Michael Fitz Patrick is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and 24 years of industry experience. He has worked at Bank of America and Merrill since 2016. He serves as a board member on a committee at St Joseph's Catholic Church in Cockeysville, Maryland. Merrill provides a wide range of investment services to individuals, retirement plans, corporations, charities, and institutional clients, including managed accounts, third-party manager selection, and discretionary portfolio management. The firm’s offerings feature multiple program strategies and tax-efficient capabilities, supported by integration with Bank of America’s broader financial platform.

Christopher Walsh is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 63 designation and 37 years of industry experience. He has been with Merrill since 1988 and has worked at Bank of America, N.A. since 2011. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm combines extensive manager-constructed strategies with oversight from its CIO and platform, and integrates closely with Bank of America affiliates to support trading, lending, and capital-markets activities.

John Rogers is a financial advisor with LPL Financial in Hunt Valley, MD, holding Series 63 and Series 65 designations and two years of industry experience. He has previously worked at Summit Investment Advisors, Worthington Financial Partners, and other firms. He provides administrative support to Summit Financial, an independent investment advisor firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a broad range of investment approaches through a large network of advisors and offers complementary financial products and services alongside its advisory platform.

David Vegh is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of his advisory role, he serves as Vice President of Finance and Board Member at Congregation Darchei Tzedek in Baltimore. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Steven Moore is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Raymond James since 2012 and has prior experience at Fusco Financial Associates, where he also served as a senior analyst and support staff. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports a range of advisory programs and institutional portfolio management.

Matthew Citrano is a financial advisor with RBC Capital Markets in Bel Air, MD. He holds a Series 66 designation and has 10 years of industry experience, including 11 years at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Matthew Lesko is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. He previously worked at RBC Capital Markets, LLC for eight years and Stifel Independent Advisors, LLC for four years before joining Equitable Advisors in 2026. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm uses a range of advisory models, including third-party TAMPs and LPL-sponsored programs, to tailor investment solutions without sponsoring its own wrap fee program or advertising hypothetical performance.

Joshua Ritz is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Steward Partners, Raymond James Financial Services, Wells Fargo Clearing, BB&T Investment Services, Banc of America Investment Services, and Morgan Stanley. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sujata Chakraborty is a financial advisor with LPL Financial, holding a Series 66 license and bringing 10 years of industry experience. She previously worked at PNC Investments and M&T Securities and operated as a self-employed advisor before joining LPL Financial and Wilmington Advisors at M&T. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by advanced research and operational tools.

Bonita Rodriguez is a financial advisor at UBS Financial Services in Baltimore, MD, holding a Series 66 designation with 26 years of industry experience. She previously worked at Merrill Lynch for 23 years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad range of capital markets activities.

Antonio Santiago Zambrana is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Summum Servicios Financieros Inc., and MassMutual Life Insurance Co. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Peter Paris is a CFP® professional with 14 years of industry experience, currently affiliated with Mass Mutual Investors Services. He has held positions at Bank of America and Merrill Lynch between 2013 and 2019. Additionally, he serves as an insurance agent for Garrison Advisors & Statera Retirement, focusing on life, disability, long-term care, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements supported by firm-approved analysis tools and educational seminars.

Steven Reed is a financial advisor with Edward Jones in Nottingham, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a member of agricultural businesses Reed Farms LLC and SJK Farms LLC in Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Anne Miklos is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process with firm-approved tools and modeling techniques.

Angela Johnson is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009 and holds Series 63 and Series 65 designations. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.

Nathaniel Smith is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is a business owner of NJS Capital LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, consulting, and access to third-party asset managers and wrap programs.

Samuel Yingling is a financial advisor at Merrill with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Bryan Gately is a financial advisor with J.P. Morgan Securities in Baltimore, MD, holding a Series 66 designation and 28 years of industry experience. He previously worked at Morgan Stanley and led The Gately Group for two decades. Outside of finance, he works as a voice over talent providing narration for commercials and documentaries. J.P. Morgan Securities offers institutional consulting to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market outlook and incorporates ESG criteria in its recommendations.

Michelle Harf Grim is a financial advisor with Ameriprise in Hunt Valley, MD, holding Series 63 and Series 65 credentials and 32 years of industry experience. Her career includes 16 years at Merrill and five years at Wells Fargo Clearing prior to joining Ameriprise in 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing annual advice.

Joshua Shanty is a Series 66-registered financial advisor with OSAIC, based in Towson, MD, and has seven years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Group. Outside of his advisory role, he is the owner of Colt Mechanical Services, a company providing mechanical engineering services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services centered on model-based asset allocation and portfolio optimization using proprietary tools and multiple investment strategies.