Christopher Kolakowski is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 credential and has previously worked with First National Bank of Pennsylvania and Truist Advisory Services. In addition to his advisory role, he serves as a wealth advisor for First National Trust, collaborating with trust portfolio advisors and centers of influence. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm serves individual clients, employer-sponsored plans, corporate and charitable entities, and institutional accounts, offering a multi-manager platform with a range of program structures and investment options.

Keith Levitt is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services.

Steve Pursley is a financial advisor with OSAIC in Timonium, MD, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He worked at Signator Investors, Inc. for 26 years before joining OSAIC in 2018. Pursley is the owner and president of Mid-Atlantic Wealth Advisors, LLC, and serves as a board member of the Greater Chesapeake Charitable Foundation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs advanced asset-allocation techniques and provides both discretionary and non-discretionary portfolio management options.

Joseph Snee is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. Prior to joining Schwab in 2025, he worked at Morgan Stanley from 2021 to 2025 and has a background that includes time spent in education. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments through its centralized operational structure.

William Watt is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 27 years of industry experience. He has been with Robert W. Baird & Co. since 2009. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and employs internal research and tools, including artificial intelligence, in developing client advice.

Daniel Matsunaga is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Merrill, Bank of America, PNC Bank, and TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Robin Thomas is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at JPMorgan Securities LLC, JPMorgan Chase Bank, Truist Investment Services, and Bb&T entities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jordan Toepel is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Nuveen Investments for 15 years and Calamos Investments for two years. Outside of his advisory role, he is involved in youth soccer coaching, serving as an assistant coach for Christos FC and owning Everything Hurts, LLC, through which he coaches for the Liverpool International Academy Central MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, affiliated trust company, and securities-based lending options.

Brent Kvech is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 22 years. Outside of his advisory work, he is involved with Thabto Wealth Services, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

David Greeley is a Series 66 credentialed financial advisor with 11 years of industry experience, currently serving clients at Edward Jones in Hanover, MD. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amanda Wiltz is a Series 66-licensed financial advisor with Morgan Stanley in Baltimore, MD, with 16 years at the firm and 2 years of industry experience. She has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, providing a variety of advisory programs including tailored financial planning that incorporates firm-approved tools and market modeling techniques.

Paige Carney is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she joined in 2018. She is part of a six-person multigenerational financial advising team with over 95 years of combined experience. Paige's role focuses on relationship management and business development, working with clients to merge the firm's resources with personalized wealth management strategies. As a Certified Divorce Financial Analyst (CDFA), Paige specializes in assisting individuals navigating the financial complexities of divorce, aiming to protect long-term financial stability. Her client focus areas include family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. Paige holds a Bachelor's Degree from Towson University and maintains memberships in Phi Mu Alumni and TU Alumni. She is involved with the Children's Miracle Network Hospitals. Outside of work, Paige enjoys boating, cooking, hiking, music, reading, and traveling.

Fuhler Pomeroy is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A., and previously worked at Don Whites of Timonium. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual engagements and corporate financial planning agreements.

John Mezzullo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 50 years of industry experience. He has been associated with Cambridge Investment Research Advisors and related entities since 2013 and has been involved with P.A. Financial Services Corporation and Reutemann Financial Solutions since 2012. Mezzullo is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and platform arrangements tailored to client objectives.

Bruce Mazo is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with firms including Cetera and Silver Oak Securities prior to joining LPL Financial. Outside of advisory roles, he is involved in insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Kerri Mclean is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at T. Rowe Price for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diverse fund and model portfolios.

Charles Menk III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Tensley Consulting, and The MITRE Corporation. He is also president and CEO of The CGMA Group LLC, an independent business he has led since 2016. 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 adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios, third-party research, and various management strategies.

Lori Ralston is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 66, Series 63, and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and proprietary planning tools.

Nicole Harper is a Financial Consultant at Fidelity Investments, a position she has held since 2022. In this role, she focuses on understanding the financial perspectives of her clients and helping them define their financial goals and avoid potential pitfalls. She utilizes timely insights and the resources available at Fidelity to create a collaborative approach to financial planning. Nicole has over a decade of experience in the financial services industry. Prior to her current role, she was an Investment Consultant at Fidelity Investments from 2021 to 2022. She also worked as a Premier Banker at Truist from 2017 to 2021. Her earlier experience includes positions at PNC, where she served as a Financial Specialist II from 2015 to 2017, a Financial Sales Consultant from 2012 to 2015, a Customer Service Associate from 2011 to 2012, and a Peak-Time Teller from 2010 to 2011.

Mason Champion is a financial advisor with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, Champion is an author of several books and serves on the Board of the College of Health & Human Development at Penn State University, where he is also involved in teaching and advisory activities. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.