Jonathan Pearlstein is a financial advisor with Ameriprise, holding a Series 66 credential and 25 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2000 and previously worked at Ameriprise Financial Services, Inc. for 15 years. He serves on the board of directors for Gateway in Baltimore, Maryland. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

Andrew Tamburin is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America, he held positions at Ochsner Health Plan and Ochsner Health Network and has experience in both academic and community settings, including roles at Tulane University and the Boys and Girls Club of the Wiregrass. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jeffrey Bessling is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked in various capacities within Wells Fargo entities since 2008. Outside of his advisory role, he serves as president of the Monkton Farms HOA, where he helps maintain common areas and organize community gatherings. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Milton White IV is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Raymond James Financial Services and Fulton Bank. Outside of his advisory work, he is involved with Martin Wight and Company, where he offers life, disability, long-term care insurance, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-oriented planning using advanced analytical tools.

Kenneth Millan Sr. is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2021. Prior to that, he was employed at W&S Brokerage Services and Western & Southern Life. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jason Lowy is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves on the Associate Council of Junior Achievement of Central Maryland, assisting with educational events focused on financial literacy for youths. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of services including wealth management, institutional trading, and securities-backed lending programs.

Matthew Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. in Hunt Valley, MD, holding a Series 66 designation and five years of industry experience. His work history includes roles in accounting, construction, and retail, as well as a four-year period at Towson University. He is also involved with Fusco Financial as a financial advisor in a support capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored financial planning and investment consulting, employing analytical tools such as risk profiling and modeling to support client goals, and it provides specialized advisory programs including municipal finance and SIMPLE IRA employer consulting services.

Jacob Krieger is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 registrations. He has two years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and related entities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines investment advice, financial planning, and access to various financial products.

Timothy Ford is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with RBC Capital Markets and has prior experience at City National Bank, Bank of America, Merrill, and several other firms. He serves as an investment committee member at Ladew Topiary Gardens, Inc. and on the finance committee for Pathfinders for Autism. 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 featuring discretionary and non-discretionary portfolio management and integrates multiple investment managers and strategies tailored to clients’ risk profiles.

Hailey Timeus is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, she worked at the Arizona Department of Corrections. 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.

Darryl Stalter is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has been with Merrill since 2019 and previously worked at Verizon Wireless from 2014 to 2019. 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 supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Russell Priddy III is a financial advisor with Ameriprise in Shrewsbury, PA, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and PNC Investments. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering detailed, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Steven Grenagle Jr. is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Julia Zimmermann is a financial advisor with Ameriprise in Baltimore, MD, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

Amy Sommers is a financial advisor at Raymond James Financial with five years of industry experience. She holds a Series 66 designation and has previously worked at firms including Marshall Financial Group, Purshe Kaplan Sterling Investments, and Merrill. Prior to her financial career, she was employed at the U.S. Attorney's Office for the District of Maryland and the Maryland Department of Health. Outside of her advisory role, she supports operations at ClearPlan Wealth Management as a registered client service associate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes non-discretionary, tailored planning using analytical tools and supports clients through advisory programs and institutional consulting.

Brandon Cawley is a CFA® charterholder affiliated with OSAIC in Hunt Valley, MD, with three years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Campbell Wealth Management, and New Century Advisors. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct portfolios across various investment types.

Michael Ferris is a financial advisor with LPL Financial in Hunt Valley, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 10 years of industry experience, previously working with Mass Mutual Investors Services and Northwestern Mutual Wealth Management. Outside of his advisory role, he is involved with a family-owned farming business in Kennedyville, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

William Summers is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has five years of experience at MassMutual Life Insurance Company and Mass Mutual Investors Services, with prior roles at Nexus Systems, Wells Fargo Clearing, and Robert Half Employment Agency. Outside of his advisory work, he is also licensed as an insurance broker, selling life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements supported by firm-approved software tools and also conducts educational seminars.

Eric Shadoff is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2012 and City National Bank since 2017. Outside of his advisory role, he is an active owner involved in the maintenance of a rental property. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.

Brian Davies is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Founders Financial. 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 range of planning services and uses proprietary research and tools to develop tailored client recommendations.