Megan Hendricksen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. Her prior work includes roles at Wells Fargo Bank, M&T Bank, and PNC Bank. She is based in Columbia, MD. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Louis Foran is a financial advisor with RBC Capital Markets in Columbia, MD, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked at RBC Capital Markets since 2009 and concurrently with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Tania Banach is a Financial Advisor with Merrill Lynch Wealth Management. She began her career in the financial services industry in 2018 after working with Bank of America and Merrill starting in 2015. Tania holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Throughout her career, Tania has worked with a diverse range of clients, from young professionals to retirees, assisting them in navigating the financial markets. Her areas of expertise include investment planning, retirement planning, estate planning services, and wealth management. She focuses on creating comprehensive financial strategies tailored to each client's needs and goals, employing a disciplined process that begins with listening to clients to ensure alignment with their objectives. Outside of her professional role, Tania participates in community activities, including involvement with Junior Achievement of Central Maryland. She enjoys staying active through yoga, hiking, biking, music, reading, running, swimming, and traveling.

Benjamin Goldsmith is a financial advisor with Wells Fargo Clearing based in Columbia, MD, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo Clearing in 2025, he held positions at Bank of America, Merrill, and several other companies. His background includes roles outside finance in the automotive and hospitality sectors. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Warren Brockett is a financial advisor at Cambridge Investment Research Advisors with over 21 years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, MassMutual, Axa Advisors LLC, and Osaic FA, Inc. He serves as a board member for the BWMC Next Generation Board and WoodsWise. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Destiny Perry is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2023, Perry worked at Wells Fargo Bank and Wells Fargo Clearing, and has experience at Bank of America, Merrill, PayPal Inc., and FedEx Office. Outside of financial advising, Perry has a role in automotive sales and marketing with CarMax in Ellicott City, Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses its Global Investment Committee’s estimates and modeling tools.

Craig Schelle is a Senior Financial Advisor at Merrill Lynch Wealth Management based in the Baltimore office. He has been with Merrill since 1990, focusing on developing, implementing, and managing wealth strategies that align with clients' risk tolerance and financial goals. His approach includes regular reporting on portfolio results and advising clients on necessary adjustments to their financial plans. Craig’s expertise spans a range of client focus areas, including education planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, individual and corporate investment strategies, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Hampden-Sydney College. Prior to joining Merrill, he worked at Sovran Bank from 1986 to 1990. Outside of his professional role, Craig is active in community service and volunteers with local organizations. His personal interests include biking, fishing, football, hiking, hunting, traveling, and watching movies. He resides in Hunt Valley, Maryland, is married, and has two children.

Steven Jakubowski is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently affiliated with Morgan Stanley in Baltimore, MD, where he has worked since 2022, following a decade at TIAA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery conversations and modeling tools but generally acts in an advisory capacity without providing individual security recommendations in standalone planning.

Donald Monroe is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley. Monroe has been with Wells Fargo since 2016, serving clients in Columbia, MD. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates at large scale, managing approximately $671 billion in assets and providing both brokerage and advisory solutions.

Matthew Hodgson is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill Lynch since 2016. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Russell Phelps is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning agreements.

Matthew Mc Cabe is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation. He has one year of industry experience, including previous roles at Weston Banks Wealth Partners and Crawford 1031. His background includes five years focused on full-time education prior to entering the financial sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and analyses.

Dianne Brilhart is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and structured discovery processes in its financial planning services.

Michael Martin is a CFP® with 12 years of industry experience currently serving at Wells Fargo Clearing. His prior roles include positions at PNC Investments, Valic Financial Advisors, and Citizens Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Joseph Raskauskas is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds a Series 65 designation and has worked at firms including Empower Advisory Group, GWFS Equities, and Personal Capital Advisors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term orientation.

Matheus Carvalho Leme Cavallari is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked for the World Bank Group from 2016 to 2021. Equitable Advisors serves individual clients across wealth levels, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm implements advisory models primarily through third-party managers and provides ERISA fiduciary services to qualified plans.

Evan Eidelberg is a financial advisor with Merrill in Baltimore, MD, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill since 2017. Previously, he was involved with Solar Covered Parking LLC from 2016 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lindsay Foelber is a Series 66-registered financial advisor with RBC Capital Markets in Baltimore, MD, where she has worked since 2017. She has eight years of industry experience, including five years at Donald Mettee Insurance Agency prior to joining RBC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering a wide range of advisory programs and investment management solutions tailored to clients' risk profiles. The firm integrates in-house and third-party managers and provides various portfolio structures and services, supported by RBC’s extensive capital markets capabilities.

Nicolas Pasta is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. He previously worked at Trident Wealth and has academic background from the University of Maryland and St. Mary's. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and various financial products.

Drew Mc Clair is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping professionals and families develop clear, confident, and tax-smart retirement plans. As a Certified Investment Management Analyst® (CIMA®) and Personal Investment Advisor (PIA), Drew brings advanced investment training and disciplined portfolio construction to his advisory relationships. His expertise covers a broad range of client focus areas including college education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Drew emphasizes building advisory relationships based on clarity, communication, and trust while simplifying complex financial topics into actionable steps. Drew holds a High School Diploma from Huntingtown High School. Outside of his professional work, he enjoys adventure sports, cooking, hiking, music, skiing, swimming, traveling, and spending time with his family.