Madeline Moore is a financial advisor at Merrill with three years of industry experience and a Series 66 designation. She has been with Merrill since 2017 and previously held roles with Salisbury University Admissions and Bridges Restaurant. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Logan McGuire is a Planning Consultant at Fidelity Investments, where he collaborates with local advisors to support clients in addressing their ongoing financial needs and implementing strategic plans. His approach focuses on understanding clients' priorities, analyzing their current financial situations, and partnering with them to develop strategies aimed at achieving their goals. Logan joined Fidelity Investments in 2022 as a Financial Representative and has held roles including Relationship Manager and Planning Consultant. Through these positions, he has gained experience in client relationship management and financial planning. Outside of his professional work, Logan has interests in baseball, golf, hiking, kayaking, and reading.

Joshua Groce is a financial advisor at LPL Financial with Series 63 and Series 65 credentials. He has recently transitioned to the financial industry with one year of experience and previously worked in education and public service, including roles at Bowie State University, Prince George's Community College, and The Maryland-National Capital Park and Planning Commission. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse clientele, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support discretionary and non-discretionary management.

Patrick Wilbert is a financial advisor at Cetera with 18 years of industry experience and holds the Series 66 designation. He has worked at Cetera and its affiliates since 2019 and was previously with Summit Financial Group and Summit Brokerage Services. Wilbert is also a partner at Premier Planning Wealth Management and serves as an insurance specialist offering life, health, and annuity products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party money managers.

Andrew Mergler II is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in assisting founders, senior executives, and professionals in the private equity ecosystem with managing complex personal wealth situations that often arise during major inflection points such as business sales, equity compensation, recapitalizations, and carried interest events. His expertise includes concentrated, illiquid, and complex asset management, with a focus on executive compensation, tax minimization strategies, and portfolio management. Andrew utilizes Merrill's proprietary Personal Wealth Analysis™ tool to provide comprehensive financial planning that integrates investment management, tax strategies, estate planning, and liquidity management. He also provides access to Bank of America Private Bank trust and estate planning services as well as credit, lending, and banking convenience and coordinates with clients' outside advisors to align financial and legacy plans. Andrew holds a bachelor's degree from the University of Maryland and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, his personal interests include adventure sports, boating, golfing, reading, spending time with family, and traveling.

Cynthia Barbieri is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Outside of her advisory work, she serves as an advisory board member for Anne Arundel County CASA, Inc., a nonprofit organization supporting abused and neglected children in the juvenile court system. Merrill provides managed account services through the Select Portfolio Solutions program, offering a range of investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries under Bank of America client agreements.

Osborne Christensen Jr. is a financial advisor at LPL Financial with 48 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation starting in 1977. Outside of his advisory work, he is involved with Delmarva Senior Care, a non-investment-related employment role. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a nationwide network of investment adviser representatives. The firm provides both discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

Andrea Beegle is a CFP® professional affiliated with LPL Financial, with six years of industry experience. She worked at 1,000 Days from 2015 to 2019 before joining LPL Financial, where she has been since 2019. Andrea serves as a board member of the YWCA of Annapolis and Anne Arundel County. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and services, combining discretionary and non-discretionary management with research-supported model portfolios and technology-driven tools.

Alana Keeley is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mitchell Haugh is a financial advisor at RBC Capital Markets with a Series 66 designation and has less than one year of industry experience. Prior to joining RBC Capital Markets, his background includes roles at Pennsylvania State University and various other employers. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Schimri Yoyo is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, Schimri partners with clients to help them identify opportunities and progress toward their financial goals, focusing on simplifying investing through education and empowerment. Prior to joining Fidelity Investments, Schimri held positions as a Financial Planner at Bridgemark Wealth Management from 2019 to 2020, a Financial Advisor at Delaware Valley Advisors from 2018 to 2019, and a Registered Representative at Foresters Financial from 2016 to 2018. Schimri holds a California Insurance License. Outside of professional responsibilities, Schimri has interests in football, movies, music, reading, and writing.

Thomas Judge is a financial advisor with LPL Financial in Annapolis, MD, holding the Series 63 designation and bringing 43 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified strategies.

James Dunn is a financial advisor with Wells Fargo Clearing in Annapolis, MD, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Angelena Hayes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique offerings like insurance-related vehicles and bank deposit sweep options.

Scott Cannon is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. He is the owner of Chesapeake Tax Services, LLC, where he prepares 1041 tax returns. Cannon has been associated with Raymond James Financial Services Advisors since 2016 and also operates Chesapeake Wealth Advisors, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and maintains a connection to municipal and public finance through affiliated departments and referral arrangements.

Eric Graffe Ostos is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity, including Investment Consultant in 2024 and High Net Worth Service Associate from 2022 to 2024. Prior to joining Fidelity, Eric was a Financial Adviser at Edward Jones Investments from 2019 to 2021. His professional experience spans multiple facets of financial consulting, focusing on creating tailored financial plans that align with clients' unique goals and aspirations. Eric aims to simplify financial concepts and empower clients to feel optimistic about their financial futures. Outside of his professional work, Eric has interests in art, soccer, and traveling.

Robert Tigani serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he partners with associates to understand clients' financial goals and assist in developing customized plans tailored to their current and future needs. He prioritizes working closely with associates and their clients to build long-lasting professional relationships. Robert has been with Fidelity Investments since 2019, undertaking various roles including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects his experience across different facets of financial advising and client relationship management. No additional information regarding his education, credentials, personal interests, or community involvement was provided.

Aaron Shapo is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His previous work history includes roles outside the financial industry, such as positions at Communities First Inc., Bender JCC of Greater Washington, and Michigan State University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm utilizes a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Conor Porter is a financial advisor with Edward Jones in Crofton, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Daniel Lundeen is a financial advisor with Merrill in Annapolis, MD, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Merrill since 2015 and Bank of America since 2024. Outside of finance, Lundeen serves as a spotter for Baltimore Ravens home games, assisting the Hearst Corporation with radio broadcasts. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.