Anthony Braglio is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has one year of industry experience, with prior roles at Thrivent Financial, Paramount Management Group, and B&B Financial Services, which he founded and continues to consult for. Outside of advisory work, he owns BF Smokehouse, a BBQ restaurant and country market, and serves on the board of a youth football and cheer program. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset managers through an integrated advisory and brokerage platform.

Shawn Lemko is a financial advisor at UBS Financial Services in Hunt Valley, MD, holding a Series 66 designation with 23 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Alexandra Jamieson is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2015. She holds a Series 66 designation and is based in Baltimore, MD. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Adam Doubet is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for eight years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Joseph Jones II is a Series 66-licensed financial advisor with Merrill in Baltimore, MD, with 22 years of industry experience. He has been with Merrill Lynch since 1995. 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.

William Boykin IV is a Wealth Management Advisor at Merrill Lynch Wealth Management. He collaborates with clients and families to organize, educate, advise, and execute through a disciplined process all aspects of their financial affairs to help them achieve their goals and live their lives. His practice focuses on providing solutions for affluent individuals who have complex professional and personal lives, addressing their business interests, family, community, health, and leisure priorities. His areas of expertise include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. He coordinates the execution of all aspects of clients' financial lives, emphasizing trust, quality advice, transparency, and strong advocacy. Mr. Boykin holds a Bachelor's degree from Cornell University and has earned the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. He is involved with the One Love Foundation and communicates professionally in English and Japanese. His personal interests include boating, fishing, football, golfing, hunting, skiing, and traveling.

Bryce Arnstein is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked in various roles including at the University of Maryland and University Recreation & Wellness. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a range of advisory programs without offering individual security recommendations as part of its standalone planning service.

Ronald Greene Jr. is a financial advisor with LPL Financial in Timonium, MD, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked with LPL Financial since 2010 and operates Greene Financial Services, Inc., a firm he has been associated with since 1997. Outside of finance, he is involved in art and painting through his business, Ron Greene Art. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs and services supported by research, model portfolios, and technological tools.

John Mclaughlin is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Joann Stout is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2011. 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, managing approximately $2.74 trillion in client assets.

Linda Schwab is a financial advisor with LPL Financial in Timonium, MD, holding Series 63 and Series 65 licenses and 36 years of industry experience. She has been with LPL Financial since 2021 and also maintains a role with M&T Securities since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and diverse investment strategies.

Katrina Warkoczewski is a Series 66-licensed financial advisor with Merrill in Hunt Valley, MD, and has nine years of industry experience. She has been with Merrill since 2014. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Joseph Reilly is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors, Equitable Advisors, and Northwestern Mutual Investment Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brian O'Neil is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1979. He manages individual portfolios by formulating risk-managed asset allocations focused on a select number of investments. Brian works collaboratively with clients’ attorneys and CPAs to align portfolios with estate planning goals and strategies for tax minimization. He serves a diverse client base including corporate executives, entrepreneurs, physicians, attorneys, retirees, and multiple generations across 15 states. Brian holds a Bachelor's degree in Business Administration from Loyola College in Maryland and carries the Personal Investment Advisor (PIA) designation. His areas of expertise include portfolio management, family wealth management strategies, international wealth management, liquidity management, philanthropic planning, tax minimization, and retirement income planning. In addition to his professional work, Brian serves on the Board of Trustees for The Boys' Latin School of Maryland. He lives in Ruxton, MD, with his wife Ann and is active in his community.

Ethan Grandinetti is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at RBC Capital Markets and T. Rowe Price. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process utilizing firm‑approved tools and offers a broad range of retail and institutional investment services.

James Metzbower Jr. is a financial advisor at LPL Financial with 23 years of industry experience. He previously worked for eight years at Lincoln Financial Advisors before joining LPL Financial. He holds Series 63 and Series 65 designations. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

Stephen Goldstein is a CFP® with 32 years of industry experience, currently with RBC Capital Markets since 2025. He previously worked at Janney Montgomery Scott for 16 years. He serves as a committee member on the board of the Chizuk Amuno Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Frank White IV is a CFP® credentialed financial advisor with six years of industry experience. He is currently affiliated with RBC Capital Markets and City National Bank, where he has worked since 2019. Prior to his current roles, he was employed at Apex Tool Group, LLC from 2011 to 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of wrap fee advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party investment managers.

Patrick Mcculloh is a financial advisor with RBC Capital Markets in Baltimore, MD, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at City National Bank, Bank of America, N.A., and Merrill. Outside of his advisory work, he serves on the Board of Directors for Roland Park Place, Inc., a not-for-profit life plan retirement community, where he chairs the Investment Committee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Danijta Torres Harris is a Series 66–licensed financial advisor with Merrill, based in Towson, MD, and has 10 years of industry experience. She has been with Merrill since 2015 and previously worked at Bank of America, N.A. since 2024. Outside of her advisory role, she has maintained a long-term position at Sheraton Baltimore North since 2011. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.