Caitlin Johnston is a Series 66-credentialed financial advisor at Morgan Stanley with 13 years of industry experience. She has been with Morgan Stanley since 2012, working out of Annapolis, MD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kyle Spilman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience beginning in 2022. Prior to his advisory roles, he worked at CVS Pharmacy and Mosquito Squad. 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 advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Nicolas Pasta is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. He previously worked at Trident Wealth and has academic background from the University of Maryland and St. Mary's. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and various financial products.

Cheryl Freeman is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2019, with prior experience at UBS Financial Services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joanna St. Clair is a financial advisor at LPL Financial with 29 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at RBC Capital Markets Corporation for 17 years. She is also commissioned as a Notary Public in Annapolis, MD. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Gabbi McLean is a Planning Consultant at Fidelity Investments, currently based in the Annapolis branch. In this role, she partners with advisers and works closely with clients to support ongoing personalized planning and strategy implementation. Her approach focuses on understanding clients' priorities, reviewing their current financial situations, and collaborating on strategies designed to support their long-term goals as they evolve. Gabbi has been with Fidelity Investments since 2024, progressing through roles including Financial Services Representative and Relationship Manager before becoming a Planning Consultant in 2026. This experience has provided her with a comprehensive understanding of client relationship management and financial planning processes. Outside of her professional work, Gabbi enjoys cooking and baking, football, traveling, and volunteering.

Danielle Brooks is a Series 66-registered financial advisor with Ameriprise in Annapolis, MD, bringing 26 years of industry experience. She has been with Ameriprise and its predecessor entity since 2005. Outside of her advisory role, she is involved in real estate ownership. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice focused on income reliability and tax-aware strategies.

Lauren Leventry is a Wealth Management Advisor at Merrill Lynch Wealth Management. She advises families and business owners, primarily clients in the top tier of wealth, on navigating complex financial decisions with clarity and discipline. Lauren's work focuses on helping clients preserve and maximize significant wealth across generations through advanced tax strategies, liquidity events, and legacy planning. Lauren earned the CERTIFIED FINANCIAL PLANNER™ certification in 2006 and holds the Personal Investment Advisor (PIA) designation. She graduated from Gettysburg College and joined Merrill Lynch Wealth Management in 2003. Lauren creates customized investment strategies designed to meet client expectations and long-term goals and currently oversees the Investment Advisory Program for her group. She is involved in her community through volunteering at the Severna Park Community Center and Severna Park High School, and she serves on the board of the Bay Area Volleyball Academy.

Josselyn Romero Argueta is a financial advisor at Merrill with a Series 66 designation and seven years at the firm. Her prior work experience includes roles at Bank of America, Bath & Body Works, Victoria’s Secret, and Chick-fil-A. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Hawkins Jr. is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including MML Investors Services, MassMutual Life Insurance Co., HSBC, Wells Fargo, and Citizens Bank. Outside of his advisory role, he is involved in health insurance, property casualty insurance, and structured settlements through Ash Brokerage. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through various program platforms, supporting both discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Seth Gusman is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2019, following 15 years at T. Rowe Price Investment Services. He is also involved with Business First Funding, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options while managing approximately $326 billion for about 477,000 clients.

Ibrahim Bah is a financial advisor at Cetera with a Series 65 credential and one year of industry experience. His prior roles include work at Avantax Advisory Services and as a principal consultant at Robert Half, where he led government audit assignments. Outside of his advisory roles, he is a member of Vision Globale Inc, which implements environmental and healthcare programs across Africa. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a broad range of program options.

Margaret Jackson is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Brandon Kerrigan is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, N.A. from 2025. Prior to his finance career, he has held various positions in construction, food delivery, and hospitality. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and investment committee analyses.

Robert Broseker is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 65 and Series 63 licenses and has worked at firms including Morgan Stanley Private Bank and Citigroup Global Markets. Outside of his advisory role, he is involved with Premier Planning Group, providing financial services, and also works as a fixed insurance agent. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options.

Greg May is a Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been working in the financial services industry since 2001, with experience spanning various positions including Investment Consultant at Fidelity Investments, Financial Solutions Advisor at Merrill Edge, and Financial Advisor at Thrivent Financial. His career also includes roles such as Financial Specialist at PNC Bank and Director of Sales at NFM Lending. Throughout his career, Greg has focused on providing clients with wealth strategies aimed at offering benefits both presently and in the future. His approach emphasizes experience, dedication, and integrity, aligning his business practices and values with the financial goals of his clients. Additional details regarding Greg May's education, credentials, personal interests, or community involvement were not provided.

Erin Willis is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Cambridge Investment Research Advisors and Raymond James Financial. Outside of advising, she is a musician operating as a sole proprietor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of investment adviser representatives.

Michael Stansbury is a Wealth Management Advisor at Merrill in Annapolis, Maryland. He began his career in the financial services industry in 1995 and holds a Bachelor's degree in Business from East Carolina University. Michael has earned the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Personal Investment Advisor (PIA) designation. With over 30 years of experience, Michael specializes in wealth management and personalized financial planning. His approach focuses on understanding clients' priorities and creating comprehensive strategies to pursue their financial goals while managing investment risk. Michael lives in Dunkirk, Maryland with his wife Stacey and their daughters, Caroline and Allison. Outside of his professional work, he enjoys volunteering, playing golf, following soccer, and coaching his daughters.

Jordan Gonzalez is a financial advisor at Ameriprise in Annapolis, MD, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Equitable Advisors, South River Mortgage, and various other firms in financial services and hospitality. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team using proprietary research, third-party data, and algorithmic tools.

Thomas Ofarrell is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at RBC Capital Markets since 2009 and has been with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.