Adam Smith is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and Atlas Container Corporation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ian Smith is a financial advisor with LPL Financial in Hunt Valley, MD, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His career includes 17 years at T. Rowe Price followed by roles at GLG, MassMutual, and currently LPL Financial. Ian is also engaged in non-variable insurance activities. 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 of representatives. The firm offers comprehensive financial planning and advisory programs, combining discretionary and non-discretionary management with access to research, model portfolios, and various institutional services.

Jonathan Pearlstein is a financial advisor with Ameriprise, holding a Series 66 credential and 25 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2000 and previously worked at Ameriprise Financial Services, Inc. for 15 years. He serves on the board of directors for Gateway in Baltimore, Maryland. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

Andrew Tamburin is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Ochsner Health Plan, as well as academic positions at Tulane University and involvement with the Boys and Girls Club of the Wiregrass. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jeffrey Bessling is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked in various capacities within Wells Fargo entities since 2008. Outside of his advisory role, he serves as president of the Monkton Farms HOA, where he helps maintain common areas and organize community gatherings. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Jeffrey Cohen is a CFP® professional with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC for one year. Outside of his advisory role, he serves as the personal representative for his father's estate in Plantation, Florida. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Milton White IV is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Raymond James Financial Services and Fulton Bank. Outside of his advisory work, he is involved with Martin Wight and Company, where he offers life, disability, long-term care insurance, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-oriented planning using advanced analytical tools.

Maura Stump is a financial advisor with Robert Baird & Co., holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Baird, she held various roles in education and retail sectors, including positions with Kelly Education and Walgreens. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pension plans, and charitable organizations, offering financial planning, discretionary and non-discretionary portfolio management, and a range of separately managed account programs. Baird employs a combination of manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

Kenneth Millan Sr. is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has worked at Merrill and Bank of America since 2021 and previously held roles at W&S Brokerage Services and Western & Southern Life. Before his financial career, he worked at Seasons Pizza and attended Towson University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional fiduciaries.

Jason Lowy is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves on the Associate Council of Junior Achievement of Central Maryland, assisting with educational events focused on financial literacy for youths. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of services including wealth management, institutional trading, and securities-backed lending programs.

Nicholas Cascarino is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2019, he worked in various roles including at Longhorn Steakhouse and Candoris, and had teaching engagements at Shippensburg University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Matthew Smith is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Clifton Larson Allen and various business and service positions. He is also involved as a financial advisor with Fusco Financial, a support company based in Towson, MD. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and manages a notable linkage to municipal and public finance activities.

Brennan Dunn is a CFP® with 10 years of industry experience and has been with RBC Wealth Management since 2015. He holds the Series 66 designation and is based in Baltimore, MD. Outside of his advisory role, he occasionally works weekends in catering for Bill's Seafood. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs with personalized portfolio management and financial planning services. The firm integrates in-house and third-party investment managers and provides various options such as tax management and responsible investing.

Jacob Krieger is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 registrations. He has two years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and related entities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines investment advice, financial planning, and access to various financial products.

Timothy Ford is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with RBC Capital Markets and has prior experience at City National Bank, Bank of America, Merrill, and several other firms. He serves as an investment committee member at Ladew Topiary Gardens, Inc. and on the finance committee for Pathfinders for Autism. 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 various advisory programs featuring discretionary and non-discretionary portfolio management and integrates multiple investment managers and strategies tailored to clients’ risk profiles.

Hailey Timeus is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2022, she held positions at the Arizona Department of Corrections and several other organizations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Darryl Stalter is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Merrill since 2019 and previously was employed at Verizon Wireless from 2014 to 2019. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.

Russell Priddy III is a financial advisor with Ameriprise in Shrewsbury, PA, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and PNC Investments. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering detailed, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Hedrick is a financial advisor with Primerica Advisors in Eldersburg, MD, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His work history includes roles at PFS Investments Inc. since 2017 and prior experience at Smith Bus Service. Outside of advising, he is involved in the sale of non-investment related products such as home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven strategies developed by unaffiliated asset managers and supports accounts with BNY Mellon Advisors and Pershing, focusing on advisory services delivered at scale through its network of financial advisors.

Steven Grenagle Jr. is a Series 66 licensed financial advisor with Merrill, based in Hunt Valley, MD, and has eight years of industry experience. He has worked at Bank of America and Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.