Mark Sauder is a Wealth Management Advisor and First Vice President with Merrill Lynch Wealth Management in Columbia, Maryland. He has over 20 years of experience in the financial industry, focusing his practice on providing advanced planning services for entrepreneurs and business owners. His expertise includes working closely with clients' tax and legal advisors to alleviate risk, execute tax strategies, and organize trust and estate structures. Mark offers a variety of services, including access to Bank of America cash management, lending, trust and estate services, retirement planning, investment strategies, and succession planning. His approach helps clients manage daily business cash flow needs, protect their companies and employees, and plan for wealth transfer and business succession. He is a Personal Investment Advisor (PIA) and a member of several professional organizations, including the Baltimore Estate Planning Council, Exit Planning Exchange, Howard County Estate Planning Council, Maryland Association Corporate Growth, and Maryland Association of Certified Public Accountants. He holds a bachelor's degree from Indiana University of Pennsylvania and attended the Milton Hershey School. Outside of his professional work, Mark has personal interests in cooking, golfing, and reading. His philosophy emphasizes connecting life and finances to carve a clear path forward for clients pursuing their goals.

Joseph Fink is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022 and was previously with Lincoln Financial Distributors from 2015 to 2022. Fink serves as a board member of the Park School of Baltimore Alumni Association and is co-trustee of the Fink Family Estate. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and Corporate Financial Planning agreements.

Ryan Sboray is a financial advisor with UBS Financial Services, holding a Series 66 designation and totaling 20 years of industry experience. He has been with UBS Financial Services Inc. since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research and advisory solutions.

Russell Staley is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of advisory work, he serves as a cash solicitor for Cornerstone Advisory LLP and is a notary public in Maryland. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate investment programs, using a combination of proprietary and third-party asset management solutions.

Jonathan Wang is a financial advisor with Cetera Investment Advisers LLC and holds a Series 66 designation. He has 14 years of industry experience and has worked with firms including Merrill, Wells Fargo Clearing, HSBC Bank USA, and SunTrust. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Deion Boateng is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and previously worked at Westfield Bank and Ghisallo Capital Management. His background also includes roles outside finance, such as working for Uber Eats and Robert Half. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to affiliated discretionary portfolios and offers a centralized structure for advisory, brokerage, custody, and cash management services.

Terry Morris is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Primerica Advisors, he worked at PFS Investments Inc. and spent over three decades at the U.S. Department of Agriculture. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Megan Breneman is a financial advisor with Wells Fargo Clearing based in Columbia, MD. She holds Series 63 and Series 65 licenses and has 23 years of industry experience, including eight years at M&T Securities, Inc. prior to joining Wells Fargo in 2016. 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 more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Matthew Horton is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Cetera and has previously worked with Avantax Advisory Services and other related firms. Outside of his advisory role, he is involved as a partner in Rowhouse Financial Partners, providing tax preparation, planning, and accounting services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Noah Bergey is a Series 66-licensed financial advisor with Equitable Advisors, based in Columbia, MD. He has one year of industry experience and joined Equitable Advisors in 2024. Prior to his advisory role, his work history includes positions in the food service industry and education. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory programs and focuses on matching clients to appropriate investment models based on their risk tolerance and personal information.

Griffin Pitarra is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His work history includes roles at Coppermine: Copper Union and Hayfields Country Club. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Joshua Schwartz is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2006 and Bank of America, N.A. since 2011. Schwartz serves as a power of attorney in fiduciary roles for family members. 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 investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Troy Broadbent is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with several major firms, including Morgan Stanley, E*Trade Securities, PNC Investments, and Kestra Advisory. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program structure.

Robert Link is a financial advisor with LPL Financial in Catonsville, MD, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, Cantella & Co., Wells Fargo Advisors, and Merrill. Outside of his advisory work, he is also involved in insurance brokerage through Statera Advisors, LLC, focusing on life, disability, long-term care, fixed annuities, and health insurance. 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 services, including access to model portfolios, third-party asset management, and institutional platforms.

Andrew Williams is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with J.P. Morgan Securities and has previously worked at Brown Advisory Securities and Merrill Lynch, Pierce, Fenner & Smith Incorporated. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Mibenge Sumaili is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Select Quote, Graceway Logistics, and First Citizens Bank. 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 provides both brokerage and advisory solutions.

Traci Mitchell is a CFP® professional with 29 years of experience in the financial industry. She has worked at Morgan Stanley since 2009, including positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney, as well as prior roles at Citigroup Global Markets, Legg Mason Wood Walker, Deutsche Bank Securities, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and committee inputs.

Christopher Anderson is a financial advisor with Merrill in Baltimore, MD, holding a Series 66 designation and having 21 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2016. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts. The firm incorporates internal Chief Investment Office teams and third-party managers, with portfolio implementations tailored by strategy and investment sensitivity.

Nic Altenburger is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He focuses on understanding clients' priorities and developing tailored investment strategies to support their financial goals. Prior to this role, he worked in Workplace Planning & Advice at Fidelity from 2013 to 2018 and in Brokerage & Trading from 2008 to 2013. Nic holds a California Insurance License, enabling him to provide comprehensive financial services to clients. His experience spans various aspects of investment planning and advice within Fidelity Investments. Outside of his professional work, Nic enjoys spending time at the beach, fishing, participating in social events with friends, hiking, engaging in parenthood activities, and playing soccer.

Stacy Connor is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she works directly with clients to understand their current financial situations and introduce them to solutions available through Merrill and Bank of America. Stacy aims to empower clients with the knowledge and tools to manage their financial lives effectively. She holds the Professional Investment Advisor (PIA) designation, highlighting her commitment to professional standards in financial advising. Stacy earned her Bachelor's Degree from North Carolina Agricultural and Technical State University and a Master's Degree from the University of Maryland Global Campus. Stacy's approach involves helping clients identify what matters most to them and their families in order to develop strategies aligned with their financial goals.