Larry Bloomer is a financial advisor with LPL Financial in Baltimore, MD. He holds Series 63 and Series 65 credentials and has 39 years of industry experience, including tenure at M&T Securities since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and various management options.

Sharrel Hohman is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets starting in 2006. 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 employs a structured planning process that includes tools such as Secular Return Estimates and Monte Carlo simulations.

Kelly Granger is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

James Burris is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Booz Allen Hamilton and Accenture LLP. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Harry Spar is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Wells Fargo entities since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet specific net-worth criteria, utilizing proprietary research and planning tools to develop customized recommendations.

Humberto De Luigi is a financial advisor with UBS Financial Services in Baltimore, MD, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is the proprietor of Susquehanna Farms, an alpaca breeding business in Maryland. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, incorporating proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including custody, underwriting, and capital markets operations.

Connor Effinger is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at T. Rowe Price and Elevation Corporate Health LLC. Effinger holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Ayanna Byrd is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill Lynch, Merrill Edge, and V-Tech Solutions. Byrd has also been involved with the University of Maryland School of Pharmacy's PATIENTS Program. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning that incorporates firm-approved tools and scenario modeling to guide outcomes.

Bria Lee is a financial advisor at Morgan Stanley in Lutherville, MD, holding a Series 66 designation with nine years of industry experience. Prior to joining Morgan Stanley in 2017, she worked at Merrill and Uber. Outside of her advisory role, she is a partner in a real estate business based in Baltimore. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Jalisa Beckwith is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Morgan Stanley and has held prior roles at T. Rowe Price, Bank of America, Merrill, and Senior Helpers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and extensive resources.

Nelson Turner III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He previously worked for Cuna Mutual Group and Cuna Brokerage Services, Inc. for 24 years. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various investment strategies.

Brian Parker II is a financial advisor with Morgan Stanley, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. He serves on the Board of Directors and Finance Committee for Our Lady of Mt. Carmel, a private K-12 school in Baltimore, MD. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analysis to support client strategies.

Ericka Kriegisch is a financial advisor with Ameriprise Financial Services in Timonium, MD, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice, combining investment research and algorithmic tools to support tax-aware withdrawal strategies and asset allocation.

Nicholas Ey is a financial advisor with Cetera in Hunt Valley, MD, holding Series 65 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Bank, and FNB Wealth. He is also involved with Mattingly Wealth Advisors, LLC, a financial services firm where he works as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to utilize various investment strategies and serves more than 10,000 advisors and 800,000 clients nationwide.

Brendan O’Brien is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Frank Hughes Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 38 years of industry experience. He has worked at M&T Bank and M&T Securities, Inc. since 2013 and joined LPL Financial in 2026. 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 investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by LPL Research and third-party subadvisors.

Luis Velez is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2026, as well as at Harborside Group from 2014 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Edward Hodgman is a financial professional with nine years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked at firms including NYLIFE Securities LLC, New York Life Insurance Company, and Securian Capital of the Chesapeake. Outside of financial services, he owns Markit Inc., a distributor of signage materials. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with a network of over 10,000 advisors and more than $256 billion in assets under management.

Joshua Helfand is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes proprietary planning tools and market simulations.

Barbara Maloni is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 19 years of industry experience. She has worked at various Fidelity entities since 2012 and was co-owner of Bmore Licks, an ice cream store in Baltimore, from 2017 to 2024. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through a blend of fundamental research and quantitative analysis.