Thomas Petty is a financial advisor at Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2020. Prior to his career in finance, Petty spent several years with Four Seasons Hotels and Resorts and also operated a moving and hauling business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services through its network of financial advisors.

Andrew Poffel is a financial advisor at Morgan Stanley in Annapolis, MD, holding a Series 66 license with eight years of industry experience. His prior work includes positions at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and 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 market simulations.

Jeremiah Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and beginning his advisory career in 2025. His prior work experience includes roles at Wells Fargo Bank, FedEx, Macy’s, Kohl’s, and several educational institutions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Brian Avrunin is a financial advisor with Ameriprise in Columbia, MD, holding a Series 66 designation and 25 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer for the Friends of Scott Berkowitz, MD campaign, managing campaign finance reporting independently of Ameriprise. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary, personalized recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

John Burkhardt is a financial advisor with Raymond James Financial in Severna Park, MD, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with Raymond James Financial since 2009 and affiliated with Raymond James Financial Services since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses non-discretionary planning tailored to client goals, employing risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Connor Walsh is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and is involved in Business Networking International, where he is set to become chapter president in November. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jonathan Waligora is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 15 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2010 and joined Morgan Stanley Private Bank, N.A. in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Joan Livingston is a financial advisor at RBC Capital Markets with 25 years of industry experience, holding Series 63 and Series 65 licenses. She previously worked at Merrill from 2003 to 2021 before joining RBC in 2021. Outside of her advisory role, she teaches yoga and meditation and conducts monthly classes at the Anne Arundel County Public Library. RBC Wealth Management serves a wide client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through various advisory programs and a combination of in-house and third-party investment managers.

Sean Hagerty is a financial advisor with UBS Financial Services in Baltimore, MD, holding a Series 66 designation and bringing 26 years of industry experience. He has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Brian Clifford is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. Clifford is also active as a licensed life insurance and health agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning supported by advanced analytical tools.

Jeffrey Carlson is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise in various capacities since 2016. Carlson is also the owner of CAWM Services LLC, through which he manages his advisory business. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with clients’ Ameriprise financial advisors.

Joseph Pandullo is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. He is based in Baltimore, MD. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers a variety of advisory programs and financial planning services that utilize structured processes and firm-approved tools.

Joseph Codd is a CFP®-designated financial advisor with five years of industry experience. He is currently with LPL Financial and has previously worked at Lincoln Financial Advisors, Towne Park LLC, and Blackwall Hitch. Outside of his advisory role, he operates Codd Advisory Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Tyler Hammett is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor designation. Tyler earned his Bachelor's degrees in International Finance and Economics from The Catholic University of America, Tim and Steph Busch School of Business and Economics. Since 2017, Tyler has worked with executives, entrepreneurs, and attorneys to address complex financial questions related to cash management, wealth diversification, tax minimization, estate protection, and timing of asset liquidation. His approach incorporates a goals-based process complemented by the firm's proprietary Personal Wealth Analysis™ strategy. Outside of his professional work, Tyler is active in community service, including volunteering with Athletes Serving Athletes Anne Arundel Chapter. He enjoys distance running, music, golf, biking, football, hiking, ice hockey, skiing, swimming, and traveling. Tyler is affiliated with the Relay For Life organization.

Duray Taylor is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2021, following seven years at UBS Financial Services Inc. before that. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Stauffer III is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co. since 2014. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

Knoll Axt is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was associated with 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 utilizes structured planning tools and modeling techniques in its financial planning process.

Laura Mcauley is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2010 to 2019 before joining Ameriprise in 2019. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized retirement-income consulting team.

Walter Johnson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and over 43 years of industry experience. He has worked at Raymond James since 2020 and previously spent multiple years at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Johnson is a partner in a family farming operation with his spouse. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting using risk profiling and analytical tools, and supports various advisory programs with a broad network of advisors.

John Rohe III is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2014, including prior experience with Axa Advisors LLC. He also operates under the DBA Phoenix Private Wealth. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals, risk tolerance, and time horizons.