Bryce Harrison is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has eight years of industry experience and has been with Cambridge since 2017. Prior to his advisory career, he spent four years at Botanical Design and seventeen years in full-time education. Harrison is also involved as an independent insurance agent with Harford Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Samantha Yingling is a financial advisor at Robert Baird & Co. with one year of industry experience. Prior to joining Baird in 2022, she worked at Homewood General Contractors, Inc. for five years and at The Law Office of Cynthia Hitt Kent for two years. She holds the Series 66 designation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Sung Kun Park is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Mass Mutual Investors Services, and First Financial Group. Before entering finance, he worked in the food service industry at Domino’s Pizza and has business experience with Delice Global Inc and Moem Inc. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ethan Lizmi is a financial advisor with Fidelity in Towson, MD, holding a Series 66 designation. He has been with Fidelity since 2025 and has previous experience working in various roles including at Jersey Mike’s Subs and educational institutions. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its commodity pool operator registration, advisory roles with multiple registered investment companies, and the use of AI and systematic methodologies in its investment process.

Travis Wynn is a financial advisor with Charles Schwab based in Towson, MD, holding a Series 66 designation and bringing eight years of industry experience. His work history includes roles at Fidelity Investments, Citi, Merrill Lynch, and TD Bank prior to joining Charles Schwab in 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions, utilizing multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Max Highstein is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He is also a CPA and has maintained a tax preparation and accounting practice since 1983. 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 access to institutional platforms.

Michael Schuller is a financial advisor with Thrivent Investment Management in Baltimore, MD, holding a Series 66 designation and 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Chris Magnolia is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he collaborates with clients to develop financial plans tailored to their specific needs, focusing on understanding their current financial position and identifying strategies to achieve their goals. Chris has experience in financial services dating back to 2019. Prior to his current role, he was an Investment Consultant at Fidelity Investments from 2021 to 2024, and before that, he worked as a Financial Advisor at First Financial Group from 2019 to 2021.

Geoffrey Flanders is a CFP® with 12 years of experience in the financial industry. He is currently affiliated with Charles Schwab and has previously worked at Nationwide Investment Services Inc, Bank of America, Merrill, and T. Rowe Price. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through a range of advisory, brokerage, and custodial services. The firm offers both non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios and a formal alternative-investment process.

August Gischel Jr. is a financial advisor at Capital Advisor Management with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Global Brokerage Services, Inc. and Capital Advisor Management since 1999. Capital Advisor Management is an independent firm.