Paul Peck Jr. is a CFP®-certified financial advisor with Wells Fargo Advisors in Annapolis, MD, bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, Mr. Peck co-owns future salon franchise ventures with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized niche planning, and combines advisory services with other financial products and referral channels.

Jacqueline Nicholson is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with Cetera and previously worked at Avantax Investment Services and 1ST Global Advisors. Nicholson also serves as treasurer for the Saefern Saddle & Yacht Club and is involved in a family trust as a trustee. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Erik Thompson is a financial advisor with Edward Jones in Edgewater, MD, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked in the automotive industry with positions at Toyota of Bowie, Nissan of Bowie, and Toyota of Waldorf. 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 investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kelly Wittpenn is a financial advisor at Merrill with 12 years at the firm and 9 years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she owns an Etsy store where she designs and sells print-on-demand items. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, which allows access to a wide set of products and services.

Kendall Pace is a CFP® designated financial advisor with Edward Jones in Bowie, MD, where he has worked since 2019. He has six years of industry experience, including prior roles at Rev and a professional athletic career in the National Football League and Canadian Football League. His background also includes eight years in educational settings across middle school, high school, and college. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, ranging from non-high-net-worth to high-net-worth households and organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors, offering a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Peterson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in working with business owners, founders, senior executives, and ultra-high-net-worth families to navigate complex financial decisions, including liquidity events, business succession, estate planning, and multi-generational wealth transfer. His approach emphasizes comprehensive wealth management focused on optimizing after-tax outcomes, managing risk, and aligning financial decisions with long-term goals. Nicholas holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He attended the United States Naval Academy before transferring to the University System of Maryland, where he earned his bachelor's degree. Nicholas has also been involved in coaching youth football and participates in various professional organizations such as the Ed Snider Center for Enterprise & Markets and the Maryland Chamber of Commerce. In addition to his professional endeavors, Nicholas is engaged in community activities including the Anne Arundel County Holiday Sharing Program, the Anne Arundel County Special Olympics, and local youth sports organizations. His personal interests include baseball, basketball, boating, cooking, football, golfing, hiking, ice hockey, spending time with his family, and traveling.

Graham Smith is a financial advisor at Merrill with a Series 66 credential. He began his advisory career in 2025 and has prior work experience spanning roles at Bank of America, Bell Helicopters, Burr & Forman LLP, and the South Carolina State House. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Mark Kamins is a financial advisor with LPL Financial, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience and has previously worked at Grove Point Investments, Grove Point Advisors, Lighthouse Financial Services, Kamins & Manning P.C., and H. Beck, Inc. Kamins serves on the board of the Guild of Temple Musicians, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by extensive research and technology integration.

Cecilia Brown is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. She previously worked for 16 years at Lincoln Financial Securities Corporation. Outside of her advisory role, she is involved in a business owner capacity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by model portfolios, research, and technology-driven solutions.

Vincent Pasko is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2016. 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, including specialized services such as business-owner transition and special-needs analysis, using research and planning tools to develop tailored recommendations.

William Mulford III is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Prior to joining Ameriprise, he was involved with the Naval Academy Golf Association and worked in various roles including at the University of Maryland College Park and On the Go Hosiery. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning advice through a centralized consulting team.

Daniel Parnes is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he is involved in investment-related business activities including ownership in Parnes GP, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that addresses various financial needs with tailored recommendations supported by proprietary research and tools.

Tyler Yoder is a Planning Consultant at Fidelity Investments in the Annapolis branch. In this role, he supports aligned advisors and their clients in navigating financial journeys. His areas of focus include investment strategy, retirement planning, tax efficient investing, and multigenerational family wealth planning. Tyler has been with Fidelity Investments since 2021. He began his career there as a Financial Representative, then worked as a Relationship Manager before becoming a Planning Consultant in 2022. Outside of his professional work, Tyler enjoys reading and practicing yoga.

Atealem Ford is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides personalized investment advice for a diverse clientele that includes individuals, families, non-profit and for-profit organizations, and businesses across the United States. Her client focus areas include college education planning, equity compensation services, family wealth management strategies, services for endowments and foundations, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, small business strategies, and women and wealth. Atealem holds a Bachelor's Degree from Seattle Pacific University and a Master of Business Administration (MBA) from the University of Maryland–UC, where she earned a 4.0 GPA and was inducted into the Phi Kappa Phi Honors Society. She holds several professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is registered under the National Mortgage Licensing System in order to assist clients with mortgage and lending needs. Outside of her professional work, Atealem enjoys cooking, baking, painting, sports, and spending time with her family. She has traveled extensively and enjoys learning about different cultures. She is actively involved in her community, volunteering with organizations such as the Annapolis Rotary Club, Anne Arundel County Public Schools, Anne Arundel County Volunteer Center, Bellevue Community Senior Center, HOPE, Lighthouse Homeless Prevention Center, Men of Courage International, Inc, and Sunrise Assisted Living Annapolis.

Michele Mayo is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with RBC Capital Markets Corporation since 2010. 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 various wrap fee advisory programs and combines in-house and third-party investment management to tailor strategies according to each client’s risk profile.

Desi Berry is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. Berry has 10 years of industry experience, including prior roles at Morgan Stanley and Northern Trust Securities. Outside of financial advising, Berry is the director of a home-based travel agency and also works as an Uber driver. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with a focus on collaborative, annual planning relationships using firm-approved analytical tools.

Christopher Krabbe is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his advisory role, his background includes positions at Enterprise Rent-A-Car and involvement with the Five Oaks Swim Club. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gina Weltlinger is a financial advisor at Merrill with 28 years of industry experience. She has been with Merrill since 1998 and holds the Series 66 designation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated with Bank of America’s corporate platform, enabling access to a wide range of products and services.

Adam Martin is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. He has professional involvement with Hinckley Bay Bridge Marina and multiple educational institutions, including St. Mary’s College of Maryland. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Robert Keeley is a CFP® with 29 years of industry experience, currently serving at Edward Jones since 1996. He holds a Series 63 license and is based in Crownsville, MD. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.