John Rohe III is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. He has worked at Equitable Advisors since 2014 and was previously with Axa Advisors LLC. He also operates under the DBA Phoenix Private Wealth. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party advisory models and programs to tailor solutions for clients.

Tyler Sullivan is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at Kestra Investment Services and Kestra Advisory Services. He has additional experience with Hornor, Townsend & Kent and Equitable Advisors. Outside of finance, he has been involved with lacrosse-related organizations, including True Baltimore Lacrosse and East Coast Dyes Lacrosse Company. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, and municipalities, offering financial planning and advisory services through various specialized programs and investment strategies.

Ian Weisser is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Lincoln Financial Advisors, Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is the owner and agent of Weisser Financial Inc., where he offers fixed annuities and traditional life insurance. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various investment programs and third-party manager options.

Uka Saran is currently a Planning Consultant at Fidelity Investments, a role held since 2022. In this position, Uka focuses on simplifying financial planning and developing personalized strategies that align with clients' goals using Fidelity's tools and resources. Uka has been in the financial services industry since 2014, beginning as a Client Services Specialist at TD Ameritrade. Over the years, Uka advanced through roles including Business Development Specialist, Financial Consultant, and Senior Financial Consultant at TD Ameritrade before joining Fidelity Investments. Specific details regarding Uka's education, credentials, personal interests, or community involvement were not provided.

Aiden Mowry is a financial advisor with Primerica Advisors holding Series 63 and Series 65 designations. He has been with Primerica and its affiliate PFS Investments Inc. since 2026. Outside of finance, he is involved with The Healing and Wellness Center, where he has participated for five years. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and operates at a large scale with approximately 3,964 advisors and $15.5 billion in assets under management.

Xander Bauguess is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of industry experience. His background includes roles at Tri-M Group LLC, Wagner College, Hofstra University, and several entrepreneurial ventures such as an auto detailing business and a fishing charter. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party sponsors.

Khameron Gray is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served as a Relationship Manager at Fidelity Investments in 2025 and as a Financial Representative at the same firm from 2024 to 2025. In his current role, Khameron collaborates with clients to develop personalized financial strategies aimed at achieving their individual goals. Khameron emphasizes attentive listening and understanding client needs to provide tailored investment approaches. His professional experience at Fidelity Investments spans several roles, reflecting his involvement in client relationship management and financial representation. Outside of his professional work, Khameron's personal interests include family activities, football, music, reading, and writing.

Jarrett Gounaris is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Tim Kecken is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he collaborates closely with clients to develop customized wealth strategies that focus on the growth, preservation, and transfer of their wealth. He leverages Fidelity's extensive resources, including a team of specialists, to align financial plans with the priorities and values of clients and their families. Tim has been with Fidelity Investments since 2006, holding various positions such as Wealth Management Advisor in Private Wealth Management since 2021, Vice President and Branch Leader from 2018 to 2021, Regional Planning Consultant from 2012 to 2018, Senior Portfolio Specialist from 2010 to 2012, Portfolio Specialist from 2009 to 2010, Relationship Manager in the Private Client Group from 2008 to 2009, Mutual Fund, Equity, and Options Trader from 2007 to 2008, and Financial Representative from 2006 to 2007. He holds a California Insurance License. Outside of his professional work, Tim enjoys attending concerts, cooking and baking, running, snowboarding, surfing, and traveling.

Christopher Mcmurry is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2019, also working at Wells Fargo Bank, NA since 2013. Outside of finance, he owns and operates Say Yes Media, a filming and editing business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Elizabeth Macis is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and over 24 years of industry experience. Her prior work includes positions at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. She serves as a co-trustee for her brother’s trust in Catonsville, MD. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both individual and institutional clients across a broad advisor network.

Jacob Biedenback is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Truist Advisory Services, BB&T, Wells Fargo Clearing, and Morgan Stanley. Biedenback serves as a board member of the Towson University Foundation, participating in the investment and spending committee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Michelle Salmon is a financial advisor with Fidelity in Annapolis, MD, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Fidelity brokerage and advisory businesses since 2013. Outside of her advisory role, she serves on the board of directors for The PutAway, a pickleball facility in Maryland. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Zachary Snyder is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Equitable Advisors and has experience in hospitality and landscaping businesses. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

John Comberiate is a CFP®, ChFC®, and Series 66-licensed financial advisor with 14 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he receives royalties related to work in Owings Mills, MD. Edward Jones is a full-service wealth management firm serving individuals and institutions, with over four million clients and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Peter Pitrelli is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, N.A. and Roseville Wealth Management Group powered by Ameriprise. Outside of finance, he has worked at Bergen Pickleball Zone and attended Elizabethtown College. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Dunne is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Legg Mason Wood Walker, and T. Rowe Price Advisory Services. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of financial services through its extensive network of advisors.

Erik Gundlach is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client decision-making.

Kayla Shockett is a financial advisor at Wells Fargo Clearing with a Series 66 credential and five years of industry experience. Prior to joining Wells Fargo in 2025, she worked at Merrill from 2020 to 2025. Her background also includes roles in education and compliance, as well as entrepreneurial experience with a landscaping business. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Howard Schwartz is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2018, following prior roles at U.S. Trust, Bank of America, and BB&T Investment Services. He is involved with The Community Foundation of Howard County through a donor-advised fund established by his family. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.