Jeriene Reed is a financial advisor with PNC Wealth Management who holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining PNC Wealth Management in 2026, she worked at Edward Jones, Charles Schwab & Co., Inc., and TD Ameritrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees with PNC Bank online-banking credentials. The firm uses approved model strategies managed by PNC or third-party strategists and emphasizes algorithmic risk assessment and third-party portfolio implementation.

Richard Solloway is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has operated Solloway Investment Group LLC since 2012. Outside of his advisory work, he owns Solloway Tax Services LLC, providing tax preparation and advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports various advisory programs, including specialized offerings for municipal clients and employer retirement plans.

Dahri Jahn is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with business owners to help secure their wealth and maximize the value of their exit strategies. Dahri and his team utilize Merrill's Proprietary Financial Modeling Tool, the Personal Wealth Analysis, to assist clients in planning for business transitions, advanced tax mitigation, philanthropic planning, and protecting their family wealth. Dahri's areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and tax minimization. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated from the University System of Maryland with a Bachelor's Degree and resides in Bethesda, MD. Dahri's personal interests include hiking, reading, running, and traveling.

John Kelly is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2016. Outside of his advisory role, he serves as a trustee of the University of Pennsylvania Lacrosse Board, providing guidance and support to the men's and women's lacrosse programs. Raymond James & Associates 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, institutions, and municipal entities, offering non-discretionary investment consulting and financial planning supported by a broad range of portfolio management strategies and affiliated research.

Regina Chavez is a Series 66-credentialed financial professional with three years of industry experience, currently affiliated with Cetera. Her prior work includes roles at Infinity Welding, FOODMATE, and Mountaire Farms. Chavez is involved with CFS Retirement Solutions and Comprehensive Financial Solutions, both financial services businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Lucas Holmes is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping individuals and families develop personalized wealth management strategies tailored to their financial goals and changing market conditions. Lucas specializes in areas including college education planning, equity compensation services, legacy planning, portfolio management, and tax minimization. He works closely with clients navigating career transitions, providing guidance on workplace benefits, retirement accounts, and investment strategies to align with both short-term priorities and long-term objectives. He holds a Bachelor's Degree from Salisbury University and the Personal Investment Advisor (PIA) designation. Lucas is active in professional organizations such as the Greater Ocean City Chamber of Commerce and the Salisbury Chamber of Commerce, and participates in community activities including Relay for Life. Outside of work, he enjoys baseball, basketball, and golfing.

Philip Zimmerman is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2005. He brings over 30 years of experience in working with C-Suite executives, entrepreneurs, professionals, and retirement plan sponsors. Phil focuses on developing and implementing personalized financial strategies that address areas such as retirement planning, tax-efficient inter-generational wealth transfer, managing stock options and restricted shares, and maximizing tax deferral. Additionally, he assists retirement plan sponsors in optimizing plan design, offering fiduciary support, and promoting financial wellness and retirement readiness for participants. Phil holds a Bachelor of Science degree in Finance from New York University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional responsibilities, Phil has contributed to the community as a platelet donor for the American Red Cross and has volunteered with Bunker Labs as a former City Community Leader. He has also served on the board of the Delaware County Estate Planning Council. Phil enjoys cooking, golfing, music, reading, and spending time with his family.

George Athas Jr. is a financial advisor with Stifel in Ocean Pines, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Barry Euzent is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016, and has been associated with Monumental Life since 1987. In addition to his advisory work, he operates as an independent insurance agent focusing on life, disability, and long-term care products. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm combines proprietary and third-party strategies across multiple platforms and offers both discretionary and non-discretionary investment management tailored to client goals.

Christopher Perrin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with Turning Point USA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Robert Bianca is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has worked for over 30 years. In his role, he focuses on providing personalized financial planning and investment strategies tailored to his clients' unique goals and priorities. His areas of expertise include college education planning, divorce transition planning, socially responsible and values-based investing, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income planning. Robert holds a Bachelor's degree from the University of Maryland and an MBA in Finance from Loyola College. He is also a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Robert's approach emphasizes simplicity and transparency in wealth management, aiming to help clients manage and achieve their financial objectives while aligning with their personal perspectives.

Albert Antlitz is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has previously worked with the Dorchester County Soil Conservation District and Blackwater Paddle and Pedal. Outside of his advisory role, he is involved in a brokerage business. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing multiple program sponsors and endorsed third-party managers to offer advisory and brokerage solutions.

Katherine Armstrong is a CFP® professional with 23 years of industry experience, currently affiliated with OSAIC since 2025. She previously worked at Lincoln Financial Advisors Corp for 21 years and has been associated with Johns Hopkins University since 1992. Armstrong is involved in offering accident and health insurance, disability, fixed annuities, long-term care insurance, and traditional life insurance as an agent. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and risk-tolerance assessments to manage diverse portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Michael Devincentis Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and totaling 40 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

William Mustin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1996 after building and selling a contracting company. His background includes a lifelong interest in investing, which started in high school. William’s areas of focus include executive compensation, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, tax minimization, and retirement income. He prioritizes cultivating close relationships with clients to address their financial goals related to lifestyles and legacies. William holds the Personal Investment Advisor (PIA) designation and earned an Associate's Degree from Arundel College. Outside of work, William resides in Bel Air, Maryland with his wife, Melissa. He enjoys spending time outdoors fishing, hunting, cycling, and woodworking. He is involved in supporting Shriner’s Children’s Hospital and other non-profit organizations.

Michael Thomas is a financial advisor at Equitable Advisors with 34 years of industry experience. He has held his current position since 2005 and previously worked at AXA Advisors, LLC from 2005 to 2020. Thomas is registered with Series 63 and Series 65 credentials. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Archibald Mcmichael III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Investment Services and Lifemark Securities Corp., among others. He is the owner of AW McMichael, a tax planning and consulting business, and serves as Treasurer for the United States Merchant Marine Academy Tri-State Parents Association. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management and access to third-party money managers across various program structures.

Joseph Wilson is a Senior Financial Advisor at Merrill Lynch Wealth Management and founder of The Wilson Group & Associates. He began his financial services career in 1999 with Salomon Smith Barney and joined Merrill in 2014 to better serve clients through a goals and advice-driven approach. In 2019, he established his own team to deliver personalized advice and enhance focus on sustainable investing. Joseph specializes in working with affluent individuals and families, focusing on personal retirement planning, sustainable and impact investing, and guiding clients through life transitions. He holds the Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree from Kenyon College. Residing on Milwaukee's East Side, Joseph enjoys boating on Milwaukee's rivers and Lake Michigan, reading, and swimming. He is committed to putting clients' interests first and helping them align their investments with their values.

Deyan Sertev is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining the financial services industry, he has experience with companies such as Lyft and Uber, and has been involved in entrepreneurial ventures including a student travel center and a restaurant. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, and institutional clients. The firm offers a range of financial planning and investment services through advisory and brokerage channels, utilizing model portfolios and third-party managers alongside its integrated platform.

Stephen Hill is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Cetera Advisors LLC and Prosperity Atlantic Wealth Management LLC. Hill also has involvement with Momentum Insurance Services, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.