Jesus Rodriguez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at First Command Insurance Services and the National Security Agency. Outside of finance, he owns and operates Innovative Sprocket LLC, a business selling vehicle accessory products. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities.

Michael Hilliard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 17 years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, he is an author of several books and serves on the board of the Linstead Community HOA in Severna Park, MD. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and tailors recommendations using Wells Fargo research and tools, delivering them through meetings and written summaries.

Chad Miller is a financial advisor with Edward Jones in Annapolis, MD, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is involved in real estate through several rental property holdings and related business entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Hutson is a Series 66-licensed financial advisor with Morgan Stanley in Baltimore, MD, with three years of industry experience. His prior work includes roles at Morgan Stanley Smith Barney LLC and involvement with various organizations such as SemaConnect Inc and Towson University. Outside of his advisory role, Hutson is co-founder of Moments Captured LLC, an art and culture venture, and a partner at Afternoon Delight LLC, an online retail business. Morgan Stanley Wealth Management provides a range of advisory programs serving both individual and institutional clients, utilizing structured financial planning tools and offering investment services through its extensive network of advisors.

Tasha Williams is a financial advisor at LPL Financial with 20 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining LPL Financial, she spent two decades at Northwestern Mutual Investment Management. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Monica Brown is a financial advisor at OSAIC with 34 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2023, she worked for 14 years at Fsc Securities Corporation. Outside of her advisory role, she teaches group exercise classes at the YMCA of Central Maryland. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a wide range of investment programs and strategies.

Aaron Burleson is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at M&T Securities, Ameriprise, and Truist Investment Services. Burleson is based in Severna Park, MD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Holly Tilford is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and having 29 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following 12 years at Citigroup Global Markets. Tilford serves on the Investment Committee of the Thomas J O’Neill Catholic Health Care Fund. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Howard Ulmer III is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Raymond James in 2019, he worked at Wells Fargo Clearing Services LLC for 14 years. Outside of his advisory role, he is an active musician, performing as a guitarist and singer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm focuses on non-discretionary planning tailored to client goals, utilizing various analytical tools and supports municipal and public-finance work alongside targeted advisory programs.

Wendy Franklin Bayley is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 66 and Series 63 designations and has worked at several firms including ClearPlan Wealth Management, Raymond James Financial Services, Marks Wealth Management, and Wells Fargo Clearing Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 a structured planning process supported by proprietary tools and modeling techniques.

Kevin Link is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Cetera and its affiliates since 2021 and previously spent seven years at VOYA Financial Advisors. He is also the president and owner of Link Financial Corp and volunteers with the St. Agnes Hospital Charitable Foundation’s finance committee. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary strategies across multiple program structures and custodial relationships.

Tyler Hans is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Roche Hans Orders Group. In this role, he leverages over 150 years of combined group experience to assist clients in maximizing their net worth through tailored financial strategies that aim to achieve meaningful goals with minimal risk. Tyler focuses on delivering comprehensive wealth management services, including family wealth management strategies, retirement income planning, tax minimization, and investment strategy for individuals and corporations. Since joining Merrill Lynch in 2014, Tyler has developed expertise in retirement cash flow planning, multi-generational legacy planning, liquidity management, and services for endowments, foundations, and non-profits. He emphasizes a relationship-driven approach, prioritizing the Client Experience Standard by understanding each client's unique objectives and aspirations to provide personalized recommendations and coordinate appropriate specialists as required. Tyler holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree in Corporate Communications from Elon University. Outside of his professional work, Tyler resides in Olney, Maryland, with his wife, Kristen, and their two sons, Brady and Riley. He enjoys golfing and is also interested in football, ice hockey, and traveling.

Mark Felder is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves on the Board of Trustees for Second Presbyterian Church. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies.

Kurt Overton is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2009, with earlier roles at Citigroup Global Markets and Legg Mason Wood Walker. Outside of his advisory work, he serves as a member of the Ethics Panel for Baltimore City Public Schools. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Wylie Rice is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors LLC and held positions at Johns Hopkins University and its Department of Cognitive Neurology. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Scott Canuel is a CFP® and CFA® with eight years of experience at J.P. Morgan Securities and J.P. Morgan Chase Bank in Baltimore, MD. Prior to joining J.P. Morgan in 2018, he worked at PNC Wealth Management for 17 years. He serves as a trustee for the Ronald McDonald House of Maryland and the University of Maryland at Baltimore. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

David Morton is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 39 years of industry experience. He has worked with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in managing a family-owned funeral home business in Baltimore and serves as a personal representative and co-trustee in estate and trust matters. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research from internal and external sources to guide investment decisions and offers a range of brokerage and advisory solutions across a large network of financial advisors.

Enver Majid is a financial advisor at Morgan Stanley with 18 years of industry experience. He has held his current position since 2014. Majid holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers tailored financial planning supported by firm-approved tools and modeling techniques.

Eric Walton is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes positions at Bank of America, Merrill, and Johns Hopkins Radiology. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Calvin Heinle is a Series 66-credentialed advisor at Edward Jones with one year of industry experience. His background includes roles at Edward Jones and prior employment at West Virginia University and River Forest Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.