Max Hyatt serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. His approach involves building personalized strategies by focusing on what matters most to clients and providing ongoing guidance for investing, retirement planning, and managing life’s unexpected turns. After graduating from Pennsylvania State University, Max entered the financial wealth management industry, where he advises individuals, families, and business owners through complex financial decisions. His expertise encompasses areas such as college education planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, and tax minimization. He and his team deliver comprehensive, tax-efficient planning by coordinating investments, tax strategy, lending, and cash flow decisions to assist clients with long-term goals, including through liquidity events like business sales and equity compensation. Max holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, he enjoys activities such as boating, football, golfing, music, pickleball, skiing, spending time with his family, tennis, traveling, and watching movies.

Schekeeb Sidiqi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked in real estate with TTR Sotheby's International Realty and BNI Realty. He is also an instructor of German at the German International School Washington DC. 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 employs a large network of advisors and uses research and analytics to support its investment evaluations while offering both brokerage and advisory solutions.

John Graham Jr. is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 63 designation and 39 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, he is a member of York Realty Partners Investors LLC. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, SMA programs, and a variety of traditional and non-traditional investment strategies.

John Cantrell is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at Bank of America and Alertus Technologies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Jeffrey Hilwig is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes a position at Quick & Reilly, Inc. from 2002 to 2003. 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 employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Christian Harvey is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Deutsche Bank Securities Inc for 36 years, followed by roles at J.P. Morgan Securities and JPMorgan Chase Bank. Since 2022, he has been with Robert W. Baird & Co. The DDK Group, where he works, is part of Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client needs.

Thomas Howes is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 license and has worked at Vintage Financial Partners and Equitable Advisors. Prior to his finance career, he was employed at Potomac Pizza and taught at Winston Churchill High School. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm uses a network of Investment Adviser Representatives and third-party managers to deliver a range of advisory models and fiduciary services.

Salvatore Prisco is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Stubbs LLC and Pompili DPM, and he also operated Trattoria del Mare da Salvatore, a restaurant, for six years. 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 offers both brokerage and advisory solutions.

Christopher Noll is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Academy Financial, Foreside Fund Services, Harborside Sales Group, and WesBanco, as well as earlier positions outside finance. He is also a notary as part of his other business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by operational and research tools.

Michael Johnson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work history includes roles at Bank of America, South River Mortgage, and the United States Army Reserve. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates with Bank of America affiliates and offers a range of investment strategies governed by a centralized investment committee.

Upinder Chandhok is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2020 and previously held roles at Suntrust Investment Services and PNC Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Leo Mercer is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Equitable Advisors, Mercer worked at AXA Advisors LLC and Vectorworks, and he also has a background at the University of Maryland, Baltimore County. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s investment approach emphasizes personalized risk assessment and the use of third-party asset managers and advisory programs.

James Hill Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he serves as Director of Operations and an ordained minister at Kingdom Center Ministries Inc. since 2003. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm utilizes model-based investment strategies and offers discretionary portfolio management with support from third-party asset managers and custodians.

Riley Dopp is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018 and 2019, respectively, and previously worked at Financial Consulate, Diamond Detail, and Towson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Tri Nguyen is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. He has worked at Merrill since 2006 and has been with Bank of America, N.A. since 2011. Merrill, along 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Raymond Mcfaul Jr. is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Zain Wasi is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with four years of industry experience. His prior roles include positions at T. Rowe Price and MATClinics, as well as work with the Baltimore City Health Department and Franklin & Marshall College. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment products alongside its advisory services.

Tyler Tait is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has held multiple roles within Morgan Stanley since 2017, including at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and financial planning services.

Josh Webber is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Merrill and Oceaneering, as well as experience in the restaurant industry and education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and global market insights.

Aidan Ryan is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and three years of industry experience. His work history includes positions at Morgan Stanley Private Bank and Morgan Stanley, as well as prior experience outside finance at Caves Valley Golf Club and Mothers North Grille. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and offers access to comprehensive investment strategies alongside its broader retail and institutional offerings.