Michele Mayo is a financial advisor at RBC Capital Markets with 29 years of industry experience. She has held positions at RBC Capital Markets Corporation since 2010, and previously worked at Truist Investment Services and Citigroup Global Markets. Michele holds Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

Kevin Bruening is a financial advisor with UBS Financial Services in Annapolis, MD, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He serves as a board member of the Patuxent River Commission and is on the board of directors for the Village of River Hill Community Association. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor strategies to client goals and risk profiles. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Desi Berry is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. Berry has 11 years of industry experience and previously worked at Morgan Stanley and Northern Trust Securities. Outside of advising, Berry operates a home-based travel agency and works as an Uber driver. 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, and charitable organizations. The firm offers ongoing, collaborative financial planning engagements supported by firm-approved tools and educational seminars.

Themba Magagula is a financial advisor at LPL Financial with 20 years of industry experience and a Series 66 designation. He has worked at several firms including Capital One Advisors, Merrill, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he owns a repair business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Robert Keeley is a Certified Financial Planner (CFP®) and holds a Series 63 license. He has 30 years of experience at Edward D. Jones & Co., L.P., where he has worked since 1996. Based in Crownsville, MD, he is part of a large network of advisors within the firm. Edward Jones is a full-service wealth management firm serving more than 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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 worked at Wells Fargo since 2016 and previously spent a year at Morgan Stanley. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing a range of brokerage and advisory solutions.

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 Series 63 and Series 66 credentials and has worked at notable firms including Wells Fargo Clearing, Wachovia Bank, N.A., and Charles Schwab. Her current role at Morgan Stanley began in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory and financial planning services, utilizing structured discovery processes and firm-approved planning tools to support tailored client strategies.

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 at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, CUNA Brokerage Services, and Capital One Financial Advisors. She is also involved with Wilmington Advisors at M&T, a DBA entity related to her role at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

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.

Ernest Burley Jr. is a CFP® and ChFC® with 28 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at NEXT Financial Group for 16 years and State Farm Investment Management for three years. Burley serves as president of the nonprofit V.I.T.A.L. Provisions. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports a broad range of customized and model portfolio strategies delivered through a large network of investment adviser representatives.

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.