Uche Ebereonwu is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and First Bank of Nigeria Limited. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Viren Chadha is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized strategies that align with their unique financial goals and life milestones. His approach emphasizes understanding each client's priorities to provide tailored advice and support. Viren's expertise includes college education planning, retirement income, portfolio management, small business strategies, socially responsible investing, and more. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned two bachelor's degrees in Financial Economics and Business Management from the University of Maryland Baltimore County. In addition to his professional work, Viren is involved in his community as a volunteer with Laurel Fire Station 10, serving as an EMT aid. His personal interests include biking, cooking, golfing, and pickleball.

William Hardisky is a financial advisor with LPL Enterprise who holds a ChFC® designation and has 10 years of industry experience. His prior roles include work with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he is involved in coaching sports and fitness at Loyola University Maryland, the National Football League, and the Baltimore Orioles. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through an extensive network of investment adviser representatives.

Patricia Veney is a financial advisor at OSAIC with 28 years of industry experience. She holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Questar Capital Corporation. In addition to her advisory role, she is a CPA who provides tax preparation, consultation, and accounting services, and conducts financial workshops focusing on business and personal finance topics. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct portfolios that incorporate a broad array of asset types.

Kristi Dargan is a financial advisor with RBC Capital Markets holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Deutsche Bank Securities Inc., DB USA Core Corporation, Raymond James & Associates, Inc., and RBC Capital Markets across multiple periods since 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ Advisory Risk Profiles and utilizes a combination of in-house and third-party managers, providing various options including responsible investing and tax management.

Suzanne Yoder is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following 14 years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by a structured process and firm-approved tools.

William Eisentraut is a financial advisor at Osaic with a Series 66 designation and no prior industry experience. His work history includes positions at Fannie Mae and StoneBridge Advisors, Inc., and roles at the University of Maryland and UMD Recreation and Wellness. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services, retirement plan consulting, and access to multiple advisory platforms. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Robert Sitton Jr. is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2017 and previously held roles at SunTrust Advisory Services and SunTrust Investment Services. Outside of his advisory work, he is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages trillions in client assets and provides services through Financial Advisors and specialized estate planning groups.

Larry Holmes Jr. is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Holmes is a co-trustee for his grandfather's investment-related trust in Monroeville, NJ. Wells Fargo Clearing provides retirement plan consulting and fiduciary services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Surbhi Satsangi is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. She has worked at Merrill and Bank of America, N.A., with her current tenure at Merrill starting in 2021. Outside of her advisory role, she is a co-owner of a family rental property business. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Todd Sajauskas is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and previously was with Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michael Feranec is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and 22 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory services.

Matthew Gue is a Vice President and Financial Consultant at Fidelity, a role he has held since 2025. He partners with clients to understand their unique short and long-term goals and helps build customized financial plans. His approach emphasizes forming strong relationships and delivering a high level of trust and reliability. Matthew has extensive experience in the financial services industry, having worked with Fidelity Investments since 2021. Prior to that, he held several positions at T. Rowe Price from 2013 to 2021, including Financial Consultant, Manager, Investment Specialist, Specialist, and In-Plan Representative. This experience has provided him with a broad understanding of financial consulting and investment management.

Kevin Widmayer is a Series 66-registered financial advisor with Merrill, based in Hunt Valley, MD, and has nine years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2017. Additionally, he is affiliated with the University of Maryland Pediatric Associates outside of his financial advisory role. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Mccrory is a financial advisor with RBC Capital Markets in Baltimore, MD, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charities. The firm offers customized investment strategies and a range of advisory programs, combining in-house and third-party managers to implement portfolios aligned with clients' risk profiles.

Frank Dingle is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2018. Outside of his advisory work, he serves on the boards of the School of the Cathedral of Mary Our Queen and the Virginia Military Institute Investment Holdings LLC, and is a member of the Catholic Community Foundation of the Archdiocese of Baltimore’s investment committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs and portfolio management solutions tailored to clients’ risk profiles.

Antonio Marshall is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with LPL Financial, having joined the firm in 2025 after 16 years at Next Financial Group Inc and seven years at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including access to third-party asset managers and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.

Philip Lee is a CFP® professional with 28 years of experience in financial services, currently serving at Morgan Stanley in Hunt Valley, MD. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, employing a structured planning process supported by firm-approved tools and modeling techniques.

Ian Davis is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He holds Series 63 and Series 65 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Namita Kathuria is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of finance, she has been involved with Krav Maga Maryland and Peacock SkinCare. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.