Mary Boyle is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Boyle is based in Columbia, MD. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning services.

Michele Mayo is a financial advisor at RBC Capital Markets with 29 years of industry experience. She has held positions at RBC Capital Markets Corporation since 2010, and previously worked at Truist Investment Services and Citigroup Global Markets. Michele holds Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

Michael Brown is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Compass Group USA, Inc. and Avendra, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Desi Berry is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. Berry has 11 years of industry experience and previously worked at Morgan Stanley and Northern Trust Securities. Outside of advising, Berry operates a home-based travel agency and works as an Uber driver. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing, collaborative financial planning engagements supported by firm-approved tools and educational seminars.

Olufemi Millar is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Allianz Life Financial Services, Allianz Life Insurance Company of North America, T Rowe Price, and MBSC Securities Corporation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Husnain Bashir is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience before joining the firm. His work history includes service in the United States Marine Corps from 2019 to 2025 and roles at E-ISG Asset Intelligence and Pizza Bolis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Marlon Perez Hernandez is a financial advisor at Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses. He has prior experience with Citibank, Truist, and Bank of America, among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics guided by diversification principles and modern portfolio theory and operates both brokerage and advisory solutions at a large scale.

Michael Case is a financial advisor with LPL Financial in Baltimore, MD, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including eight years at Northwestern Mutual Wealth Management Company and related entities. Outside of his advisory role, he is involved with MAC84, Inc., a business entity established for non-investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Bowden is a financial advisor with Morgan Stanley in Columbia, MD, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Bank of America and Merrill. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services that leverage structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning.

Christopher Krabbe is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his advisory role, his background includes positions at Enterprise Rent-A-Car and involvement with the Five Oaks Swim Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gary Wright is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He worked at Janney Montgomery Scott for a decade before joining LPL Financial and operating Retirement & Investment Group LLC, a related entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a large network of advisors.

Eric Kovacic is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its offering.

Robert Keeley is a Certified Financial Planner (CFP®) and holds a Series 63 license. He has 30 years of experience at Edward D. Jones & Co., L.P., where he has worked since 1996. Based in Crownsville, MD, he is part of a large network of advisors within the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Fred Crozier is a financial advisor with Raymond James & Associates in Baltimore, MD, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering a range of financial planning and consulting services with a non-discretionary approach that relies on risk profiling and analytic tools.

Jesse Leblanc is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management for sports and entertainment professionals. He provides tailored financial planning and investment strategies designed to help athletes, entertainers, and related professionals secure and grow their wealth. Jesse's services include investment advice, art financing and custom lending, employer benefits and retirement plan consulting, Rule 144 executive and equity services, and 1031 exchange solutions. Jesse holds a Bachelor's Degree from the State University of New York and maintains a range of professional designations, including Accredited Portfolio Management Advisor (APMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is affiliated with professional organizations such as Maryland Nonprofits and US SIF: The Forum for Sustainable and Responsible Investment. Committed to community involvement, Jesse volunteers with Business Volunteers Maryland and World Relief. Outside of his professional work, his personal interests include golfing, music, reading, and running.

Jason Rayman Rayman is a Financial Advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS in 2025, he was a student at the University of Richmond and worked at Loyola Blakefield High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Catherine Russell is a financial advisor at Edward Jones in Crofton, MD, holding a Series 66 designation. She has been with Edward Jones since 2024 and has prior experience at Scarborough Capital, RBC, and Interior Concepts Inc. She also spent several years working at Davis Pub and as a student before beginning her financial advisory career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Leandro Conti is a financial advisor with Merrill in Columbia, MD. He holds a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, he worked in education and sports organizations, including the Howard County Public School System and the Soccer Association of Columbia. 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, and institutional accounts.

Alpha Korngor is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at Morgan Stanley since 2018 and previously at Merrill from 2011 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored financial planning and a broad range of advisory programs. The firm employs a structured planning process using firm-approved tools and offers diverse investment and institutional services.

Ndamzi Lumati is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2018 and Wells Fargo Bank NA since 2014. Outside of finance, Lumati serves as an office administrator for a healthcare staffing company and has self-published books on personal empowerment. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.