Sean Rogers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Mark Leach is a financial advisor with Ameriprise in Bel Air, MD, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2006. Outside of his advisory role, Leach serves as COO of Advisor Management Solutions Inc., focusing on office management and financial advisor practice support. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing written recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Max Levine is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools to develop customized plans.

Stephanie McClenny is a financial advisor with Wells Fargo Advisors in Bel Air, MD, holding a Series 66 designation and eight years of industry experience. She worked at Merrill from 2013 to 2020 before joining Wells Fargo Advisors, where she has been since 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and tools to develop customized recommendations.

Brandon Cauley is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and Towne Parke. Outside of finance, he has been associated with Uber since 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services with tailored recommendations supported by proprietary research and planning tools.

Carol Engel is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Pruco Securities, LLC, Cetera, Cetera Investment Services LLC, and First National Bank of PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, leveraging portfolios developed internally and by third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Pj Pearlstone is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 16 years of industry experience. He has been with UBS since 2012 and has also operated The Pearlstone Group Inc., a family office consulting business, since 2005. Pearlstone serves on multiple investment committees, including those for LifeBridge Health and The Park School of Baltimore, and holds leadership roles in several community and nonprofit organizations in the Baltimore area. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Cole Van Pelt is a financial advisor with Edward Jones in Shrewsbury, PA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in a variety of roles including positions at Ciocca Honda of York and Red Lion Area School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and supports its services through a nationwide network of advisors and branch offices.

Hugh Mc Carthy is a financial advisor with Edward Jones in Bel Air, MD, holding the ChFC®, Series 63, and Series 65 designations and bringing 28 years of industry experience. Prior to joining Edward Jones in 2017, he worked at F.N.B. Corp and was involved with Team Beachbody. Outside of his advisory role, he is a member and owner of an investment company focused on office property in Marshfield, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Hugh J. Hanley, III is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he provides wealth management strategies tailored for individuals, families, and businesses. Hugh’s work centers on guiding clients through various aspects of their financial lives, with an emphasis on professional money management, retirement planning, and estate planning services. Hugh began his career in the financial services industry in 2007 and has been with Merrill Lynch since 2010. He holds a Bachelor’s degree in Business Administration and Finance from the College of Charleston. His professional designations include Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Growing up in the Baltimore area, Hugh attended Loyola Blakefield in Towson and remains connected to his community. His client focus areas encompass education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization, among others. Outside of work, Hugh’s interests include baseball, golfing, hiking, ice hockey, reading, running—including running marathons—tennis, and spending time with his family.

John Hoffman is a financial advisor at OSAIC with 50 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining OSAIC in 2018, he worked for Signator Investors, Inc. for 21 years and currently operates Smith & Hoffman Financial Associates, focusing on investment advisory and fixed insurance products. OSAIC Wealth, Inc. serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliates. The firm offers integrated advisory and brokerage services, employing asset-allocation tools, risk-tolerance assessments, and access to third-party managers to construct portfolios across various asset classes.

Alison Roddy is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and seven years of industry experience. She has been with Merrill and Bank of America since 2019. Her prior experience includes roles at TD Ameritrade, NewDay USA, Mary Kay Inc., and Towson University. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Stamm is a financial advisor at MassMutual Investors Services with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at MML Investors Services Inc and MassMutual Life Insurance Company since 2010. MassMutual 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, using firm-approved software and collaborative annual planning relationships.

Daniel Chilcoat is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in property management through 1331 Property, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Paul Baader is a financial advisor with Osaic Wealth, Inc. in Hunt Valley, MD, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Company for 13 years. Outside of his advisory role, he is an agent involved in life, health, fixed annuities, disability income insurance, and related insurance products. Osaic Wealth, Inc. serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to various managed account platforms. The firm employs asset allocation tools and automated portfolio rebalancing across multiple investment types and supports legacy programs as well as third-party managed-account solutions.

Nicholas Steier is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Wells Fargo Clearing, and Truist Investment Services. Outside of his role at Wells Fargo Advisors, he owns and manages Steier Wealth Management, LLC, and Steier GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations supported by Wells Fargo research and planning tools.

Sean Williams is a Certified Financial Planner® with 20 years of industry experience, currently advising at Cambridge Investment Research Advisors since 2016. He is a board member of Redeemer Classical Christian School. Sean also holds a role as a wealth advisor at Sojourn Wealth Advisory LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations, through a broad range of financial planning and investment management services. The firm offers tailored strategies via multiple platform arrangements and provides both proprietary and third-party model solutions.

Jeffery Maina is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Bank of America, PNC Investments LLC, and J.P. Morgan Securities LLC. Outside of advising, he works as a consultant and independent contractor for Doordash. 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 plans, corporations, and charitable organizations.

Kevin Glatz is a Series 66 licensed financial advisor with Merrill in Bel Air, MD, and has 3 years of industry experience. He has been with Merrill since 2005. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cody Allison is a CFP® professional with 12 years of industry experience, currently advising at Raymond James Financial in Hunt Valley, MD. Prior to joining Raymond James, he spent over a decade at Northwestern Mutual in various capacities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.