Alpha Korngor is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at Morgan Stanley since 2018 and previously at Merrill from 2011 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored financial planning and a broad range of advisory programs. The firm employs a structured planning process using firm-approved tools and offers diverse investment and institutional services.

Steven Hayes is a financial advisor with Equitable Advisors in Severna Park, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Axa Advisors, LLC and Valic Financial Advisors prior to joining Equitable Advisors in 2009. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and various advisory models.

Joseph Cirelli is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as a trustee for a trust in Baltimore. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers a range of solutions including estate planning and corporate financial plans.

Christian Locher is a CFP® professional affiliated with LPL Financial in Baltimore, MD, with 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC and Grove Point Investments, LLC for a combined 20 years. Outside of his advisory role, he is involved in tax preparation and accounting through CTL Toland & Company. 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, model portfolios, third-party asset management, and institutional platforms.

Edward Van Houten Dello Russo is a Financial Advisor with Merrill Lynch Wealth Management based in Baltimore. In his role, he focuses on goal-based financial planning and developing long-term client relationships. He serves clients in various areas including retirement planning, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, small business strategies, tax minimization, and retirement income. With a Bachelor’s Degree from Towson University and the Professional Investment Advisor (PIA) designation, Edward takes the time to understand each client's personal perspectives and priorities. This approach enables him to create personalized strategies that align with clients' unique ambitions and financial goals. Outside of his professional work, Edward enjoys baseball, basketball, golfing, music, pickleball, and spending time with his family.

Daria Bunch Greensfelder is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley Smith Barney since 2009. Greensfelder serves as a board member of the Oliver Beach Elementary School PTA in Baltimore, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and provides services using structured planning tools and investment modeling techniques.

Taylor Aune is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he served nine years in the US Navy. He holds a Series 66 designation. 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 wide range of investment strategies and affiliated services through a nationwide network of financial advisors.

Stuart Gray is a financial advisor with OSAIC based in Baltimore, MD, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Hornor, Townsend & Kent, Inc. Outside of his advisory work, he is an owner and agent at Springlake Financial, where he offers accident and health insurance, disability insurance, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides a broad range of services including brokerage, financial planning, retirement consulting, and access to third-party money managers, employing various portfolio construction tools and offering both discretionary and non-discretionary account management.

Kelly Lewis is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked primarily within Bank of America-affiliated entities since 2003. 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 developed by internal and third-party teams.

John Eckenrode III is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2009. Outside of his advisory role, he serves as Secretary on the Executive Board of the Boys' Latin School of Maryland Alumni Board and is a member and Secretary of the Board for the Ruxton Hill Neighborhood Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Joseph Mc Spedon is a financial advisor at Edward Jones in Pasadena, MD, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Navanti Group, LLC from 2014 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Michael Strosnider is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets through a structured planning process and diverse investment offerings.

Lori Villegas is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association, since 2015. Outside of her advisory work, she serves as a board member and networking ambassador at the Center Club in Baltimore. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory services to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning programs.

Christopher Glotzbach is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. His career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools as part of its financial planning process.

Kenneth Weeks is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services with a range of financial planning, portfolio management, and institutional platforms.

Joseph Fink is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022 and was previously with Lincoln Financial Distributors from 2015 to 2022. Fink serves as a board member of the Park School of Baltimore Alumni Association and is co-trustee of the Fink Family Estate. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and Corporate Financial Planning agreements.

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.

Jonathan Wang is a financial advisor with Cetera Investment Advisers LLC and holds a Series 66 designation. He has 14 years of industry experience and has worked with firms including Merrill, Wells Fargo Clearing, HSBC Bank USA, and SunTrust. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Terry Morris is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Primerica Advisors, he worked at PFS Investments Inc. and spent over three decades at the U.S. Department of Agriculture. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Matthew Horton is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Cetera and has previously worked with Avantax Advisory Services and other related firms. Outside of his advisory role, he is involved as a partner in Rowhouse Financial Partners, providing tax preparation, planning, and accounting services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets through more than 10,000 advisors nationwide.