Timothy Beschner is a financial advisor with LPL Financial based in Westminster, MD. He holds a Series 66 designation and began his advisory career in 2025. His prior work includes several roles with Chapelgate Presbyterian Church and a position at Liberty University. Outside of his advisory role, he owns Besch Inc, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive technology and a broad non-advisory financial services platform.

Daniel Jarrett is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for 28 years and held positions at Prudential/LPL Enterprise LLC and Coppermine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Robert Davis is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He holds a Series 66 designation and has worked at firms including Metlife Securities Inc. and Metropolitan Life Insurance Company. In addition to his advisory role, he serves as Membership Chairman for NAIFA Anne Arundel County in Maryland and is an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative planning using firm-approved software and offers a range of programs including estate-settlement and employer-sponsored planning.

David Poehlmann is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones in 2025, he worked at Hartford Funds Distributors LLC for six years and held roles at Prudential Annuities Distributors Inc and The Prudential Insurance Company of America. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

John Peper is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2024 and previously held roles at Rise, Marist College, T Rowe Price, and Old Navy. Merrill, along 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.

Jeffrey Strzelczyk is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He is based in Hunt Valley, Maryland. 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 and third-party sources.

Gordon Witherspoon Jr. is a financial advisor with RBC Capital Markets holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked with firms including Morgan Stanley Private Bank and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers.

Allison Adle is a financial advisor with Equitable Advisors in Timonium, MD, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Equitable Advisors since 2013, previously affiliated with Axa Advisors LLC until 2020. Outside of her advisory role, she has a potential participation in life settlement transactions through Ashar Group. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm utilizes a range of advisory models and third-party asset managers to deliver its services, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Dipendra Chhantyal is a financial advisor with Merrill, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Merrill since 2016 and concurrently with Bank of America, N.A. since 2018. Merrill, alongside 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.

Alexander Budin is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and 13 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors. The firm integrates internal and third-party investment management with trading, account administration, and custody support.

Jason Piebes is a Series 66 registered financial advisor with Edward Jones, based in Timonium, MD. He has four years of industry experience, including prior roles at Caruso Homes and Berkshire Hathaway Homesale Realty. Outside of his advisory work, he serves as President of both Daybreak Estates HOA and the Trinity Lions PTL, overseeing community governance and volunteer activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 advisors.

Ashley Thompson is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD. She holds a Series 66 designation and has one year of industry experience. Her prior work includes positions at Naval Sea Systems Command and Wake Forest University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning with a range of investment strategies.

Milton Dodge is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Patient Capital Management LLC and T. Rowe Price. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Sarah Ferguson is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding a Series 66 designation and 6 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 structured planning tools and modeling techniques as part of its financial planning process.

William Coleman is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Merrill since 2018 and Bank of America, N.A. since 2023. Outside of finance, he formerly operated a screen-printed T-shirt business under his registered LLC, Beard City LLC. 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.

Jeffrey Gue is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 25 years of industry experience. His prior roles include positions at Fulton Bank, Equity Services Inc, National Life Group, IC Advisory Services Inc, Cetera Wealth Services, Kestra Investment Services, LPL Financial, PNC Wealth Management, and M&T Securities. Gue is also involved as an insurance agent and partner with Worthington Financial Partners. 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, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation supporting municipal and public finance work.

Felipe Escobar Gomez is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers and model providers.

Matthew Cramer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Long Fence Company for seven years and McDaniel College for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Stephen Merrill is a financial advisor at Osaic with 11 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors for 12 years. Merrill is also active as an insurance agent, offering a range of products including accident, health, disability, and life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients, providing a variety of brokerage and advisory services. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by multiple program offerings and a complex affiliate network.

Alexander Levin is a financial advisor with UBS Financial Services who holds the Series 66 designation and has eight years of industry experience. He previously worked at Vanguard from 2014 to 2018 before joining UBS in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and global teams to tailor client plans.