Gina Weltlinger is a financial advisor with Merrill, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1998. 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 individuals, high-net-worth clients, and various institutional investors.

Adam Martin is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. He has professional involvement with Hinckley Bay Bridge Marina and multiple educational institutions, including St. Mary’s College of Maryland. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Robert Keeley is a CFP® with 29 years of industry experience, currently serving at Edward Jones since 1996. He holds a Series 63 license and is based in Crownsville, MD. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Christopher Accinelli is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Catherine Russell is a financial advisor at Edward Jones in Crofton, MD, holding a Series 66 designation. She has been with Edward Jones since 2024 and has prior experience at Scarborough Capital, RBC, and Interior Concepts Inc. She also spent several years working at Davis Pub and as a student before beginning her financial advisory career. 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 range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Mary Ganley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Donald Collett is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Outside of his advisory role, he is involved with Waypoint Group, LLC, a personal service corporation established to manage expenses for registered representatives' practices. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm serves a large client base through a broad range of advisory, brokerage, and insurance solutions.

William Compere is a financial advisor with Primerica Advisors in Crofton, MD, holding a Series 65 designation and 14 years of industry experience. His work history includes roles at Digi Financial, GPS Insight, and multiple technology firms, alongside a long tenure with Primerica and PFS Investments. Outside of advising, he has worked as a part-time driver for a rideshare company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers, uses a tiered wrap fee structure, and delegates trading responsibilities to BNY Mellon Advisors.

Steven Hayes is a financial advisor with Equitable Advisors in Severna Park, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Axa Advisors, LLC and Valic Financial Advisors prior to joining Equitable Advisors in 2009. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and various advisory models.

Yvonne Lively is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Steven Rice is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at City National Bank and T. Rowe Price. Outside of his advisory work, he serves on finance committees and boards for several nonprofit organizations, including the Maryland SPCA, The Arc Baltimore, Shore Acres Improvement Association, and the Anne Arundel Estate Planning Council. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple advisory programs, utilizing a combination of in-house and third-party investment managers.

Steven Russell is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds Series 63 and Series 65 licenses and is based in Crofton, MD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and proprietary money market funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Elizabeth Joseph is a financial advisor with LPL Financial and holds the Series 63 and Series 65 credentials. She has 21 years of industry experience, including prior roles at Bank of America, Merrill, CUNA Brokerage Services, and BB&T Securities. Based in Bowie, MD, she currently also works with M&T Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Taylor Aune is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he served nine years in the US Navy. He holds a Series 66 designation. 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 wide range of investment strategies and affiliated services through a nationwide network of financial advisors.

Brian Phipps is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior roles include positions at Commonwealth Financial Network and Severn Financial Advisors. Outside of his advisory work, he coaches at Goalie Performance School in Annapolis, MD. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various investment program options.

Richard Lehmann is a financial advisor with Merrill and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Mass Mutual Life Insurance Company, AXA Advisors, and First Command Financial Planning. He is based in Annapolis, MD. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Joseph Mc Spedon is a financial advisor at Edward Jones in Annapolis, MD, holding a Series 66 designation. He has 12 years of industry experience, including 11 years at Navanti Group, LLC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and a nationwide network of financial advisors. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Brian Misterek is a Series 66-licensed financial advisor at Thrivent Investment Management with 11 years of industry experience. He has worked at Thrivent Financial since 2021 and previously spent seven years with Valic Financial Advisors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on various financial topics without managing client portfolios directly. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Mark Frederick is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked for seven years with the AA County Department of Recreation and Parks. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written Recommendation Reports and ongoing annual planning focused on dependable income sources and tax-aware withdrawal strategies.

Lisa Kittner is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing structured discovery conversations and firm-approved planning tools.