Alan Wolfe is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney for 15 years before joining RBC in 2024. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

Kyle Ryer is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2016. 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 plans, charitable organizations, and corporate fiduciaries.

Donna Buchanan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Cambridge Investment Research Advisors since 2007 and is also involved with Benefit Watch, where she serves as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple portfolio management platforms and both proprietary and third-party strategies.

Lauren Novak is a CFP® professional with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her career includes roles at Cambridge Investment Research Inc. and The Financial Consulate. Novak is also involved with The Legacy Group as an agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual and institutional clients through financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers both discretionary and non-discretionary investment strategies across multiple platforms and provides access to proprietary and third-party model strategies.

Jeffrey Fountain is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for 19 years. Fountain is co-owner of a non-investment business called Retirement Plan Solutions. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Megan Avery is a financial advisor at LPL Financial with 25 years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Legacy Associates. Outside of her advisory work, she is involved in interior design as the owner of Anarchy Designs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, using model portfolios and research from LPL Research and third-party subadvisors.

Frank Chiovaro is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Camden Planning Group, Eagle Strategies (NY Life), Nylife Securities, and New York Life insurance company. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. 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 a structured planning process supported by firm-approved tools.

Rocco Lattanzi is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at M&T Securities since 2007 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Austin Smith is a financial advisor with Cambridge Investment Research Advisors in Towson, MD, holding a Series 66 designation and eight years of industry experience. He has worked at Cambridge Investment Research, Inc. and The Legacy Group, Inc. since 2017 and previously held positions at the United States Postal Service and Trazzi and Grasso. Outside of his advisory role, he is an independent insurance agent with The Legacy Group, Inc. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies with both discretionary and non-discretionary investment options.

Christina Marsalek is a financial advisor with Primerica Advisors in Crofton, MD, holding Series 63 and Series 65 designations and 27 years of industry experience. She has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1995. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management focused on retail investors rather than institutional plans.

David Muela is a CFP® with 27 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and previously worked at Equitable Advisors and Axa Advisors. He is also an author of educational content through Integrated Capital Management Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Benjamin Mohan is a financial advisor at Morgan Stanley with Series 66 credentials and experience beginning in 2023. Prior to joining Morgan Stanley in 2024, he worked at Rockefeller Capital Management and has an academic background including roles at Bucknell University and Sewickley Academy. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Jonathan Saxon is a financial advisor with Edelman Financial Engines in Towson, MD. He holds a Series 66 designation and has 22 years of industry experience. He has worked with Edelman Financial Engines and its predecessor entities since 2010. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Susan Van Metre is a financial advisor with Ameriprise in Baltimore, MD, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service targeting individuals with at least $1,000,000 in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary recommendations, with an emphasis on assets held in Ameriprise Managed Accounts and a process supported by algorithmic automation and oversight committees.

Craig Schubert is a financial advisor with LPL Enterprise and holds the Series 63, 65, and 66 licenses, bringing 34 years of industry experience. He has worked at Prudential Insurance Company of America since 1991 and previously at Pruco Securities, LLC. In addition to his advisory role, he is also a mortgage originator with Rocket Mortgage. 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, consulting, model portfolios, third-party asset management arrangements, and access to various brokerage and insurance products.

Jaimie Corcoran is a CFP® professional with 14 years of industry experience, currently serving as an advisor at LPL Enterprise. Prior to joining LPL Enterprise in 2024, Corcoran worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley in various roles from 2011 to 2024. Outside of advisory activities, Corcoran maintains an incidental business entity, Financial Health Group, LLC, for non-investment related expenses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, combining adviser programs with active sales of financial products and lending services.

Stephen Mersinger is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2010, he has focused on assisting families, corporate executives, business owners, and athletes with customized wealth management plans aimed at supporting their lifestyles and future goals. His client focus areas include college education planning, corporate benefits, family wealth management strategies, endowments, foundations and non-profits services, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, and sports and entertainment. Stephen holds a Bachelor of Science degree in Business Administration with dual minors in Finance and Marketing from York College of Pennsylvania. He has earned the CERTIFIED FINANCIAL PLANNER (CFP®) certification, the Chartered Retirement Planning Counselor (CRPC™) designation, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He is a member of the York College of Pennsylvania Sponsorship Board. Beyond his professional work, Stephen has remained involved in the lacrosse community. He was a member of the York College Lacrosse team, becoming the program's first All-American and Scholar All-American in the same season, and was inducted into the college's Athletic Hall of Fame in 2021. He has served as a varsity assistant coach for the Mount St. Joseph Lacrosse team, which competes in the MIAA 'A' conference. Stephen lives in Ellicott City, MD, with his family and stays active through basketball, weightlifting, golfing, and travel.

David Rauseo is a financial advisor with Mass Mutual Investors Services in Hunt Valley, Maryland, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2002. Outside of his advisory role, he is an insurance agent involved in brokerage for various life, health, fixed annuities, disability income, and long-term care insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative, goal-oriented planning engagements without discretionary investment authority.

Brian Mohler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and joined Merrill in 2014. Brian serves as the team's dedicated wealth management planner and also supports relationship management and client development within The Frank, Finney, Mohler & Browne Group, a team of Merrill financial advisors serving families and institutional clients. Brian specializes in areas including education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Plans Specialist (CRPS) designation, and the Personal Investment Advisor (PIA) designation. He earned his bachelor's degree in International Business & Management from Dickinson College in 2007. Brian is involved in the community through The Y in Central Maryland. He lives in Cockeysville, Maryland with his wife Lindsay and sons Riggs, Lawrence, and George.

Luke Nuetzel is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he held roles with the Baltimore Ravens, Augusta National Golf Club, and the United States Golf Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and specialized planning such as business-owner transition and sports & entertainment planning.