Todd Batty is the Vice President Private Wealth Management Advisor. In this role, he assists multiple generations of families in developing personalized wealth strategies focused on growth, preservation, and transfer of their assets. He collaborates with a team that includes an Investment Manager, a Senior Wealth Planner, and a Trust Officer to provide comprehensive wealth planning services. Todd has been with Fidelity Investments since 2008, initially serving as Vice President, Financial Consultant until 2015, and then advancing to his current position. Prior to that, he worked as an Account Coordinator at T. Rowe Price from 2002 to 2007.

Patrick Perry is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 65 registrations and has worked previously at Cambridge Investment Research Advisors, Inc. and Centaurus Financial Inc. Outside of advising, Perry is active as a drummer with the musical group Goodbye July and serves as COO of a logistics and consulting firm, CGMA Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and diverse investment strategies.

Adetayo Adewole is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 designations and has held positions at Wells Fargo Clearing Services, Educational Testing Service, and Pearson Education Inc. Adewole is involved with Jeducare Services, Inc., an outside business activity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Courtney Hyatte is a financial advisor with Merrill in Columbia, MD, holding the Series 66 designation and beginning their career in 2025. Prior to joining Merrill, Hyatte spent 27 years at Bank of America and also worked at Certainty Home Lending. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gary Mott is a financial advisor at Cetera with Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and he is president of Gary T. Mott, CPA, PA, an accounting and tax preparation firm. Mott also serves as a trustee overseeing trust administration for multiple fiduciary appointments. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Crystal Davis is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. She has held roles at multiple firms including Avantax and operates her own Davis Financial Services LLC, providing tax preparation and business consulting. Additionally, she serves as a director at Davis & Ritter CPA's LLC and is involved in editorial work for various publications. Cetera Investment Advisers LLC is a nationally registered SEC adviser supporting a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through discretionary and non-discretionary program platforms.

David Ivey is a financial advisor with LPL Financial in Annapolis, MD, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at Nationwide Securities and the Charlie Deale Agency. Outside of his advisory work, he owns Ivey Services Inc., a non-investment-related business in Annapolis. 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 provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Cammarata is a CFP® professional with 19 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities for 10 years. Outside of his advisory role, he is involved in a client healthcare consulting business operated jointly with his wife and coordinates age group activities related to updating game scores on a website. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a collaborative approach that includes the use of firm-approved analytical tools and event-driven planning programs.

Connor Rebele is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Vineyard Vines and Champion Teamwear, and he attended Loyola University Maryland. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to provide a range of advisory and brokerage solutions.

Cullen Murray is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 1993 after earning a Bachelor of Science degree in Finance from Towson University. He holds the Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Personal Investment Advisor (PIA) designations, and is a member of the Investments & Wealth Institute. Cullen provides professional services to entrepreneurs, not-for-profits, endowments, and foundation clients, assisting them in achieving their goals and missions. His expertise includes family wealth management strategies, institutional consulting, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, philanthropic planning, and individual and corporate investment strategy. A long-time resident of Annapolis, Cullen is involved in the community, serving as a board member and president of the Anne Arundel Community College Foundation and as a board member of the Friends of St. John's College. He has also served as a board member of the Anne Arundel Medical Center Foundation and as president and board member of Hospice Cup, Inc. In his personal time, Cullen enjoys boating, golfing, running marathons, scuba diving, surfing, swimming, and traveling.

Spencer Neal is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and has a longer history with Cambridge Investment Research, Inc dating back to 2008. Neal serves as a board member and chairman of the Baltimore Washington Medical Center Foundation and holds positions on several other nonprofit boards, including the Clemson Regional Board of Directors. He is also the owner and CEO of The Absolute Club, a golf membership travel business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, using a variety of portfolio management approaches and platforms tailored to client objectives.

Thomas Hutcheson III is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009, working at both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and methodologies such as Monte Carlo simulations.

Kwame Smith is a financial advisor with LPL Financial who holds a Series 66 designation and has 16 years of industry experience. Prior to joining LPL Financial in 2022, he worked at firms including CUNA Mutual Group, AXA Advisors, and Navy Federal Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and access to model portfolios and research from multiple sources.

Charles Leapley is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 12 years. Outside of his advisory role, he operates as an independent licensed insurance agent and owns a commercial real estate investment in Washington, DC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a multi-platform approach that includes financial planning, managed portfolios, and access to third-party money managers.

Philip Verley is a financial advisor with Primerica Advisors in Lanham, MD, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services since 2015. Outside of his financial advisory role, he operates a photography business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm provides advisory services primarily through model-delivery strategies managed by third-party asset managers and supports trade execution and custody with established financial institutions.

William Cofer Jr. is a financial advisor with Primerica Advisors in Greenbelt, MD, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Renee Green is a financial advisor with Ameriprise in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliate since 1997. Outside of her advisory role, she is involved in writing, film production, and owns multiple LLCs related to screenplays and documentary filming. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team.

Schekeeb Sidiqi is a financial advisor at Wells Fargo Clearing in Columbia, MD, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Wells Fargo, Sidiqi worked in real estate with TTR Sotheby's International Realty and BNI Realty. Outside of advisory work, Sidiqi teaches German at the German International School in Washington, DC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Angela Miller is a financial advisor at Edward Jones with one year of experience in the industry. She holds a Series 66 designation and has a background that includes various roles in education and hospitality. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large national network of advisors and offices.

Samantha Long is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate non-discretionary recommendations delivered through a centralized consulting team.