Luke Austin is a financial advisor with Edward Jones in Hanover, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 12 years of industry experience, having previously worked at Signator Investors Inc, VOYA Financial Advisors, and Mai Financial Partners. He receives residuals from American General and North American Company as part of other business activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions and advisory services supported by a large network of financial advisors and branch offices nationwide.

Paul Hofmann is a financial advisor with Wells Fargo Advisors in Hunt Valley, MD, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He worked at UBS Financial Services from 2010 to 2021 before joining Wells Fargo Advisors in 2021. Outside of his advisory work, he serves as a trustee for his father's trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, using proprietary research and planning tools to deliver customized recommendations.

Edward William Kissinger is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at RBC Capital Markets since 2017 and previously spent 16 years at Sanders Morris Harris Inc. His current role includes affiliation with City National Bank beginning in 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates both in-house and third-party investment resources.

Taylor Hough is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has been with Merrill since 2017 and is also associated with Bank of America, N.A. Outside of his advisory role, Hough has been involved with the Arizona Soccer Club for several years. 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.

Kristopher Johannssen is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Edwin Bergen II is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary advisory programs.

Matthew Colender is a financial advisor at Edward Jones in Hampstead, MD, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2018 and has been involved with Allstate Floors of DC since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a large national network of advisors and offices.

Ami Harnsberger is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 22 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis within a centralized consulting team to deliver personalized, algorithm-supported retirement advice.

Tracey Dubree is a Series 66-credentialed financial advisor with 22 years of industry experience, currently serving clients at UBS Financial Services since 2003. She is a member of the board of directors for The Turntable Fund, Inc., a charitable foundation involved in fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Dana Wesolowski is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015. 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.

Dayna Mason is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and eight years of industry experience. She has previously worked at Raymond James & Associates, RBC Capital Markets, LLC, and TIAA CREF. 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 as well as specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels.

Sandra Vecere is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc for 11 years before joining Wells Fargo Advisors in 2020. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients through its network of advisors. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Jerald Ciekot is a CFP®-credentialed financial advisor at Stifel with 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2008. Outside of his advisory role, he is the owner of Cole Building Co. and holds small ground lease interests. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

John Pastalow III is a Series 66-licensed financial advisor with Ameriprise in Hunt Valley, MD, and has 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Advisory Board for Historic Ships in Baltimore and is a board member of The Fuel Fund of Maryland. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven strategies and tax-efficient withdrawal planning. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Carole Rose is a Series 66 licensed financial advisor at Merrill with 14 years of industry experience. She has been with Merrill since 2006. 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 plans, corporations, and charitable organizations.

Taylor Marino is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2019. Outside of his advisory role, Marino serves on the Board of Directors for The Family Tree, a nonprofit organization focused on preventing child abuse and neglect in Maryland. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and implements customized investment strategies using a combination of in-house and third-party managers, employing various portfolio management and financial planning services.

Damian Maurer is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 credential and has worked at Merrill and Bank of America, N.A. since 2017. Prior to his current roles, he had brief experience at Monument Wealth Management and worked outside the financial industry at Michael's Cafe. He also has a background associated with 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Juergensen is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliates since 2005. Juergensen serves on the Board of Directors at Frostburg State University and is involved as treasurer for a local volunteer organization. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports in partnership with its financial advisors.

Ryan Logue is a financial advisor with Wells Fargo Advisors in Hanover, PA, holding Series 63 and Series 65 credentials. He has 22 years of industry experience, including previous roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of his advisory work, he has ownership interests in investment-related entities JCBL, Inc. and RLOGUE GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. Advisors use Wells Fargo research and planning tools to create tailored recommendations, with services covering various specialized planning areas and optional implementation through brokerage or advisory programs.

Tracy Saylor is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has prior roles at firms including Morgan Stanley, Wells Fargo Clearing Services, and Merrill Lynch. Outside of her advisory work, she is a USCCA Certified Firearms Instructor offering self-defense classes on a volunteer or paid basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branches.