Keith Hendrick is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to support client financial goals.

Megan Penn is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to her current role, Megan has worked at Lincoln Financial Advisors, Kestra Financial Services, and Chesapeake Investment Planning. In addition to her advisory work, she is involved with Red Eye's Dock Bar in Grasonville, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Alfred Cassinelli II is a financial advisor with LPL Financial in Stevensville, MD, holding Series 63 and Series 65 credentials and with 31 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and United Advisors, LLC. Outside of his advisory work, he owns a distillery and has operated a winery and vineyard in Chestertown, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Stacey Alviani is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Glenn Ankenbrand is a financial advisor with LPL Financial holding a Series 65 designation and four years of industry experience. He has been operating G.H.A. Financial Planning since 2005 and previously worked at Delmarva Power for 37 years. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Robert Chapman is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and managed solutions, supported by a large network of financial advisors and branch offices nationwide.

Jonathan Steele is a financial advisor with Morgan Stanley in Annapolis, MD, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing the Global Investment Committee’s return estimates and Monte Carlo simulations.

Clarence Murray III is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management delivers a broad range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning incorporates structured discovery conversations and approved planning tools, offering services through its Financial Advisors and Estate Planning Strategies Group.

Thomas Petty is a financial advisor at Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2020. Prior to his career in finance, Petty spent several years with Four Seasons Hotels and Resorts and also operated a moving and hauling business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services through its network of financial advisors.

Thomas Ervin is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by comprehensive tools and methodologies.

William Caughey IV is a CFP® certificant with 15 years of experience at Edward Jones, where he has worked since 2011. He holds a Series 66 license and is based in Chester, MD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating with a nationwide network of more than 23,700 financial advisors.

George Gelston is a financial advisor with Mass Mutual Investors Services in Annapolis, MD, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2003. Gelston also operates as a licensed agent in life, health, disability income, fixed annuities, property and casualty, and long-term care insurance. MassMutual Investors Services 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, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Mave Wellington is a financial advisor at Morgan Stanley with Series 66, Series 63, and Series 65 credentials. Wellington joined Morgan Stanley in 2026 and has prior experience with the Maryland Insurance Administration and Vector Marketing. Outside of advisory work, they have been involved with the YMCA since 2021. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of retail and institutional investment products.

Skylynd Kahat is a financial advisor at Robert Baird & Co. with five years of industry experience. Kahat holds the Series 66 designation and has been with Baird since 2020. Prior to joining Baird, Kahat worked in the hospitality industry and insurance services. Outside of advising, Kahat serves as the head coach of a lacrosse team. Robert Baird & Co.’s DDK Group provides wealth management and consulting services to individuals, families, pensions, corporations, and institutional clients. The group offers tailored investment strategies through a combination of in-house and third-party managers, covering a wide range of asset classes and management approaches.

Chad Miller is a financial advisor with Edward Jones in Annapolis, MD, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is involved in real estate through several rental property holdings and related business entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Marjorie Inden is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63, 65, and 66 licenses and has 27 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Smith Barney since 2008 and 2009, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Eric Ivankevich is a financial advisor at Edward Jones in Stevensville, MD, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and is also a co-founder and consultant for Uncalm, an apparel business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, offering both discretionary and non-discretionary strategies supported by a large national network of financial advisors and branch offices.

Aimee Watkins is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2020. Prior to her current role, she worked at Benson & Mangold Real Estate from 2014 to 2017. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Chelsea Ralston is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. since 2016, in addition to her role at Merrill starting in 2014. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Molleda Koy is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. She has worked at Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is involved with THE NIGHT WATCHMAN LLC, a casting crew business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by proprietary tools and established investment committees.