David Muela is a CFP® with 27 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and previously worked at Equitable Advisors and Axa Advisors. He is also an author of educational content through Integrated Capital Management Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Benjamin Mohan is a financial advisor at Morgan Stanley with Series 66 credentials and experience beginning in 2023. Prior to joining Morgan Stanley in 2024, he worked at Rockefeller Capital Management and has an academic background including roles at Bucknell University and Sewickley Academy. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Susan Van Metre is a financial advisor with Ameriprise in Baltimore, MD, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service targeting individuals with at least $1,000,000 in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary recommendations, with an emphasis on assets held in Ameriprise Managed Accounts and a process supported by algorithmic automation and oversight committees.

Craig Schubert is a financial advisor with LPL Enterprise and holds the Series 63, 65, and 66 licenses, bringing 34 years of industry experience. He has worked at Prudential Insurance Company of America since 1991 and previously at Pruco Securities, LLC. In addition to his advisory role, he is also a mortgage originator with Rocket Mortgage. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolios, third-party asset management arrangements, and access to various brokerage and insurance products.

Jaimie Corcoran is a CFP® professional with 14 years of industry experience, currently serving as an advisor at LPL Enterprise. Prior to joining LPL Enterprise in 2024, Corcoran worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley in various roles from 2011 to 2024. Outside of advisory activities, Corcoran maintains an incidental business entity, Financial Health Group, LLC, for non-investment related expenses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, combining adviser programs with active sales of financial products and lending services.

Stephen Mersinger is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2010, he has focused on assisting families, corporate executives, business owners, and athletes with customized wealth management plans aimed at supporting their lifestyles and future goals. His client focus areas include college education planning, corporate benefits, family wealth management strategies, endowments, foundations and non-profits services, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, and sports and entertainment. Stephen holds a Bachelor of Science degree in Business Administration with dual minors in Finance and Marketing from York College of Pennsylvania. He has earned the CERTIFIED FINANCIAL PLANNER (CFP®) certification, the Chartered Retirement Planning Counselor (CRPC™) designation, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He is a member of the York College of Pennsylvania Sponsorship Board. Beyond his professional work, Stephen has remained involved in the lacrosse community. He was a member of the York College Lacrosse team, becoming the program's first All-American and Scholar All-American in the same season, and was inducted into the college's Athletic Hall of Fame in 2021. He has served as a varsity assistant coach for the Mount St. Joseph Lacrosse team, which competes in the MIAA 'A' conference. Stephen lives in Ellicott City, MD, with his family and stays active through basketball, weightlifting, golfing, and travel.

David Rauseo is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 24 years of industry experience. He has worked at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2002. In addition to his advisory role, he is an insurance agent involved in brokerage activities for various life, health, annuity, disability income, and long-term care insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charities, and employers. The firm offers financial planning, asset management, and educational programs, utilizing analytical tools to support goal-based recommendations.

Brian Mohler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and joined Merrill in 2014. Brian serves as the team's dedicated wealth management planner and also supports relationship management and client development within The Frank, Finney, Mohler & Browne Group, a team of Merrill financial advisors serving families and institutional clients. Brian specializes in areas including education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Plans Specialist (CRPS) designation, and the Personal Investment Advisor (PIA) designation. He earned his bachelor's degree in International Business & Management from Dickinson College in 2007. Brian is involved in the community through The Y in Central Maryland. He lives in Cockeysville, Maryland with his wife Lindsay and sons Riggs, Lawrence, and George.

Luke Nuetzel is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he held roles with the Baltimore Ravens, Augusta National Golf Club, and the United States Golf Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and specialized planning such as business-owner transition and sports & entertainment planning.

Brandon Reichert is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, JPMorgan Chase, LPL Enterprise, Prudential, Wells Fargo, T. Rowe Price, and Transamerica. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Josie Scramlin is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, she held various roles including positions at Tri-State Bird Rescue and Data Networks. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling to guide asset allocation and financial planning.

Daniel Lacey is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients manage their financial goals through personalized strategies. He focuses on areas such as family wealth management, personal retirement planning, philanthropic planning, and tax minimization. Daniel works closely with clients to define their objectives and develop portfolio strategies tailored to their needs, providing ongoing advice and adjustments as circumstances evolve. Daniel entered the financial services industry in 2021 and became fully licensed in 2022. He holds a bachelor's degree from Towson University and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He combines technical knowledge with a communicative approach to assist clients in making informed decisions. Outside of his professional responsibilities, Daniel lives in the Canton neighborhood of Baltimore City with his wife and their rescue dog. He enjoys cooking, music, spending time with family, and watching movies. Additionally, he supports local organizations in his community.

Matthew Bleach is a Series 66-registered financial advisor with Merrill, based in Hunt Valley, MD, and has 25 years of industry experience. He has been with Merrill since 2004 and affiliated with Bank of America, N.A. since 2011. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Sebastian is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides comprehensive, goal-based wealth management strategies to individuals, families, business owners, and executives. His expertise includes investment management, retirement planning, estate and legacy planning coordination, tax-aware strategies, and retirement plan consulting. With two decades of experience, Nicholas holds the Certified Financial Planner™ (CFP®), Certified 401(k) Professional® (C(k)P®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. He earned a Bachelor's Degree from the University of Maryland College Park. His approach emphasizes a holistic view of clients’ financial situations, aligning strategies with personal priorities and life stages, and maintaining a disciplined, long-term perspective. Outside his professional role, Nicholas is involved in community activities such as coaching youth sports. He enjoys spending time with his family, traveling, and engaging in various recreational activities including baseball, boating, cooking, fishing, football, golfing, reading, and watching movies.

Gibbs Preston is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He previously worked at Facet Wealth and was involved in commercial real estate development through Preston Realty, LLC for nine years. Preston holds equity in several commercial properties but does not actively manage them. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions supported by research and analytics, serving over 14,000 financial advisors and managing roughly $671 billion in assets.

Yale Hoffberg is a CFP® professional with nine years of industry experience, currently affiliated with RBC Capital Markets and City National Bank. His prior experience includes a role at Exponential Interactive, Inc. Yale is active in community and nonprofit organizations, serving on the Alumni Board of Governors for Gilman School, participating in LifeBridge Health’s Leadership Society, and sitting on the Board of Directors for Levindale Hebrew Geriatric Center and Hospital. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning services through multiple advisory programs.

Jennifer Yapsuga is a financial advisor at Mass Mutual Investors Services with a Series 65 designation and less than one year of industry experience. Her prior work includes roles at Morgan Stanley and a seven-year tenure at Garrison Forest School. She has also worked at Camp Skylemar for three years. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative, annual planning engagements using firm-approved analytical tools.

Jeffrey Brown is a financial advisor with Merrill in Hunt Valley, MD, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked for T. Rowe Price for five years and was briefly involved with GT Pizza. He has been with Merrill since 2017. 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, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

Blaise Ahearn is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2014. He serves on the board of directors for the Hampden Community Council, contributing to community projects. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and banking offerings.

Edward Myers is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2009. He holds the Series 66 designation and is based in Westminster, MD. Myers is also the owner of Kairos Wealth Advisors, LLC, a business entity established to manage the lease of his Raymond James office location. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.