David Greeley is a Series 66 credentialed financial advisor with 11 years of industry experience, currently serving clients at Edward Jones in Hanover, MD. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amanda Wiltz is a Series 66-licensed financial advisor with Morgan Stanley in Baltimore, MD, with 16 years at the firm and 2 years of industry experience. She has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, providing a variety of advisory programs including tailored financial planning that incorporates firm-approved tools and market modeling techniques.

Paige Carney is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined the firm in 2018 and works as part of a six-person multigenerational financial advising team that brings over 95 years of cumulative experience. Paige's approach focuses on connecting all aspects of her clients' financial lives around their goals and values, offering a panoramic approach to financial life planning. As a Certified Divorce Financial Analyst® Professional, Paige specializes in guiding individuals through the financial complexities of divorce, helping them make informed decisions that support long‑term financial security and independence. Her client focus areas include family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. She holds a Bachelor's Degree from Towson University and maintains memberships with professional organizations including Phi Mu Alumni and TU Alumni. Outside of her professional career, Paige is involved with Children's Miracle Network Hospitals and enjoys boating, cooking, hiking, music, reading, and traveling.

Fuhler Pomeroy is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A., and previously worked at Don Whites of Timonium. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual engagements and corporate financial planning agreements.

John Mezzullo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 50 years of industry experience. He has been associated with Cambridge Investment Research Advisors and related entities since 2013 and has been involved with P.A. Financial Services Corporation and Reutemann Financial Solutions since 2012. Mezzullo is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and platform arrangements tailored to client objectives.

Bruce Mazo is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with firms including Cetera and Silver Oak Securities prior to joining LPL Financial. Outside of advisory roles, he is involved in insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Kerri Mclean is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at T. Rowe Price for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diverse fund and model portfolios.

Christopher Lewis is a financial advisor with Fidelity Investments in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes five years at Wells Fargo Clearing and Wells Fargo Bank NA before joining Fidelity. Outside of finance, he is employed with Sparkle Home Cleaning Services LLC, providing residential cleaning services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Lori Ralston is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 66, Series 63, and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and proprietary planning tools.

Nicole Harper is a Financial Consultant at Fidelity Investments, a position she has held since 2022. In this role, she focuses on understanding the financial perspectives of her clients and helping them define their financial goals and avoid potential pitfalls. She utilizes timely insights and the resources available at Fidelity to create a collaborative approach to financial planning. Nicole has over a decade of experience in the financial services industry. Prior to her current role, she was an Investment Consultant at Fidelity Investments from 2021 to 2022. She also worked as a Premier Banker at Truist from 2017 to 2021. Her earlier experience includes positions at PNC, where she served as a Financial Specialist II from 2015 to 2017, a Financial Sales Consultant from 2012 to 2015, a Customer Service Associate from 2011 to 2012, and a Peak-Time Teller from 2010 to 2011.

Andrew Conn is a CFP® with six years of industry experience currently working at RBC Capital Markets, where he has been since 2019. Prior to that, he was employed at Steward Partners and spent two years at Towson University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Mason Champion is a financial advisor with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, Champion is an author of several books and serves on the Board of the College of Health & Human Development at Penn State University, where he is also involved in teaching and advisory activities. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Gregory Blair is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, with prior experience at Bank of America, N.A., and Merrill. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.

Howard Gun is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Ameriprise and its affiliate since 1992. In addition to his advisory role, he engages in fiduciary activities, serving as an executor and attorney-in-fact. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Peter Bacon is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He also serves as a trustee in Towson, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Brian Culloty is a financial advisor with LPL Financial, holding a Series 63 designation and 42 years of industry experience. He worked at INVEST Financial Corporation for 32 years before joining LPL Financial in 2018. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, with both discretionary and non-discretionary management supported by in-house and third-party research.

William Eberhart III is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 credentials and has 26 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015 respectively. Outside of his advisory role, he is the owner of Crab Key LLC, a residential real estate rental business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations to assist clients in financial decision-making.

Nikolaos Kostakis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing five years of industry experience. His work history includes roles at Bank of America/Merrill Edge, T. Rowe Price, and New York Life Insurance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support investment decisions.

Kevin Wesner is a financial advisor with UBS Financial Services in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2008. Wesner serves on the boards of Epic Church and the Signal 13 Foundation, which supports Baltimore City Police Officers. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management and integrates proprietary research and model-based asset allocations in its advisory approach.

Sean Fox is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory role, Fox owns Fox Cre8tions, a business producing artwork. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, combining tailored financial planning and investment strategies supported by firm-approved tools and research.