William Thompson is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1999 and joined Long Financial Services, Inc. in 2014. Thompson serves as a member of the Finance and Investment Committee at Calvary United Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary advice using risk profiling and modeling tools and supports a broad advisor network with specialized municipal finance and SIMPLE IRA advisory programs.

James Denora is a CFP® with 24 years of industry experience and has been with Cambridge Investment Research Advisors since 2010. He serves as CFO of the Certified Financial Planner Board of Standards Inc., overseeing its financial activities. Denora is also Treasurer of the Anne Arundel Conflict Resolution Center and is active as a community volunteer with Epping Forest, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party investment strategies tailored to client objectives.

Kyle Dixon is a financial advisor with RBC Capital Markets in Annapolis, MD, holding a Series 66 designation and 14 years of industry experience. He has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with strategies tailored to each client’s Advisory Risk Profile.

Ira Turpin Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Summit Financial Group Inc and Summit Brokerage Services Inc for nine years each before joining LPL Financial in 2018. Outside of his advisory work, he is an author and is involved with All The Glory Ministries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

John Dillon Jr. is a financial advisor with Wells Fargo Advisors in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he serves as a trustee for the Dillon Wealth Management 401(k) plan for multiple team members. 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 range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Kenneth Weeks is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for 12 years before joining LPL Financial in 2021. 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 model portfolios and retirement plan consulting, utilizing research from LPL Research and third-party subadvisors.

Peter Evans is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads a team of four members providing services to families, small businesses, and non-profits across 40 states. Peter specializes in portfolio management services, personal retirement planning, education planning, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, tax minimization, and retirement income. Peter joined Merrill Lynch Wealth Management in 2002. He holds a Bachelor of Science in Business from Miami University in Oxford, Ohio, and a Master of Business Administration from Johns Hopkins University in Baltimore, Maryland. He has been recognized by Forbes annually from 2022 through 2026 on the Best-in-State Wealth Advisors list. Peter is a qualified Portfolio Manager and holds multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Peter resides in Crownsville, Maryland with his wife Sarah and their two children, Sophie and Ben. He serves on the Board of Trustees for the Light House Shelter in Annapolis and the Annapolis Symphony Orchestra. Additionally, Peter volunteers regularly with Habitat for Humanity and has participated on various committees at St. Anne's School of Annapolis and Severn School. Peter and his family are also sponsor family for a Naval Academy Midshipman.

David Hall is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Truist, BB&T Securities, and Morgan Stanley Wealth Management. He is also associated with the State Employee Credit Union of Maryland. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Ryan Sboray is a financial advisor with UBS Financial Services, holding a Series 66 designation and totaling 20 years of industry experience. He has been with UBS Financial Services Inc. since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research and advisory solutions.

Linnette Quick is a financial advisor with Primerica Advisors in Crofton, MD, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked with Primerica Advisors since 2004 and has held roles at Aleut Federal LLC, LBYD Federal LLC, Chickasaw National Industries Inc., and Contemporaries Inc. In addition to her advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts. The firm operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management.

Carol Staniar is a Financial Advisor at UBS Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a range of capital markets activities.

James Vermilye is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2020. Prior to joining Morgan Stanley, he worked at Robert Baird & Co. from 2012 to 2020. Vermilye holds several nonprofit board roles, including treasurer positions and investment committee membership with organizations such as the Mid Shore Community Foundation, Chesapeake College Foundation, and BAAM. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach involves structured planning processes supported by firm-approved tools, serving clients through both direct engagements and employer-based financial planning agreements.

David Donnelly is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds the Series 66 designation and has worked previously at SunTrust Advisory Services, Prudential Insurance Company of America, and Pruco Securities LLC. Outside of advising, he is involved in Prudential Sponsored Non-Variable Insurance activities. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform combining advisory programs with brokerage and insurance sales.

Jackson Ruckman is a financial advisor with LPL Financial based in Edgewater, MD. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked in education for eight years and has served as an assistant varsity boys soccer coach at St. Mary’s High School. 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 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.

Melissa Caprice is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Geometric Wealth Advisors, Scarborough Capital Management, Independent Financial Group, Ameriprise, and Online Trading Academy. Outside of her advisory role, she is a proprietor of an investment property in Canada. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Kenan Sahin is a financial advisor at Merrill with four years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Merrill, he worked at T. Rowe Price for three years and has experience with The Ritz Carlton Hotel Company. Merrill, along 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 plans, corporations, and charitable organizations.

Aaron Goodman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors and Primerica Financial Services in 2023, he worked at Washington College from 2015 to 2023. He is involved in sales of investment-related and non-investment-related products through affiliated companies, including mortgage loans and home security services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services using model-based strategies created by unaffiliated asset managers.

Patricia Beaver is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and bringing 16 years of industry experience. Her prior roles include positions at Lee Financial Group and Raymond James Financial Services. She also operated her own advisory practice from 2015 to 2017. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, with a focus on managing assets within Ameriprise-managed accounts.

James Roble is a CFP® professional with 42 years of industry experience, currently serving at Raymond James & Associates since 2001. He is based in Davidsonville, MD, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Roble serves on the board and finance/investment committee of the Community Dental Center, a nonprofit organization. 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, offering financial planning, investment consulting, and municipal advisory services.

Nickolas Diamondidis is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Morgan Stanley Private Bank, N.A. Outside of finance, he is a singer-songwriter and operates an art and culture business called More Than Matter. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes a structured financial planning process supported by firm-approved tools and offers its services both directly and through employer agreements.