Drew Mc Clair is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping professionals and families develop clear, confident, and tax-smart retirement plans. As a Certified Investment Management Analyst® (CIMA®) and Personal Investment Advisor (PIA), Drew brings advanced investment training and disciplined portfolio construction to his advisory relationships. His expertise covers a broad range of client focus areas including college education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Drew emphasizes building advisory relationships based on clarity, communication, and trust while simplifying complex financial topics into actionable steps. Drew holds a High School Diploma from Huntingtown High School. Outside of his professional work, he enjoys adventure sports, cooking, hiking, music, skiing, swimming, traveling, and spending time with his family.

Ethan Schuchman is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His career includes positions at Cetera Wealth Services, LLC, Nationwide Securities, LLC, and LPL Financial since 2012. He is also involved with Cross Country Wealth Management as a business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technological tools across a network of over 22,800 advisors.

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.

Sujata Chakraborty is a financial advisor with LPL Financial, holding a Series 66 license and bringing 10 years of industry experience. She previously worked at PNC Investments and M&T Securities and operated as a self-employed advisor before joining LPL Financial and Wilmington Advisors at M&T. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by advanced research and operational tools.

Bonita Rodriguez is a financial advisor at UBS Financial Services in Baltimore, MD, holding a Series 66 designation with 26 years of industry experience. She previously worked at Merrill Lynch for 23 years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad range of capital markets activities.

Henry Jeng is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2011. Outside of his financial advisory role, he works as an independent ridesharing service driver. 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 and offers brokerage and advisory solutions supported by research and analytics, with a focus on diversification and modern portfolio theory.

Steven Reed is a financial advisor with Edward Jones in Nottingham, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a member of agricultural businesses Reed Farms LLC and SJK Farms LLC in Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Anne Miklos is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process with firm-approved tools and modeling techniques.

Angela Johnson is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009 and holds Series 63 and Series 65 designations. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.

Bryan Gately is a financial advisor with J.P. Morgan Securities in Baltimore, MD, holding a Series 66 designation and 28 years of industry experience. He previously worked at Morgan Stanley and led The Gately Group for two decades. Outside of finance, he works as a voice over talent providing narration for commercials and documentaries. J.P. Morgan Securities offers institutional consulting to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market outlook and incorporates ESG criteria in its recommendations.

Joshua Shanty is a Series 66-registered financial advisor with OSAIC, based in Towson, MD, and has seven years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Group. Outside of his advisory role, he is the owner of Colt Mechanical Services, a company providing mechanical engineering services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services centered on model-based asset allocation and portfolio optimization using proprietary tools and multiple investment strategies.

Alexander Koster is a Series 66 licensed financial advisor with Equitable Advisors in Columbia, MD, where he has worked since 2026. Prior to entering the financial industry, he had experience in the restaurant business and attended the University of Maryland and Wake Forest University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of advisors and third-party programs. The firm emphasizes matching clients to appropriate advisory models and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Kyle Ogden is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on guiding clients through the wealth management process and helping families, including younger generations, understand how markets operate and the importance of creating a financial strategy aimed at preserving and growing wealth. He leverages the investment insights of Merrill, along with banking and lending solutions from Bank of America, and accesses a global network of specialists to support clients' financial goals. Kyle's expertise includes retirement and educational funding, managing portfolio risks, and developing financial strategies that address clients' goals-based challenges. He works with clients on areas such as college education planning, family wealth management, legacy planning, liquidity management, and socially responsible investing. His approach prioritizes connecting clients to personalized plans that align with their unique ambitions, simplifying the complexities of investing. He holds a Bachelor's Degree from Washington College and completed high school at The Gilman School. Kyle holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional role, Kyle enjoys cooking, football, golfing, ice hockey, soccer, surfing, and spending time with his family.

Holden Marshall is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with individuals, families, and businesses to help achieve their financial goals by developing strategies aligned with their short-, mid-, and long-term objectives. He provides guidance on general investing, retirement planning, and preparing for unforeseen expenses, while also offering access to Bank of America specialists in banking, credit, home financing, and small business solutions. Marshall's expertise includes family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. He holds multiple professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from Saint Mary's College of Maryland. Outside of his professional work, Marshall serves on the Friends School Alumni Board. His personal interests include baseball, drawing and sketching, golfing, hiking, rock climbing, skiing, spending time with his family, and traveling.

Christopher Holcombe is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He has held his current position since 2018 and previously worked at Primary Residential Mortgage Inc. from 2015 to 2018. He holds Series 63 and Series 66 designations. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Marcello Difrancesco is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he has operated a healthcare insurance sales agency and manages his own wealth management entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors with discretionary and non-discretionary account management.

Kristin Carter is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2016 to 2020. Outside of her advisory role, she serves on the Board of Directors for Meals on Wheels in Baltimore, contributing to operating decisions, event planning, and marketing. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and corporate financial planning agreements.

Edward Kelly IV is a CFP® and Series 66 registered advisor with 17 years of industry experience. He is currently with LPL Financial and previously spent ten years at Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of services including financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, and institutions. The firm supports advisors with research-driven tools and provides access to various investment strategies on discretionary and non-discretionary bases.

Sarah Telljohann is a financial advisor with Wells Fargo Clearing and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 25 years of industry experience and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm employs a research-driven investment approach and offers both brokerage and advisory solutions, supported by a large network of advisors and extensive assets under management.

Sandra Liotta is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career that began in 1985. She works closely with clients and their tax and legal advisors, providing a personalized, planning-based approach to family wealth management strategies, legacy planning, philanthropic planning, socially responsible and ESG investing, as well as women and wealth. Sandra and her team assist clients with financial matters ranging from income and estate planning to education savings, aligning portfolios to individual values and goals. Sandra holds a Bachelor's degree from Swarthmore College and a Master's degree from the University of Baltimore. She earned the CERTIFIED FINANCIAL PLANNER® designation in 2006 and also holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) credentials. She has been recognized on the Forbes "America's Top Women Advisors" and "Best-in-State Wealth Advisors" lists multiple times, reflecting her extensive experience and client-focused approach. In addition to her professional work, Sandra is actively involved in her community. She serves as President of the Board of Trustees at Baltimore Center Stage and participates in organizations such as LEAD for Women, the Merrill Hispanic Latino Advisory Council, and The Harbour Schools of Annapolis and Baltimore. Her personal interests include boating, gardening, golfing, hiking, music, reading, scuba diving, traveling, and spending time with her family.