Christopher Mc Garvey is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise since 2005, including its Financial Services division prior to 2020. Outside of his advisory role, he supports advisors in client transitions as an independent contractor for J&R Juergensen, Inc. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional providers.

James Thomas II is a financial advisor with Ameriprise in La Plata, MD, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he co-owns Waypoint Group, LLC, a personal service corporation managing practice employment and payroll services, and serves as president of the Stone Ridge Homeowners Association board. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gordon Wallace is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Bank of America, and City National Bank. Wallace is associated with Wallace Management LLC, a family-held business in which he serves as a signer on the account. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored investment strategies and multiple advisory programs combining discretionary and non-discretionary portfolio management with a range of in-house and third-party investment options.

Michael Sughroue is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and previously held roles at Bank of America, N.A. and Python Talent Advisors. Outside of finance, he is an employee and bartender at Stoney River Steakhouse and Grill in Annapolis, Maryland. 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.

Chase Stewart is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2022. Outside of his advisory role, Chase occasionally works part time as a server for Sage Catering, a company specializing in food preparation and event coordination. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Matthew Pepe is a financial advisor at LPL Enterprise with a Series 66 designation and five years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by proprietary research, model portfolios, and third-party management. The firm integrates adviser programs with other financial products, including insurance and collateralized lending.

Gregory Milburn is a financial advisor with Wells Fargo Clearing in Annapolis, MD, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jennifer Jones is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America and Commonwealth Financial Network. In addition to her advisory work, Jennifer owns Accounting Unlimited, Inc., a CPA firm specializing in individual and small business tax services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing various portfolio construction tools and supporting both discretionary and non-discretionary account management.

Jason Messineo is a Series 66-licensed financial advisor with Wells Fargo Advisors in Annapolis, MD, and has 13 years of industry experience. He previously worked at Edward Jones for seven years before joining Wells Fargo Advisors in 2019. Outside of his advisory role, he serves as an assistant coach for the boys varsity lacrosse team at South River High School. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs analysis. The firm combines research, planning tools, and personalized recommendations, with clients choosing how to implement advice through various brokerage or advisory programs.

Katarina Stein is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2021. In her role, she focuses on helping clients develop written financial plans that define their goals and outline strategies to pursue them effectively. Katarina emphasizes the importance of being proactive and creating plans from a position of strength to better navigate stressful financial situations. Prior to joining Fidelity, Katarina worked as a Financial Solutions Advisor at Merrill Lynch, Fenner, Pierce & Smith Inc. from 2020 to 2021. She holds the CERTIFIED FINANCIAL PLANNER™ designation, reflecting her commitment to professional standards and client service. Outside of her professional work, Katarina enjoys fitness, sailing, yoga, traveling, and spending time with her pets.

Spencer Eisemann is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience at the Robert H. Smith School of Business and PepsiCo. 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 and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Patrick Rosko is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with PFS Investments Inc. since 2008 and with Primerica Financial Services since 2006. Outside of advising, he serves as co-trustee for the Thomas Family Trust and may receive compensation for referrals related to home security and mortgage products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers overseen by an independent consultant and employs a tiered wrap-fee structure.

Daniel Snyder is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning supported by proprietary planning tools and advisory programs tailored to client needs.

Sean Reedy is a financial advisor at Edward Jones in Annapolis, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Supreme Orthopedic Systems and one year at The Orthopedic and Sports Medicine Center of Luminous Health. 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 broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Colin Steele is a financial advisor at RBC Capital Markets in Annapolis, MD. He holds the Series 66 designation and began his financial services career in 2024. Prior to joining RBC, he worked in various roles including hospitality and logistics. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies utilizing both in-house and third-party investment managers.

Blake Morris is a Wealth Management Advisor at Merrill Lynch with over 20 years of experience in the financial services industry. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification along with designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Blake earned his Bachelor's Degree from the University of Maryland. Blake combines his extensive business knowledge with personal insight gained from growing up in a family with three generations of doctors. This unique perspective enables him to serve medical professionals by addressing their distinct and often complex financial needs. His work focuses on building enduring relationships with individuals, families, and businesses, aiming to create a comprehensive resource for medical professionals to support them as they grow their practices and attend to their patients. His areas of expertise include college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, socially responsible and ESG investing, special needs planning, individual and corporate investment strategy, tax minimization, and retirement income. Blake is also engaged in various personal interests such as baseball, boating, cooking, fishing, football, golfing, ice hockey, swimming, and spending time with his family.

Robert Hallet is a Senior Financial Advisor with Merrill Lynch Wealth Management, leading a team dedicated to delivering comprehensive financial advisory services. Since joining Merrill in 2000, he has leveraged over twenty years of experience in the financial services industry to assist clients with personalized wealth planning and banking solutions through Bank of America. His expertise encompasses corporate benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans, with a focus on integrating these benefits into long-term financial strategies for corporate executives. Robert and his team specialize in serving successful individuals and families, business owners, and high-ranking corporate executives. They design customized, tax-efficient strategies and detailed financial and retirement income plans tailored to clients' unique circumstances and goals. Their approach emphasizes risk management, tax minimization, fee control, responsible investment management, personalized banking, and trust services, aiming to grow, preserve, and distribute wealth effectively. The team’s services are supported by the resources and intellectual capital of Merrill and Bank of America Private Bank. Robert holds a Bachelor's Degree from Towson University and carries professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He participates in community activities as an American Legion Baseball Coach and is involved with GB Charities. His personal interests include baseball, basketball, boating, cooking, fishing, football, golfing, music, spending time with family, and traveling.

George Bragaw III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James in various capacities since 2016. Bragaw serves as a trustee for an irrevocable family trust. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting services with a range of portfolio management styles and affiliated research.

Sean Duffy is a financial advisor at Ameriprise with 26 years of industry experience. He has held roles at Ameriprise since 2016 and previously worked at A.G. Edwards & Sons, Inc. from 2001 to 2016. Duffy holds Series 63 and Series 65 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

Paul Colbert Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of advisory work, he is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.