Allie Gamble Taylor is a financial advisor at LPL Financial with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Janney Montgomery Scott. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across various platforms.

Eric Silk is a CFP® professional with 29 years of industry experience, currently advising at Wells Fargo Advisors in Annapolis, MD since 2009. He is a 20% owner of Private Wealth Partners LLC, a financial practice based in Annapolis, and serves as co-trustee for a 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools.

Kevin Voelling is a financial advisor with LPL Financial in Annapolis, MD, holding the Series 66 designation and 10 years of industry experience. His background includes roles at Ameriprise, J.P. Morgan Securities, and PNC Bank. 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 financial planning and portfolio management services utilizing proprietary research, third-party subadvisors, and technology-driven tools.

Jonathan Dickey is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory work, he is involved in agricultural ventures and serves on the board of a nonprofit horse rescue organization, as well as on the board and audit committee of a regional bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm emphasizes tailored, non-discretionary planning and supports its clients through various advisory programs and specialized services such as municipal advising and SIMPLE IRA employer consulting.

Sarah Kosmerl is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2014. Her prior experience includes roles at Tribe Cycle, Lyons & Sucher, and Hats and the Belfry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brett Marchand is a CFP® professional with 25 years of experience in the financial services industry. He has been with LPL Financial since 2005 and also has an ongoing role at Tower Federal Credit Union since 2002. Marchand operates Tower Wealth Management as a business activity related to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Yashar Gogerdchi is a CFP® professional with 19 years of industry experience, currently with Cambridge Investment Research Advisors since 2019. His previous roles include positions at Summit Financial Group and Citigroup Global Markets. He serves as a board member for the Triton Woods Community HOA and is involved in independent insurance and tax preparation activities. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion-dollar asset base across multiple platforms and custodians.

Alexander Rice is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held various positions in retail and hospitality. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and institutional clients. The firm offers a range of advisory programs delivered through a network of representatives and third-party asset managers, covering mutual funds, ETFs, separately managed accounts, and other investment options.

Bryan Karsner is a financial advisor at Cetera with 22 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Voya Financial Advisors and BRK Financial, LLC, which he owns. Outside of his advisory work, he coaches youth tee ball, baseball, and soccer teams in Severna Park, MD. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and financial planning services through a nationwide network of independent advisors and supports multiple portfolio management approaches including model portfolios and bespoke strategies.

Ryan Sangster is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, PNC Investments, and PNC Bank. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Trisha Thomas is a financial advisor with RBC Capital Markets in Annapolis, MD, holding a Series 66 credential and bringing 21 years of industry experience. She has been with RBC Capital Markets since 2011. Outside of her advisory role, she serves as Corresponding Secretary for the Oyster Harbor Citizens Association, where she manages community communications and resident engagement. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

J. Brady Grygrowski is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Ameriprise for one year. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a range of advisory models, including third-party TAMPs and proprietary solutions, focusing on client information gathering, risk assessment, and tailored investment implementation.

Frank Sokola is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients since 2013. He provides financial advice and guidance to successful individuals and families, focusing on areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, individual and corporate investment strategy, and retirement income. Frank aims to assist clients in clarifying investment opportunities and understanding market conditions to help them pursue their financial goals. He holds dual Bachelor's degrees from Wilkes University, where he also played college baseball. Frank is a Personal Investment Advisor (PIA) and is committed to delivering service supported by extensive resources that enable clients to explore financial strategies and pathways. Born in Wilkes Barre, Pennsylvania, Frank grew up on a lake and enjoys spending time on the water. His personal interests include antiquing, baseball, boating, fishing, golfing, hunting, running, skiing, surfing, and spending time with his family.

Timothy Cusack is a financial advisor with Wells Fargo Clearing, holding the CFP® and Series 63 designations and bringing 45 years of industry experience. His prior roles include positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. He also serves as trustee and personal representative for his father's trust and estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions.

Christopher Sadowski is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has been with Cambridge Investment Research and its affiliates since 2012. Outside of his advisory role, he serves as president of the Arbutus Community Association and works as a softball umpire in Maryland. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple custodians and platforms.

Michael Belfiore is a financial advisor with Equitable Advisors holding a Series 66 designation and three years of industry experience. His prior roles include work at Cornerstone Loft & Grill, Sun Automation Group, and South River Landscapes LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of investment adviser representatives, utilizing both proprietary and third-party solutions.

Kevin Cotherman is a financial advisor with Ameriprise in Annapolis, MD, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior work includes roles at Bank of America and Merrill. He serves on the board of directors for Hope Connections, a nonprofit organization. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with an emphasis on assets held in Ameriprise managed accounts.

Walter Crowell Jr. is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 designations and has 34 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2017. Crowell was previously a passive owner of a small private organization, Classic Colonial Reproductions LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment goals.

Tuan Luu is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served in various capacities at Fidelity Investments, including Planning Consultant, Relationship Manager, and Financial Representative between 2022 and 2024. He began his financial career as an Investment Analyst at Vietnam Investments Group from 2015 to 2016. In his professional approach, Tuan emphasizes understanding clients' priorities such as family, goals, and vision for the future to develop personalized financial plans. He aims to serve as a trusted partner and advocate, helping clients navigate financial decisions with clarity and confidence. Outside of his professional work, Tuan's personal interests include comedy, cooking and baking, fitness, food, photography, and reading.

Andrew Shaver is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Cetera Investment Services and Foresters Financial Services. He is also involved in outside employment as a paraplanner with River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.