Jason Hicks is a financial advisor with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Bank, Bank of America, and Merrill Lynch. 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 employs a structured planning process supported by proprietary tools and offers both direct and employer-linked financial plans, managing approximately $2.74 trillion in client assets.

Michael Johnson is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, leveraging internal research and external partnerships across a range of investment strategies.

Jeffrey Black is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2007 and serves as president of The Legacy Group, Inc., a consulting firm that provides services to nonprofits outside of financial planning and investments. Additionally, he is an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages assets on multiple platforms and custodians.

Fred Crozier is a financial advisor with Raymond James & Associates in Baltimore, MD, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering a range of financial planning and consulting services with a non-discretionary approach that relies on risk profiling and analytic tools.

Jesse Leblanc is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management for sports and entertainment professionals. He provides tailored financial planning and investment strategies designed to help athletes, entertainers, and related professionals secure and grow their wealth. Jesse's services include investment advice, art financing and custom lending, employer benefits and retirement plan consulting, Rule 144 executive and equity services, and 1031 exchange solutions. Jesse holds a Bachelor's Degree from the State University of New York and maintains a range of professional designations, including Accredited Portfolio Management Advisor (APMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is affiliated with professional organizations such as Maryland Nonprofits and US SIF: The Forum for Sustainable and Responsible Investment. Committed to community involvement, Jesse volunteers with Business Volunteers Maryland and World Relief. Outside of his professional work, his personal interests include golfing, music, reading, and running.

Jason Rayman Rayman is a Financial Advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS in 2025, he was a student at the University of Richmond and worked at Loyola Blakefield High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Alpha Korngor is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at Morgan Stanley since 2018 and previously at Merrill from 2011 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored financial planning and a broad range of advisory programs. The firm employs a structured planning process using firm-approved tools and offers diverse investment and institutional services.

Joseph Cirelli is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as a trustee for a trust in Baltimore. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers a range of solutions including estate planning and corporate financial plans.

Christian Locher is a CFP® professional affiliated with LPL Financial in Baltimore, MD, with 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC and Grove Point Investments, LLC for a combined 20 years. Outside of his advisory role, he is involved in tax preparation and accounting through CTL Toland & Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Martin is the Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity for over 25 years, where he assists clients and their families with understanding and working towards their financial objectives. He utilizes Fidelity's technology and resources to help clients create, implement, and maintain their financial plans. Prior to his current role at Fidelity, David held positions as a Financial Consultant and Investment Consultant within the firm, and earlier worked as a Financial Planner at Raymond James and Associates. His experience spans various financial planning and consulting roles, providing him with a broad understanding of the financial services industry. Outside of his professional work, David has interests in fitness, golf, and reading.

David Adams is a Series 66-licensed financial advisor with Robert W. Baird & Co., based in Towson, MD, and has 18 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he owns and operates a self-storage facility through MEAD Investments LLC. David is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, including discretionary and non-discretionary approaches as well as tax and goal-management overlays.

Benjamin Petrilli is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he serves as a power of attorney for his mother. 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, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Kenneth Diblasi is a financial advisor with Morgan Stanley, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Edward Van Houten Dello Russo is a Financial Advisor with Merrill Lynch Wealth Management based in Baltimore. In his role, he focuses on goal-based financial planning and developing long-term client relationships. He serves clients in various areas including retirement planning, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, small business strategies, tax minimization, and retirement income. With a Bachelor’s Degree from Towson University and the Professional Investment Advisor (PIA) designation, Edward takes the time to understand each client's personal perspectives and priorities. This approach enables him to create personalized strategies that align with clients' unique ambitions and financial goals. Outside of his professional work, Edward enjoys baseball, basketball, golfing, music, pickleball, and spending time with his family.

Daria Bunch Greensfelder is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley Smith Barney since 2009. Greensfelder serves as a board member of the Oliver Beach Elementary School PTA in Baltimore, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and provides services using structured planning tools and investment modeling techniques.

Stuart Gray is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation, Hornor, Townsend & Kent, Inc, and Penn Mutual Life Insurance Company. In addition to his advisory role, he is an agent and owner of Springlake Financial, where he offers accident and health insurance, disability insurance, fixed annuities, and traditional life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process featuring asset allocation and portfolio optimization supported by risk assessments, allowing for discretionary and advisor-managed strategies, and offers access to alternative investments through third-party platforms.

Kelly Lewis is a Series 66 licensed financial advisor with Merrill in Baltimore, MD, with seven years of industry experience. She has worked at Bank of America and its Private Bank division since 2003. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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.

Jeremy Kober is a Wealth Management Advisor with Merrill Lynch Wealth Management and a partner with The Pearce Group. In his role, he focuses on investment planning and serves as a Retirement Benefits Consultant. Jeremy coordinates clients' personal financial planning with their other professional advisers and employs analytical tools such as cash flow analysis, net worth analysis, and customized investment planning to help clients understand the impact of their financial decisions on their future. Jeremy has been in the investment industry since 2001 and has been with Merrill Lynch since 2010. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he has earned the Certified 401(k) Professional (C(k)P®) designation from The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education, the Certified Divorce Financial Analyst® (CDFA®) designation from the Institute of Divorce Financial Analysts, and is a Certified Plan Fiduciary Advisor® (CPFA®). Jeremy holds a bachelor's degree from McDaniel College. His client focus areas include college education planning, corporate executive services, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. Outside of his professional work, Jeremy is involved with Forest Hill Lacrosse and Jarrettsville Lacrosse and enjoys camping, cooking, fishing, football, gardening, reading, running, spending time with his family, traveling, and watching movies.

Brian Heidelbach is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 23 years of industry experience. He previously worked for Deutsche Bank Securities Inc. for 25 years and had brief tenures at Db Usa Core Corporation and a period of unemployment before joining Baird in 2021. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.