Jason Connor is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2012. Outside of his advisory role, he serves on the board of directors for Sportsboosters of Maryland, a nonprofit organization focused on donating sporting equipment. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and capital market assumptions.

Lawrence Adam III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Deutsche Bank Securities Inc and has served as a professor at Loyola University Maryland since 2018. Raymond James & Associates is a large, dual-registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting with a range of portfolio management styles, municipal advisory services, and specialized employer consulting programs.

Daniel Colligan is a financial advisor with Merrill in Hunt Valley, MD, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Bank of America and Merrill for the past 10 years. Outside of his advisory role, he works as a consultant and independent contractor delivering goods for Walmart Spark. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michelle Roeseke is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Moran is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for over two decades. 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 provides various advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Kimberly Grelli is a financial advisor at RBC Capital Markets with 9 years of industry experience. She holds Series 63 and Series 65 designations and has worked at City National Bank since 2021, in addition to her ongoing role at RBC Wealth Management since 2012. 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 advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers and model providers.

Angela Candelaria is a financial advisor at Merrill with a Series 66 designation and over 16 years of experience in the industry. She has been with Merrill since 2010. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Christopher Ruby is a CFP® and holds a Series 66 license, with 16 years of industry experience. He is currently with OSAIC and has previously worked at Lincoln Financial Advisors Corporation, T Rowe Price, Allstate Insurance Company, and Lincoln Financial Advisors. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services across multiple advisory platforms, employing asset-allocation tools and third-party solutions to manage portfolios that include various asset types and investment styles.

Patrick Dougher is a financial advisor with Merrill, holding a Series 66 designation and ten years of industry experience. He has been with Merrill and its affiliated Bank of America since 2016. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Woolery is a financial advisor at Merrill with Series 63 and Series 66 licenses and 10 years of industry experience. He has worked with Merrill since 2016. 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 offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Trueschler is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Dawn James CPA, and Harford Retirement Planners. 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 model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Kevin Bell is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His career includes roles at Morgan Stanley Private Bank, N.A. and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process relies on structured discovery and firm-approved tools, providing tailored plans without individual security recommendations in standalone planning.

Eric Brann is a CFP® professional with over 31 years of experience, currently serving at Morgan Stanley in Hunt Valley, MD. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Nathan Badowski is a CFP® professional with 19 years of industry experience. He is currently with LPL Enterprise and has held prior roles at Prudential Insurance Company of America, Pruco Securities, Camden Planning Group, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolio programs, third-party asset management, and a wide range of brokerage and insurance products.

Dale Waters III is a CFP®-designated financial advisor with seven years of industry experience. He currently works at Morgan Stanley in Hunt Valley, MD, with prior experience at Bank of America and Merrill. Waters attended the University of Virginia before beginning his financial services career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Jackson Boothby is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside of the financial sector at companies such as Jet Services Inc and Alley Oops. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Bret Schertz is a CFP®-certified financial advisor with 24 years of industry experience. He has worked at Wells Fargo Advisors since 2026 and previously spent 17 years at RBC Capital Markets Corporation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu with specialized services and uses proprietary research and tools to develop tailored recommendations for its clients.

Adam Cox is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Avantax Advisory Services and Hughes Network Systems. Outside of advising, he is the owner of Metro Fitness, Inc. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to corporations and charitable organizations. The firm offers financial planning, model portfolio management, third-party asset management, and access to a broad range of brokerage and insurance products through its integrated platform.

Brian Mccully is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of investment advising, he works as an independent contractor in ancillary health insurance sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning and consulting services, access to model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products through its integrated platform.

Edward Garbarino is a Wealth Management Advisor with Merrill Lynch Wealth Management. He and his team focus on customized wealth building and preservation strategies for families and individuals, retirement and income planning, and company retirement plans. They work to help clients maximize wealth accumulation and preservation through goal-based wealth management, portfolio risk management, and a disciplined approach to portfolio management. He and his team employ a defined process to help clients identify and prioritize their financial goals, objectives, risk tolerances, and timelines. This collaborative approach provides the foundation for designing and implementing successful long-term investment strategies tailored to each client's unique needs. They oversee and coordinate the financial affairs of families, retirees, corporate executives, and business owners, simplifying financial complexity and coordinating with clients' external advisors including attorneys and tax professionals. Edward holds a bachelor's degree from the University of Notre Dame Mendoza College of Business Administration and holds professional designations including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is involved in community service as a member of The Leaders United Executive Council and The Leadership Engagement Council of The United Way of Central Maryland.