Vladimir Greben is a financial advisor with LPL Financial based in Owings Mills, MD, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved in wealth management operations under his own business name and holds a non-variable insurance license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Daniel Cote is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Cetera Advisors LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Douglas Schamburg Jr. is a financial professional with LPL Enterprise and holds a Series 66 designation. He previously spent ten years with McCormick & Co. Outside of his professional work, he volunteers as a basketball commissioner and camp coach with the Fallston Recreation Council. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering a range of advisory and brokerage services supported by LPL’s research and model portfolios.

Cheryl Armitage is a financial advisor with RBC Capital Markets, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. Her prior roles include positions at T. Rowe Price Investment Services and several firms associated with OSAIC and Lincoln Financial. She has been with RBC Capital Markets since 2026. 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 a variety of advisory programs and tailors investment strategies based on clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Daniel Newell is a financial advisor with Stifel in Hunt Valley, MD, holding Series 63 and Series 65 designations and 47 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent nine years at RBC Capital Markets Corporation. Newell also serves as a personal representative for a non-family trust. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Stacey Hampton is a financial advisor with Primerica Advisors in Owings Mills, MD, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles at Healthcare Access Maryland and PFSI Investment Inc., alongside her ongoing tenure with Primerica Financial Services. Outside of her advisory work, she serves as a clinical supervisor for All Walks of Life in Baltimore. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while utilizing a tiered wrap-fee structure.

Kelly Alcala is a financial advisor with Morgan Stanley, holding a Series 66 designation and 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC 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 uses a structured financial planning process supported by advanced modeling tools.

Anthony Patti Jr. is a financial advisor with LPL Enterprise in Cockeysville, MD. He holds Series 63 and Series 65 licenses and joined the firm in 2025. Prior to his advisory role, his work experience includes positions at Papa John's, Target, and Little Caesars, as well as an academic background at Towson University and Calvert Hall College High School. He is also a commissioned notary. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various investment and insurance products through advisory and brokerage channels. The firm utilizes a combination of proprietary research, model portfolios, and third-party strategists to deliver investment advice.

Alex Kongkraphun is a financial advisor with Raymond James & Associates, holding a Series 66 license and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as a soccer referee and coach on a grassroots level. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and consulting services with an array of portfolio management styles and affiliated research.

Richard Welsh is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has 35 years of industry experience and has been associated with Private Advisor Group, LLC and LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Marcus Aiello is a CFP® with 18 years of industry experience and has been with Raymond James & Associates for the past 10 years. He is based in Hunt Valley, MD, and holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Scott Taylor is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with MassMutual and MML Investors Services since 2001. Outside of his advisory role, Taylor serves on the board of the Maryland Motor Truck Association and is involved in the sale of various insurance products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-focused planning supported by a range of analytical tools.

Brian Sigwart is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD, holding the CFP® designation and Series 63 and 65 licenses. He has 18 years of industry experience, including prior roles at Metlife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory work, he is involved in a solar micro-grid venture through Buzzard Bolts LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering collaborative annual planning engagements that utilize firm-approved software and tools to analyze client goals.

Steven Young is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill Lynch. Young is currently based in Hunt Valley, MD. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering financial planning through structured discovery conversations and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and includes various investment products and strategies in its offerings.

Gregory Wagner is a CFP® professional affiliated with Raymond James & Associates, with 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Citizens Securities. Outside of his advisory work, he serves as power of attorney for a family member in full nursing care. Raymond James & Associates is a large firm serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs, emphasizing tailored, non-discretionary advice supported by extensive research and a range of portfolio management styles.

Joseph Heathcock is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial, Burgundy Farm Country Day School, Veritas Underground Media, and Sandy Spring Friends School. Outside of his advisory role, he is involved in managing a residential property with his wife. 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 and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Benjamin Akyereko is a financial advisor with MassMutual Investors Services holding a Series 66 designation and seven years of industry experience. His prior roles include positions at SCF Securities, The ON Equity Sales Company, and Ohio National Financial Services. Outside of advising, he works as an insurance broker specializing in life, disability, long-term care, and fixed annuities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s offerings include collaborative annual planning engagements supported by advanced analytical tools, with implementation options through separate brokerage or insurance arrangements.

Bradley Bartkowiak is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he serves on the Board of Directors at Stevenson University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and additional event-driven planning services, including divorce and estate-settlement planning.

Christopher Portner is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He worked at Lincoln Financial Advisors for 10 years before joining OSAIC in 2025. In addition to his advisory role, he is an agent with Heritage Financial Consultants, LLC, offering various insurance products. OSAIC serves a diverse client base including individual and institutional investors, providing integrated brokerage and advisory services through a broad network of financial advisers and multiple platforms. The firm utilizes advanced asset-allocation tools and third-party services to construct and manage portfolios across a range of investment types.

Scott Alberding is a financial advisor with Stifel in Hunt Valley, MD, holding CFP® and ChFC® designations and the Series 66 license. He has 28 years of industry experience and has been with Stifel Nicolaus since 2007. Outside of his advisory role, he is a co-owner of Crab Alley Craft House LLC. Stifel serves individual and institutional clients, including high net worth individuals, pension plans, and charitable organizations, providing both brokerage and advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.