Bryan Carney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads a team of professionals focused on providing investment management and personalized financial advice to individuals and families. With over 30 years of experience in the industry, Bryan specializes in delivering customized guidance across multiple generations. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Mount St. Mary’s College. In 2019, Bryan was named to the Forbes "Best-in-State Wealth Advisors" list, based on a selection process that included industry experience, client retention, and compliance reviews.

Alan Vassar is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as president of the Walker Station Homeowners Association and is a board member of the Ritz Condominium Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Richard Horn is a financial advisor with UBS Financial Services in Baltimore, MD, holding the Series 63, 65, and 66 designations and bringing 25 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for Living Classrooms and chairs the investment committee for Healthcare for the Homeless. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial planning and portfolio management supported by proprietary research and capital market assumptions.

Denise Rodriguez is a Financial Advisor with Moran & Associates in the Towson, MD office, affiliated with Merrill Lynch Wealth Management. She works primarily with professional women and couples seeking guidance in managing their financial futures. Denise’s clients are often balancing careers and family responsibilities and look for clarity and security in their financial plans as they progress through different life stages. Denise specializes in creating personalized wealth management strategies tailored to each client’s goals, focusing on areas such as college education planning, family wealth management, legacy and philanthropic planning, retirement, tax minimization, and managing new wealth. She begins with a comprehensive wealth plan to understand the purpose of each client’s assets and develops an investment strategy that aligns with their long-term objectives. Denise holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor of Science degree from the University of Florida and participates in the Chesapeake Professional Women's Network. Outside of work, Denise enjoys cooking, reading, traveling, practicing yoga, and spending time with her family.

Michael Anselmi Jr. is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. Prior to this, he worked at Morgan Stanley Private Bank, National Association from 2015 to 2019. He also owns and operates Anselmi Investment Advisory, LLC in Ellicott City, MD. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning, with additional niche services for clients meeting certain net-worth thresholds.

Jason Dudderar is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and models developed by its Global Investment Committee.

Timothy Pilarski is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley and its Services Group since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that do not include individual security recommendations as part of the standalone planning program.

Abigail Allen is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Her prior roles include positions at Citigroup Global Markets Inc and Kane Financial, as well as academic and extracurricular activities during her time at SUNY Brockport and Maynooth University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.

Alexander Rotman is a financial advisor at Morgan Stanley with 26 years of industry experience and holds the Series 66 designation. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market analysis.

Ashley Owens is a financial advisor with J.P. Morgan Securities in Baltimore, MD, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities, Owens worked at Merrill and has held various roles including sales associate for Under Armour. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mary Dispaldo is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and in various roles outside finance including education and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Leilani Moten is a Financial Advisor affiliated with Merrill Lynch Wealth Management, operating as a Merrill Financial Solutions Advisor. In her role, she focuses on understanding clients' individual goals and priorities to develop personalized investment strategies aimed at pursuing their financial objectives. Her services include investment advice as well as access to banking and lending solutions through Bank of America. Her expertise covers a range of financial planning areas such as general investing, retirement planning, and preparing for unexpected expenses. She emphasizes building relationships with clients to provide tailored guidance and support as their financial needs evolve. Leilani holds a Bachelor's Degree from Morgan State University and the Personal Investment Advisor (PIA) designation.

James Hodges is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 63 designation and bringing 50 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a variety of strategies and managers to meet client goals and risk tolerances.

Cory Labre serves as a Financial Advisor within Merrill Lynch Wealth Management. He applies strategic financial planning to help clients secure and grow their wealth, focusing on creating personalized Wealth Management strategies tailored to individual life goals and circumstances. His approach integrates comprehensive considerations such as tax minimization, investment portfolio construction, insurance benefits, estate planning, gifting, and charitable giving. With experience in areas including education planning, employee benefits, executive compensation, family wealth management, legacy planning, retirement planning, philanthropic planning, portfolio management, sports and entertainment clients, and retirement income, Cory combines his expertise with his background as a lifelong hockey player and coach. This team-oriented perspective informs his commitment to prioritizing clients' interests and addressing a full range of financial challenges and opportunities. Cory holds a Bachelor's Degree from Towson University and the Personal Investment Advisor (PIA) designation. He is also involved in his community as a youth ice hockey coach. Outside of work, he enjoys activities such as basketball, biking, camping, fishing, hiking, ice hockey, ice skating, music, spending time with family, and watching movies.

Madison Gary is a Series 66-licensed advisor with Merrill, based in Baltimore, MD, and has seven years of industry experience. She has worked at Merrill since 2019 and Bank of America since 2020. Prior to her financial services career, she was involved with Columbia Association Aquatics and Continential Pools LLC. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Chadwick Chilcot is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, M&T Bank, and Stifel. 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.

Harry Ford III is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenario modeling.

Gary Marino is a financial advisor with RBC Capital Markets in Baltimore, MD, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with RBC Capital Markets since 2009 and also works with City National Bank. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored portfolio management and financial planning services. The firm utilizes a mix of in-house and third-party investment managers and provides clients with options such as tax management and responsible-investing screens.

Vincent Williams is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Morgan Stanley in 2017, he worked at PNC Bank and PNC Investments from 2013 to 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Jeffrey Cohen is a CFP® professional with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC for one year. Outside of his advisory role, he serves as the personal representative for his father's estate in Plantation, Florida. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.