Jeffry Ambrose is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, including time spent at AXA Advisors LLC prior to its rebranding. He serves as an administrator or executor of estates and trustee of trusts for both family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on aligning client information and risk tolerance with suitable investment models and offering ERISA fiduciary services for qualified plans.

Yale Hoffberg is a CFP® professional with nine years of industry experience, currently affiliated with RBC Capital Markets and City National Bank. His prior experience includes a role at Exponential Interactive, Inc. Yale is active in community and nonprofit organizations, serving on the Alumni Board of Governors for Gilman School, participating in LifeBridge Health’s Leadership Society, and sitting on the Board of Directors for Levindale Hebrew Geriatric Center and Hospital. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning services through multiple advisory programs.

Jennifer Yapsuga is a financial advisor at Mass Mutual Investors Services with a Series 65 designation and less than one year of industry experience. Her prior work includes roles at Morgan Stanley and a seven-year tenure at Garrison Forest School. She has also worked at Camp Skylemar for three years. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative, annual planning engagements using firm-approved analytical tools.

Jeffrey Brown is a financial advisor with Merrill in Hunt Valley, MD, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked for T. Rowe Price for five years and was briefly involved with GT Pizza. He has been with Merrill since 2017. 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

Blaise Ahearn is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2014. He serves on the board of directors for the Hampden Community Council, contributing to community projects. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and banking offerings.

Golikai Sreenath is a Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies tailored to the diverse needs of individuals, small business owners, corporate executives, and corporations. Sreenath focuses on helping clients develop personalized long-term financial plans that address education planning, equity compensation, retirement income, tax minimization, and legacy planning, among other areas. By working closely with clients and their professional advisors, Sreenath strives to identify risks and implement cost-efficient strategies that support clients' financial goals and desired lifestyles. Sreenath holds a Bachelor's Degree from Karnatak University and the Professional Investment Advisor (PIA) designation. Fluent in English, Hindi, and Kannada, Sreenath emphasizes a collaborative and disciplined approach to wealth management, ensuring clients receive customized solutions aligned with their risk tolerance, time horizon, and liquidity needs. In addition to professional responsibilities, Sreenath contributes to the community through volunteer work and pursues personal interests such as antiquing, sports, music, reading, writing, yoga, and spending time with family.

Andrew Shaffer is a CFP® professional with nine years of industry experience, currently an advisor at OSAIC since 2025. He previously worked at Lincoln Financial Advisors Corporation for eight years and Heritage Financial Consultants, LLC for one year. His other business activities have included soliciting clients for investment and annuity products at Heritage Financial Consultants. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Ryan Appleby is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and the Series 66 license. He has 22 years of industry experience, including prior roles at M&T Securities and Hergenroeder Financial Advisors, Inc. He is based in Jarrettsville, MD. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies delivered through a large network of advisors.

Susan Sadler Woelper is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS Financial Services Inc. since 2009 and holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Kathryn Hoyle is a CFP® professional affiliated with LPL Financial and has been with the firm since 2018. Her prior experience includes roles at Summit Financial, Apex Tool Group LLC, Rouge Catering, Seasons Pizza, and Towson University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Justin Mc Nicholas is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and eight years of industry experience. His career includes positions at Bank of America, N.A. and Merrill since 2018. Outside of finance, he has business experience with Homefix Custom Remodeling and Red Abbey LLC, along with involvement in Kipilin Farm. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm combines internal and third-party investment management with support for trading, account administration, and custody.

Jeffrey Evans is a financial advisor with Merrill based in Hunt Valley, MD, holding a Series 66 designation and 7 years of industry experience. He has been with Merrill since 2017. Outside of his advisory role, he manages several rental properties. 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 both model-based and discretionary investment strategies for a diverse range of clients including individuals, high-net-worth investors, and institutions.

Kevin Fusco is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he serves as Vice President of Fusco Financial Associates, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with various specialized programs and institutional services.

Bryan Angelilli is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience and a Series 66 designation. He has worked at Cambridge Investment Research since 2023 and has additional experience as an adjunct history professor at Harford Community College, where he has taught since 2010. Angelilli is also involved in coaching youth sports through the Fallston Recreation Council. 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 Financial Professionals, utilizing a range of portfolio management options and proprietary investment models.

Sean Tully is a financial advisor with RBC Capital Markets in Hunt Valley, MD, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and has been with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary management, tailoring strategies to clients’ risk profiles and utilizing in-house and third-party investment managers.

Kaitlyn Young is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2017 and previously worked at Genworth Financial, Inc. and Randolph-Macon College. 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 plans, corporations, and charitable organizations.

Michael Geppi Jr. is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has prior work experience with KPMG and Washington Gas Light, among other employers, and has additional involvement in a non-variable insurance agency based in Timonium, MD. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Terri Jones is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has worked with Merrill since 2016 and is also employed by Bank of America, N.A. since 2017. Outside of her advisory role, she serves as a board member for the Maryland SPCA, contributing to the development committee focused on donor relations. Merrill provides managed account services through its affiliate Managed Account Advisors LLC, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Synquai Johnson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Johnson held positions at Amazon and various other companies, and has been affiliated with the University of Phoenix since 2023. 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 a range of model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Massey is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at T. Rowe Price for five years and attended the University of Maryland. Outside of his advisory role, Massey serves as an independent contractor sports official for adult recreational kickball and soccer games. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, providing financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.