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.

Gabrielle Schmidt is a Planning Consultant who collaborates with Financial Consultants to support clients in achieving their financial goals. She focuses on understanding each client individually to foster a unique relationship within the team. In 2022, Gabrielle worked as a Financial Representative at Fidelity Investments. Outside of her professional role, she enjoys spending time at the beach, participating in social events with friends, skiing, and traveling.

John Troy is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services. His prior experience includes roles at Guardian Life Insurance Company, Primerica Advisors, Goldman Sachs Personal Financial Management, United Capital Financial Advisers, and Girard Securities. He holds Series 63 and Series 65 licenses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved software tools.

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.

Ana Geller is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. She has been with Robert W. Baird since 2009 and holds a Series 66 designation. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

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.

William Young is a financial advisor with Ameriprise in Baltimore, MD, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Chalice Capital Partners, Niagara International Capital Limited, and H. Beck, Inc. Outside of his advisory work, he participates in podcasts and maintains a website focused on behavioral psychology, human nature, and the psychology of money, exploring topics such as heuristics, biases, and cognitive processes. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations through a centralized consulting team.

Allen Myrowitz is a financial advisor at LPL Financial with 37 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors and Grove Point Investments, and he also served as a consultant providing adult education. 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 broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Daniel Gounaris is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Merrill, Bank of America, 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 various advisory programs with customized portfolio management and integrates both in-house and third-party investment solutions.

Andrea Kirk is a financial advisor with Ameriprise in Abingdon, MD, holding a CFP® designation and Series 63 and 65 licenses. She has 27 years of industry experience, including over 20 years with Ameriprise and its affiliated entities. Kirk is involved in several outside activities, including co-ownership of multiple business ventures and serving on the Board of Directors for SARC and investment committees for the Community Foundation of Harford County and The Arc Northern Chesapeake Region. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, providing personalized recommendation reports that integrate tax-efficient withdrawal strategies and social security options. The firm combines research-driven modeling and algorithmic automation to support its advisory services, primarily focusing on assets held in Ameriprise managed accounts.

Daniel Anderson is a Series 66-registered advisor at Merrill with 11 years of industry experience. He has been with Bank of America and Merrill since 2009. 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.

Jason Powell is the Vice President and Branch Leader at Fidelity Investments, where he oversees support for associates and clients in the Towson territory. He has held this leadership role since 2011, focusing on helping clients achieve their financial goals and supporting his team's development. Mr. Powell's career spans over two decades in the financial services industry, with previous roles at Fidelity Investments including Assistant Branch Office Manager. Prior to joining Fidelity, he held multiple positions at T. Rowe Price, such as Branch Manager, Assistant Branch Manager, Investment Counselor, and Investment Services Representative. His experience encompasses branch management and investment counseling. Outside of his professional responsibilities, Jason Powell enjoys biking, camping, skiing, and participating in family activities. He is also involved in volunteering in his community.

Marija Wade is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2015 and 2016, respectively. Merrill 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.

Lissa Collins is a financial advisor with Merrill in Baltimore, MD, holding a Series 66 designation and 9 years of industry experience. She has been with Merrill since 2013. 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, and institutional accounts.

Jia Jia Zhu is a financial advisor with UBS Financial Services in Baltimore, MD, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of solutions including discretionary portfolio management, fee-based financial planning, and alternative product distribution.

Michael Levin is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 66 credentials and 44 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services including financial planning, discretionary and non-discretionary management, and a range of investment strategies across traditional and non-traditional asset classes.

Kyle Mcdonell is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding a Series 66 designation and six years of industry experience. He joined Wells Fargo Advisors in 2024 after roles at Wells Fargo Clearing from 2019 to 2024 and has experience in consulting and media-related positions earlier in his career. He also owns McDonell Capital Group LLC, a financial-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm delivers tailored recommendations supported by proprietary research and planning tools, serving clients who meet certain net-worth thresholds.

Thomas Colantuno is a financial advisor with Edelman Financial Engines in Towson, MD, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Ameriprise Financial Services, UBS Financial Services, and Legg Mason Wood Walker. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management across a large client base.

Sean Monaco is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial Services, Atlantic Fireproofing, and Genesis Healthcare. Based in Baltimore, MD, he has been with Merrill since 2022. 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, and institutional accounts.