Matthew Wallace is a financial advisor with RBC Capital Markets in Annapolis, MD, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill Lynch. Outside of finance, he was involved with Ken's Creative Kitchen from 2015 to 2017. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customizable portfolio management, financial planning, and brokerage services.

Kristin Adam is a financial advisor with Wells Fargo Clearing in Annapolis, MD, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, she spent 15 years working at Friends and Family Flooring. Outside of her advisory role, she owns a rental property in Ocean City, MD. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad range of individual, corporate, and institutional clients.

Stacey Wildberger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to provide diversified investment solutions across brokerage and advisory platforms.

Kristin Long is a Certified Financial Planner (CFP®) with 28 years of experience in the financial services industry. She is currently with Morgan Stanley, having held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney llc, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Shane Seaberry is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior experience at Babson College and The Maret School. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Andrew Di Ferdinando is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Fisher Investments in 2017, he worked at Northwestern Mutual in various roles from 2015 to 2017. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research, with a focus on tax efficiency and risk management.

Mackenzie Watson is a CFP®-certified financial advisor at LPL Financial with five years of industry experience. Prior to joining LPL Financial in 2024, Watson worked at Charter Financial Group and held roles at Uber Inc., RZIM, SunTrust Inc., and the University of Maryland. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services with flexible investment strategies and various institutional platforms.

Thomas Carter III is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations with a variety of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm implements client-specific strategies using both in-house and third-party managers and integrates capital markets and alternative investments into its offerings.

Keith Manning is a financial advisor at LPL Financial with 32 years of industry experience. He holds the PFS™ designation along with Series 63, 65, and 66 licenses. His prior experience includes roles at Grove Point Advisors, LLC, Lighthouse Financial Services, Grove Point Investments, LLC, and Kamins & Manning, P.C., where he is involved in tax preparation and accounting. 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 portfolio management services through a large network of investment adviser representatives, utilizing both proprietary research and third-party asset managers.

Kellie Forst is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Harrell Group based in Annapolis. Since joining Merrill Lynch in 2007, she has focused on providing holistic wealth management services by developing customized strategies that address clients’ entire financial situations. Kellie assists affluent and high net worth individuals, small businesses, and non-profit organizations with goals including retirement income, education planning, socially responsible and ESG investing, and portfolio management. Kellie holds a Bachelor of Science degree in Economics from the University of Maryland College Park. She has earned several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor™ designation, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her approach emphasizes educating clients and helping them pursue their financial objectives while managing risks prudently. Based in Millersville, Maryland, Kellie lives with her husband and son. Outside of her professional role, she enjoys cooking, interior decorating, reading, sewing, and spending time with her family. She is also affiliated with the Sigma Kappa organization.

J. Evans Jr. is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and proprietary modeling tools.

Kathryn Badger is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in financial services after graduating from Boston College, initially working at New England Securities in Boston before joining Merrill in Washington, D.C., in 1990. With over 30 years of experience, Kathryn serves a diverse client base including associations, corporations, business owners, athletes, and entertainers, focusing on designing customized strategies for wealth creation, management, and distribution, particularly retirement income planning. Kathryn holds multiple professional designations such as Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), Certified 401(k) Professional (C(k)P®), Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor® (CPFA™), and Chartered Retirement Planning Counselor™ (CRPC™). She emphasizes an educational approach to wealth management, tailoring strategies to individual client needs and leading a team committed to client care. In addition to her professional work, Kathryn is actively involved in community organizations including Jack and Jill of America, Incorporated, and The Cottagers, Inc. of Martha’s Vineyard. She enjoys spending time with her family, attending her children's sports events, cooking, playing tennis, and traveling.

Paul Peck Jr. is a CFP®-certified financial advisor with Wells Fargo Advisors in Annapolis, MD, bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, Mr. Peck co-owns future salon franchise ventures with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized niche planning, and combines advisory services with other financial products and referral channels.

Jacqueline Nicholson is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with Cetera and previously worked at Avantax Investment Services and 1ST Global Advisors. Nicholson also serves as treasurer for the Saefern Saddle & Yacht Club and is involved in a family trust as a trustee. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Erik Thompson is a financial advisor with Edward Jones in Edgewater, MD, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked in the automotive industry with positions at Toyota of Bowie, Nissan of Bowie, and Toyota of Waldorf. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Passant Abbas is an Investment Consultant at Fidelity Investments, a position held since 2026. Prior to this role, Passant worked as a Planning Consultant at Fidelity Investments from 2025 to 2026. Before joining Fidelity, Passant served as an ADP Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2023 to 2025, and was a Registration Candidate in the same role from 2022 to 2023. Passant focuses on partnering with clients to develop financial plans that align with their values, goals, and lifestyle. Their approach involves listening and understanding what matters most to clients, aiming to educate, support, and guide them in making confident financial decisions, whether they are working toward retirement, pursuing a legacy, or planning for the future. Outside of professional responsibilities, Passant enjoys family activities, traveling, and volunteering.

Keilan Mathews is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kelly Wittpenn is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2014. Outside of her advisory role, she owns and operates an Etsy store where she designs and sells print-on-demand items. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services primarily 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 a combination of model-based and discretionary investment strategies.

Kendall Pace is a CFP® designated financial advisor with Edward Jones in Bowie, MD, where he has worked since 2019. He has six years of industry experience, including prior roles at Rev and a professional athletic career in the National Football League and Canadian Football League. His background also includes eight years in educational settings across middle school, high school, and college. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, ranging from non-high-net-worth to high-net-worth households and organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors, offering a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Deirdre Mc Elroy is a CFP®-designated financial advisor with LPL Financial, based in Columbia, MD, and has 25 years of industry experience. She has worked at LPL Financial since 2007 and previously held positions at Citigroup Global Markets and Legg Mason Wood Walker. Outside of her advisory work, she is involved in reselling as a hobbyist on Poshmark. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment approaches, including model portfolios and third-party asset management, while also offering various non-advisory financial services and overseeing substantial discretionary assets.