Douglas Sunday is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise since 2005 and holds Series 63 and Series 65 designations. Outside of his advisory work, he co-owns an Etsy shop called Sundays In The Woodshop, where he makes and sells small wooden items. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm delivers personalized, research-driven recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies.

Kristen Benner is a financial advisor at Merrill with 18 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Merrill since 2009. Prior to that, she worked at Bank of America N.A., where she has been employed since 2002. 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 that includes individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a broad range of financial products and services.

Troy Elser is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 11 years before joining Wells Fargo Advisors in 2020. Outside of his advisor role, he owns Elser Wealth Management LLC and serves as a trustee and partner in several investment-related entities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that address various financial needs using Wells Fargo’s research and tools.

David Seifert is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding Series 63 and Series 65 licenses and bringing 31 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. Outside of his advisory role, he serves as a trustee or co-trustee for several trusts. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, with a financial planning process based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Katie Hansen is a financial advisor with Ameriprise in Eldersburg, MD, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliated entity since 2014. Outside of her advisory role, she serves as Operations Director at Brad Schwartz Wealth Management LLC, supporting staff development and business operations. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations.

Melford Brown Jr. is a financial advisor with Ameriprise in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in consulting through his business, M G Brown & Associates, Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

David Purcell is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America and entrepreneurial ventures such as The Baltimore Whiskey Company LLC and Purcell Masonry. 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Karl Weber is a Series 66-licensed financial advisor at Merrill with eight years of industry experience. He has worked at Bank of America and Merrill since 2014. Outside of his advisory role, Weber is involved with a local bike shop where he assists customers and performs minor bike repairs. 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 investors.

Harry Slade III is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 27 years before joining Ameriprise in 2023. Outside of his advisory role, he is involved in independent insurance brokering and manages a farm in Woodbine, Maryland. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Elmonus is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His background includes roles at Bearlight Marketing, Fairview, and Wake Forest University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Kameliya Nikolova is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill and Bank of America in 2025, her background includes a variety of roles across hospitality, production, education, and other sectors. Merrill provides managed account services to Bank of America fiduciary clients through the 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.

Joseph Nguyen is a Series 66-licensed financial advisor with Merrill, based in Hunt Valley, MD. He has 13 years of industry experience and has been with Merrill since 2007. 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, and charitable organizations. The firm’s investment approach integrates strategies implemented by Managed Account Advisors LLC alongside those constructed by Merrill’s Chief Investment Office.

John Dove is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously owned Love Dove Farms LLC from 2010 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michelle Oosterwijk is a financial advisor at Morgan Stanley in Baltimore, MD, with six years of industry experience and a Series 66 designation. She has been with Morgan Stanley since 2020, including a role at Morgan Stanley Private Bank, N.A. since 2021. Outside of her advisory work, she serves on the Towson University College of Business & Economics Advisory Board, providing guidance to support the institution’s educational mission. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and a comprehensive investment approach. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and estate strategies.

Jared Kilberg is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in creating customized wealth management strategies tailored to clients’ individual financial goals, with a focus on college education planning, legacy planning, personal retirement planning, tax minimization, and retirement income. Drawing on over 11 years of experience, Jared works closely with clients across different life stages, supporting them in long-term financial planning as they save for retirement and plan for their future. Jared holds a Bachelor's Degree from the College of Charleston and has earned the professional designations of CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA). He adheres to a personalized approach, working one-on-one with clients to develop flexible financial strategies aligned with their goals. Outside of his professional work, Jared is involved in community organizations such as Repair the World (Baltimore) and The League of People. He enjoys biking, cooking, music, photography, reading, running—including running marathons—and traveling. Jared lives with his family and their pets in Baltimore, where he can often be found running around the city or cycling in northern Baltimore County.

Matthew Aversa is a financial advisor at OSAIC with 10 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors for seven years and AXA Advisors LLC for two years. Outside of his advisory role, he is the owner of Maller Wealth Advisors, Inc., offering a range of insurance products, and serves on the golf committee board for Pathfinders for Autism, a charitable organization. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, providing integrated brokerage and advisory services through a wide network of affiliated advisers. The firm employs asset-allocation tools and managed-account platforms to construct portfolios with various investment types, supporting both discretionary and non-discretionary management.

Christopher Biddison is a financial advisor with Equitable Advisors in Baltimore, MD, holding a Series 66 designation and over 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a co-owner of Lee Creek Farm, a property in Maryland that he plans to rent through short-term rental platforms. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Darrell Mitchell is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked at Merrill and spent eight years at IKEA. He holds the Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

Bryan Costabile is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His background includes roles at LPL Enterprise LLC and sports-related positions with the Premier Lacrosse League, Under Armour, and the Washington Commanders. Outside of financial advising, he is involved in sports coaching and owns the Icecap Sports Club in Maryland. Raymond James Financial Services Advisors provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth investors, and public entities. The firm offers tailored, primarily non-discretionary advisory services and has notable involvement in municipal and public finance through its affiliate network.

Jake Marcoux is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC for 17 years. Outside of his advisory role, he has business ownership interests in real estate-related ventures. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.