Robert Link is a financial advisor with LPL Financial in Catonsville, MD, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2026, he worked at MML Investors Services LLC and MassMutual Life Insurance Company for five years, along with experience at Cantella & Co., Cabot Lodge Securities, and Wells Fargo Advisors. He is also involved in insurance sales through Statera Advisors, LLC, focusing on life, disability, long-term care, fixed annuities, and health insurance. 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 a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options.

Andrew Williams is a financial advisor at J.P. Morgan Securities in Baltimore, MD, holding a Series 66 designation with seven years of industry experience. His career includes roles at Brown Advisory Securities, Merrill Lynch, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through its Institutional Consulting Services program.

Kenan Sahin is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at T. Rowe Price for six years and has experience in the hospitality sector with The Ritz Carlton Hotel Company. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers a variety of model-based and discretionary investment strategies implemented by Managed Account Advisors LLC, integrated within Bank of America’s wider platform.

Mibenge Sumaili is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Select Quote, Graceway Logistics, and First Citizens Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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 sources.

Traci Mitchell is a financial advisor at Morgan Stanley in Baltimore, MD, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 28 years of experience in the industry, with prior roles at Citigroup Global Markets and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a broad range of advisory services to both individual and institutional clients, including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning programs.

Nic Altenburger is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He focuses on understanding clients' priorities and developing tailored investment strategies to support their financial goals. Prior to this role, he worked in Workplace Planning & Advice at Fidelity from 2013 to 2018 and in Brokerage & Trading from 2008 to 2013. Nic holds a California Insurance License, enabling him to provide comprehensive financial services to clients. His experience spans various aspects of investment planning and advice within Fidelity Investments. Outside of his professional work, Nic enjoys spending time at the beach, fishing, participating in social events with friends, hiking, engaging in parenthood activities, and playing soccer.

Chase Cullison is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at T. Rowe Price and Ennkar. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Stacy Connor is a financial advisor at Merrill with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Bank of America, LPL Financial, Raymond James Financial Services, and SunTrust Investment Services. Merrill 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 broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, and corporate fiduciaries.

Jason Chamberlain is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 28 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets. Chamberlain is involved with the Baltimore Montessori Public Charter School. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and a broad suite of retail and institutional investment services.

Brett Baldwin is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing comprehensive financial planning services, helping clients develop and pursue their short-, mid-, and long-term financial goals. Brett emphasizes understanding clients' priorities to create personalized strategies that address a range of needs, including retirement planning, investing, and education funding. Brett holds a Bachelor of Science degree in Finance and International Business from the University of Maryland. He has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His areas of expertise include college education planning, divorce transition planning, managing new wealth, and retirement income strategies. Outside of his professional role, Brett enjoys activities such as baseball, boating, fishing, golfing, hunting, and skiing. He also values spending time with his family.

Adam Desimone is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. His career includes roles at Stone Street Capital and Bank of America. Based in Columbia, MD, he has worked with Merrill since 2017. Merrill 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 to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm integrates investment management with Bank of America’s broader platform and access to various financial products.

Susan Baroch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is based in Millville, Delaware. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of investment options including insurance-related vehicles and bank deposit sweep programs.

Sean Baker is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Baltimore, MD. His work history includes positions at Morgan Stanley Private Bank and UBS FS. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Anu Disanayaka is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has held positions at SECU, Edward Jones, and SunTrust Bank prior to joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network, providing both discretionary and non-discretionary management supported by research and technology solutions.

Jasdeep Grewal is a Financial Consultant currently working at Fidelity Investments, a position held since 2021. Prior to this role, Jasdeep served as an Investment Consultant at Fidelity Investments from 2020 to 2021. Jasdeep's professional experience also includes roles at TD Ameritrade, where they worked as a Financial Consultant from 2019 to 2020 and as a Business Development Specialist from 2018 to 2019. Jasdeep collaborates with individuals and families to create financial plans tailored to their unique needs. The approach begins with forming strong relationships and employs strategic investment decision-making. Jasdeep emphasizes maintaining trust, reliability, and competency in client relationships.

Nicholas Williams is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014, including work at Morgan Stanley Private Bank, National Association since 2015. He is based in Baltimore, MD. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Michael John Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Bank, nA since 2018 and joined Wells Fargo Clearing in 2025. Prior to his financial industry career, he worked at Peak Performance Nutrition Center from 2017 to 2018. 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 provides both brokerage and advisory solutions.

Donte Maith Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His career background includes roles at Bank of America, Merrill, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and third-party databases to support its investment approach.

Clay Smith is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018, including time at AxA Advisors, and has prior experience in beverage distribution and manufacturing-related roles. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth, retirement plans, corporations, charities, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Steven Gonzalez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and one year of industry experience. His prior work experience includes roles at Door Dash, Spirit Halloween, Wells Fargo Bank, and Hoyt's West Nursery Cinemas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.