Charles Brohawn Jr. is a CFP® and ChFC® credentialed advisor with 34 years of industry experience. He currently works with LPL Enterprise, having joined the firm in 2024 after 32 years at Pruco Securities, LLC. Outside of his advisory role, he manages two rental properties in Federalsburg, MD. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios and third-party asset management, and brokerage and insurance products, supported by an integrated platform combining advisor programs with other financial services.

John Meegan is a financial advisor with LPL Financial in Timonium, MD, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Leonard Kaplan is a financial advisor with Cetera who holds the Series 63 designation and has 43 years of industry experience. His career includes roles at VOYA Financial Advisors and Keller-Brown Insurance, where he also serves as an insurance agent specializing in life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC operates a multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party managers, with over $256 billion in assets under management across a network of more than 10,000 advisors.

Paul Bird is a financial advisor with Ameriprise in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice primarily for clients with Ameriprise-managed accounts.

Kathleen Rogers is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and has prior experience at Bank of America and SkyWalkers Lacrosse. Rogers was also involved with Core Cycle Studios for five years. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Marc Firlie is a financial advisor with RBC Capital Markets in Hunt Valley, MD, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at City National Bank since 2019 and has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to clients’ risk profiles and access to both in-house and third-party investment managers.

Michael Welsh is a CFP® professional with over 36 years of experience at Welsh Financial & Accounting Services, LLC in Sykesville, MD. He has specialized in both accounting and financial advisory services throughout his career. Welsh Financial & Accounting Services, LLC operates primarily as an accounting firm that also offers registered investment advisory services to a limited client base. The firm emphasizes individualized financial planning and uses fixed-fee and hourly-fee billing arrangements rather than asset-based fees.

Steven Bass is the sole advisor at Steve Bass & Associates, Inc., an independent firm based in Reisterstown, MD. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Steve Bass & Associates since 2002. Steve Bass & Associates serves clients with independent financial advisory services.