Edward Kelly IV is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with LPL Financial and previously spent 10 years at Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining proprietary research, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Sarah Telljohann is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 24 years of industry experience, including seven years at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she serves as power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Sandra Liotta is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning her career in 1985, she has built a practice serving clients in Towson, Maryland, and across 27 other states. Sandra specializes in family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and socially responsible, values-based, and ESG investing, with a focus on women and wealth. She leads with kindness and openness, emphasizing attentive listening to help clients navigate financial challenges and achieve their goals. Sandra holds a Bachelor's degree from Swarthmore College and an MBA from the University of Baltimore. She earned the CERTIFIED FINANCIAL PLANNER® (CFP) designation in 2006 and also holds Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) credentials. Recognized for her expertise, she has been named multiple times to Forbes' "America's Top Women Advisors" and "Best-in-State Wealth Advisors" lists. Sandra works closely with clients, their tax and legal advisors, and specialists throughout Bank of America and Merrill to ensure comprehensive wealth management. In addition to her professional work, Sandra is actively involved in the community. She serves as President of the Board of Trustees for Baltimore Center Stage and participates in LEAD for Women, the Merrill Hispanic Latino Advisory Council, and The Harbour Schools of Annapolis and Baltimore. Her personal interests include boating, gardening, golfing, hiking, music, reading, scuba diving, spending time with family, and traveling.

Brian Walsh is a financial professional with 29 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at firms including Securian Capital of the Chesapeake and Minnesota Life Insurance Co. In addition to his advisory role, he is the owner of a fixed insurance sales business and a commercial real estate holding company. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, providing advisors with access to affiliated and third-party investment strategies across various program structures.

Tawanna Browne Smith is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Outside of her financial career, she owns Mom’s Guide To Travel, a travel planning and digital content website she has operated since 2008. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through an Institutional Consulting Services program that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Shaun Weber is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Charles Swindell is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. 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. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jason Tawney is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is associated with E & B Enterprises, a sports complex in Rockville, MD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Corinna Sech is a financial advisor at Robert Baird & Co. with a Series 66 designation and two years of industry experience. Prior to joining R. W. Baird in 2023, she worked for Baltimore County Public Schools and Pasta Mista. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations.

Kimberly Amend is a financial advisor at Morgan Stanley with 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2006. She holds the Series 63 and Series 66 credentials. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and services informed by structured discovery processes and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

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.

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 Davis is a financial advisor at Stifel with five years of industry experience. He holds the Series 66 designation and previously worked at Chapin Davis Investments and System Source Inc. before joining Stifel in 2023. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

John Runge is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Worthington Financial Partners, Nationwide Investment Services Corporation, and operated as a self-employed advisor. 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 customized investment strategies, utilizing both in-house and third-party managers, and provides comprehensive portfolio management, financial planning, custody, and brokerage services.

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 Series 63 and Series 65 licenses and has previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC. Outside of his advisory role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel Gounaris is a financial advisor with RBC Capital Markets in Baltimore, MD, holding Series 63 and Series 65 credentials and having 34 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and tailors investment strategies to clients’ risk profiles using both in-house and third-party managers.