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 with Merrill based in Columbia, MD. He holds a Series 66 designation and has 10 years of industry experience, all of which has been with Bank of America and Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Nolan Walchko is a Series 66-licensed financial advisor at OSAIC with two years of industry experience. He has held prior roles at Lincoln Financial Advisors, StoneBridge Advisors, and Harborside Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Kelly Wittpenn is a financial advisor at Merrill with 12 years at the firm and 9 years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she owns an Etsy store where she designs and sells print-on-demand items. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, which allows access to a wide set of products and services.

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. He specializes in working with business owners, founders, senior executives, and ultra-high-net-worth families to navigate complex financial decisions, including liquidity events, business succession, estate planning, and multi-generational wealth transfer. His approach emphasizes comprehensive wealth management focused on optimizing after-tax outcomes, managing risk, and aligning financial decisions with long-term goals. Nicholas holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He attended the United States Naval Academy before transferring to the University System of Maryland, where he earned his bachelor's degree. Nicholas has also been involved in coaching youth football and participates in various professional organizations such as the Ed Snider Center for Enterprise & Markets and the Maryland Chamber of Commerce. In addition to his professional endeavors, Nicholas is engaged in community activities including the Anne Arundel County Holiday Sharing Program, the Anne Arundel County Special Olympics, and local youth sports organizations. His personal interests include baseball, basketball, boating, cooking, football, golfing, hiking, ice hockey, spending time with his family, and traveling.

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 has worked at Merrill since 2022 and previously spent six years at Bank of America. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies through the Select Portfolio Solutions program. The firm serves a broad client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.