Mitchell Brown is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with UBS since 2017 and was self-employed for 14 years prior. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

Stephen Neuhof is a Series 66-registered advisor at Merrill with 20 years of industry experience. He has been with Merrill since 2005. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Michael Martin is a CFP® with 12 years of industry experience currently serving at Wells Fargo Clearing. His prior roles include positions at PNC Investments, Valic Financial Advisors, and Citizens Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Timothy Buccini is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019. Prior to his advisory career, he was employed at Maryland Live! Casino for seven years. Outside of his advisory role, he is involved in retail sales and trading card buying and selling through small business ventures. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Elijah Place is a Series 66-licensed financial advisor at Merrill with 9 years of industry experience. He has worked at Merrill since 2016 and was previously employed at Global Payments Inc for six years. Outside of his advisory role, Elijah participates in a medical study with the Wilmer Eye Institute and takes part in the Amazon Vine promotional program, writing product reviews in exchange for free goods. 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.

Steven Nulty is a financial advisor with Wells Fargo Clearing in Baltimore, MD, holding Series 63 and Series 65 designations and 28 years of industry experience. He previously worked at PNC Investments and PNC Bank for eight years. Outside the financial sector, he has been involved in travel services for over 16 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Alecsander Mc Donald is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families achieve financial independence and security by providing personalized guidance and simplifying the financial planning process. Alecsander specializes in areas including college education planning, family wealth management strategies, legacy planning, retirement income, portfolio management services, and tax minimization. With a Bachelor's Degree from Towson University, Alecsander holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He works with investors who prioritize long-term financial goals and recognize the value of disciplined, patient planning supported by skilled advisory. Outside of his professional work, Alecsander enjoys personal interests such as chess, cooking, football, golfing, hunting, music, photography, spending time with his family, and traveling.

Matheus Carvalho Leme Cavallari is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked for the World Bank Group from 2016 to 2021. Outside of advising, he is involved in managing a residential rental property in Washington, DC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, brokerage, insurance, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Leslie Williams is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2019, following six years at Wells Fargo Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Aleksandra Kovalerchik is a financial advisor with RBC Capital Markets in Owings Mills, MD, holding a Series 66 license and with 19 years of industry experience. She has been with RBC Capital Markets since 2008. Kovalerchik serves on the Board of Directors for the local charity Hope Has a New Address, which is affiliated with the Ronald McDonald House Charities of Maryland. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, using tailored strategies implemented through a combination of in-house and third-party investment managers.

Christopher Lebano is a financial advisor with Morgan Stanley in Lutherville, MD, holding the CFP® designation and Series 63 and 66 licenses. He has 12 years of industry experience and previously worked at Bank of America and Merrill before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Evan Eidelberg is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Bank of America, N.A. and Merrill since 2017. Previously, he was involved with Solar Covered Parking LLC from 2016 to 2017. 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 broad range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm’s integration with Bank of America’s corporate platform allows access to a wide variety of financial products and services.

David Rivlin is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and was previously with LPL Financial for six years. Rivlin is also a CPA and owner of The Rivlin Group, PC, and serves as chairman and treasurer of The Abraham & Rebecca Heyman Foundation, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through independent Financial Professionals using a range of investment strategies and custody arrangements.

Ethan Schuchman is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisor role, he is associated with Cross Country Wealth Management as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Pamela Graham is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with LPL Financial since 2001. In addition to her advisory role, she serves on the board of LETIP of Howard County, a local professionals' networking group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supporting diverse investment strategies and technology integration.

Shuo Li is a CFP®-designated financial advisor with nine years of industry experience, currently with LPL Enterprise. Prior to joining LPL Enterprise in 2024, Shuo worked at The Prudential Insurance Co. of America, PRUCO Securities, Charles Schwab Bank, and Charles Schwab. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products integrated within its platform.

Maria Pinto is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and previously worked at LAR Group Inc and Chesapeake Remodeling. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Daniel Webster is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. His prior roles include lengthy tenures at H. Beck, Inc. and Prudential Insurance Company of America. Outside of his advisory work, he is involved with A.G.K. Insurance Agency, Inc. and holds an outside employment position with St. Ignatius Church Hickory. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through a platform that integrates investment advice, insurance products, and lending programs.

Michael Fitz Patrick is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2016, he has focused on portfolio construction, goals-based analysis for individual planning, advising clients on risk and asset allocation, and consulting for 401(k) and defined benefit plans. As a qualified Portfolio Manager, Michael develops personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, some of which he manages on a discretionary basis through the Firm's Investment Advisory Program. With a career in financial services beginning in 2000, Michael specializes in areas such as family wealth management, legacy planning, liquidity management, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations, in addition to Series 7, 31, and 66 FINRA registrations, along with life, health, and long-term care insurance licenses. Michael earned a Bachelor's degree in Political Science with a minor in Public Administration from the University of Maryland Baltimore County. Michael resides in Hunt Valley, Maryland, with his wife MaryBeth and their four children. He serves as a board member of Change the Conversation and has previously contributed as a member of the Investment Committee at St. James School in Monkton, Maryland. His community involvement includes coaching youth lacrosse at St. James Academy and participating in TLC.

Christopher Walsh is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over 33 years of experience at Merrill, he works closely with individuals to prepare them for retirement and to fund their life goals. He partners with Hugh Hanley, who focuses on mutual fund and manager analysis, employing a planning-based approach to construct client portfolios that meet their objectives and navigate market volatility. Christopher is certified to advise on defined contribution retirement plans for small businesses, including start-ups and existing plans. Prior to his financial advisory career, Christopher taught middle school math and science for seven years. He earned a bachelor's degree from Union College in Schenectady, NY, and a master's degree in Engineering in Computer Science from Loyola University in Baltimore. His experience in teaching informs his commitment to helping clients understand their investments so they can make well-informed decisions and remain disciplined over time. Christopher holds the Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. Family is important to Christopher; he and his wife of 29 years have four grown children and three grandchildren. He has a range of personal interests including travel, outdoor activities such as birdwatching, fly fishing, hiking, camping, and sports like golf and soccer. He has coached soccer at various levels and remains involved with the Boys' Latin soccer program.