George Shaneybrook is a financial advisor at Stifel in Baltimore, MD, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Bank of America and Merrill, along with employment at Towson University. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methods developed by its Investment Strategy Group.

Benjamin Dychala Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes six years at Cetera Advisors LLC and over three decades operating his own advisory and tax-related practices. He also maintains a law office specializing in estate planning and serves as a sole personal representative in fiduciary capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Jennifer Klein is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she works as a consultant teaching people how to crop and scrapbook their photos and memorabilia and sells supplies related to this activity. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, offering a range of investment and planning services.

Zongying Montgomery is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Morgan Stanley and its affiliates since 2013. Outside of her advisory role, Montgomery owns and manages Moving Waters, LLC, a property management business. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-linked financial planning services.

John Farcosky is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2007, he has developed a practice focused on advanced planning relationships with corporate executives of large entities, business owners, corporate retirement plans, and nonprofit endowments. He works with clients to manage wealth planning, investments, private equity, hedge funds, and complex tax minimization strategies, especially around liquidity events. John holds multiple industry designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), and Chartered Retirement Planning Counselor (CRPC). He earned his bachelor's degree from Pennsylvania State University and graduated from Mount Saint Joseph High School. In addition to his professional work, John serves on the board of his alma mater, Mount Saint Joseph High School, and is involved with the Association for Corporate Growth. Outside of work, he enjoys boating, fishing, golfing, and spending time with his family.

Thomas Ofarrell Jr. is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the Series 66 credential and has worked at RBC Capital Markets since 2020. Prior to his current role, he was employed at FOX Sports/Big Ten Network and has served as an assistant varsity baseball coach and Director of Operations for Athletic Performance Incorporated, combining his interests in athletics and coaching with his professional career. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, employing both in-house and third-party investment managers to meet specific client risk profiles.

Penny Smith is a financial advisor with Primerica Advisors in Crofton, MD, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Primerica Financial Services since 2016 and PFS Investments Inc since 2017, and currently conducts sales of investment-related and home service products through DiGi Financial and affiliated companies. Prior to her financial services career, she worked for Calvert County Public Schools for over 30 years. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading and implementation to BNY Mellon Advisors.

Hunter Stokes is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with individuals and families to develop personalized strategies for investing, retirement, education, and other important financial goals. He helps clients navigate complex financial topics through a proactive and collaborative approach. Stokes has expertise in areas including education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He builds relationships based on trust, open communication, and dependable follow-through, serving clients across multiple states. He holds a bachelor's degree from Clemson University and has earned the Personal Investment Advisor (PIA) designation. Stokes is involved with the Clemson Club of Baltimore/Washington, D.C., and Rotary International. Outside of work, he enjoys boating, fishing, football, genealogy, golfing, hiking, skiing, and spending time with his family.

Daniel Klosterman Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2010 and has operated Klosterman & Associates since 1986. In addition to his advisory work, he maintains a CPA practice involved in bookkeeping and tax preparation. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational tools and a comprehensive financial services platform.

Casey Cheek is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes time at Bank of America N.A. and Merrill, where he has worked 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.

Donald Harrison Jr. is a financial advisor with Raymond James Financial in Severna Park, MD, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James Financial since 2001. Outside of his advisory role, he owns a music business involved in writing, recording, and performing. 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, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools, and is noted for its municipal advisor affiliation and specialized retirement plan services.

Victoria Decker is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has prior work experience including roles at Alex Brown and several non-financial enterprises. Outside of her advisory work, she has been involved with ventures such as Surfing Pig and Solidcore. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

John Feeley is a CFP® with over 31 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and previously spent 18 years with M&T Securities, Inc. Feeley is based in Crofton, MD. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Beau Volley is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Wells Fargo Securities, LLC for 22 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers customized advisory programs with a variety of portfolio management options and integrates in-house and third-party investment managers to tailor strategies based on each client’s risk profile.

Stephen Minor II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Bank, N.A. since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Rachel Corregan is a financial advisor with RBC Capital Markets in Baltimore, MD, holding a Series 66 designation and 12 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for nine years before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs, providing discretionary and non-discretionary portfolio management and financial planning tailored to each client’s Advisory Risk Profile.

Omoniyi Oyekoya is a financial advisor at Morgan Stanley in Baltimore, MD, with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments, JPMorgan Chase & Co, Ameriprise Financial, and Walmart. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Timothy Schere is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2014. He is based in Baltimore, MD. Morgan Stanley Wealth Management (MSWM) serves both individual and institutional clients, offering a variety of advisory programs including 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 structured planning process utilizing tools like Secular Return Estimates and Monte Carlo simulations.

Timothy Flynn is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Avantax Investment Services and Avantax Insurance Agency prior to joining Cetera. Outside of advising, Flynn is involved with Free State Tax Associates, where he provides tax preparation services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party managers through a multi-manager platform with discretionary and non-discretionary programs.

Stephen Holt is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Summit Financial Group Inc and Summit Brokerage Services Inc. Holt is involved in several nonprofit organizations, serving in leadership and committee roles including president of Friends of the Annapolis Symphony Orchestra and board member of the Anne Arundel County Public Library Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management and financial planning services, supporting a range of discretionary and non-discretionary investment programs.