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.

James Matthews is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2010, he has worked closely with clients to understand their financial circumstances, concerns, and goals for themselves, their families, and their businesses. He assists in developing and implementing tailored wealth management strategies designed to address a variety of financial scenarios. James holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor® designation. Additionally, he has earned the Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) designations. He earned a Bachelor's degree from Johns Hopkins University. Outside of work, James has interests in football, golf, skiing, and spending time with his family.

Douglas Brandeen is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is involved in managing NA 89, LLC, an investment-related business based in Baltimore. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Richard Horn is a financial advisor with UBS Financial Services in Baltimore, MD, holding the Series 63, 65, and 66 designations and bringing 25 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for Living Classrooms and chairs the investment committee for Healthcare for the Homeless. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial planning and portfolio management supported by proprietary research and capital market assumptions.

Michael Anselmi Jr. is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2008 to 2019. He is the sole owner of Anselmi Investment Advisory, LLC, an independent investment advisory business. 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 and integrates advisory offerings with other financial products and referral channels.

Jason Dudderar is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and models developed by its Global Investment Committee.

Timothy Pilarski is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley and its Services Group since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that do not include individual security recommendations as part of the standalone planning program.

Ashley Owens is a financial advisor with J.P. Morgan Securities in Baltimore, MD, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities, Owens worked at Merrill and has held various roles including sales associate for Under Armour. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Leilani Moten is a Financial Advisor affiliated with Merrill Lynch Wealth Management, operating as a Merrill Financial Solutions Advisor. In her role, she focuses on understanding clients' individual goals and priorities to develop personalized investment strategies aimed at pursuing their financial objectives. Her services include investment advice as well as access to banking and lending solutions through Bank of America. Her expertise covers a range of financial planning areas such as general investing, retirement planning, and preparing for unexpected expenses. She emphasizes building relationships with clients to provide tailored guidance and support as their financial needs evolve. Leilani holds a Bachelor's Degree from Morgan State University and the Personal Investment Advisor (PIA) designation.

Brian Conrad is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Conrad is involved in maritime assistance as an occasional captain for Tow Boat U.S. Annapolis Baltimore/Middle River and holds positions on the Anne Arundel County Ethics Board and Police Accountability Board. He is also the owner of Oakley Aviation, LLC, established for aircraft ownership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Madison Gary is a financial advisor with Merrill in Baltimore, MD, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill, Madison worked at Bank of America, N.A. for six years. Outside of finance, Madison has experience with the Columbia Association Aquatics and Continental Pools LLC. 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Chadwick Chilcot is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, LPL Financial, M&T Bank, and Stifel. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Harry Ford III is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, he was with Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Gary Marino is a financial advisor with RBC Capital Markets in Baltimore, MD, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with RBC Capital Markets since 2009 and also works with City National Bank. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored portfolio management and financial planning services. The firm utilizes a mix of in-house and third-party investment managers and provides clients with options such as tax management and responsible-investing screens.

Harold Hunt Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Cantella and Co., Inc., and Securities America Advisors. In addition to his advisory role, he teaches as an adjunct professor at Anne Arundel Community College. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include various asset types on both discretionary and non-discretionary bases.

Tara Orendorff is a financial advisor with Raymond James & Associates in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at Wells Fargo Clearing from 2010 to 2016 and has been with Raymond James since 2016. Additionally, she serves as co-trustee of her parents' trust. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Vincent Williams is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PNC Bank, Merrill, and Ameriprise. He is based in Baltimore, MD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Sumaiya Andaleeb is a Series 66 credentialed financial advisor with Morgan Stanley in Baltimore, MD, where she has worked since 2012, accumulating 14 years of industry experience. She is part of a large institutional firm known for offering a wide range of advisory programs. Morgan Stanley Wealth Management serves both individual and institutional clients with tailored financial planning and a variety of investment services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client goals.

Jeffrey Link is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he has ownership interests in several private companies, including Armada Capital, LLC, and Shufly, LLC, which he co-owns with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, supported by Wells Fargo’s research and planning tools.

Colin Mead is a financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.