Brooke Coligan is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Her prior work includes roles at Gorman & Williams and involvement with Towson University and Blue Water Baltimore. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through corporate agreements.

Ryan Gutowski is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Wells Fargo Advisors since 2020. Prior to joining Wells Fargo, he worked at UBS Financial Services Inc for five years. He is the principal owner of Gutowski Wealth Management LLC and holds minority ownership interests in several other investment-related entities. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a range of investment and financial planning services tailored to clients who meet net-worth thresholds. The firm’s approach includes using proprietary research and planning tools to develop customized recommendations across diverse planning areas.

Brandon O'neill is a CFP® and ChFC® with 14 years of experience, currently advising at Edward Jones since 2011. He holds a Series 66 license and is based in Westminster, MD. Outside of his advisory role, he maintains rental property interests. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Wade is a financial advisor with Morgan Stanley, holding a Series 66 designation and 17 years of industry experience. She worked at Merrill Lynch from 1998 to 2021 before joining Morgan Stanley Smith Barney in 2021. Outside of finance, she is the sole proprietor of Baltimore Pressure Washers, a pressure washing business based in Sykesville, MD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations to model financial outcomes.

Peter Della Croce is a financial advisor at Morgan Stanley with over 26 years of industry experience. He holds a Series 66 designation and has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of his advisory work, he serves as a committee member of The Myositis Association and chairs the leadership development committee at The Arc of Howard County. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a 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.

Robert Friedman is a financial advisor with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Friedman serves on the Maryland Board of Football Officials and works as a Game Day Assistant for the National Football League. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, employing structured financial planning tools and investment models to deliver tailored advice. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual plans and Corporate Financial Planning agreements.

David Kalvar is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Carlos Fernandez is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning services, managing approximately $2.74 trillion in client assets.

Kemol Guy is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America N.A. and Exelon. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Christopher Maienshein is a CFP® with 15 years of industry experience, currently affiliated with LPL Enterprise. His previous roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Park Ave Securities, and Guardian. He is also involved in NFI Financial Planning, a business related to financial planning and trading activities. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Jacob Puckett is a financial advisor with LPL Financial in Westminster, MD, holding a Series 66 designation and four years of industry experience. He previously served in roles at Restoration Presbyterian Church and Princeville Presbyterian Church. 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 representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by in-house and third-party research and portfolio management solutions.

Brad Davis is a financial advisor with Ameriprise in Owings Mills, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its predecessor firm since 2002. Outside of his advisory role, Davis is active in youth sports coaching, serving as head coach for a 12-and-under football team and coaching a boys’ 7th grade travel basketball team. Ameriprise provides retirement-income planning services targeting clients nearing or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficient strategies to deliver customized recommendations, supported by a centralized retirement-income consulting team.

Alan Becke is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and held positions at MetLife Securities Inc. and Metropolitan Life Insurance Company from 1992 to 2017. In addition to his advisory role, he is also an insurance agent specializing in life and health insurance. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved software to analyze client goals and deliver written recommendations.

Connor Vogelsang is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as six years at Target Corporation. Outside of advising, he is involved in sales of loan products and referrals for home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies delivered by a large network of advisors and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Haider Thamir is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with LPL Financial since 2004 and worked at Summit Financial from 2016 to 2025. Outside of advisory work, he is involved as a managing member of GTA Properties, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research support.

Sean Barwick is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. His prior work includes roles at Equitable Advisors and MassMutual Life Insurance Co. Outside of his advisory role, he is also active as an insurance broker specializing in life, disability, long-term care insurance, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.

Paul Buck is a financial advisor at Edward Jones in Mt Airy, MD, holding the CFP® and Series 66 designations with 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he has provided consulting services in programming during a professional transition. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Chavis is a financial advisor at Cetera with 25 years of industry experience and a Series 66 designation. He has held roles at Avantax and currently serves as an accounting manager at Daco Construction Corporation and as a trustee of the Seska Peck Ramberg Irrevocable Trust. Chavis also maintains an active legal and accounting practice as an attorney and CPA. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager investment platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Ross Eagles is a CFP® with 11 years of industry experience. He is currently with OSAIC and was previously with Lincoln Financial Advisors for 11 years. Eagles also serves as a Client Relationship Manager at Ellrich Wealth Advisors, LLC, where he is involved in trading account reviews and retirement planning updates. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.