Kevin Turnock is a CFP® with 31 years of industry experience, currently affiliated with RBC Capital Markets in Annapolis, MD. His prior experience includes over a decade at Morgan Stanley in various private banking roles. Outside of his advisory duties, he is involved in family and personal real estate businesses, holding positions such as limited partner and general partner in several investment-related entities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple advisory programs, leveraging both in-house and third-party investment managers to meet clients’ Advisory Risk Profiles.

Dejan Vujinovic is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 15 years of experience in wealth management, sales, and finance to his role, focusing on helping clients achieve their financial goals through personalized strategies. Dejan collaborates closely with clients to develop flexible financial plans that respond to changing market conditions and provide access to Merrill's investment insights alongside Bank of America's banking and lending solutions. Dejan holds a Master's Degree and a Bachelor's Degree from University Paris XII. He has earned professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Fluency in Serbo-Croatian, French, and English enables him to serve a diverse client base. Committed to community engagement, Dejan participates in local volunteer activities inspired by Merrill Lynch’s tradition of community service. Outside of his professional duties, he enjoys basketball, reading, soccer, and traveling.

Ryan Quigg is a financial advisor with RBC Capital Markets in Annapolis, MD, holding a Series 66 designation and five years of industry experience. His work history includes positions at RBC Wealth Management and RBC Capital Markets, as well as time spent in education and at the Baltimore County Revenue Authority. 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 discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Kim Caldwell is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in comprehensive financial planning and investment strategies for clients with complex financial profiles. He primarily advises ultra-high-net-worth families, senior executives, and business owners, focusing on areas such as tax minimization, executive compensation, family wealth management strategies, and portfolio management services. Kim holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Certified Private Wealth Advisor (CPWA). He earned a Bachelor of Science degree from the University of Maryland College Park. Since joining Merrill Lynch Wealth Management in 2007 following his work as an analyst with JMT Engineering, Kim has worked alongside The BFCP Group to deliver tailored wealth management solutions. He serves on the boards of the Terrapin Club and the Annapolis chapter of the University of Maryland Alumni Association. Kim resides in Severna Park, Maryland, with his wife and two children. His personal interests include biking, golfing, and hunting.

Kenneth Barkman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Barkman serves as a trustee for family trusts, dedicating time to managing investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Brian Lees is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at M&T Securities from 2008 to 2020 before joining RBC in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutional investors, corporations, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, utilizing a mix of in-house and third-party managers tailored to each client's risk profile.

Caitlin Carter is a Series 66-licensed financial advisor with Morgan Stanley in Annapolis, MD, and has 10 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Ronn Nuger is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds a Series 63 designation and has worked in various roles including insurance and accounting. Outside of his advisory work, he is also a musician, performing as a singer, entertainer, and dancer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary solutions supported by advanced analytical tools.

Derrick Jackson is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2015 and at Morgan Stanley Private Bank, N.A. since 2022. Outside of his advisory role, he serves as an executor or co-executor for estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning supported by proprietary tools and offers various services including estate planning and corporate financial planning agreements.

Shane Hatfield is a financial advisor with Morgan Stanley, holding a Series 66 license and possessing 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2019 and Morgan Stanley Smith Barney LLC since 2014. Hatfield also serves in the United States Army Reserves since 2008. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies, with a focus on client-implemented plans.

Jeffrey Furniss is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and 21 years of industry experience. He worked at Lincoln Financial Advisors Corp for 20 years before joining LPL Financial in 2024. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and brokerage services.

Karen Steppler Krieg is a financial advisor with Edward Jones in Edgewater, MD, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 25 years of industry experience and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Sheri Mergenthaler is a CFP® professional with 14 years of industry experience, currently with Cetera in Annapolis, MD. She has held prior roles at Avantax Advisory Services and 1ST Global Capital Corp., among others. Sheri also serves as a committee member on the Maryland Association of CPAs (MACPA) Investment Committee, overseeing the organization's investment fund. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager approach that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Rohrs is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and previously worked at T. Rowe Price for ten years before joining Merrill and Bank of America in 2026. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Dailey is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Valic Financial Advisors for 12 years and AGIA for 4 years. Outside of advisory roles, he is involved in non-securities insurance product activities as an agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven investment approaches.

Alexander Jurado is a financial advisor at Edward Jones in Annapolis, MD, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Thrivent Financial, Thrivent Investment Management Inc., Kent Manor FBS LLC, Hersha Hospitality Management, and Spire Hospitality. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Carey White is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has been with UBS since 2022. Prior to returning to the industry, she was a stay-at-home parent for eight years. Outside of her advisory work, she serves as secretary and board member for Hammond Park Recreation Inc., a private neighborhood swimming pool facility. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with a broad range of capital markets services.

Charles Mcneilly is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Cetera since 2021 and also leads Oak Court Wealth Management, a firm he has been associated with since 2014. Mcneilly serves as a board member for Services from the Heart, a nonprofit organization focused on food distribution and fundraising. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with diverse program structures and custodial relationships.