Linda Bell is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services before joining Morgan Stanley and its Private Bank in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and Estate Planning Strategies Groups.

John Updike is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, he worked at Hartford Funds Distributors, LLC for three years. Outside of finance, he has experience working at Applebrook Golf Club and Aronimink Golf Club. 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 combines research from Wells Fargo Investment Institute with third-party analytics and offers both brokerage and advisory solutions.

Ryan Mostoller is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Chestertown River & Yacht Club, Medling Lucente & Associates, and Washington College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal and third-party managers.

Joanna Stout is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2020 and is currently associated with Bank of America, N.A. Outside of finance, her work history includes roles at L'Occitane En Provence. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Vancura is a financial advisor at OSAIC with 13 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corp for 15 years before joining OSAIC in 2025. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a variety of asset classes.

Cooper Woest is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes four years at Loyola University Maryland and involvement with the Dulaney Swim Club 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Georgeanne Aist is a financial advisor with LPL Enterprise who holds Series 63, 65, and 66 licenses and has 24 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Lincoln Financial Advisors. Outside of her advisory work, she serves as a minister in Charlotte Hall, MD. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform.

Kevin Grant is a financial advisor at Merrill in Cockeysville, MD, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase Bank, PNC Bank, and Lowe’s. Outside of advising, he owns a multimedia and creative content production business. 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 plans, corporations, and charitable organizations.

Isabella Thomas is a financial advisor at Merrill with Series 65 and Series 66 licenses and seven years of industry experience. She has been with Merrill since 2018. Outside of her advisory role, she is also employed part-time with Rover, a dog sitting and dog walking service. 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 investors.

Noah Schettini is a CFP® professional with seven years of industry experience, currently advising at Cetera. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Ameriprise, and PNC Bank NA. He is also involved as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutions through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services with access to both affiliated and third-party investment managers.

Annette Quigley is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 licenses. She has 27 years of industry experience, with prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Cetera Investment Services LLC. Quigley is also a business owner of Strategic Wealth Advisors LLC, an entity used to manage payroll for her licensed registered sales assistant. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Kyle Hays is a financial advisor at OSAIC with a Series 65 designation and one year of industry experience. Prior to joining OSAIC and Heritage Financial Consultants in 2025, he was involved in a general contracting business for four years and completed five years of full-time education. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of investment types and can be managed on discretionary or non-discretionary bases.

Karin Mottus is a CFA® charterholder with 34 years of industry experience and has been with Stifel since 2007. She holds a Series 63 license and is based in Hunt Valley, MD. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment strategy developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Kevin Murphy is a Financial Advisor at Merrill Lynch Wealth Management. He partners with clients to develop comprehensive wealth management strategies tailored to their goals, values, and financial priorities. Kevin provides guidance across a broad range of planning needs, including retirement income planning, investment management, wealth accumulation, risk management, and legacy planning. Using Merrill's investment platform alongside Bank of America's banking capabilities, he coordinates strategies that address investing, banking, lending, and wealth planning needs. Kevin's areas of expertise include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Kevin earned his bachelor's degree from James Madison University. Outside of his professional endeavors, Kevin enjoys cooking, golfing, hiking, music, and spending time with his family.

Colby Savadove is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He has held prior roles at UBS Financial Services from 2013 to 2022. In addition to his advisory work, he acts as a power of attorney for his mother. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net worth criteria, utilizing proprietary research and planning tools.

Khai Atkinson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 15 years of experience in financial services within the Middle Tennessee area. He specializes in family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Khai works closely with clients to develop personalized financial strategies that align with their long-term goals, ensuring they fully understand the recommendations and options presented. Khai holds a Bachelor's Degree from Auburn University and is a Personal Investment Advisor (PIA). He is committed to building and maintaining strong client relationships through accessible, knowledgeable, and experienced guidance. In addition to his professional role, Khai participates actively in community volunteer organizations, reflecting his dedication to the Merrill tradition of community involvement. Outside of work, he enjoys adventure sports, camping, fishing, golfing, hiking, photography, running, soccer, and spending time with his family.

Gino Zazzetta is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has held roles at Fusco Financial Associates and non-variable insurance firms since 2016. Zazzetta also serves as a board member for the Linwood Center, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance through a unique affiliation with a municipal advisor.

Jason Goeller is a financial advisor with Wells Fargo Clearing in Hunt Valley, MD, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sherie Harrison is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill for 19 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning using structured discovery conversations and firm-approved planning tools.

Alvin Anton is a financial advisor with LPL Financial in Hunt Valley, MD, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. He has previously worked at HighTower Securities, LLC, and has served at Summit Investment Advisors, Inc. since 2017. Outside of his advisory work, he is the owner of Anton Racing LLC, a business unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.