David Solomon is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside his advisory role, Solomon serves on the board of The Lucky Duck Foundation, Inc. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lance Rosa is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Apollo Group Consulting and Bank of America, N.A. He is based in Annapolis, 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Stephanie Latta is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63, 65, and 66 licenses. She has 26 years of industry experience, including prior work at Morgan Stanley Smith Barney. RBC Wealth Management serves a wide range of clients, including individual investors and institutions, offering advisory and brokerage services with customizable portfolio management and financial planning solutions.

Garrett Foran is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. He has previously worked at Edward Jones and Osaic Wealth Inc., and has held positions outside finance including roles at Mosquito Hunters and Virginia Tech. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jasmine Stone Lemus is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and three years of industry experience. She has been with Wells Fargo Bank, N.A. since 2014, joining Wells Fargo Clearing in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Parul Verma is a financial advisor with Merrill who holds the Series 66 designation and has four years of industry experience. She has worked at Bank of America and Merrill since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses model-based and discretionary strategies developed by internal and third-party managers, with portfolio implementation tailored to client needs.

Kate Mbonu is currently an Investment Solutions Representative III at Fidelity Investments, a role she has held since 2022. She partners with clients to understand their financial goals and helps build customized plans to meet their unique needs, emphasizing strong client relationships based on trust and reliability. Prior to this, she served as an Investment Consultant at Fidelity Investments from 2021 to 2022 and was a Financial Advisor at Cetera Investment Services LLC from 2019 to 2021. From 1998 to 2016, she was Branch Manager at Chevy Chase Bank LLC. Kate holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys cooking and baking, family activities, fitness, social events with friends, music, and singing.

Olufunke Oyesola is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Henry Filter III is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1996 and at Bank of America, N.A. since 2011. 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 and profit-sharing plans, corporations, and charitable organizations.

Stephen Hlibok is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in 1987, he has concentrated on developing wealth management strategies tailored to individual client needs. Stephen’s expertise encompasses services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, socially responsible and values-based investing, special needs planning strategies, and retirement income. A key focus of his practice is serving deaf investors, offering direct communication in American Sign Language without third-party interpretation to ensure clear understanding of opportunities, risk tolerance, and investment tax efficiency. Stephen holds a Master’s degree in Vocational Rehabilitation from New York University and a Bachelor’s degree in Business Administration from Gallaudet University. He has earned the Personal Investment Advisor (PIA) designation and is affiliated with the National Association of the Deaf and the Gallaudet University Alumni Association. His work advancing financial services for the deaf community has received national media coverage. Outside of his professional role, Stephen is involved with the United States Deaf Ski and Snowboard Association and enjoys outdoor activities such as skiing, biking, hiking, boating, fishing, genealogy, and traveling.

Patricia Baum is a financial advisor at RBC Capital Markets with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008, also working with City National Bank since 2017. Baum serves on the Board of Directors for the Baltimore Community Foundation, where she chairs the investment committee, and is a board member of the Rosa Parks Museum. She is president of the Charles C. Baum Foundation, a family charitable organization focused on community grants. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and advisory services, combining in-house and third-party investment resources with options for tax management and responsible investing.

Brad Long is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Raymond James since 2009 and has held various roles including independent insurance sales agent, tax preparer, and business consultant. Long is also the president of Long Financial Services, a support company for financial advisors. 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 consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Michael Viscardi Jr. is a CFP® and ChFC® with 28 years of industry experience. He is currently affiliated with LPL Financial and has held positions at M&T Securities, Inc. and M&T Bank since 1998. Outside of his advisory role, he serves as a USA Hockey certified ice hockey referee officiating youth games in Maryland. LPL Financial is a national SEC-registered investment adviser and broker-dealer that provides financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers both discretionary and non-discretionary management and utilizes model portfolios and research from multiple sources.

Deandre Cammarata serves as a Resident Director and Wealth Management Advisor at Merrill Lynch. Since joining Merrill Lynch Wealth Management in 2011 after earning his bachelor's degree from Miami University in Oxford, Ohio, Deandre has focused on providing concierge-level wealth management services. He works closely with clients and their families, overseeing and coordinating financial affairs to simplify their financial lives while collaborating with a team of professionals on estate planning, banking, home financing, securities lending, and other financial matters. Deandre specializes in corporate executive services, executive and equity compensation, family wealth management, international wealth management, liquidity management, portfolio management, sports and entertainment, and tax minimization. His expertise has been recognized with inclusion on Forbes' "America's Top Next-Generation Wealth Advisors Best-in-State" and "Best-in-State Wealth Advisors" lists in 2025. He holds professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Sports & Entertainment (SE), and maintains an active role within the community through involvement with organizations such as Project C.U.R.E. and Ronan's Reel. Residing in Chicago's North Shore with his wife and son, Deandre enjoys playing tennis, traveling, and following soccer, specifically supporting Manchester United. He dedicates time outside of work as a board member of Ronan's Reel, an organization focused on addiction recovery. His commitment to delivering personalized, attentive service underpins his role at The Murphy Group, where he aims to provide the best value to his clients.

Mark Murphy is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Advisors Financial Network LLC since 2009. He holds a 20% ownership interest in Private Wealth Partners, LLC, an investment-related business based in Annapolis, MD. 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 planning menu covering various financial needs and integrates advisory services with other financial product offerings and referral channels.

Robert Johnson is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the CFP® and CFA® designations and previously worked at Blackrock Investments, LLC for 12 years. Outside of his advisory work, he serves as Treasurer for his homeowners association. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships alongside access to affiliated discretionary separately managed accounts, supported by an integrated operational structure and a broad range of investment and custody services.

Eric Wells is a financial advisor with Cambridge Investment Research Advisors in Columbia, MD, holding Series 63 and Series 65 credentials and two years of industry experience. He has concurrently worked at T. Rowe Price and within the federal government since 2010. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based strategies.

Debra Dillon is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 9 years of industry experience. She has been with Wells Fargo Advisors since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations for its clients.

Kevin Appler is a CFP® professional affiliated with LPL Financial in Hanover, MD, with 30 years of industry experience. He has worked at LPL Financial since 2017 and previously spent a year at Kestra Financial Services. He is also involved with Tower Federal Credit Union, where he has served since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides discretionary and non-discretionary management and utilizes a range of model portfolios and research resources.

Matthew Sobocinski is a CFP® professional at Wells Fargo Advisors with 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. In addition to his advisory role, Sobocinski is a 20% owner of Private Wealth Partners LLC, a financial practice based in Annapolis, MD, and serves as a co-trustee for a Finet 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop tailored recommendations.