Daniel Goettel is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial objectives and develop strategies tailored to their short-, mid-, and long-term goals. He serves as a resource for a range of financial services including investing, retirement planning, and saving for unexpected expenses. Additionally, he provides clients with access to Bank of America specialists for banking, credit, home financing, and small business solutions. Daniel holds a Personal Investment Advisor (PIA) designation and earned his Bachelor's degree from the University of Maryland. His approach centers on uncovering what matters most to clients and their families to create strategies aimed at pursuing their financial goals.

Samuel Daniels is a financial advisor at Equitable Advisors in Baltimore, MD, holding a Series 66 credential with one year of industry experience. Prior to joining Equitable Advisors, he has worked in various roles including positions at the University of Maryland, Baltimore County, and Kona Ice of Annapolis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Ryan Young is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides planning services utilizing a structured process and firm-approved tools.

Jonathan Rogers is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1987, also affiliated with Bank of America since 2011. Outside of his advisory role, Rogers serves as an arbitrator for FINRA dispute resolution panels and is an advisory board member of the Roland Green Community Association. 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 plans, corporations, and charitable organizations.

Madisyn Howard is a financial advisor at J.P. Morgan Securities with a Series 66 credential and no prior industry experience. She has held roles at several firms including Greenspring Advisors LLC and Bank of America. Outside of her advisory work, she coaches field hockey at the Warhawks Field Hockey Club, focusing on skill development for girls aged 4 to 18. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Charlotte Wall is a financial advisor with Cetera holding a Series 66 license and four years of industry experience. She has worked at multiple entities within the Cetera network as well as Premier Planning Group, where she also manages office operations and coordinates events. Additionally, she is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies across multiple custodial relationships.

Alison Canning is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. She serves as a board member of the Howard Community College Educational Foundation, where she is involved in business development and fundraising. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Richard Armiger is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Timothy Grossman is a financial advisor with LPL Financial in Stevensville, MD, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including long tenure at VALIC Financial Advisors and more recent roles at Agia and Osaic Wealth. Grossman serves on the board of Consider the Lily, a nonprofit organization focused on rescuing girls from sexual abuse and trafficking. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of advisors with model portfolios, third-party management, and technology tools, managing over $819 billion in discretionary assets across more than 22,800 advisors.

Margaret Dubil is a Series 66-licensed advisor at Stifel with 25 years of industry experience. She has been with Stifel Nicolaus & Co. since 2014. Outside of her advisory role, she is a managing partner of Viva Charm City LLC, a webshop selling reproduction vintage clothing for women, and serves on committees for the National Society of Compliance Professionals and FINRA as an arbitrator and elected regional committee member. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jack Rogers is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked for Lincoln Financial Advisors Corporation for eight years and has been affiliated with StoneBridge Financial Advisors and the University of Maryland for over a decade. OSAIC serves a wide range of retail and institutional clients through a large network of advisors and multiple platforms, offering integrated brokerage, financial planning, and advisory services. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management, with access to third-party managers and alternative investments.

Lewis Fang is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. His prior work includes roles at T. Rowe Price, Amazon, and MECU Credit Union. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Douglas Potash is a financial advisor with LPL Financial, holding the Series 66 designation and with 22 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Osaic FS, and Ameriprise. Outside of his advisory role, he owns a social networking group called Shidoobee with StonesDoug. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, utilizing both proprietary and third-party strategies.

Andrew Phillips is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He previously worked at Truist Investment Services, First National Bank of Pennsylvania, and PNC Bank. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates offerings from Bank of America affiliates and emphasizes managed accounts and tax-efficient investment strategies.

Shannon Peterson is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns a rental real estate holding company with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Garrett Phillips is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he held roles at NewDay USA and HomeBuyer Connections, among others. He also works as a business processor and paraplanner with River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Daniel Bachmann is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Bank of America. Bachmann is based in Baltimore, MD. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors and institutional clients. The firm offers multiple advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Darlene Green Connor is a financial advisor with Primerica Advisors in Ellicott City, MD, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2001 and has been involved with 3D Accounting & Tax Services since 1993. Additionally, she has served as an instructor at Strayer University since 2009. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third-party asset managers and operates a large network of advisors and offices with approximately $15.5 billion in assets under management.

Eric Bonner is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. He has worked at LPL Financial since 2009 and has an additional work history at Tower Federal Credit Union dating back to 2005. Outside of his advisory role, he works as a waiter at Phoenix Upper Main in Ellicott City, MD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives through a variety of discretionary and non-discretionary strategies.

John Walker is a Series 66-licensed financial advisor at Merrill with 10 years of industry experience. He has been with Merrill since 2016, based in Baltimore, MD. 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.