Hugh Mc Carthy is a financial advisor with Edward Jones in Bel Air, MD, holding the ChFC®, Series 63, and Series 65 designations and bringing 28 years of industry experience. Prior to joining Edward Jones in 2017, he worked at F.N.B. Corp and was involved with Team Beachbody. Outside of his advisory role, he is a member and owner of an investment company focused on office property in Marshfield, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Brenda Fried is a financial advisor at Edward Jones in Towson, MD, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2019 and was previously involved with Harbor Bay Properties, LLC and Harbor Bay Consulting, Ltd. Outside of her advisory role, she has engaged in real estate investing, including renovating properties and serving as an equity partner. 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 maintains a large network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Sean Williams is a Certified Financial Planner® with 20 years of industry experience, currently advising at Cambridge Investment Research Advisors since 2016. He is a board member of Redeemer Classical Christian School. Sean also holds a role as a wealth advisor at Sojourn Wealth Advisory LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations, through a broad range of financial planning and investment management services. The firm offers tailored strategies via multiple platform arrangements and provides both proprietary and third-party model solutions.

Philip Buchanan is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including roles at API Financial Planning Services and Benefit Watch LLC, where he is a partner. Buchanan also serves in the United States Army Reserve. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management and model-based investment strategies.

Kevin Glatz is a Series 66 licensed financial advisor with Merrill in Bel Air, MD, and has 3 years of industry experience. He has been with Merrill since 2005. 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 and profit-sharing plans, corporations, and charitable organizations.

Daniel Wheeler Jr. is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Grove Point Investments, H. Beck, Inc., and New York Life. Outside of his advisory work, he operates Wheeler Financial, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various portfolio strategies and advisor-support tools.

Nicole Kalinosky is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2009 and holds a Series 66 designation. Outside of her advisory role, she is involved with St. Stephen Roman Catholic Church and participates in providing Juice Plus+ products to interested individuals without solicitation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Angela Shrewsberry is a financial advisor at Raymond James Financial with 10 years of industry experience. She previously worked at Merrill Lynch for five years and Harford County Public Schools for three years. Outside of advising, she holds an associate position at Crescendo Financial Group LLC, focusing on administrative duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and employs analytical tools to support its recommendations, while also maintaining specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Stephanie Cassedy is a financial advisor with Osaic who holds a Series 66 designation and has 16 years of industry experience. She previously worked at Lincoln Financial Securities for 17 years before joining Osaic in 2025. Cassedy also operates a sole proprietorship offering traditional life insurance products, including equity-indexed and fixed annuities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and risk-assessment tools to construct portfolios across a broad range of investment vehicles, managed on discretionary or non-discretionary bases.

Ryan Green is a Series 66 licensed financial advisor with Stifel in Bel Air, MD, where he has worked since 2020. He has five years of industry experience, including prior roles at Concrete General and ATI Physical Therapy. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Tricia Mauck is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1995. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Fuggi is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Robert W. Baird since 2009. Fuggi serves as a Finance Committee Member for the nonprofit Mission Helpers of the Sacred Heart, where he reviews budgets, fundraising projects, and evaluates outside money managers. Robert W. Baird & Co.’s DDK Group provides wealth management services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and custody services supported by internal research and ongoing manager monitoring.

Jason Shanty is a financial advisor at Osaic with 16 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corp for 18 years before joining Osaic in 2025. Outside of his advisory role, he is an insurance agent offering fixed insurance products such as fixed annuities, indexed annuities, and traditional life insurance. Osaic Wealth, Inc. serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Michael Clayton is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Harford Financial Group and Cambridge Investment Research Inc. Outside of his advisory roles, he serves as a volunteer committee member at Bethlehem Church in Baltimore, MD. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies across multiple custody platforms.

Bryon Knoble is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He previously worked at Merrill from 2010 to 2015 and Wells Fargo Advisors LLC from 2015 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, Knoble serves as president of Maryland Resource Network, a networking and referral group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and employing diversification and modern portfolio theory in its approach.

Paul Applegate is a financial advisor with Edward Jones in Aberdeen, MD, holding a Series 66 designation and one year of industry experience. He previously worked for the Town of Elkton for 15 years. Outside of advising, he owns and manages a rental property in North East, MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Andrew Porter is a Series 66 licensed financial advisor with LPL Financial, bringing one year of industry experience. His prior roles include positions at Academy Financial, Seasons Pizza, and Peak Exterior Remodeling. He has also been involved with Towson University and local school systems. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Erik Keller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. Outside of his advisory role, Keller owns Keller Financial Services, LLC, and acts as an expert witness. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals, utilizing a variety of portfolio management approaches and proprietary model strategies.

Conor Guillott is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 credential and has prior experience with Lincoln Financial Advisors Corp, Equitable Advisors, Amber, and New York Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Erik Moran is a financial advisor with Merrill in Towson, MD, holding Series 63 and Series 65 designations and 33 years of industry experience. He has worked at Merrill since 1993 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory role, Moran serves as a committee member for St. James Church, assisting with advisor selection and endowment performance monitoring. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.