Donald Harrison Jr. is a financial advisor with Raymond James Financial in Severna Park, MD, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James Financial since 2001. Outside of his advisory role, he owns a music business involved in writing, recording, and performing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools, and is noted for its municipal advisor affiliation and specialized retirement plan services.

Victoria Decker is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has prior work experience including roles at Alex Brown and several non-financial enterprises. Outside of her advisory work, she has been involved with ventures such as Surfing Pig and Solidcore. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Stephen Minor II is a financial advisor with Wells Fargo Clearing in Annapolis, MD, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wachovia Bank, N.A. prior to his current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Stephen Holt is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Summit Financial Group Inc and Summit Brokerage Services Inc. Holt is involved in several nonprofit organizations, serving in leadership and committee roles including president of Friends of the Annapolis Symphony Orchestra and board member of the Anne Arundel County Public Library Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management and financial planning services, supporting a range of discretionary and non-discretionary investment programs.

Christopher Mc Garvey is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise since 2005, including its Financial Services division prior to 2020. Outside of his advisory role, he supports advisors in client transitions as an independent contractor for J&R Juergensen, Inc. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional providers.

James Thomas II is a financial advisor with Ameriprise in La Plata, MD, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he co-owns Waypoint Group, LLC, a personal service corporation managing practice employment and payroll services, and serves as president of the Stone Ridge Homeowners Association board. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gordon Wallace is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Bank of America, and City National Bank. Wallace is associated with Wallace Management LLC, a family-held business in which he serves as a signer on the account. 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 tailored investment strategies and multiple advisory programs combining discretionary and non-discretionary portfolio management with a range of in-house and third-party investment options.

Chase Stewart is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2022. Outside of his advisory role, Chase occasionally works part time as a server for Sage Catering, a company specializing in food preparation and event coordination. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gregory Milburn is a financial advisor with Wells Fargo Clearing in Annapolis, MD, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Amy Taylor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. She has operated Taylor Wealth Strategies and Capitalistic Investment Services since 2010. Taylor serves as an independent contractor financial advisor and is the owner of Taylor Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized services such as municipal and public finance advisory and SIMPLE IRA Employer Consulting.

Jason Messineo is a Series 66-licensed financial advisor with Wells Fargo Advisors in Annapolis, MD, and has 13 years of industry experience. He previously worked at Edward Jones for seven years before joining Wells Fargo Advisors in 2019. Outside of his advisory role, he serves as an assistant coach for the boys varsity lacrosse team at South River High School. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs analysis. The firm combines research, planning tools, and personalized recommendations, with clients choosing how to implement advice through various brokerage or advisory programs.

Katarina Stein is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2021. In her role, she focuses on helping clients develop written financial plans that define their goals and outline strategies to pursue them effectively. Katarina emphasizes the importance of being proactive and creating plans from a position of strength to better navigate stressful financial situations. Prior to joining Fidelity, Katarina worked as a Financial Solutions Advisor at Merrill Lynch, Fenner, Pierce & Smith Inc. from 2020 to 2021. She holds the CERTIFIED FINANCIAL PLANNER™ designation, reflecting her commitment to professional standards and client service. Outside of her professional work, Katarina enjoys fitness, sailing, yoga, traveling, and spending time with her pets.

Matthew Agee is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 66 designation and has worked with firms including Summit Financial Group and Cetera Wealth Services. Outside of advisory work, Agee has a small side activity involving multi-family real estate ownership. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Daniel Snyder is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning supported by proprietary planning tools and advisory programs tailored to client needs.

Sean Reedy is a financial advisor at Edward Jones in Annapolis, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Supreme Orthopedic Systems and one year at The Orthopedic and Sports Medicine Center of Luminous Health. 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 broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Colin Steele is a financial advisor at RBC Capital Markets in Annapolis, MD. He holds the Series 66 designation and began his financial services career in 2024. Prior to joining RBC, he worked in various roles including hospitality and logistics. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies utilizing both in-house and third-party investment managers.

Blake Morris is a Wealth Management Advisor at Merrill Lynch with over 20 years of experience in the financial services industry. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification along with designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Blake earned his Bachelor's Degree from the University of Maryland. Blake combines his extensive business knowledge with personal insight gained from growing up in a family with three generations of doctors. This unique perspective enables him to serve medical professionals by addressing their distinct and often complex financial needs. His work focuses on building enduring relationships with individuals, families, and businesses, aiming to create a comprehensive resource for medical professionals to support them as they grow their practices and attend to their patients. His areas of expertise include college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, socially responsible and ESG investing, special needs planning, individual and corporate investment strategy, tax minimization, and retirement income. Blake is also engaged in various personal interests such as baseball, boating, cooking, fishing, football, golfing, ice hockey, swimming, and spending time with his family.

Robert Hallet is a Senior Financial Advisor with Merrill Lynch Wealth Management, leading a team dedicated to delivering comprehensive financial advisory services. Since joining Merrill in 2000, he has leveraged over twenty years of experience in the financial services industry to assist clients with personalized wealth planning and banking solutions through Bank of America. His expertise encompasses corporate benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans, with a focus on integrating these benefits into long-term financial strategies for corporate executives. Robert and his team specialize in serving successful individuals and families, business owners, and high-ranking corporate executives. They design customized, tax-efficient strategies and detailed financial and retirement income plans tailored to clients' unique circumstances and goals. Their approach emphasizes risk management, tax minimization, fee control, responsible investment management, personalized banking, and trust services, aiming to grow, preserve, and distribute wealth effectively. The team’s services are supported by the resources and intellectual capital of Merrill and Bank of America Private Bank. Robert holds a Bachelor's Degree from Towson University and carries professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He participates in community activities as an American Legion Baseball Coach and is involved with GB Charities. His personal interests include baseball, basketball, boating, cooking, fishing, football, golfing, music, spending time with family, and traveling.

George Bragaw III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James in various capacities since 2016. Bragaw serves as a trustee for an irrevocable family trust. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting services with a range of portfolio management styles and affiliated research.

Sean Duffy is a financial advisor at Ameriprise with 26 years of industry experience. He has held roles at Ameriprise since 2016 and previously worked at A.G. Edwards & Sons, Inc. from 2001 to 2016. Duffy holds Series 63 and Series 65 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income reliability and tax-aware withdrawal strategies.