Arnoldo Lezama is a financial advisor at Merrill with the Series 66 designation and three years of industry experience. He has held positions at Bank of America, Merrill, and previously worked in non-financial roles including at Mercedes-Benz of Hunt Valley and Laureate Education Inc. Outside of advising, he is involved as a general partner and managing member of an LLC that provides HR consulting services. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations utilizing a combination of model-based and discretionary investment strategies.

Brittany Stafford is a financial advisor at Robert Baird & Co. with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Baird, she worked at Howard County Public Schools and Shappard Pratt: The Forbush School in Hunt Valley. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with ongoing research and investment tools.

Rachel Burk is a financial planner with Cetera, holding a Series 66 designation and three years of industry experience. She has worked at several financial services firms, including Kestra Advisory and Offit Advisors. In addition to her advisory role, she is an intake coordinator at The Naomi Center, a mental health care provider. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various program structures, with over $256 billion in assets under management and a network of more than 10,000 advisors.

William Koras is a CFP® professional with 30 years of industry experience, currently with Morgan Stanley. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Legg Mason Wood Walker. He serves as a trustee and co-trustee on multiple trusts in Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning services and manages approximately $2.74 trillion in client assets.

Bonnie Krosin is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and modeling tools, with clients responsible for plan implementation and updates.

Katherine Heisler is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley Services Group Inc. and Morgan Stanley Smith Barney since 2017, with prior experience at KCD Financial, Inc. and Freedom Investors Corporation from 2014 to 2017. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

Huston Collison is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services through its broad platform.

Jessica Nyce Parker is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In this capacity, she assists her Vice President, Financial Consultants, and their clients by providing service and planning assistance aimed at helping clients pursue financial independence. Her professional experience in the financial services industry includes previous roles at Fidelity Investments as a Relationship Manager from 2022 to 2023 and as a Financial Representative from 2021 to 2022. Prior to joining Fidelity, she worked as an Associate Advisor at WMS Partners from 2018 to 2020, as a Financial Services Representative at MassMutual from 2016 to 2018, and as a Financial Representative at AIG from 2014 to 2016. Outside of her professional career, Jessica has interests in art, cooking and baking, fitness, hiking, parenthood, and pets.

Devin Foudos is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. He previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Charles Schwab before joining Merrill. Foudos has experience in both institutional and investment services environments. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sharon Lewis is a financial advisor with Primerica Advisors in Millersville, MD, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked with Primerica Advisors since 2016 and has been involved with the firm and its affiliates in various capacities since 1996. Outside of financial advising, she is the owner of Fiscal Pink, LLC, a business focused on selling children's books. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

William Benassi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial advising career in 1984 and offers expertise in areas including college education planning, equity compensation services, philanthropic planning, retirement income, tax minimization, and wealth management for individuals, small businesses, and nonprofit organizations. Mr. Benassi earned a Bachelor of Arts in Political Science from Roanoke College in 1984 and completed an MBA in International Finance through the University of Hartford’s American MBA in Paris program in 1994. He holds the Personal Investment Advisor (PIA) designation and serves on the Board of Trustees for Notre Dame Preparatory School. Additionally, he is co-chair and co-founder of the Roanoke Men's Lacrosse Legacy Alumni Committee and contributes to the Roanoke College Lacrosse Alumni Legacy Committee. He resides in Towson with his wife, Pilar, and their two children. Mr. Benassi is actively involved in community efforts, including Swim Across America-Baltimore to support cancer research, and volunteers as a coach and executive for various athletic programs.

Ashley Zephir is a CFP® certificant with 22 years of industry experience. She is currently with Edelman Financial Engines and has worked at Financial Engines Advisors L.L.C., Fidelity, and Ameriprise during her career. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, using a committee-driven proprietary modeling process combined with planner delivery and online tools. The firm manages diversified portfolios with a long-term orientation and offers both discretionary and non-discretionary advisory solutions at scale.

Brian Penn is a financial advisor at Robert W. Baird & Co. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2009. Penn serves as an Investment Committee Member for Associated Jewish Charities in Baltimore. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a focus on customized strategies using both in-house and third-party managers.

Joseph Mccann is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He has been with Robert W. Baird & Co. since 2009 and holds Series 63 and Series 65 credentials. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Jason Harris is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Alan Wolfe is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney for 15 years before joining RBC in 2024. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

Donna Buchanan is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has been with Cambridge Investment Research, Inc. since 1999 and a partner at Benefit Watch since 1996, working as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports a variety of management platforms and provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Jonathan Waligora is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 15 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2010 and joined Morgan Stanley Private Bank, N.A. in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Wylan Jensen is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Harborside Group and has experience in diverse fields including hospitality and retail. He was also involved with Great Frogs Winery and Papa Johns. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, including registered investment companies, and employs systematic methodologies and long-term asset allocation benchmarks.

Megan Avery is a financial advisor with LPL Financial, holding a Series 66 license and bringing 25 years of industry experience. Her prior roles include positions at Woodbury Financial Services and Questar Asset Management. Outside of her advisory work, she owns and operates Anarchy Designs, an interior design business. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.