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® certificant affiliated with LPL Financial, with 25 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she engages in reselling activities as a hobby. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning, advisory programs, and retirement consulting services supported by in-house and third-party research.

Nicholas Peterson is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he works with business owners, founders, senior executives, and ultra-high-net-worth families. He focuses on comprehensive wealth management strategies including tax-efficient wealth strategies, business succession and exit planning, estate and legacy planning, and multi-generational wealth transfer planning. His approach emphasizes helping clients optimize after-tax outcomes, improve cash flow, manage risk, and align financial decisions with their long-term goals. Nick holds the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. He graduated with honors from the University of Maryland after attending the United States Naval Academy. Outside his professional work, he has volunteered as an assistant football coach for Broadneck High School and Cape St. Claire youth football. He is involved with several professional and community organizations including the Ed Snider Center for Enterprise & Markets, Maryland Chamber of Commerce, Prince George's County Crime Solvers, Anne Arundel County Holiday Sharing Program, Anne Arundel County Special Olympics, Broadneck Area Youth Sports, Broadneck High School, Cape St. Claire Youth Sports, and the M Club.

Mark Kamins is a financial advisor with LPL Financial, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience and has previously worked at Grove Point Investments, Grove Point Advisors, Lighthouse Financial Services, Kamins & Manning P.C., and H. Beck, Inc. Kamins serves on the board of the Guild of Temple Musicians, a nonprofit organization. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by extensive research and technology integration.

Ryan Henry is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked in educational roles at St. Mary's College of Maryland, McDaniel College, Mount St. Mary’s University, and River Hill High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Cecilia Brown is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. She previously worked for 16 years at Lincoln Financial Securities Corporation. Outside of her advisory role, she is involved in a business owner capacity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by model portfolios, research, and technology-driven solutions.

Vincent Pasko is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using research and planning tools to develop tailored recommendations.

William Mulford III is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Prior to joining Ameriprise, he was involved with the Naval Academy Golf Association and worked in various roles including at the University of Maryland College Park and On the Go Hosiery. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning advice through a centralized consulting team.

Daniel Parnes is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he is involved in investment-related business activities including ownership in Parnes GP, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that addresses various financial needs with tailored recommendations supported by proprietary research and tools.

Tyler Yoder is a Planning Consultant at Fidelity Investments in the Annapolis branch. In this role, he supports aligned advisors and their clients in navigating financial journeys. His areas of focus include investment strategy, retirement planning, tax efficient investing, and multigenerational family wealth planning. Tyler has been with Fidelity Investments since 2021. He began his career there as a Financial Representative, then worked as a Relationship Manager before becoming a Planning Consultant in 2022. Outside of his professional work, Tyler enjoys reading and practicing yoga.

Suhaydi N Reyes is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Bank of America from 2016 to 2022 before joining Merrill. 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.

Atealem Ford is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides personalized investment advice for a diverse clientele that includes individuals, families, non-profit and for-profit organizations, and businesses across the United States. Her client focus areas include college education planning, equity compensation services, family wealth management strategies, services for endowments and foundations, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, small business strategies, and women and wealth. Atealem holds a Bachelor's Degree from Seattle Pacific University and a Master of Business Administration (MBA) from the University of Maryland–UC, where she earned a 4.0 GPA and was inducted into the Phi Kappa Phi Honors Society. She holds several professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is registered under the National Mortgage Licensing System in order to assist clients with mortgage and lending needs. Outside of her professional work, Atealem enjoys cooking, baking, painting, sports, and spending time with her family. She has traveled extensively and enjoys learning about different cultures. She is actively involved in her community, volunteering with organizations such as the Annapolis Rotary Club, Anne Arundel County Public Schools, Anne Arundel County Volunteer Center, Bellevue Community Senior Center, HOPE, Lighthouse Homeless Prevention Center, Men of Courage International, Inc, and Sunrise Assisted Living Annapolis.

Shannon McSkimming is the Vice President and Financial Consultant at Fidelity Investments, where she currently partners with clients and their families to develop customized financial plans. She emphasizes building strong, long-term relationships as she strives to become a trusted advisor. Shannon has been with Fidelity Investments since 2012, progressing through roles from Financial Representative to Financial Consultant and now Vice President. Prior to joining Fidelity, she worked at T. Rowe Price from 2007 to 2012 in roles including Investor Center Specialist and Participant Service Center Specialist. Her experience spans financial consulting and investment services, focusing on adapting financial plans to clients' evolving needs and priorities.

Peter Mangano is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds a Series 66 designation and has worked previously at City National Bank and Jason's Deli. He serves on the board of directors at Turf Valley, where he helps organize events and develop membership strategies for the golf club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers.

David Stewart is a Series 66-credentialed financial advisor with Merrill, based in Columbia, MD. He has 4 years of industry experience and has worked at Bank of America and DoorDash since 2021. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michele Mayo is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with RBC Capital Markets Corporation since 2010. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and combines in-house and third-party investment management to tailor strategies according to each client’s risk profile.

Desi Berry is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. Berry has 10 years of industry experience, including prior roles at Morgan Stanley and Northern Trust Securities. Outside of financial advising, Berry is the director of a home-based travel agency and also works as an Uber driver. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with a focus on collaborative, annual planning relationships using firm-approved analytical tools.

Olufemi Millar is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Allianz Life Financial Services, Allianz Life Insurance Company of North America, T Rowe Price, and MBSC Securities Corporation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marlon Perez Hernandez is a financial advisor at Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses. He has prior experience with Citibank, Truist, and Bank of America, among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics guided by diversification principles and modern portfolio theory and operates both brokerage and advisory solutions at a large scale.

Michael Bowden is a financial advisor with Morgan Stanley in Columbia, MD, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Bank of America and Merrill. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services that leverage structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning.