Dennis Parlante is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley since 2024 and previously spent 15 years at Charles Schwab. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and emphasizes a structured financial planning process supported by firm-approved tools and analysis.

Angela Kuzmeskus is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 65 registrations and has worked with firms including Morgan Stanley, CUNA Brokerage Services, and Tower FCU, where she has been since 2005. Kuzmeskus is also involved with Tower Wealth Management, a business related to her LPL activities. 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 portfolio programs, and institutional platforms.

Eli Ben Zev is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley. He is involved part-time in selling health insurance through the Maryland Health Exchange and acts in a fiduciary capacity for individual clients. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Michelle Fox is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Baylee Gray is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized financial planning and wealth management strategies. She works with individuals, families, and business owners to make informed financial decisions that align with their long-term goals. Her areas of focus include family wealth management, personal retirement planning, managing new wealth, women and wealth, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income planning. Prior to her career in finance, Baylee served as an Emergency Medical Technician, an experience that contributed to her service-first mindset and ability to navigate complex situations calmly and thoughtfully. She has several years of experience supporting advisory teams and developing expertise in investment management, financial planning, and client service. Baylee is a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Baylee holds a Bachelor's Degree from the University System of Maryland and a Master of Business Administration from the Louisiana State University System. She is involved with the University of Maryland Medical Center in her community. Outside of work, Baylee enjoys boating, bowling, cooking, football, hiking, interior decorating, spending time with her family, swimming, traveling, and watching movies.

Max Hoffman is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Fidelity Investments and previously worked at Equitable Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Sarah White is a Series 66 licensed financial advisor at Stifel with five years of industry experience. She has worked at firms including T. Rowe Price, Merrill, and Guidehouse/Grant Thornton prior to joining Stifel. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Anthony Viglucci is a financial advisor with Stifel in Baltimore, MD, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has been with Stifel since 2006. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services such as fee-based financial planning and the use of proprietary investment methodologies developed by its Investment Strategy Group.

Joseph Morgan is a financial advisor at Osaic with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors Corporation for 33 years. Outside of his advisory role, he is involved in philanthropic activities, including ownership of The Morgan Family Foundation, which raises funds for dyslexic schools and programs in Maryland, and serves on the board of a dyslexia tutoring non-profit. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated financial services through a large network of advisers, utilizing asset-allocation tools and multiple advisory platforms to support customized portfolio management.

Sueann Griffin is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 28 years of industry experience. She has been with Robert W. Baird & Co. since 2009. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, with investment strategies supported by ongoing manager selection, internal research, and the use of artificial intelligence.

Ashley Rowett is a financial advisor at Merrill with 10 years of industry experience. She has worked at Merrill since 2017 and previously spent two years at T. Rowe Price. She holds Series 63 and Series 66 licenses. 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 plans, corporations, and charitable organizations.

Brian Lutz is a financial advisor with Cetera in Baltimore, MD, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, third-party managers, and program structures, managing over $256 billion in assets.

Eric Walker is a financial advisor with Morgan Stanley in Baltimore, MD. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. Most recently, he has worked in a private banking capacity since 2026. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, offering comprehensive planning without individual security recommendations as part of standalone plans.

Amanda Jean Thomas is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she held various roles in hospitality and customer service, including positions at Hilton Hotels, Delta Hotels by Marriott, and Hunt Valley Country Club. 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 and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning that incorporates analytical tools and supports clients through a broad advisor network and specialized programs.

Jizi Dai is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2019, Dai worked at Pruco Securities, LLC and The Prudential Insurance Company of America between 2016 and 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

William Dennin is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 63 designation and bringing 42 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes utilizing firm-approved tools and modeling techniques.

Robert Declement is a financial advisor at Merrill with 23 years at the firm and 11 years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he serves on the advisory board of Junior Achievement-Central Maryland, a nonprofit organization focused on preparing young people for economic success. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Daniel Reilly is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 65 licenses and with 30 years of industry experience. Prior to joining LPL Financial in 2020, he spent 21 years at Thornburg Securities Corporation. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on providing both discretionary and non-discretionary investment strategies.

Zach Taylor is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Baltimore Washington Financial Advisors and has a background that includes educational roles at Virginia Tech and DeMatha Catholic High School. Outside of finance, he was involved with The Big Bean for two years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model financial outcomes, serving clients primarily in an advisory capacity.

Amy Mc Elhose is a financial advisor at Merrill with a Series 66 designation and 4 years of industry experience. She has been with Merrill since 2005. Outside of her advisory role, she is the author of the book *Didi—The Life and Death of a Hidden Artist*. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.