Daniel Bachmann is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Bank of America. Bachmann is based in Baltimore, MD. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors and institutional clients. The firm offers multiple advisory programs with tailored investment strategies and access to both in-house and third-party managers.

John Walker is a Series 66-licensed financial advisor at Merrill with 10 years of industry experience. He has been with Merrill since 2016, based in Baltimore, MD. 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 Kolakowski is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with First National Bank of Pennsylvania and Truist Advisory Services, among other firms. He also serves as a wealth advisor for First National Trust, collaborating with prospects, internal partners, and trust portfolio advisors on trust platform recommendations and referrals. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Paul Burdett III is a financial advisor at Raymond James Financial with a Series 66 designation. He joined Raymond James in 2026 and has prior experience working at the National Oceanic and Atmospheric Administration and Smartlink Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Robin Thomas is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Truist Investment Services and BB&T in various advisory roles. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jordan Toepel is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Nuveen Investments for 15 years and Calamos Investments for two years. Outside of his advisory role, he is involved in youth soccer coaching, serving as an assistant coach for Christos FC and owning Everything Hurts, LLC, through which he coaches for the Liverpool International Academy Central MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, affiliated trust company, and securities-based lending options.

Amanda Wiltz is a Series 66-licensed financial advisor with Morgan Stanley in Baltimore, MD, with 16 years at the firm and 2 years of industry experience. She has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, providing a variety of advisory programs including tailored financial planning that incorporates firm-approved tools and market modeling techniques.

Fuhler Pomeroy is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A., and previously worked at Don Whites of Timonium. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual engagements and corporate financial planning agreements.

Andrew Dans is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Co., Ameriprise, American General Life Insurance, and AIG Capital Services. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process with a five-member committee and uses tax-aware strategies alongside defensive tactics to manage risk and positioning.

Bruce Mazo is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes over two decades with Cetera Advisors LLC and recent roles at Silver Oak Securities, Inc. and Secure Retirement Advisors, LLC. Mazo is also involved in insurance sales through non-variable insurance commission trails. 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 variety of financial planning and portfolio management services through a broad network of advisors and utilizes both proprietary research and third-party strategies in its investment approach.

Kerri Mclean is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at T. Rowe Price for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diverse fund and model portfolios.

Kirk Michel is a financial advisor with Thrivent Investment Management in Odenton, MD, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at WesBanco Securities, Morgan Stanley, E*TRADE, TIAA-CREF, PNC Wealth Management, and Merrill. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, and estate planning, with the option to combine planning with managed-account services under a consolidated billing program.

Paul Burdett Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1999 and Capitalist Investment Services from 2004 to 2024. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

John Barnes is a financial advisor with Raymond James Financial in Severna Park, MD, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Raymond James Financial and affiliated entities since 2010 and is associated with The Barnes Group and Capitalist Investment Services. Outside of his advisory work, Barnes manages rental real estate properties. 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, charities, and institutions. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs for municipal and public finance clients.

William Eberhart III is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 credentials and has 26 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015 respectively. Outside of his advisory role, he is the owner of Crab Key LLC, a residential real estate rental business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations to assist clients in financial decision-making.

Nikolaos Kostakis is a financial advisor with J.P. Morgan Securities in Nottingham, MD, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Bank of America/Merrill Edge, T. Rowe Price, and New York Life Insurance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kevin Wesner is a financial advisor with UBS Financial Services in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2008. Wesner serves on the boards of Epic Church and the Signal 13 Foundation, which supports Baltimore City Police Officers. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management and integrates proprietary research and model-based asset allocations in its advisory approach.

George Shaneybrook is a financial advisor at Stifel in Baltimore, MD, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Bank of America and Merrill, along with employment at Towson University. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methods developed by its Investment Strategy Group.

Benjamin Dychala Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes six years at Cetera Advisors LLC and over three decades operating his own advisory and tax-related practices. He also maintains a law office specializing in estate planning and serves as a sole personal representative in fiduciary capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Jennifer Klein is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she works as a consultant teaching people how to crop and scrapbook their photos and memorabilia and sells supplies related to this activity. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, offering a range of investment and planning services.