Daniel Colligan is a financial advisor with Merrill in Hunt Valley, MD, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Bank of America and Merrill for the past 10 years. Outside of his advisory role, he works as a consultant and independent contractor delivering goods for Walmart Spark. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Moran is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for over two decades. 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 investment adviser representatives. The firm provides various advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Benjamin Petrilli is a Series 66-credentialed financial advisor with 23 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He also serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Kenneth Diblasi is a Series 66-credentialed financial advisor at Morgan Stanley with 16 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment, advisory, and financial planning services.

Nicole Treiber is a financial advisor at OSAIC with nine years of industry experience. She holds the Series 66 designation and has worked previously at XML Financial, LLC and XML Securities, LLC (formerly Lara, May & Associates, LLC). OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various asset allocation and risk management tools, supporting both discretionary and non-discretionary account management.

Kimberly Grelli is a financial advisor at RBC Capital Markets with 9 years of industry experience. She holds Series 63 and Series 65 designations and has worked at City National Bank since 2021, in addition to her ongoing role at RBC Wealth Management since 2012. 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 advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers and model providers.

Angela Candelaria is a financial advisor at Merrill with a Series 66 designation and over 16 years of experience in the industry. She has been with Merrill since 2010. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Daniel Miller is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC., where he gained extensive experience in insurance and securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio management, third-party asset management, and access to various brokerage and insurance products through an integrated advisory and brokerage platform.

James Mc Cormick is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and three years of industry experience. His prior roles include positions at T. Rowe Price and Ames Watson. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools in its discretionary process.

Christopher Ruby is a CFP® and holds a Series 66 license, with 16 years of industry experience. He is currently with OSAIC and has previously worked at Lincoln Financial Advisors Corporation, T Rowe Price, Allstate Insurance Company, and Lincoln Financial Advisors. 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 integrated financial services across multiple advisory platforms, employing asset-allocation tools and third-party solutions to manage portfolios that include various asset types and investment styles.

Patrick Dougher is a financial advisor with Merrill, holding a Series 66 designation and ten years of industry experience. He has been with Merrill and its affiliated Bank of America since 2016. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Woolery is a financial advisor at Merrill with Series 63 and Series 66 licenses and 10 years of industry experience. He has worked with Merrill since 2016. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shannon Storch is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and previously worked at St. Maria Goretti High School and Fairfax County Public Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning engagements on a one-time or ongoing basis and combines these with managed-account programs under a consolidated billing option called WealthPlan.

Andrew Trueschler 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, Dawn James CPA, and Harford Retirement Planners. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Kevin Bell is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His career includes roles at Morgan Stanley Private Bank, N.A. and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process relies on structured discovery and firm-approved tools, providing tailored plans without individual security recommendations in standalone planning.

Jacqueline Snyder is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2019, she worked for Baltimore City Public Schools for three years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a planning process that includes firm-approved tools and scenario modeling.

Eric Brann is a CFP® professional with over 31 years of experience, currently serving at Morgan Stanley in Hunt Valley, MD. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Ruth Sliviak is a financial advisor with LPL Financial holding Series 65 and Series 63 designations and over 25 years of industry experience. Her prior roles include positions at Grove Point Advisors, LLC and Grove Point Investments, LLC. Outside of her advisory work, she volunteers with a local citizen group and serves as a committee member and Eucharistic Minister at St. Jane Frances de Chantal Catholic Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, financial planning, and retirement consulting, supported by in-house and third-party research and model portfolios.

Benjamin Proctor III is a financial advisor with Morgan Stanley Wealth Management who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes that incorporate tools like Secular Return Estimates and Monte Carlo simulations.

Nathan Badowski is a CFP® professional with 19 years of industry experience. He is currently with LPL Enterprise and has held prior roles at Prudential Insurance Company of America, Pruco Securities, Camden Planning Group, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolio programs, third-party asset management, and a wide range of brokerage and insurance products.