources.

Devin Monroe is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked with Ameriprise since 2013. Outside of his primary role, he serves as an Associate Financial Advisor at J&R Juergensen Inc., where he provides client service. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Stephen Neuhof is a Series 66-registered advisor at Merrill with 20 years of industry experience. He has been with Merrill since 2005. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Connor Barnes is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Tower Partners and Whitebox Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers tailored to clients’ risk profiles and offers features such as tax management and responsible investing screens.

Elijah Place is a Series 66-licensed financial advisor at Merrill with 9 years of industry experience. He has worked at Merrill since 2016 and was previously employed at Global Payments Inc for six years. Outside of his advisory role, Elijah participates in a medical study with the Wilmer Eye Institute and takes part in the Amazon Vine promotional program, writing product reviews in exchange for free goods. 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.

Alecsander Mc Donald is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families achieve financial independence and security by providing personalized guidance and simplifying the financial planning process. Alecsander specializes in areas including college education planning, family wealth management strategies, legacy planning, retirement income, portfolio management services, and tax minimization. With a Bachelor's Degree from Towson University, Alecsander holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He works with investors who prioritize long-term financial goals and recognize the value of disciplined, patient planning supported by skilled advisory. Outside of his professional work, Alecsander enjoys personal interests such as chess, cooking, football, golfing, hunting, music, photography, spending time with his family, and traveling.

Elizabeth Sherbert is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009 and holds the Series 66 designation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies tailored to client goals and risk tolerances.

Richard Duval Jr. is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird since 2009. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning, portfolio management, and separately managed account programs, utilizing both in-house and third-party managers across a range of strategies.

Nicholas Cosgrove is a financial advisor with RBC Capital Markets in Bel Air, MD. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked at Legacy Financial Advisors, W&S Brokerage Services, and Western & Southern Life. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.

Timothy Strasdauskas is a CFP®-certified financial advisor with 40 years of industry experience. He is currently with LPL Financial, where he has worked since 2023, and previously spent 13 years at Cambridge Investment Research Advisors. Outside of advising, he owns a restaurant business in Maryland. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a wide range of advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, and institutional programs supported by various research and technology tools.

Michael Fitz Patrick is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2016, he has focused on portfolio construction, goals-based analysis for individual planning, advising clients on risk and asset allocation, and consulting for 401(k) and defined benefit plans. As a qualified Portfolio Manager, Michael develops personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, some of which he manages on a discretionary basis through the Firm's Investment Advisory Program. With a career in financial services beginning in 2000, Michael specializes in areas such as family wealth management, legacy planning, liquidity management, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations, in addition to Series 7, 31, and 66 FINRA registrations, along with life, health, and long-term care insurance licenses. Michael earned a Bachelor's degree in Political Science with a minor in Public Administration from the University of Maryland Baltimore County. Michael resides in Hunt Valley, Maryland, with his wife MaryBeth and their four children. He serves as a board member of Change the Conversation and has previously contributed as a member of the Investment Committee at St. James School in Monkton, Maryland. His community involvement includes coaching youth lacrosse at St. James Academy and participating in TLC.

Christopher Walsh is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over 33 years of experience at Merrill, he works closely with individuals to prepare them for retirement and to fund their life goals. He partners with Hugh Hanley, who focuses on mutual fund and manager analysis, employing a planning-based approach to construct client portfolios that meet their objectives and navigate market volatility. Christopher is certified to advise on defined contribution retirement plans for small businesses, including start-ups and existing plans. Prior to his financial advisory career, Christopher taught middle school math and science for seven years. He earned a bachelor's degree from Union College in Schenectady, NY, and a master's degree in Engineering in Computer Science from Loyola University in Baltimore. His experience in teaching informs his commitment to helping clients understand their investments so they can make well-informed decisions and remain disciplined over time. Christopher holds the Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. Family is important to Christopher; he and his wife of 29 years have four grown children and three grandchildren. He has a range of personal interests including travel, outdoor activities such as birdwatching, fly fishing, hiking, camping, and sports like golf and soccer. He has coached soccer at various levels and remains involved with the Boys' Latin soccer program.

John Rogers is a financial advisor with LPL Financial in Hunt Valley, MD, holding Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at Summit Investment Advisors, Inc. and Worthington Financial Partners. Rogers also provides administrative support to Summit Financial, an independent investment advisor firm. 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, model portfolios, and retirement plan consulting.

Matthew Citrano is a financial advisor with RBC Capital Markets in Bel Air, MD. He holds a Series 66 designation and has 10 years of industry experience, including 11 years at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Matthew Lesko is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Stifel Independent Advisors, LLC and RBC Capital Markets, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer and employs a delivery model that leverages LPL-sponsored programs and endorsed third-party managers.

Joshua Ritz is a Series 66-credentialed financial advisor with 25 years of industry experience. He is currently with LPL Financial and has previously worked at Steward Partners, Raymond James Financial Services, and Wells Fargo Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Sujata Chakraborty is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has previously worked at PNC Investments and M&T Securities. Chakraborty also operated as a self-employed advisor before joining her current firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a national network of investment adviser representatives.