Alexander Thomas is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Equitable Advisors since 2015, including prior work at Axa Advisors LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and sponsored advisory programs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments, while providing ERISA fiduciary services for qualified plans.

David White is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at New York Life Insurance Company and NYLife Securities LLC from 2015 to 2021. Outside of his advisory role, he is involved in property and casualty insurance sales. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and nonprofit clients. The firm utilizes a range of advisory models and third-party asset managers, offering investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Pellegrini is a financial advisor with Merrill in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Merrill Lynch since 2007, with prior roles at BNY Mellon Securities Corporation and Lord, Abbett & Co. LLC. 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, and institutional investors.

Michael Hilliard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked for Ameriprise Financial Services, Inc. for 17 years. Outside of his advisory role, he is an author of several books and serves as a board member for the Linstead Community HOA in Severna Park, MD. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and leveraging Wells Fargo research and tools to develop tailored recommendations.

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.

Keith Bouchard is a financial advisor with Merrill in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Merrill since 2007. Outside of his advisory role, he occasionally assists with a family-owned small business, Annapolis Market House. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christopher Hutson is a Series 66-licensed financial advisor with Morgan Stanley in Baltimore, MD, with three years of industry experience. His prior work includes roles at Morgan Stanley Smith Barney LLC and involvement with various organizations such as SemaConnect Inc and Towson University. Outside of his advisory role, Hutson is co-founder of Moments Captured LLC, an art and culture venture, and a partner at Afternoon Delight LLC, an online retail business. Morgan Stanley Wealth Management provides a range of advisory programs serving both individual and institutional clients, utilizing structured financial planning tools and offering investment services through its extensive network of advisors.

Tasha Williams is a financial advisor at LPL Financial with 20 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining LPL Financial, she spent two decades at Northwestern Mutual Investment Management. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Monica Brown is a ChFC® credentialed financial advisor with 34 years of industry experience. She has worked at OSAIC since 2023 and previously spent 14 years at Fsc Securities Corporation. Outside of her advisory role, she teaches group exercise classes at the YMCA of Central Maryland. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with various investment platforms, utilizing asset-allocation tools and third-party managers to construct portfolios tailored to client needs.

Aaron Burleson is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at M&T Securities, Ameriprise, and Truist Investment Services. Burleson is based in Severna Park, MD. 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 offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Holly Tilford is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and having 29 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following 12 years at Citigroup Global Markets. Tilford serves on the Investment Committee of the Thomas J O’Neill Catholic Health Care Fund. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Wendy Franklin Bayley is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at ClearPlan Wealth Management, Raymond James Financial Services, Marks Wealth Management, and Wells Fargo Clearing Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Kevin Link is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Cetera and its affiliates since 2021 and previously spent seven years at VOYA Financial Advisors. He is also the president and owner of Link Financial Corp and volunteers with the St. Agnes Hospital Charitable Foundation’s finance committee. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary strategies across multiple program structures and custodial relationships.

Tyler Hans is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Roche Hans Orders Group. In this role, he leverages over 150 years of combined group experience to assist clients in maximizing their net worth through tailored financial strategies that aim to achieve meaningful goals with minimal risk. Tyler focuses on delivering comprehensive wealth management services, including family wealth management strategies, retirement income planning, tax minimization, and investment strategy for individuals and corporations. Since joining Merrill Lynch in 2014, Tyler has developed expertise in retirement cash flow planning, multi-generational legacy planning, liquidity management, and services for endowments, foundations, and non-profits. He emphasizes a relationship-driven approach, prioritizing the Client Experience Standard by understanding each client's unique objectives and aspirations to provide personalized recommendations and coordinate appropriate specialists as required. Tyler holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree in Corporate Communications from Elon University. Outside of his professional work, Tyler resides in Olney, Maryland, with his wife, Kristen, and their two sons, Brady and Riley. He enjoys golfing and is also interested in football, ice hockey, and traveling.

Mark Felder is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves on the Board of Trustees for Second Presbyterian Church. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies.

Kurt Overton is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2009, with earlier roles at Citigroup Global Markets and Legg Mason Wood Walker. Outside of his advisory work, he serves as a member of the Ethics Panel for Baltimore City Public Schools. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

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.

Wylie Rice is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors LLC and held positions at Johns Hopkins University and its Department of Cognitive Neurology. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Scott Canuel is a CFP® and CFA® credentialed financial advisor with eight years of experience at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA. Prior to joining J.P. Morgan in 2018, he worked at PNC Wealth Management for 17 years. He serves as a trustee for both the Ronald McDonald House of Maryland and the University of Maryland at Baltimore. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset‑allocation modeling with centralized due diligence and an ESG eligibility framework.

David Morton is a financial advisor with Wells Fargo Clearing who holds Series 63, 65, and 66 licenses and has 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, Morton is a majority owner of James A Morton & Sons Funeral Home and serves as a personal representative and co-trustee for various estates and trusts. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.