Marcus Aiello is a CFP® with 18 years of industry experience and has been with Raymond James & Associates for the past 10 years. He is based in Hunt Valley, MD, and holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Scott Taylor is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with MassMutual and MML Investors Services since 2001. Outside of his advisory role, Taylor serves on the board of the Maryland Motor Truck Association and is involved in the sale of various insurance products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-focused planning supported by a range of analytical tools.

Brian Sigwart is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD, holding the CFP® designation and Series 63 and 65 licenses. He has 18 years of industry experience, including prior roles at Metlife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory work, he is involved in a solar micro-grid venture through Buzzard Bolts LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering collaborative annual planning engagements that utilize firm-approved software and tools to analyze client goals.

Steven Young is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill Lynch. Young is currently based in Hunt Valley, MD. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering financial planning through structured discovery conversations and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and includes various investment products and strategies in its offerings.

Gregory Wagner is a CFP® professional affiliated with Raymond James & Associates, with 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Citizens Securities. Outside of his advisory work, he serves as power of attorney for a family member in full nursing care. Raymond James & Associates is a large firm serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs, emphasizing tailored, non-discretionary advice supported by extensive research and a range of portfolio management styles.

Brian Broberg is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of his advisory role, Broberg is the founder of Unfinished Media, LLC, where he engages as an author, educator, podcaster, and speaker, and he volunteers as a lecturer at the Osher Lifelong Learning Institute at Pennsylvania State University, York Campus. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians and maintains proprietary model strategies under the Founders Gate Capital brand.

Drew Gress is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Securities America, The Marshall Financial Group, and Penn Mutual Life Insurance Company. In addition to his advisory work, he is involved as an independent insurance agent with Keller-Brown Agency Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals and manages a multi-billion dollar asset base.

Bradley Bartkowiak is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he serves on the Board of Directors at Stevenson University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and additional event-driven planning services, including divorce and estate-settlement planning.

Christopher Portner is a financial advisor at Osaic Wealth with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Lincoln Financial Advisors and PSA Financial Advisors Inc. Outside of advising, he is involved with Heritage Financial Consultants, LLC, where he offers various insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and a range of investment programs supported by proprietary and third-party strategies.

Scott Alberding is a CFP® and ChFC® with 29 years of experience in the financial industry. He has worked at Stifel Nicolaus since 2007, following prior roles at RBC Capital Markets and Deutsche Bank Securities Inc. Outside of his advisory work, he is a co-owner of Crab Alley Craft House LLC. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Connor Buck is a CFP® with one year of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. Prior to joining Wells Fargo, he worked at OSAIC Wealth, Inc. and Heritage Financial Consultants, LLC. His background also includes roles outside finance, such as working at Towson University and The Narrows Restaurant. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas like business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

George Raduano is a Financial Advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent in 2025, he worked for nearly three decades at Trinity Assembly of God. He serves as Chairman of the Board for Ascent College, a biblical education institution focused on leadership formation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management or discretionary trading authority. The firm emphasizes holistic planning across multiple financial topics and integrates planning with managed-account services under a consolidated billing option.

Steven Nuetzel is a CFP®-designated financial advisor with over 31 years of industry experience. He currently works at Wells Fargo Advisors, joining in 2024 after eight years at Wells Fargo Clearing and prior roles at Citigroup Global Markets and Legg Mason Wood Walker. Nuetzel also owns Nuetzel Wealth Management LLC, a financial practice based in Towson, MD. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, covering various specialized planning needs.

Jonathan Whitsel is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2015, concurrently working at Bank of America, N.A. since 2016. Merrill, alongside 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, and institutions.

Jennifer Rusy is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional entities, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Claire Gracie is a CFP® with four years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, UBS Financial Services, and JPMorgan. OSAIC is a multi-advisor platform serving retail and institutional clients, offering a range of brokerage and advisory services including comprehensive financial planning and portfolio management. The firm employs a model-based investment process with tools for portfolio optimization and risk management, supporting both discretionary and advisor-managed strategies.

Connor Curro is a CFP® with 10 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2016. He coaches an elite lacrosse team through Predators Lacrosse, an organization based in Westchester, NY. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party managers to implement customized investment strategies.

Omar Anderson is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Priority One Staffing/PDP-Ally Financial, Levels Entertainment, and Levels One Personnel/MDTA/Ez Pass 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Larisa Roth is an investment advisor representative with LPL Financial, holding Series 65 and Series 63 credentials and nine years of industry experience. She has worked at LPL Financial since 2016 and at Summit Investment Advisors LLC dba Summit Financial from 2014 to 2025. She is also a notary public at her business location. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining scale and diverse financial services with oversight of over $819 billion in discretionary assets.

Patrick Mcmullen is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Advisors and Morgan Stanley Private Bank. Outside of his advisory role, he is also an agent with Heritage Financial Consultants, LLC, involved in the sale and service of various insurance products. OSAIC serves a wide range of retail and institutional clients, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach with portfolio optimization and multiple program options tailored to client needs.