Antonio Santiago Zambrana is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Summum Servicios Financieros Inc., and MassMutual Life Insurance Co. 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 broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Peter Paris is a CFP® professional with 14 years of industry experience, currently affiliated with Mass Mutual Investors Services. He has held positions at Bank of America and Merrill Lynch between 2013 and 2019. Additionally, he serves as an insurance agent for Garrison Advisors & Statera Retirement, focusing on life, disability, long-term care, and fixed annuities. MassMutual 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, and charitable organizations. The firm offers collaborative, annual financial planning engagements supported by firm-approved analysis tools and educational seminars.

Angela Johnson 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 Series 63 and Series 65 designations. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.

Samuel Yingling is a financial advisor with Merrill in Hunt Valley, MD, holding Series 63 and Series 66 licenses and with nine years of industry experience. He has been with Merrill since 2016. 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’s broader platform allows access to a diverse set of products and services beyond typical managed account offerings.

Joshua Shanty is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Mitsubishi Heavy Industries America. Outside of his advisory role, Shanty owns Colt Mechanical Services, a mechanical engineering contracting firm. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, and access to third-party investment managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a diverse set of investment vehicles and supports both discretionary and non-discretionary account management.

Parker Gray is a financial advisor with Merrill in Hunt Valley, MD, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Bank of America, Baltimore-Washington Financial Advisors, and involvement with the Ulman Foundation. 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 plans, charitable organizations, and corporate fiduciaries.

Kathleen Boldt is a Series 66–registered advisor with Merrill, based in Hunt Valley, MD, with 20 years of industry experience. She has worked at Merrill since 2006 and, since 2025, also at Bank of America, N.A. Outside of her advisory work, she consults for Norwex, a company specializing in chemical-free cleaning supplies. 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.

Stephen Hepburn is a financial advisor at LPL Financial with 16 years of industry experience. He holds the CFP® and Series 66 credentials and has previously worked at Edward Jones and Cambridge Investment Research. Outside of his advisory role, he serves as president of Imaculatta's Ranch LLC, an agricultural business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

Christopher Holcombe is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He has held his current position since 2018 and previously worked at Primary Residential Mortgage Inc. from 2015 to 2018. He holds Series 63 and Series 66 designations. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Edward Kelly IV is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with LPL Financial and previously spent 10 years at Edward Jones. 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 advisory programs and financial planning services, combining proprietary research, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Nailah Chowdhury is a Series 66-licensed advisor at Merrill with four years of industry experience. She has worked at Merrill since 2019 and has prior experience with organizations including the National Cherry Blossom Festival, Inc., and Chemonics International, Inc. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Sandra Liotta is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning her career in 1985, she has built a practice serving clients in Towson, Maryland, and across 27 other states. Sandra specializes in family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and socially responsible, values-based, and ESG investing, with a focus on women and wealth. She leads with kindness and openness, emphasizing attentive listening to help clients navigate financial challenges and achieve their goals. Sandra holds a Bachelor's degree from Swarthmore College and an MBA from the University of Baltimore. She earned the CERTIFIED FINANCIAL PLANNER® (CFP) designation in 2006 and also holds Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) credentials. Recognized for her expertise, she has been named multiple times to Forbes' "America's Top Women Advisors" and "Best-in-State Wealth Advisors" lists. Sandra works closely with clients, their tax and legal advisors, and specialists throughout Bank of America and Merrill to ensure comprehensive wealth management. In addition to her professional work, Sandra is actively involved in the community. She serves as President of the Board of Trustees for Baltimore Center Stage and participates in LEAD for Women, the Merrill Hispanic Latino Advisory Council, and The Harbour Schools of Annapolis and Baltimore. Her personal interests include boating, gardening, golfing, hiking, music, reading, scuba diving, spending time with family, and traveling.

Brian Walsh is a financial professional with 29 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at firms including Securian Capital of the Chesapeake and Minnesota Life Insurance Co. In addition to his advisory role, he is the owner of a fixed insurance sales business and a commercial real estate holding company. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, providing advisors with access to affiliated and third-party investment strategies across various program structures.

Haider Khokhar is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. He has worked at Bank of America since 2022 and joined Merrill Lynch, Pierce, Fenner & Smith Incorporated in 2025. Prior to entering finance, he worked at Towson University and in the food service industry. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Shaun Weber is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years before joining LPL Financial in 2024. 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 wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Destiny Lucas is a Series 66-credentialed financial advisor at Merrill with three years of industry experience. Prior to joining Merrill in 2023, she worked at Year Up and held roles at Noodles and Company and Chick-fil-A. She also has experience in homeschooling middle and high school students. 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.

Tyler Sterner is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. His background includes roles in academia at Frostburg State University and Albright College. 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 broad client base including individuals, pension plans, and charitable organizations.

Evan Connell is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and no prior industry experience. His background includes roles outside the financial industry at Everywhere Communications, Electric Ai, NewDay USA, the Premier Lacrosse League, and Swirnow Building Systems. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning approach uses firm-approved software and focuses on collaborative, ongoing relationships structured around client goals and written recommendations.

Corinna Sech is a financial advisor at Robert Baird & Co. with a Series 66 designation and two years of industry experience. Prior to joining R. W. Baird in 2023, she worked for Baltimore County Public Schools and Pasta Mista. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations.

Stephen Solecki is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2012. Outside of his advisory role, he is co-owner of a family rental property business in Avalon, New Jersey. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America's broader corporate platform.