Madisyn Howard is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked in various roles including at Bank of America and Greenspring Advisors LLC. Outside of her advisory work, she coaches for the Warhawks Field Hockey Club, focusing on developing field hockey skills for young athletes. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and incorporates an ESG eligibility framework.

Alison Canning is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. She serves as a board member of the Howard Community College Educational Foundation, where she is involved in business development and fundraising. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Richard Armiger is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, 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.

Margaret Dubil is a Series 66-licensed advisor at Stifel with 25 years of industry experience. She has been with Stifel Nicolaus & Co. since 2014. Outside of her advisory role, she is a managing partner of Viva Charm City LLC, a webshop selling reproduction vintage clothing for women, and serves on committees for the National Society of Compliance Professionals and FINRA as an arbitrator and elected regional committee member. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Lewis Fang is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. His prior work includes roles at T. Rowe Price, Amazon, and MECU Credit Union. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Andrew Phillips is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He previously worked at Truist Investment Services, First National Bank of Pennsylvania, and PNC Bank. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates offerings from Bank of America affiliates and emphasizes managed accounts and tax-efficient investment strategies.

Daniel Bachmann is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Bank of America. Bachmann is based in Baltimore, MD. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors and institutional clients. The firm offers multiple advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Mark Peloquin is a Planning Consultant at Fidelity Investments, a position he has held since 2022. He focuses on assisting clients with investing, asset allocation, financial planning, and holistic planning through retirement. Prior to joining Fidelity, he worked as a Financial Consultant at TIAA from 2013 to 2022. Mark enjoys getting to know clients and helping them navigate complex financial decisions. He works with the Fidelity team to leverage their extensive experience in the field. Outside of work, Mark has interests in baseball, football, music, puzzles, running, and soccer.

Natalie Velleggia is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Natalie's work focuses on guiding clients and their families through financial decisions and life transitions by developing personalized plans that align with their goals and vision of financial success. She emphasizes understanding client objectives to customize pathways to meet their financial needs. She holds a California Insurance License.

John Walker is a Series 66-licensed financial advisor at Merrill with 10 years of industry experience. He has been with Merrill since 2016, based in Baltimore, MD. 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.

Christopher Kolakowski is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with First National Bank of Pennsylvania and Truist Advisory Services, among other firms. He also serves as a wealth advisor for First National Trust, collaborating with prospects, internal partners, and trust portfolio advisors on trust platform recommendations and referrals. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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 licenses and bringing 34 years of industry experience. He previously worked for Signator Investors, Inc. for 26 years before joining OSAIC in 2018. Outside of his advisory role, Pursley serves as a board member of the Greater Chesapeake Charitable Foundation, which raises funds for Baltimore-area charities. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, leveraging multiple custodial and affiliate relationships alongside alternative investment 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 designations and has worked at several firms including Truist Investment Services and BB&T affiliates prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm's advisory process combines quantitative screening and qualitative research to offer customized asset allocation advice, investment manager searches, and performance reporting.

Brent Kvech is a Series 66-licensed financial advisor with 24 years of industry experience. He has been with LPL Financial since 2024, following a 22-year tenure at Lincoln Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a broad range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

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 serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with the firm since 2018 and is a member of a six-person multigenerational financial advising team with over 100 years of cumulative experience. The team's approach emphasizes a panoramic and holistic financial life planning model, allowing them to act as partners in their clients' financial journeys. Paige's expertise includes family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. She holds the designations of Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA), focusing on guiding individuals through the financial complexities of divorce to protect their long-term financial stability. She earned her Bachelor's degree from Towson University and is affiliated with professional organizations including Phi Mu Alumni and TU Alumni. Paige is also involved with the Children's Miracle Network Hospitals. Outside of work, she resides near Annapolis, Maryland, and enjoys boating, cooking, hiking, music, reading, and traveling.