Gerald Marquez is a financial advisor at Robert W. Baird & Co. with 40 years of industry experience. He has been with Robert W. Baird since 2009 and holds Series 63 and Series 65 licenses. He is part of The DDK Group, a team within Robert W. Baird’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 tailored to client goals and risk tolerances, employing both in-house and third-party managers across traditional and complex investment strategies.

Dominic Patti is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He collaborates with clients and families to develop financial plans that aim to grow and protect wealth while simplifying their financial journeys. His approach is built on trust and transparency, allowing for tailored strategies that address both short and long-term financial goals. Dominic's professional experience includes multiple roles at Fidelity Investments, starting as a Financial Representative in 2020, advancing to Relationship Manager in 2022, and Investment Consultant in 2023 before assuming his current position. Prior to Fidelity, he worked as a Financial Services Representative at T Rowe Price from 2019 to 2020.

Avery Saxe is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 2015 and became a registered advisor in 2017. Avery works with a diverse client base including high net worth families, small business owners, retirees, and corporate benefit plans. His client focus areas include corporate benefits, executive services, divorce transition planning, employee financial health, and investment strategy for both individual and corporate clients. Avery holds a bachelor's degree in Applied Mathematics and Statistics with a minor in Entrepreneurship and Management, earned in 2016, and a master's degree in Financial Mathematics, completed in 2017, both from Johns Hopkins University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), and Certified Investment Management Analyst (CIMA®). He utilizes a goals-based wealth management approach to develop individualized financial strategies and tailored portfolios for his clients. Outside of his professional work, Avery participates in community activities such as tutoring at Dunbar High School and involvement with the Special Olympics. He resides in Bel Air, Maryland with his wife and son. In his free time, Avery enjoys traveling, and playing baseball, football, golf, and skiing.

Brendan Graham is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding a Series 66 designation and 13 years of industry experience. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Jennifer Falter is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Catherine Cronauer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 30 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 to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Daniel Jarrett is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for 28 years and held positions at Prudential/LPL Enterprise LLC and Coppermine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Robert Davis is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 27 years of industry experience. He has worked at Mass Mutual Investors Services since 2017, with prior experience at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. Since 1999, he has served as membership chairman for NAIFA Anne Arundel County, MD, and he also operates as an independent insurance agent specializing in life, accident, and health insurance. 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 financial planning, asset management, and educational seminars, emphasizing collaborative planning engagements and a broad range of client services.

John Peper is a financial advisor at Merrill based in Hunt Valley, MD, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Rise and T Rowe Price, as well as work at Marist College and Old Navy. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Jeffrey Strzelczyk is a financial advisor with Wells Fargo Clearing in Hunt Valley, MD, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors, LLC from 2015 to 2016. 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 provides both brokerage and advisory solutions supported by research and analytics.

George Bradford is a Resident Director and Financial Advisor at Merrill Lynch Wealth Management. He advises individuals, families, professional athletes, and small business owners in making financial decisions aligned with their goals and values. Through his role, George provides clients with access to a wide range of financial services including wealth preservation, retirement income planning, estate planning, wealth transfer, insurance services, and college planning. Before joining Merrill Lynch Wealth Management, George had a 17-year professional career as a golfer, competing on the PGA Tour, Web.Com Tour, and PGA Tour Canada. He was involved in promoting inclusion in golf and supported youth programs such as the First Tee Program and the Boys and Girls Club of America by providing free instruction and exposure to golf industry opportunities. George holds a bachelor's degree in finance from the University of Maryland in College Park. He resides in Columbia, Maryland with his wife and two daughters. Outside of work, he enjoys playing golf, gardening, and the arts. He also serves as a board member of the Olney Theatre Center for the Arts and the Washington Government Relations Group Foundation. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA).

Gordon Witherspoon Jr. is a financial advisor with RBC Capital Markets holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked with firms including Morgan Stanley Private Bank and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers.

Gregory Bell is a financial advisor with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2009 and serves as a board member of the Jemicy School, an educational institution in Maryland. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Allison Adle is a financial advisor with Equitable Advisors in Timonium, MD, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She has been with Equitable Advisors since 2013 and previously worked at Axa Advisors LLC. Allison has a potential participation in life settlement transactions through Ashar Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Dipendra Chhantyal is a financial advisor at Merrill with 10 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2016 and concurrently associated with Bank of America, N.A. since 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm leverages its integration with Bank of America’s broader platform to provide access to a wide range of products and services.

Alexander Budin is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a wide range of products and services beyond typical investment management.

Jason Piebes is a Series 66 registered financial advisor with Edward Jones, based in Timonium, MD. He has four years of industry experience, including prior roles at Caruso Homes and Berkshire Hathaway Homesale Realty. Outside of his advisory work, he serves as President of both Daybreak Estates HOA and the Trinity Lions PTL, overseeing community governance and volunteer activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 advisors.

Sarah Ferguson is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding a Series 66 designation and 6 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Bernard Richards is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and M&T Securities. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Neil Esterson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and is also associated with The Legacy Group, Inc., where he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment approaches through multiple custody and platform arrangements, combining proprietary models and access to third-party strategists.