Steven Grassl is a financial advisor with Morgan Stanley in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm’s financial planning process involves structured discovery and advanced planning tools, serving clients through personalized strategies and various institutional arrangements.

Paul Burdett III is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. Prior to joining Raymond James, he worked at the National Oceanic and Atmospheric Administration and held positions at Anne Arundel County and the Smartlink Group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual investors, pension plans, charitable organizations, and government entities. The firm offers tailored advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Dawnette Edgerton Cameron is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise in 2025, she worked at Edward Jones from 2018 to 2025 and has held roles outside the financial industry, including at Coca-Cola Refreshments. She serves on the Board of Directors for the United Way of Central Maryland's Anne Arundel County RUN Board and is a member of the Retired Racehorse Project Strategic Advisory Council. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Robin Thomas is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at JPMorgan Securities LLC, JPMorgan Chase Bank, Truist Investment Services, and Bb&T entities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Edith Bonilla is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 65 and Series 63 licenses and having two years of industry experience. She previously worked at J.P. Morgan Securities and Bank of America. Outside of finance, she owns and operates Emperma LLC, a cosmetic tattooing business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Jordan Toepel is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Nuveen Investments for 15 years and Calamos Investments for two years. Outside of his advisory role, he is involved in youth soccer coaching, serving as an assistant coach for Christos FC and owning Everything Hurts, LLC, through which he coaches for the Liverpool International Academy Central MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, affiliated trust company, and securities-based lending options.

Connor Delaney is a financial advisor with LPL Financial in Columbia, MD, holding a Series 66 designation and six years of industry experience. His prior roles include positions at BFJ Wealth Management, Avantax Investment Services, and Dynamic Capital Consulting. Outside of advising, he has been involved with Wellspring Health, Inc. since 2018. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Meeshan Reid is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise, Meeshan worked at firms including Commonwealth Financial Network, Morgan Stanley, E*Trade Securities, Capital One Investing, Massmutual, and Pinnacle Investments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Denika Tokunaga is a financial advisor at LPL Financial with 18 years of industry experience and holds the Series 66 designation. She has been with LPL Financial since 2014. In addition to her advisory role, she is involved as a life coach and serves as a board member and committee member for Project Culture. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Obrien is a financial advisor at Wells Fargo Clearing with credentials including Series 63 and Series 65 and four years of industry experience. He has held multiple roles within Wells Fargo and its affiliates since 2016. Outside of his advisory work, he has occasionally worked as a delivery driver for DoorDash. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ryan Mazzarino is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on each client’s Advisory Risk Profile, utilizing a combination of in-house and third-party managers.

Sean Eldred is a CFP® and CFA® with 21 years of industry experience. He has been with Ameriprise Financial Services since 2016 and is currently based in Columbia, MD. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing tax-aware withdrawal planning for clients approaching or in retirement.

Cameron Heard is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2024, Cameron worked at T. Rowe Price and has a background including roles at Salisbury University. Fidelity’s Strategic Advisers LLC, where Cameron is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and offers discretionary and non-discretionary advisory services along with model portfolio delivery.

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.

John Perrot is a financial advisor at Cambridge Investment Research Advisors with credentials including Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Alex Brown (a division of Raymond James), and Alight Financial Solutions. Outside of his advisory duties, he is involved with Athlon Advisors in a service capacity related to insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, employing both proprietary and third-party investment strategies across various platform arrangements.

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.

Peter Rosenfelder is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Edelman Financial Engines and its affiliated entities since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

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.

Kaktrale Austin is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides tailored advice and guidance to individuals, families, and nonprofit organizations, helping them understand and manage multiple aspects of their financial lives. Kaktrale employs a personalized approach that involves understanding the unique characteristics and priorities of each client to develop customized financial strategies. He has experience in developing retirement strategies that consider cash-flow needs, investment preferences, and distribution requirements, and he is knowledgeable about various retirement vehicles. Kaktrale assists clients with income preservation, tax-sensitive investment management, defined benefit analysis, life insurance, business succession planning, and long-term care insurance. Additionally, he works with religious organizations and other nonprofits, helping them establish disciplined and transparent investment programs to support their stability and mission. Kaktrale holds a Bachelor's Degree from the University of North Carolina at Charlotte and possesses several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He participates in community service, volunteering with organizations such as the American Red Cross, Make A Wish Foundation, Special Olympics, Toys For Tots, United Way, and the V Foundation For Cancer Research. In his personal time, he enjoys chess, golfing, swimming, watching movies, and spending time with his family.

Andrew Dans is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Co., Ameriprise, American General Life Insurance, and AIG Capital Services. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process with a five-member committee and uses tax-aware strategies alongside defensive tactics to manage risk and positioning.