Cole Van Pelt is a financial advisor with Edward Jones in Shrewsbury, PA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in a variety of roles including positions at Ciocca Honda of York and Red Lion Area School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and supports its services through a nationwide network of advisors and branch offices.

Hugh J. Hanley, III is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he provides wealth management strategies tailored for individuals, families, and businesses. Hugh’s work centers on guiding clients through various aspects of their financial lives, with an emphasis on professional money management, retirement planning, and estate planning services. Hugh began his career in the financial services industry in 2007 and has been with Merrill Lynch since 2010. He holds a Bachelor’s degree in Business Administration and Finance from the College of Charleston. His professional designations include Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Growing up in the Baltimore area, Hugh attended Loyola Blakefield in Towson and remains connected to his community. His client focus areas encompass education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization, among others. Outside of work, Hugh’s interests include baseball, golfing, hiking, ice hockey, reading, running—including running marathons—tennis, and spending time with his family.

John Hoffman is a ChFC® with 50 years of industry experience, currently serving at OSAIC since 2018. He previously worked for Signator Investors, Inc. from 1997 to 2018 and is also involved in his own firm, Smith & Hoffman Financial Associates, focusing on investment advisory and fixed insurance products. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies.

Alison Roddy is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and seven years of industry experience. She has been with Merrill and Bank of America since 2019. Her prior experience includes roles at TD Ameritrade, NewDay USA, Mary Kay Inc., and Towson University. 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.

Charles Stamm is a financial advisor at MassMutual Investors Services with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has been with MML Investors Services Inc and MassMutual Life Insurance Company since 2010. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, using firm-approved tools to deliver written recommendations tailored to client goals.

Daniel Chilcoat is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in property management through 1331 Property, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Paul Baader is a financial advisor at Osaic with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services and MassMutual Life Insurance Company for 13 years. Baader is also a financial planner at Heritage Financial Consultants, LLC, where he provides investment and insurance services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and a variety of managed portfolio options delivered through a complex network of affiliated broker-dealers and investment advisors.

Nicholas Steier is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Wells Fargo Clearing, and Truist Investment Services. Outside of his role at Wells Fargo Advisors, he owns and manages Steier Wealth Management, LLC, and Steier GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations supported by Wells Fargo research and planning tools.

Cody Allison is a CFP® professional with 12 years of industry experience, currently advising at Raymond James Financial in Hunt Valley, MD. Prior to joining Raymond James, he spent over a decade at Northwestern Mutual in various capacities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Jacob Lanford is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD, holding a Series 66 designation and 20 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2007. Outside of his advisory role, he is also a licensed agent involved in life, health, group life, group health, disability income, and long-term care insurance through Lenox Advisors Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses analytical tools and provides event-driven planning services, including specialized offerings such as divorce and estate-settlement planning.

Christopher Hayburn is a financial advisor with Wells Fargo Advisors in Hunt Valley, MD, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Citigroup Global Markets, and Legg Mason Wood Walker. He is the owner of Hayburn Wealth and Asset Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm employs research and planning tools to develop tailored recommendations across various financial needs, including retirement, education, and specialized planning such as business-owner transitions and special-needs analysis.

Julie Frantz is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior work includes roles at RBC Capital Markets, Wells Fargo Clearing, and Brown Advisory Securities. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, delivering tailored financial planning supported by firm-approved tools and a broad array of investment services.

George Hocker is a financial advisor with Wells Fargo Advisors, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he has ownership interests in several businesses, including a manufacturing company and multiple real estate investment entities in Maryland. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Shannon Bowerman is a financial professional with 10 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at firms including Securian Capital of the Chesapeake and Minnesotal Life Insurance Company. Outside of her advisory role, she is a partner in a property management business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party managers.

Joseph Cover is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior experience at Northwestern Mutual Investment Services, LLC. Outside of advising, he has worked in various roles including positions at Nacho Mamas, Towson University, and Bill's Seafood & Catering. 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 range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

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 at Wells Fargo Clearing with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Hartford Funds Distributors, LLC. Prior to his finance career, he was employed 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 manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Ryan Mostoller is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior work includes positions 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 at Lincoln Financial Advisors Corp for 15 years before joining OSAIC in 2025. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, offering both brokerage and advisory services across various programs such as comprehensive financial planning and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by advanced risk assessment and rebalancing tools.