Matthew Citrano is a financial advisor with RBC Capital Markets in Bel Air, MD. He holds a Series 66 designation and has 10 years of industry experience, including 11 years at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Matthew Lesko is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Stifel Independent Advisors, LLC and RBC Capital Markets, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer and employs a delivery model that leverages LPL-sponsored programs and endorsed third-party managers.

Joshua Ritz is a Series 66-credentialed financial advisor with 25 years of industry experience. He is currently with LPL Financial and has previously worked at Steward Partners, Raymond James Financial Services, and Wells Fargo Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Sujata Chakraborty is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has previously worked at PNC Investments and M&T Securities. Chakraborty also operated as a self-employed advisor before joining her current firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a national network of investment adviser representatives.

Antonio Santiago Zambrana is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Summum Servicios Financieros Inc., and MassMutual Life Insurance Co. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Peter Paris is a CFP® professional with 14 years of industry experience, currently affiliated with Mass Mutual Investors Services. He has held positions at Bank of America and Merrill Lynch between 2013 and 2019. Additionally, he serves as an insurance agent for Garrison Advisors & Statera Retirement, focusing on life, disability, long-term care, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements supported by firm-approved analysis tools and educational seminars.

Steven Reed is a financial advisor with Edward Jones in Nottingham, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a member of agricultural businesses Reed Farms LLC and SJK Farms LLC in Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Anne Miklos is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers its services through various platforms, including corporate financial planning agreements.

Angela Johnson is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009 and holds Series 63 and Series 65 designations. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.

Nathaniel Smith is a financial advisor with LPL Enterprise in Cockeysville, MD, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is a business owner of NJS Capital LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Samuel Yingling is a financial advisor with Merrill in Hunt Valley, MD, holding Series 63 and Series 66 licenses and with nine years of industry experience. He has been with Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm's integration with Bank of America’s broader platform allows access to a diverse set of products and services beyond typical managed account offerings.

Michelle Harf Grim is a financial advisor with Ameriprise, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. Her career includes five years with Wells Fargo Clearing and six years with Wells Fargo Advisors LLC prior to joining Ameriprise in 2021. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions offered by affiliated entities.

Joshua Shanty is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Mitsubishi Heavy Industries America. Outside of his advisory role, Shanty owns Colt Mechanical Services, a mechanical engineering contracting firm. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, and access to third-party investment managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a diverse set of investment vehicles and supports both discretionary and non-discretionary account management.

Parker Gray is a financial advisor with Merrill in Hunt Valley, MD, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Bank of America, Baltimore-Washington Financial Advisors, and involvement with the Ulman Foundation. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Kathleen Boldt is a Series 66–registered advisor with Merrill, based in Hunt Valley, MD, with 20 years of industry experience. She has worked at Merrill since 2006 and, since 2025, also at Bank of America, N.A. Outside of her advisory work, she consults for Norwex, a company specializing in chemical-free cleaning supplies. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Roy Longanecker III is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at 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 variety of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Stephen Hepburn is a financial advisor at LPL Financial with 16 years of industry experience. He holds the CFP® and Series 66 credentials and has previously worked at Edward Jones and Cambridge Investment Research. Outside of his advisory role, he serves as president of Imaculatta's Ranch LLC, an agricultural business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

Christopher Holcombe is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He has held his current position since 2018 and previously worked at Primary Residential Mortgage Inc. from 2015 to 2018. He holds Series 63 and Series 66 designations. 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 team provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

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.

Nailah Chowdhury is a Series 66-licensed advisor at Merrill with four years of industry experience. She has worked at Merrill since 2019 and has prior experience with organizations including the National Cherry Blossom Festival, Inc., and Chemonics International, Inc. Merrill 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, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.