Brenden Bosmans is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Outside of his advisory role, Bosmans writes and records music. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Candido Palting III is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved planning tools and risk modeling techniques.

Tendai Mubagwe is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, Tendai worked at NIH Federal Credit Union and Premier Bank, among other roles. Outside of finance, Tendai is the founder and business manager of an online venture, DigitalMarketingbyT, which offers digital product templates and customizable gift items. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

William Nicklas is a financial advisor at Merrill with Series 66 and Series 63 credentials. He joined Merrill and Bank of America in 2026 and has prior experience at T. Rowe Price. Outside of financial services, he has been involved in various educational roles and operates a self-employed dog sitting business. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Jeffrey Munson is a Series 66-licensed financial advisor with 27 years of industry experience, currently with Wells Fargo Advisors since 2021. Prior to joining Wells Fargo, he worked for RBC Capital Markets from 2009 to 2021. Outside of his advisory role, Munson is involved in entrepreneurial ventures including ownership interests in investment-related LLCs. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services supported by Wells Fargo’s research and financial tools.

Thomas Paholsky is a financial advisor with Edward Jones in Littlestown, PA, holding a Series 66 designation and eight years of industry experience. He worked at New Windsor State Bank for nine years prior to joining Edward Jones in 2017. Outside of his advisory role, Paholsky serves on the board of the Littlestown chapter of Rotary International, chairs the Pastoral Council at St. Aloysius Catholic Church, and is a committee member for the Fund for Littlestown under the Adams County Community Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Benjamin Maulone is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior experience includes roles at Encore Global and Bank of America, N.A. Outside of finance, he performs as a saxophone player with the Mood Swings Big Band, an event band based in Baltimore. Merrill, along with its affiliate Managed Account Advisors LLC, 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, corporations, and charitable organizations.

Justin Arter is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and John C. Grimberg. Outside of finance, he has been involved with organizations such as the Y of the Chesapeake and McDaniel College. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, relying on a centralized team that collaborates with advisors and uses a combination of investment research, data, and algorithmic tools.

Thomas Mc Elwee is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Mutual of Omaha. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with financial product sales.

Stacey Spedden Irrgang is a financial advisor with Osaic, holding a Series 66 designation and 32 years of industry experience. She previously worked for Lincoln Financial Advisors Corporation for 32 years before joining Osaic in 2025. Outside of her advisory role, she owns Stacey Spedden & Associates, LLC, an entity used for business expenses and payroll, and is involved in offering insurance products including accident and health, disability, traditional life insurance, fixed annuities, and health savings accounts. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, providing integrated brokerage and investment advisory services. The firm utilizes various tools and third-party platforms to construct portfolios and support client investment needs, operating under a complex corporate structure with multiple mergers and private-equity ownership.

Robert Bobango is a ChFC® credentialed financial advisor with 35 years of industry experience. He is currently with LPL Enterprise and has also held long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. His professional activities include involvement in non-variable insurance through Prudential’s affiliated agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services. The firm provides integrated financial planning, access to model portfolios, third-party asset management, and insurance products through a combined platform.

Gary Dowling is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His previous work includes roles at Bank of America, Progressive Insurance, and Walker Trading Company. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Akofa Allen is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Her work history includes roles at Bank of America, Merrill, Aerotek, Uber, and Govolution LLC. She is based in Hunt Valley, MD. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

John Maranto II is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His background includes multiple roles at Wesleyan University and prior work at Altmore Capital. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brandon Stone is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. since 2006. Outside of his advisory role, Stone is also an insurance agent working with various carriers offering life, health, fixed annuities, disability income insurance, and long-term care products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Scott Schuebel is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD, holding a Series 66 designation and 28 years of industry experience. He has been affiliated with MassMutual and its subsidiaries since 1994. Outside of his advisory role, he is involved in insurance-related business activities through ownership and agency roles in several related entities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment management.

Michael Morey is a financial advisor with Merrill, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Merrill since 2014 and has been employed with Bank of America, N.A. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Matthew Boltz is a financial advisor with Ameriprise, holding a Series 66 designation and with 24 years of industry experience. He has been with Ameriprise since 2005. Boltz also manages MM Boltz LLC, a business entity related to his financial planning practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Jaclyn Cervone is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018. Prior to her current role, she was involved with Rubber City Concessions and Valmark Financial Group. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct client plans and Corporate Financial Planning agreements.

Donald Stone is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Outside of his advisory role, he is a partner in a private beach house venture. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based allocations to tailor advice to clients.