Joseph Mccann is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He has been with Robert W. Baird & Co. since 2009 and holds Series 63 and Series 65 credentials. 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 group offers customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Sheila Oneill is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients, offering a range of advisory programs with tailored investment strategies implemented through various investment managers and model providers. The firm combines portfolio management, financial planning, and custody services with access to alternative investments and integrated capital markets capabilities.

Corinne Patteson is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2018. Prior to this, she worked at Dominium Group Sports, LLC. Patteson serves on the Board of Directors for St. Joseph School in Cockeysville, MD, where she participates in strategic planning and committee work. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers to meet clients' risk profiles and investment objectives.

Todd Binder is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1999. Outside of his advisory role, Binder acts as an agent for TriBridge Partners, LLC, providing various life, health, disability, fixed annuities, 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative client relationships to develop written recommendations.

Jason Harris is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2009. 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 group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

William Vaccacio is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 certifications and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Vaccacio is based in Hunt Valley, MD. 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 using model-based and discretionary investment strategies.

Eric Nace is a financial advisor with Merrill in Hunt Valley, MD, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior work includes positions at Bank of America, N.A., Citizens Securities, Inc., as well as experience in hospitality at Rockfish Public House and Heritage Hills Golf Resort. Merrill, together 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 offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 with Merrill in Hunt Valley, MD, holding Series 63 and Series 66 designations and having 12 years of industry experience. He has been with Merrill since 2016. 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 offers model-based and discretionary strategies managed by internal teams and third-party managers, serving individual, high-net-worth, pension, corporate, and charitable clients.

Donna Buchanan is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has been with Cambridge Investment Research, Inc. since 1999 and a partner at Benefit Watch since 1996, working as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports a variety of management platforms and provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Lauren Novak is a CFP® with three years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. Her prior roles include positions at Cambridge Investment Research Inc. and The Financial Consulate. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform options.

Wylan Jensen is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Harborside Group and has experience in diverse fields including hospitality and retail. He was also involved with Great Frogs Winery and Papa Johns. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, including registered investment companies, and employs systematic methodologies and long-term asset allocation benchmarks.

Jeffrey Fountain is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for 19 years. Outside of his advisory role, he is a co-owner of Retirement Plan Solutions, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by technology and a large network of advisors.

Megan Avery is a financial advisor with LPL Financial, holding a Series 66 license and bringing 25 years of industry experience. Her prior roles include positions at Woodbury Financial Services and Questar Asset Management. Outside of her advisory work, she owns and operates Anarchy Designs, an interior design business. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Frank Chiovaro is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Morgan Stanley and its Private Bank division since 2016. Prior to that, he worked at Eagle Strategies (New York Life) from 2010 to 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer agreements.

Rocco Lattanzi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked for M&T Securities from 2007 to 2021 before joining LPL Financial in 2021. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services platform.

Austin Smith is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. He has been with Cambridge Investment Research, Inc. and The Legacy Group, Inc. since 2017. Outside of his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi‑billion dollar asset base and offers both discretionary and non‑discretionary management across multiple platforms and custodians.

David Muela is a CFP® with 27 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior roles include long tenures at Equitable Advisors and Axa Advisors, as well as experience with Mony Securities Corporation. Outside of his advisory work, he is an author for Integrated Capital Management Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals. The firm supports both discretionary and non-discretionary management across multiple platforms and custodians, featuring proprietary and third-party investment strategies.

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.