Holden Marshall is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with individuals, families, and businesses to help achieve their financial goals by developing strategies aligned with their short-, mid-, and long-term objectives. He provides guidance on general investing, retirement planning, and preparing for unforeseen expenses, while also offering access to Bank of America specialists in banking, credit, home financing, and small business solutions. Marshall's expertise includes family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. He holds multiple professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from Saint Mary's College of Maryland. Outside of his professional work, Marshall serves on the Friends School Alumni Board. His personal interests include baseball, drawing and sketching, golfing, hiking, rock climbing, skiing, spending time with his family, and traveling.

Genesis Inoa Reyes is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In this capacity, she collaborates with local advisors to support clients by addressing ongoing needs and assisting with strategy implementation. Her approach involves understanding clients' priorities, analyzing their current financial situations, and partnering with them to develop strategies aimed at achieving their goals. Prior to her current position, Genesis served as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Representative from 2021 to 2022. These roles have contributed to her experience in financial advising and client relationship management. Outside of her professional work, Genesis enjoys activities such as spending time at the beach, family activities, fitness, music, and traveling.

David Hawkins Jr. is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including MML Investors Services, MassMutual Life Insurance Co., HSBC, Wells Fargo, and Citizens Bank. Outside of his advisory role, he is involved in health insurance, property casualty insurance, and structured settlements through Ash Brokerage. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through various program platforms, supporting both discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Kristin Carter is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2016 to 2020. Outside of her advisory role, she serves on the Board of Directors for Meals on Wheels in Baltimore, contributing to operating decisions, event planning, and marketing. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and corporate financial planning agreements.

Seth Gusman is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2019, following 15 years at T. Rowe Price Investment Services. He is also involved with Business First Funding, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options while managing approximately $326 billion for about 477,000 clients.

Tawanna Browne Smith is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Outside of her advisory role, she owns and operates Mom's Guide To Travel, a website focused on travel planning and digital content. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through its various regulatory registrations.

Charles Sellman is a financial advisor at Edward Jones in Baltimore, MD, holding Series 65 and Series 66 licenses. He has three years of prior experience at Morgan Stanley and joined Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of advisory strategies alongside affiliated mutual funds and tax-efficient services.

Priam Chun is a financial advisor at Edward Jones in Ellicott City, MD, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he spent 18 years with Jays Restaurant Group Inc. 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 solutions supported by a nationwide network of more than 23,700 financial advisors.

Gregory Salvucci is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Prior to his current role at Equitable Advisors, he worked at Axa Advisors LLC. He also spent 16 years affiliated with Towson University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Jason Tawney is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is associated with E & B Enterprises, a sports complex in Rockville, MD. 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 solutions supported by a nationwide network of over 23,000 financial advisors.

Bhupesh Hukmani is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following four years at T. Rowe Price. Prior to entering the financial sector, he spent eight years at CarMax. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Rashmi Dhankhar is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been affiliated with Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with a large network of financial advisors.

Mason Burke is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation. He began his career at Morgan Stanley in 2024 and has prior experience in the hospitality and sports industries. Burke attended the University of Maryland from 2022 to 2025 while working in various roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Girard is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Key Wealth Managers and positions outside the financial industry at Towson University and Washington Christian Academy. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, using a combination of firm-offered programs and third-party asset managers to meet client needs.

John Haigler is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he co-owns an event planning business, The Vinoy Group, with his spouse. 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.

Tanya Stanley is a financial advisor with Thrivent Investment Management. She holds a Series 66 designation and has experience in the industry since 2026. Prior to entering financial services, she worked for AstraZeneca for two years and spent 23 years at 3M Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Adam Hewat is a financial advisor with Osaic, holding a Series 66 credential and 13 years of industry experience. He has previously worked at Lincoln Financial Advisors, AIG, and VALIC Financial Advisors. Outside of advisory work, he serves as an insurance agent placing fixed insurance and annuity products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a broad multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization tools and offers discretionary and advisor-managed strategies alongside third-party money manager programs.

Christopher Hicks is a financial advisor with UBS Financial Services in Baltimore, MD, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith. He serves on the advisory board for Johns Hopkins Pediatric Oncology, a nonprofit focused on funding research to cure childhood cancers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to client goals and risk tolerances.

John Runge is a financial advisor at RBC Capital Markets in Baltimore, MD, with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience with Worthington Financial Partners, Nationwide Investment Services Corporation, and as a self-employed advisor. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers customized portfolio management and financial planning services, utilizing a range of proprietary and third-party investment strategies tailored to each client’s risk profile.

Juliette Smith is a Series 66-licensed financial advisor with Merrill in Columbia, MD, with 26 years of industry experience. She has been with Merrill Lynch since 1999. 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 plans, corporations, and charitable organizations.