Angela Harper is a financial advisor with Primerica Advisors in Randallstown, MD, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She has worked at PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of investment advisory, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm employs third-party asset managers and provides a tiered, percentage-based wrap fee structure.

Nicholas Moon is a Financial Advisor with Merrill Lynch Wealth Management. He is dedicated to helping individuals, families, and business owners navigate important financial decisions with confidence. Nicholas focuses on building long-term relationships founded on trust, communication, and personalized advice. His expertise includes education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Before joining Merrill Lynch, Nicholas began his career as a Financial Auditor at Baker Tilly and later worked as a Corporate Finance Consultant at Deloitte. These experiences provided him with a strong foundation in financial analysis, strategic planning, and complex problem-solving. As a Merrill Financial Advisor, he works one-on-one with clients to define goals and develop portfolio strategies tailored to their needs, providing ongoing advice and adapting plans as situations change. Nicholas earned a Bachelor of Science in Business Administration with concentrations in Finance and Accounting from Elon University. He holds the Chartered Retirement Planning Counselor™ (CRPC™), Accredited Wealth Management Advisor™ (AWMA™), and Personal Investment Advisor (PIA) designations. He speaks English and Korean and enjoys baseball, basketball, football, golfing, hiking, music, running marathons, spending time with family, tennis, and traveling.

David Waite is a financial advisor with Wells Fargo Advisors in Hunt Valley, MD, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as treasurer for the Greater Summer Hill Association, a community organization in Phoenix, MD. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and tailored recommendations supported by Wells Fargo research and tools.

Nicholas Mac Lellan is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work experience includes roles outside of financial services in various organizations such as Kennedy Krieger Institute and University of Maryland, Baltimore County. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Eric Mc Intyre is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at firms including OSAIC, Securities America, and Morgan Stanley. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options.

Alena Baranova is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and previously worked at T. Rowe Price from 2015 to 2023 before joining UBS in 2023. 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 and research-driven solutions.

Leigh Ritchey is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Valic Financial Advisors and Agia. He serves as Director of Young Professionals for the Baltimore Chapter Society of Financial Service Professionals. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services with a variety of investment and portfolio management solutions.

Caitlin Propheter is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Janus Henderson Investors and Janus Henderson Distributors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a range of portfolio management strategies and custody platforms.

Richard Keever II is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked with Merrill since 2013 and also has been associated with Bank of America since 2019. Outside of advising, he is involved in teaching Brazilian Jiu Jitsu and Judo as a managing member of East York Brazilian Jiu Jitsu. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Thomas Law is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating comprehensive financial strategies tailored to his clients' individual goals and priorities. He works closely with clients to understand their full financial picture and help them pursue objectives such as education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. Thomas holds a Bachelor's Degree from Salisbury University and has earned the Professional Investment Advisor (PIA) designation. His approach emphasizes listening to clients to identify and prioritize their financial goals, whether that involves wealth transfer to the next generation, customizing financial strategies to support personal passions, or providing ongoing advice and guidance. Outside of his professional work, Thomas enjoys boating, football, golfing, hiking, running, skiing, spending time with his family, and traveling.

Joseph Bouffard Jr. is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked within various Fidelity divisions since 2007, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and advise a diverse range of investment vehicles, including model portfolios and multi-manager funds.

George Fuscsick is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 63 designation and has previously worked at H. Beck, Inc. for 25 years, as well as leading Grove Point Investments and Grove Point Advisors. Outside of his advisory role, Fuscsick is involved with the Hagerstown Fire Department and serves as a board member of the Funkstown Volunteer Fire Company; he is also engaged in firearm training and owns a related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a diverse investment approach utilizing both strategic and tactical allocations.

Thomas Jones is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Northwestern Mutual, Navy Federal Credit Union, and Sears Holding. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and various financial planning services.

Diane Bark is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at LPL Financial and its predecessor, LINSCO Private Ledger Corp, since 2001. Bark serves on the board of St. Joseph's Hospital and works as a personal support person for Forward Visions, both nonprofit roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of investment options and utilizes advanced research and operational tools to support its network of over 22,800 advisors.

Roger Feldman is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining UBS in 2022, he worked at Bank of America and Merrill from 2017 to 2022, and at Lake Placid Marketing LLC from 2012 to 2017. Feldman is also a committee member of the Maryland Association of General Contractors, where he assists in fundraising for charitable events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Nicholas Purcell is a CFP® with three years of industry experience, currently serving as a financial advisor at OSAIC. His prior experience includes roles at Lincoln Financial Advisors and Heritage Financial Consultants, where he also worked as a paraplanner creating financial plans. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services supported by advanced asset allocation and portfolio management tools.

Malcolm Steigerwald is a Series 66-licensed financial advisor with Morgan Stanley in Hunt Valley, MD, bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Hannah Stack is a Financial Advisor at Merrill Lynch Wealth Management. She guides clients in navigating markets with clarity, discipline, and purpose, focusing on areas including college education planning, executive compensation, equity compensation services, family wealth management strategies, tax minimization, retirement income, and services for endowments, foundations, and non-profits. Hannah holds a Bachelor’s and a Master’s degree in Finance from the University of Maryland. She gained experience as a senior equity analyst and global content manager for technical analysis at Bloomberg in New York City, where she led client trainings and facilitated collaboration between product, engineering, and sales teams. She is a FINRA-licensed Financial Advisor and has earned several professional designations including Chartered Retirement Planning Counselor™ (CRPC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA), along with FINRA Series 7, Series 66, and SIE registrations. Outside of her professional work, Hannah is a 200-hour registered yoga teacher and participates in activities such as biking, cooking, gardening, golfing, reading, running marathons, skiing, swimming, tennis, and yoga.

Max Hyatt is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to navigate complex financial decisions and pursue long-term goals. Max assists clients through key liquidity events such as business sales and equity compensation, providing proactive planning during pivotal financial moments. After graduating from Pennsylvania State University, Max joined the financial wealth management industry. His perspective on thoughtful planning was shaped by witnessing the 2008 financial crisis through his father's work in the mortgage industry. Max and his team deliver comprehensive, tax-efficient strategies by coordinating investments, tax strategy, lending, and cash flow decisions. Max holds the Personal Investment Advisor (PIA) designation. He leverages Merrill's global research platform and integrated banking, lending, and investment capabilities to provide a streamlined client experience. Outside of his professional role, Max's personal interests include boating, football, golfing, music, pickleball, skiing, spending time with family, tennis, traveling, and watching movies.

Alexander Mc Lean is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2008 and at Bank of America, N.A. since 2019. 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.