Kenneth Barkman is a Series 66-licensed advisor with Wells Fargo Clearing, based in Annapolis, MD, and has 21 years of industry experience. His career includes prior roles at Morgan Stanley, Citigroup Global Markets, and Merrill. He serves as trustee for investment-related family trusts. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through over 14,000 financial advisors.

Garrett Atkins is a Series 66 licensed financial advisor at Equitable Advisors with three years of industry experience. He has been with Equitable Advisors since 2023 and previously spent time at the University of Alabama. Equitable Advisors serves a diverse client base including individuals of varying wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party investment solutions.

Brian Lees is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at M&T Securities from 2008 to 2020 before joining RBC in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutional investors, corporations, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, utilizing a mix of in-house and third-party managers tailored to each client's risk profile.

Ryan Kelly is a financial advisor at Merrill with 20 years of industry experience. He holds the Series 66 designation and has worked at Merrill and J.P. Morgan Securities. His career includes multiple tenures at Merrill, most recently beginning in 2022. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Caitlin Carter is a Series 66-licensed financial advisor with Morgan Stanley in Annapolis, MD, and has 10 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Ronn Nuger is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds a Series 63 designation and has worked in various roles including insurance and accounting. Outside of his advisory work, he is also a musician, performing as a singer, entertainer, and dancer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary solutions supported by advanced analytical tools.

Evan Downey is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets LLC since 2011. Outside of his advisory role, he serves on the board of directors for Athletes Serving Athletes, a charitable foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Derrick Jackson is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2015 and at Morgan Stanley Private Bank, N.A. since 2022. Outside of his advisory role, he serves as an executor or co-executor for estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning supported by proprietary tools and offers various services including estate planning and corporate financial planning agreements.

Jeffrey Furniss is a financial advisor with LPL Financial based in Annapolis, MD, holding a Series 66 license and 21 years of industry experience. He was previously with Lincoln Financial Advisors Corp for 20 years before joining LPL Financial in 2024. Outside of his advisory role, he is involved with several business entities unrelated to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology tools.

Karen Steppler Krieg is a financial advisor with Edward Jones in Edgewater, MD, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 25 years of industry experience and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Bilal Colbert is a financial advisor with LPL Financial in Hanover, MD, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Tower Federal Credit Union, E*TRADE Securities, TD Ameritrade, Bank of America, and Merrill. He also operates Tower Wealth Management, a DBA for his LPL 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, and institutional platforms, supported by tools such as machine learning for operational assistance.

Sheri Mergenthaler is a CFP® professional with 14 years of industry experience, currently with Cetera in Annapolis, MD. She has held prior roles at Avantax Advisory Services and 1ST Global Capital Corp., among others. Sheri also serves as a committee member on the Maryland Association of CPAs (MACPA) Investment Committee, overseeing the organization's investment fund. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager approach that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Chris Varlotta is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017, following a 15-year tenure at METLIFE Securities Inc. Outside of his advisory role, Varlotta is involved as a co-owner in Tidecreek Planning, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and facilitates ongoing, collaborative planning engagements with clients.

John Rohrs is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and previously worked at T. Rowe Price for ten years before joining Merrill and Bank of America in 2026. 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.

Celvin Reyes Ramos is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill and Bank of America since 2018, with additional experience at PNC Bank and PCC Wireless. Outside of his advisory role, he is a sole owner of a rental property. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Dailey is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and 12 years of industry experience. He previously worked at AGIA and Valic Financial Advisors. Outside of advisory work, he is involved with non-securities insurance products through an agent role at AGIA. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad non-advisory financial services network.

John De Nuto is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. He previously worked at Cetera Advisor Networks and is also employed as a Senior Staff Engineer at Northrop Grumman Systems Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plan participants. The firm offers various financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Evan Noack is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. He has been with ClearView Wealth Advisors/MassMutual and MML Investors Services since 2021. Prior to his advisory career, he worked in various roles in retail and marketing. 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, structuring client relationships as annual, collaborative engagements.

Eyob Eyob is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America from 2017 to 2025 and has additional experience in retail from Macy’s. 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 for individuals, high-net-worth clients, and institutional investors.

Alexander Jurado is a financial advisor at Edward Jones in Annapolis, MD, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Thrivent Financial, Thrivent Investment Management Inc., Kent Manor FBS LLC, Hersha Hospitality Management, and Spire Hospitality. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.