Aaron Burleson is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including eight years at M&T Securities prior to joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research from LPL and third-party subadvisors, and various investment technologies.

Marjorie Inden is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63, 65, and 66 licenses and has 27 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Smith Barney since 2008 and 2009, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Eric Ivankevich is a financial advisor at Edward Jones in Stevensville, MD, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and is also a co-founder and consultant for Uncalm, an apparel business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, offering both discretionary and non-discretionary strategies supported by a large national network of financial advisors and branch offices.

John Jilek is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He conducts retirement training classes for government employees as a contract trainer with the National Institute of Transition Planning. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

David Butler is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. He serves as co-trustee of a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process includes investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Brandon Myers is a CFP® with eight years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Wells Fargo and Merrill Lynch. Outside of finance, his background includes work in the hospitality and restaurant industries. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

David Deeter is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Royal Alliance Associates, Bank of America, Merrill, the USPS, and Rogers Jewelers. OSAIC serves a diverse client base including individual investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides a range of services such as brokerage, investment advisory, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Barbara Zelensky is a Series 66-licensed financial advisor with Merrill in Annapolis, MD, beginning her tenure in 2024. She has no prior industry experience before joining Merrill. Merrill provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies across client types including individuals, high-net-worth clients, and institutional fiduciaries.

Debra Harrell is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Harrell Group based in the Annapolis office. She joined Merrill Lynch in 1997 and serves as a Portfolio Manager, managing personalized and defined investment strategies on a discretionary basis. Debra’s work focuses on helping affluent and high-net-worth clients as well as small businesses and non-profit organizations by developing customized wealth management plans that address personal retirement planning, college education planning, family wealth strategies, retirement income, tax minimization, and portfolio management services. Debra holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned an associate’s degree from Anne Arundel Community College. The Harrell Group takes a holistic approach to wealth management, utilizing resources from Merrill and Bank of America to provide services that include retirement and wealth transfer planning, home financing, business lending, education planning, insurance, and banking. Debra and her team emphasize building strong client relationships through careful information gathering and disciplined implementation of financial strategies. Outside of her professional role, Debra is active in her church as a youth group mentor. She lives in Pasadena, Maryland with her husband, Randy, and enjoys playing pickleball and tennis as well as spending time with her family.

Ally Harrison is the Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2018. She has been with Fidelity Investments since 2012, progressing through various positions including Financial Representative, Premium Services Associate, Investment Solutions Representative, Investment Consultant, and Financial Consultant. Her experience spans multiple facets of wealth planning, allowing her to work with clients and families in diverse financial situations to co-create personalized financial plans. Ally's approach is informed by her extensive tenure at Fidelity and her focus on understanding each client's unique circumstances. Outside of her professional role, Ally enjoys activities such as spending time at the beach, cooking and baking, football, golf, and traveling.

Jonathan Swerdloff is a financial advisor with LPL Financial in Davidsonville, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes over 30 years at Avantax Investment Services, Inc., and he operates a tax preparation and accounting business as a CPA. He has been managing his own practice, Jonathan D. Swerdloff, PA, since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, financial institutions, and corporations. The firm offers various advisory programs and financial planning services supported by both discretionary and non-discretionary management approaches, as well as research and model portfolios from multiple sources.

Robert Digsby is a Series 66-licensed financial advisor with Edward Jones in Odenton, MD, where he has worked for 13 years. He has 12 years of industry experience. Outside of his advisory role, he owns one rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Stefen Main is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer and Equitable Advisors. Outside of his advisory role, he is involved with Waypoint Group LLC in a capacity related to his financial advisory activities. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate non-discretionary recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jessica Sellars is a financial advisor with LPL Financial in Annapolis, MD, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked with M&T Securities and M&T Bank since 1998 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios from various sources.

Chelsea Ralston is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has worked at Merrill since 2014 and at Bank of America, N.A. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America to provide access to a broad set of investment products and services.

James Hartman is a Private Wealth Advisor at Merrill Private Wealth Management. He provides financial advisory services focused on areas including corporate executive services, divorce transition planning, equity compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, investment strategy, and tax minimization. Jim began his career in the financial services industry in 1990 within the Audit and Business Advisory Division of Arthur Andersen & Co. He earned his Certified Public Accountant designation in 1993 and subsequently joined Legg Mason's Private Client Group. In 2007, he joined Merrill, and in 2011 attained the Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute. Additionally, he holds the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor (CPFA) designations. His credentials include Series 7 and 66 FINRA registrations. Jim graduated with a Bachelor of Science degree in accounting from the Robert H. Smith School of Business at the University of Maryland at College Park. Outside of his professional work, Jim resides in Annapolis with his wife Kristin and their three children. He enjoys activities including windsurfing, racing sailboats, boating, adventure sports, basketball, football, golfing, scuba diving, skiing, and traveling. Jim is also involved in his community through coaching youth sports for lacrosse and basketball and has served on several finance boards. He is a member of the Annapolis Yacht Club.

Steven Filo is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has held positions at Lincoln Financial Advisors, Agia, VALIC Financial Advisors, and Wells Fargo. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches.

Christopher Saba is a Financial Advisor with Merrill Lynch Wealth Management and a member of The Farcosky Group. He provides strategic financial guidance to individuals, families, and business owners, focusing on areas such as family wealth management, legacy planning, personal retirement planning, and tax minimization. Christopher emphasizes understanding clients' life priorities to create personalized financial plans tailored to their goals and aspirations. Christopher holds a Bachelor's Degree in Economics from the University of Maryland. He possesses multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Bilingual in English and Arabic, he collaborates closely with tax and legal professionals to develop tax-efficient strategies that support long-term wealth building. Committed to community involvement, Christopher serves as a chapter advisor for the Theta Chi Fraternity, mentoring college students in leadership and financial literacy. Outside of his professional and community activities, he enjoys boating, cooking, football, golfing, scuba diving, soccer, spending time with family, table tennis, and watching movies.

Stephen Owen III is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Steven Roth is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Commonwealth Financial Network, Severn Financial Advisors, and Cambridge Investment Research. Roth is also involved in fixed insurance sales conducted from his branch location. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management options and financial planning services through a large network of independent advisors, managing over $256 billion in assets.