Robert Norton is a Series 66 licensed financial advisor at Merrill with 13 years of industry experience. He has worked at Bank of America, N.A. since 2014 and Merrill Lynch, Pierce, Fenner And Smith Incorporated since 2012. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Conrad is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Conrad is involved in maritime assistance as an occasional captain for Tow Boat U.S. Annapolis Baltimore/Middle River and holds positions on the Anne Arundel County Ethics Board and Police Accountability Board. He is also the owner of Oakley Aviation, LLC, established for aircraft ownership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Dan Wittig is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He focuses on helping families navigate complex financial challenges, including investment strategy, retirement planning, tax efficient investing, and multigenerational family wealth planning. Dan has been with Fidelity Investments since 2013, progressing through several roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor at RiverBay Investments from 2010 to 2013. Outside of his professional career, Dan enjoys boating, sailing, music, and spending time with his family.

Jason Henderson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to develop, implement, and monitor customized financial strategies aligned with their unique goals. With over 17 years of experience, he leverages Fidelity's advanced tools and resources to provide guidance that helps clients make confident financial decisions. Prior to his current position, Jason was a Financial Consultant at Fidelity Investments from 2022 to 2025. He also served as Vice President and Premier Banker at Truist from 2016 to 2022, and as Assistant Vice President and Financial Center Manager at Bank of America from 2009 to 2016. Jason holds a California Insurance License. Outside of his professional work, his personal interests include fitness, football, museums, outdoor adventures, reading, and traveling.

Madison Gary is a financial advisor with Merrill in Baltimore, MD, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill, Madison worked at Bank of America, N.A. for six years. Outside of finance, Madison has experience with the Columbia Association Aquatics and Continental Pools LLC. 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 investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Chadwick Chilcot is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, LPL Financial, M&T Bank, and Stifel. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frank Link II is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and 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 variety of advisory programs with a focus on tailored financial planning supported by structured discovery processes and firm-approved tools.

Harry Ford III is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenario modeling.

Anthony Malone is a financial advisor at Primerica Advisors with 26 years of experience in the industry. He holds Series 65 and Series 63 licenses and has been with Primerica Advisors since 2000, working within the broader Primerica Financial Services organization since 1998. Outside of advising, he is involved in the sale of loan products and home security and automation services through Primerica-affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Gary Marino is a financial advisor with RBC Capital Markets in Baltimore, MD, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with RBC Capital Markets since 2009 and also works with City National Bank. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored portfolio management and financial planning services. The firm utilizes a mix of in-house and third-party investment managers and provides clients with options such as tax management and responsible-investing screens.

Harold Hunt Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Cantella and Co., Inc., and Securities America Advisors. In addition to his advisory role, he teaches as an adjunct professor at Anne Arundel Community College. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include various asset types on both discretionary and non-discretionary bases.

Karl Campbell is a financial advisor with Ameriprise in Columbia, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is the owner of CampusNIL Corporation, a student savings platform that provides financial benefits and discounts to college students across the U.S. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, including tax-aware withdrawal strategies and Social Security options, delivered through a collaborative, non-discretionary process.

Geoffrey Mcclenney is a Wealth Management Advisor with 12 years of experience, currently affiliated with Merrill Lynch Wealth Management. He specializes in delivering a comprehensive, client-centered approach to wealth management that focuses on understanding clients’ financial situations and personal priorities. Geoffrey helps develop customized strategies that are adaptable to changing client needs and market conditions, leveraging investment insights from Merrill and banking and lending solutions from Bank of America. His areas of expertise include services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income planning. Geoffrey holds a Bachelor's degree and a Master's degree from the University of Baltimore. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He follows the Merrill tradition of community participation and spends time volunteering with local organizations. Outside of his professional activities, Geoffrey has interests in basketball, chess, and traveling.

Tara Orendorff is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James in various capacities since 2016. Outside of her advisory role, she serves as acting co-trustee of her parents’ trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering a range of financial planning and consulting services supported by proprietary research and multiple portfolio management strategies.

Vincent Williams is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Morgan Stanley in 2017, he worked at PNC Bank and PNC Investments from 2013 to 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual 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 serves clients through both direct relationships and corporate financial planning agreements.

Sumaiya Andaleeb is a Series 66 credentialed financial advisor with Morgan Stanley in Baltimore, MD, where she has worked since 2012, accumulating 14 years of industry experience. She is part of a large institutional firm known for offering a wide range of advisory programs. Morgan Stanley Wealth Management serves both individual and institutional clients with tailored financial planning and a variety of investment services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client goals.

Matthew Wallace is a financial advisor with RBC Capital Markets in Annapolis, MD, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill Lynch. Outside of finance, he was involved with Ken's Creative Kitchen from 2015 to 2017. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customizable portfolio management, financial planning, and brokerage services.

Kristin Adam is a financial advisor with Wells Fargo Clearing in Annapolis, MD, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, she spent 15 years working at Friends and Family Flooring. Outside of her advisory role, she owns a rental property in Ocean City, MD. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad range of individual, corporate, and institutional clients.

Stacey Wildberger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Jeffrey Link is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he has ownership interests in several private companies, including Armada Capital, LLC, and Shufly, LLC, which he co-owns with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, supported by Wells Fargo’s research and planning tools.