Dawn Biedenkapp is a financial advisor at Morgan Stanley in Baltimore, MD, with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including nine years with Morgan Stanley Services Group Inc. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools.

Jeremy Schwendeman is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with Morgan Stanley in Baltimore, MD. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

James Dunn is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes prior roles at Merrill and Morgan Stanley Dw Inc. He owns a rental property in Annapolis, MD. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with a focus on discrete planning engagements across various financial areas.

Robert Tigani serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he partners with associates to understand clients' financial goals and assist in developing customized plans tailored to their current and future needs. He prioritizes working closely with associates and their clients to build long-lasting professional relationships. Robert has been with Fidelity Investments since 2019, undertaking various roles including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects his experience across different facets of financial advising and client relationship management. No additional information regarding his education, credentials, personal interests, or community involvement was provided.

John Mele is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 credential and bringing 23 years of industry experience. His prior roles include positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he is a partner in Marathon Horizon LLC, a real estate venture based in Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs for individual and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market projections to support financial plans, which clients are responsible for implementing.

Frank Carbone is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2017 and has been with Bank of America, N.A. since 2018. Prior to that, he spent one year at Howard Bank. 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 a range of clients, including individuals, high-net-worth investors, and institutional entities.

Conor Porter is a financial advisor with Edward Jones in Crofton, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Daniel Lundeen is a financial advisor at Merrill with six years of industry experience. He holds the Series 63 and Series 65 certifications and has worked at Merrill since 2015, as well as at Bank of America and WBAL. Outside of his advisory role, he serves as a spotter for Baltimore Ravens home games, assisting with radio broadcasts through the Hearst Corporation. 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.

Christopher Swatta is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, along with multiple portfolio management and financial planning services.

Jennifer Kasper is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 30 years of industry experience. Her work history includes roles at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing prior to joining Wells Fargo Advisors Financial Network. 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 planning menu and integrates advisory services with other financial product sales and referral channels.

Dennis Parlante is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley since 2024 and previously spent 15 years at Charles Schwab. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and emphasizes a structured financial planning process supported by firm-approved tools and analysis.

Logan Grossman is a CFP® professional affiliated with LPL Financial, with 12 years of industry experience. He previously worked at Valic Financial Advisors and Agia, and serves on the board of directors for Lighthouse Christian Academy. Grossman is based in Stevensville, MD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and third-party asset management, supporting advisors with technology and a broad platform of financial products.

Angela Kuzmeskus is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 65 registrations and has worked with firms including Morgan Stanley, CUNA Brokerage Services, and Tower FCU, where she has been since 2005. Kuzmeskus is also involved with Tower Wealth Management, a business related to her 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Michelle Fox is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Sarah White is a Series 66 licensed financial advisor at Stifel with five years of industry experience. She has worked at firms including T. Rowe Price, Merrill, and Guidehouse/Grant Thornton prior to joining Stifel. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Joseph Boone is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2002 and joined Merrill Lynch Wealth Management the same year. His work centers on developing strategies and providing investment guidance tailored to individuals, families, and businesses by understanding their financial objectives. Boone’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, individual and corporate investment strategy, and retirement income. He leads The Boone Group, which emphasizes a planning-based practice focused on client needs and community involvement. Joseph holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree in Business Administration from Longwood University. A lifelong resident of Annapolis, Joseph Boone lives with his wife, Traci, and their two children. He is active in the community, supporting various local non-profits, and participates in activities such as running, skiing, and soccer.

Anthony Viglucci is a financial advisor with Stifel in Baltimore, MD, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has been with Stifel since 2006. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services such as fee-based financial planning and the use of proprietary investment methodologies developed by its Investment Strategy Group.

John Horrigan is a financial advisor with LPL Financial in Annapolis, MD, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management, where he worked for 18 years. 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 portfolio programs, and institutional platforms, supported by extensive research and operational tools.

David Pollack is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. He has been with Fidelity since 2017, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, High Net Worth Associate, and Customer Service Associate. In his current role, David focuses on building strong and lasting relationships with clients to understand their unique family needs and personal goals. He collaborates with clients and Fidelity's resources to develop financial plans that align with their objectives and provide peace of mind for their financial futures. Outside of work, David enjoys activities such as fishing, football, hiking, outdoor adventures, snowboarding, and traveling.

Aladin Bacolodan is a financial advisor with Morgan Stanley in Annapolis, MD, holding a Series 66 designation and bringing 19 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Ameriprise. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, with a focus on tailored financial planning supported by structured discovery and firm-approved planning tools.