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.

Walter Crowell Jr. is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets Corporation since 2008 and City National Bank since 2017. Crowell was previously a passive owner of Classic Colonial Reproductions LLC, a small private organization. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Andrew Shaver is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has worked with Ameriprise since 2019 and previously was with Cetera Investment Services and Foresters Financial Services. Outside of Ameriprise, he is involved with River Hills Consulting Services, LLC, where he acts as a paraplanner managing an advisory business. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service featuring written recommendation reports and annual retirement income planning advice focused on tax-aware withdrawal strategies and dependable income sources.

Brandon Porter is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Prostatis Group LLC, Edward Jones, and Scarborough Capital Management, among others. Outside of his advisory role, he operates a small business selling digital Microsoft Excel and Google Sheet templates on Etsy. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

Rachel Mclaughlin is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at Rose Roofing and Restoration, Food Lion, MapleBear, Inc., Garden Remedies LLC, and the Transportation Security Administration. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolio delivery.

Christopher Maynard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank NA since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary options tailored to plan objectives and risk tolerances.

Justin Motsay is an advisor at LPL Enterprise with Series 65 and Series 63 credentials. He has prior experience with Morgan Stanley and Pruco Securities and has held positions at Loyola University Maryland and several educational institutions. Outside of advisory work, he is a commissioned notary and holds licenses in non-variable insurance and property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, consulting, model portfolio management, third-party asset management, and brokerage and insurance products through an integrated platform.

Jenny Logsdon is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with LPL Financial, where she has worked since 2018, and also holds roles at M&T Bank and M&T Securities, each since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Bruce Robinson is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 credential and five years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Bank of America, Merrill, Citizens Bank, and the University of the Sciences in Philadelphia. Outside of his advisory role, he works as a Lyft driver on weekends and some weekday evenings. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone plans.

Daniel Higgins is a financial advisor with Edward Jones in Pasadena, MD, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Higgins serves as a lead facilitator at Arundel Christian Church and is a member of the board for Gold Flex Life Sciences, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Michael Fagan is a Financial Advisor based in Baltimore, Maryland, specializing in providing financial guidance to individuals, families, and business owners. He focuses on developing thoughtful, personalized strategies that align investments, planning, and long-term goals, such as retirement and wealth transfer. Michael takes a disciplined approach centered on understanding clients' priorities and guiding decision-making over time. Leveraging the capabilities of Merrill and Bank of America, Michael provides access to a broad platform of services, including investment management, trust services, banking, and lending solutions. He aims to serve as a long-term partner by delivering consistent insight, service, and support as clients' needs evolve. His client focus areas include college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, and tax minimization. Michael holds a Bachelor's Degree from the University of South Carolina and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional role, Michael enjoys boating, fishing, and golfing.

James Mcdonald III is a financial advisor at Equitable Advisors with 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2000. In addition to his advisory role, he is involved with MDJ Financial Services Inc. as a financial advisor and serves as president of James A McDonald III Financial Services LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver both advisory and brokerage solutions.

Stephen Azar is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with 13 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2018 before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including personalized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

Jennifer Crouse is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Hooman Hafezisoleyman Zadeh is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader platform, including lending and custody services.

Stephen Hord is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm’s financial planning process uses structured discovery and firm-approved tools, serving clients through direct engagements and corporate financial planning agreements.

Allison Chamberlain is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2017, following a two-year tenure at Morgan Stanley. Prior to her advisory career, she was affiliated with Salisbury University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Scott Keenan is a financial advisor with Ameriprise based in Towson, MD, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, Keenan owns and operates Keenan Management Group, LLC, a property management business. Ameriprise is an institutional firm that provides retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Hillel Goldman is a financial advisor with Equitable Advisors in Pikesville, MD, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors LLC. Goldman serves as a board member for the Foundation of the Preservation of Perpetuation of Torah Laws and Customs, providing input upon request. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple TAMPs and offering both advisory and brokerage/insurance channels.

Anthony Janoskie is a financial advisor at Cetera with 36 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is involved in selling life insurance and annuities and operates Janoskie Financial & Associates, which provides financial advisory and OSJ management services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and services, supported by a large nationwide network of advisors and over $256 billion in assets under management.