Mark Frederick is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and two years of industry experience. He previously worked at Ameriprise from 2012 to 2016 and spent seven years with the AA County Department of Recreation and Parks. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Lisa Kittner is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing structured discovery conversations and firm-approved planning tools.

Pablo Alvarado Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients 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, providing both discretionary and non-discretionary management supported by research and model portfolios.

Carlos Wilder III is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both retail and institutional investment services.

Joseph Rahall IV is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2018, following a prior role at SunTrust Advisory Services from 2016 to 2018. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, 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 from Wells Fargo Investment Institute and third-party databases.

Tammie Williams is a Series 66-licensed financial advisor with 26 years of industry experience, currently with Wells Fargo Clearing since 2019. She previously worked at Merrill and Bank of America, N.A. Williams has a side business managing a VRBO rental property in Annapolis, MD. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Shuyuan Wang is a financial advisor at J.P. Morgan Securities with four years of industry experience. Wang holds Series 63 and Series 66 designations and has previously worked at Wells Fargo, HSBC Securities, and HSBC Bank USA. Outside of finance, Wang is involved with Vanness Nails and Spa, LLC through entrepreneurial activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence. The firm incorporates an ESG eligibility framework and offers a range of approved funds and strategies through its Institutional Consulting Services program.

William Thompson is a financial advisor with Raymond James Financial in Annapolis, MD, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked with Raymond James Financial since 1999 and is also involved with Long Financial Services, Inc. since 2014. Thompson serves on the Finance and Investment Committee at Calvary United Methodist Church. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by firm research and a broad affiliate network, with a notable emphasis on advisory roles rather than discretionary management.

James Denora is a CFP® with 24 years of industry experience and has been with Cambridge Investment Research Advisors since 2010. He serves as CFO of the Certified Financial Planner Board of Standards Inc., overseeing its financial activities. Denora is also Treasurer of the Anne Arundel Conflict Resolution Center and is active as a community volunteer with Epping Forest, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party investment strategies tailored to client objectives.

Kyle Dixon is a financial advisor with RBC Capital Markets in Annapolis, MD, holding a Series 66 designation and 14 years of industry experience. He has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with strategies tailored to each client’s Advisory Risk Profile.

Ira Turpin Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Summit Financial Group Inc and Summit Brokerage Services Inc for nine years each before joining LPL Financial in 2018. Outside of his advisory work, he is an author and is involved with All The Glory Ministries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

John Dillon Jr. is a financial advisor with Wells Fargo Advisors in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he serves as a trustee for the Dillon Wealth Management 401(k) plan for multiple team members. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Kenneth Weeks is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Morgan Stanley for 12 years before joining LPL Financial in 2021. 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 offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Peter Evans serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads a team of four and provides financial advisory services to families, small businesses, and non-profit organizations across 40 states. His services include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Peter joined Merrill Lynch Wealth Management in 2002. He holds a Bachelor of Science in Business from Miami University in Oxford, Ohio, and an MBA from Johns Hopkins University in Baltimore, Maryland. He has received recognition on Forbes' "Best-in-State Wealth Advisors" list for five consecutive years from 2022 through 2026. Peter is a qualified Portfolio Manager, managing discretionary personalized and defined investment strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Peter and his wife Sarah reside in Crownsville, Maryland, with their two children, Sophie and Ben. He serves on the Board of Trustees for the Annapolis Symphony Orchestra and the Light House Shelter in Annapolis. Additionally, he volunteers with Habitat for Humanity and has participated on committees for St. Anne's School of Annapolis and Severn School. Peter and Sarah are sponsor family for a Naval Academy Midshipman.

Mark Sauder is a Wealth Management Advisor and First Vice President with Merrill Lynch Wealth Management in Columbia, Maryland. He has over 20 years of experience in the financial industry, focusing his practice on providing advanced planning services for entrepreneurs and business owners. His expertise includes working closely with clients' tax and legal advisors to alleviate risk, execute tax strategies, and organize trust and estate structures. Mark offers a variety of services, including access to Bank of America cash management, lending, trust and estate services, retirement planning, investment strategies, and succession planning. His approach helps clients manage daily business cash flow needs, protect their companies and employees, and plan for wealth transfer and business succession. He is a Personal Investment Advisor (PIA) and a member of several professional organizations, including the Baltimore Estate Planning Council, Exit Planning Exchange, Howard County Estate Planning Council, Maryland Association Corporate Growth, and Maryland Association of Certified Public Accountants. He holds a bachelor's degree from Indiana University of Pennsylvania and attended the Milton Hershey School. Outside of his professional work, Mark has personal interests in cooking, golfing, and reading. His philosophy emphasizes connecting life and finances to carve a clear path forward for clients pursuing their goals.

David Hall is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Truist, BB&T Securities, and Morgan Stanley Wealth Management. He is also associated with the State Employee Credit Union of Maryland. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Ryan Sboray is a financial advisor with UBS Financial Services, holding a Series 66 designation and totaling 20 years of industry experience. He has been with UBS Financial Services Inc. since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research and advisory solutions.

Russell Staley is a financial advisor with Equitable Advisors in Glenelg, MD, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a cash solicitor for Cornerstone Advisory LLP and is a notary public in Maryland. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm uses a hybrid referral and implementation approach and offers both advisory and brokerage/insurance channels to implement client recommendations.

Linnette Quick is a financial advisor with Primerica Advisors in Crofton, MD, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked with Primerica Advisors since 2004 and has held roles at Aleut Federal LLC, LBYD Federal LLC, Chickasaw National Industries Inc., and Contemporaries Inc. In addition to her advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts. The firm operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management.

Carol Staniar is a Financial Advisor at UBS Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a range of capital markets activities.