Aaron Shapo is a Series 66 licensed financial advisor with Equitable Advisors in Columbia, MD. He joined the firm in 2025 and has prior experience working with Communities First Inc. and the Bender JCC of Greater Washington. He also held various roles during his time at Michigan State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Conor Porter is a financial advisor with Edward Jones in Crofton, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Edward Jones since 2003. 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 strategies supported by a large national network of advisors and branch offices.

Daniel Lundeen is a financial advisor at Merrill with six years of industry experience. He holds the Series 63 and Series 65 certifications and has worked at Merrill since 2015, as well as at Bank of America and WBAL. Outside of his advisory role, he serves as a spotter for Baltimore Ravens home games, assisting with radio broadcasts through the Hearst Corporation. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Swatta is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, along with multiple portfolio management and financial planning services.

Jennifer Kasper is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 30 years of industry experience. Her work history includes roles at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing prior to joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Angela Kuzmeskus is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 65 registrations and has worked with firms including Morgan Stanley, CUNA Brokerage Services, and Tower FCU, where she has been since 2005. Kuzmeskus is also involved with Tower Wealth Management, a business related to her LPL activities. 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, and institutional platforms.

Joseph Boone is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2002 and joined Merrill Lynch Wealth Management the same year. His work centers on developing strategies and providing investment guidance tailored to individuals, families, and businesses by understanding their financial objectives. Boone’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, individual and corporate investment strategy, and retirement income. He leads The Boone Group, which emphasizes a planning-based practice focused on client needs and community involvement. Joseph holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree in Business Administration from Longwood University. A lifelong resident of Annapolis, Joseph Boone lives with his wife, Traci, and their two children. He is active in the community, supporting various local non-profits, and participates in activities such as running, skiing, and soccer.

Kent Jasperse is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Bank NA and Wells Fargo Clearing Services since 2018, following five years at Equity Services, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

John Horrigan is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory work, he maintains an insurance agency under Wynn Point Financial. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Pollack is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. He has been with Fidelity since 2017, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, High Net Worth Associate, and Customer Service Associate. In his current role, David focuses on building strong and lasting relationships with clients to understand their unique family needs and personal goals. He collaborates with clients and Fidelity's resources to develop financial plans that align with their objectives and provide peace of mind for their financial futures. Outside of work, David enjoys activities such as fishing, football, hiking, outdoor adventures, snowboarding, and traveling.

Aladin Bacolodan is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and models, offering services primarily in an advisory capacity.

David Solomon is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside his advisory role, Solomon serves on the board of The Lucky Duck Foundation, Inc. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lance Rosa is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Apollo Group Consulting and Bank of America, N.A. 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.

Stephanie Latta is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63, 65, and 66 licenses. She has 26 years of industry experience, including prior work at Morgan Stanley Smith Barney. RBC Wealth Management serves a wide range of clients, including individual investors and institutions, offering advisory and brokerage services with customizable portfolio management and financial planning solutions.

Garrett Foran is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. He has previously worked at Edward Jones and Osaic Wealth Inc., and has held positions outside finance including roles at Mosquito Hunters and Virginia Tech. 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, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jasmine Stone Lemus is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. She has been with Wells Fargo Bank, N.A. since 2014 and with Wells Fargo Clearing since 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm operates on a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management, providing both brokerage and advisory solutions.

Kate Mbonu is currently an Investment Solutions Representative III at Fidelity Investments, a role she has held since 2022. She partners with clients to understand their financial goals and helps build customized plans to meet their unique needs, emphasizing strong client relationships based on trust and reliability. Prior to this, she served as an Investment Consultant at Fidelity Investments from 2021 to 2022 and was a Financial Advisor at Cetera Investment Services LLC from 2019 to 2021. From 1998 to 2016, she was Branch Manager at Chevy Chase Bank LLC. Kate holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys cooking and baking, family activities, fitness, social events with friends, music, and singing.

Olufunke Oyesola is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing Services, LLC, and Wells Fargo Bank, NA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Henry Filter III is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1996 and at Bank of America, N.A. since 2011. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patricia Baum is a financial advisor at RBC Capital Markets with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008, also working with City National Bank since 2017. Baum serves on the Board of Directors for the Baltimore Community Foundation, where she chairs the investment committee, and is a board member of the Rosa Parks Museum. She is president of the Charles C. Baum Foundation, a family charitable organization focused on community grants. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and advisory services, combining in-house and third-party investment resources with options for tax management and responsible investing.