Peter Evans is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads a team of four members providing services to families, small businesses, and non-profits across 40 states. Peter specializes in portfolio management services, personal retirement planning, education planning, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, tax minimization, and retirement income. Peter joined Merrill Lynch Wealth Management in 2002. He holds a Bachelor of Science in Business from Miami University in Oxford, Ohio, and a Master of Business Administration from Johns Hopkins University in Baltimore, Maryland. He has been recognized by Forbes annually from 2022 through 2026 on the Best-in-State Wealth Advisors list. Peter is a qualified Portfolio Manager and holds multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Peter resides in Crownsville, Maryland with his wife Sarah and their two children, Sophie and Ben. He serves on the Board of Trustees for the Light House Shelter in Annapolis and the Annapolis Symphony Orchestra. Additionally, Peter volunteers regularly with Habitat for Humanity and has participated on various committees at St. Anne's School of Annapolis and Severn School. Peter and his family are also sponsor family for a Naval Academy Midshipman.

David Hall is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Truist, BB&T Securities, and Morgan Stanley Wealth Management. He is also associated with the State Employee Credit Union of Maryland. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Stephen Coffey is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following four years at Bank of America. 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 through a nationwide network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Linnette Quick is a financial advisor with Primerica Advisors in Crofton, MD, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked with Primerica Advisors since 2004 and has held roles at Aleut Federal LLC, LBYD Federal LLC, Chickasaw National Industries Inc., and Contemporaries Inc. In addition to her advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts. The firm operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management.

Carol Staniar is a Financial Advisor at UBS Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a range of capital markets activities.

James Vermilye is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2020. Prior to joining Morgan Stanley, he worked at Robert Baird & Co. from 2012 to 2020. Vermilye holds several nonprofit board roles, including treasurer positions and investment committee membership with organizations such as the Mid Shore Community Foundation, Chesapeake College Foundation, and BAAM. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach involves structured planning processes supported by firm-approved tools, serving clients through both direct engagements and employer-based financial planning agreements.

David Donnelly is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds the Series 66 designation and has worked previously at SunTrust Advisory Services, Prudential Insurance Company of America, and Pruco Securities LLC. Outside of advising, he is involved in Prudential Sponsored Non-Variable Insurance activities. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform combining advisory programs with brokerage and insurance sales.

Jackson Ruckman is a financial advisor with LPL Financial based in Edgewater, MD. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked in education for eight years and has served as an assistant varsity boys soccer coach at St. Mary’s High School. 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.

Melissa Caprice is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Geometric Wealth Advisors, Scarborough Capital Management, Independent Financial Group, Ameriprise, and Online Trading Academy. Outside of her advisory role, she is a proprietor of an investment property in Canada. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Aaron Goodman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors and Primerica Financial Services in 2023, he worked at Washington College from 2015 to 2023. He is involved in sales of investment-related and non-investment-related products through affiliated companies, including mortgage loans and home security services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services using model-based strategies created by unaffiliated asset managers.

Patricia Beaver is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and bringing 16 years of industry experience. Her prior roles include positions at Lee Financial Group and Raymond James Financial Services. She also operated her own advisory practice from 2015 to 2017. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, with a focus on managing assets within Ameriprise-managed accounts.

James Roble is a CFP® professional with 42 years of industry experience, currently serving at Raymond James & Associates since 2001. He is based in Davidsonville, MD, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Roble serves on the board and finance/investment committee of the Community Dental Center, a nonprofit organization. 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, offering financial planning, investment consulting, and municipal advisory services.

Nickolas Diamondidis is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Morgan Stanley Private Bank, N.A. Outside of finance, he is a singer-songwriter and operates an art and culture business called More Than Matter. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes a structured financial planning process supported by firm-approved tools and offers its services both directly and through employer agreements.

Steven Eagley is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he owns a charter boat business in the British Virgin Islands and operates a horse farm in Maryland where he boards horses and hosts events. 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 a range of wrap fee advisory programs with customized investment strategies implemented through in-house and third-party managers.

Walter Stundick is a financial advisor with Edward Jones in Annapolis, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is part owner of a real estate LLC through an irrevocable trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of accounts. The firm offers discretionary and non-discretionary investment strategies, managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Clay Smith is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018, including time at AxA Advisors, and has prior experience in beverage distribution and manufacturing-related roles. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth, retirement plans, corporations, charities, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Lynette Russell is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. Her background includes roles at Edward Jones, Northwestern Mutual, and Prudential-related firms, as well as entrepreneurial experience running Lynette Russell, LLC/Optimize Payroll Solutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning covering a wide range of topics, delivered either as one-time or ongoing engagements, with separate managed-account options available.

Brion Harris is a financial advisor with Cetera possessing Series 63 and Series 65 credentials and 27 years of industry experience. He has held roles at Cetera since 2019 and previously worked at Summit Financial Group and Premier Planning Group, where he is also the CEO and founder. Outside of his advisory work, Harris leads an insurance coaching business and is authoring a book on retirement income planning. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and over $250 billion in assets under management.

William Patriarca is a CFP® professional with 10 years of industry experience, currently with LPL Financial. His career includes roles at Cetera Investment Services, First National Bank of Pennsylvania, and Wells Fargo Clearing Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides various advisory programs, retirement plan consulting, and brokerage services, with investment options supported by LPL Research and third-party subadvisors.

Samuel Emery is a financial advisor with LPL Enterprise in Crofton, MD, holding a Series 66 credential and three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Emery has a background in the medical device industry, having held roles at Medtronic, Inc., Invasix, Inc., and Smith and Nephew. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients by providing financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance product sales through an affiliated agency, offering a comprehensive platform to its clients.