Taylor Currie is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2024. Prior to joining Merrill, Taylor held roles at Bank of America, Warby Parker, and Optum (United Health Group). 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Purvi Patel is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior work history includes roles at Bank of America, N.A. and First National Bank of PA, as well as experience outside finance at the Pillai Coaching Institute. 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 investment strategies managed by internal CIO teams and third-party style managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Niedzwiecki is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise since 2005, including its affiliated entities, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in computer services and software development through Step3, Inc. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michelle Sin is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and retirement income. Michelle's approach focuses on connecting all aspects of her clients' financial lives to help prioritize and pursue their most important goals. Michelle graduated from Towson University in 1995 with a bachelor's degree in Business Administration, concentrating in Finance. She began her career at Morgan Stanley, where she worked for 10 years, followed by three years at Ferris Baker Watts before joining Merrill Lynch with her team. She holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Michelle resides in Bel Air with her husband and three sons. She is active in the Korean-American community and volunteers at her sons' schools. Her community involvement includes participation with the Bel Air Chem Free Association, Bel Air High School, Bel Air Rec Council, FOBAS, and Harford Technical High School. In her free time, Michelle enjoys cooking, music, reading, tennis, traveling, yoga, and spending time with her family.

Aaron Stephenson is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Edward Jones since 2014, based in Bel Air, MD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

John Fisher is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paula Gay is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 22 years before joining RBC in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, emphasizing customizable portfolio management and integrated capital-markets capabilities.

Victoria Webster is a financial advisor with RBC Capital Markets holding a Series 66 designation. She has been in the industry since 2016, with prior experience at Merrill, SunTrust, and Fulton Financial Corporation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Melissa Mullan is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010 and is also associated with Harford Financial Group, where she has served as an independent insurance agent and holds a secretary role. Additionally, she serves on the finance committee of St. Mary of the Assumption Church. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, with features aimed at supporting advisor business relationships and compliance.

John Bish is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has 25 years of industry experience, including 17 years at Stifel Independent Advisors, LLC. Outside of his advisory work, he serves as an adjunct professor of finance at Wilmington University and is a board member of American Paradigm Schools, a public education organization. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that address various financial needs and uses Wells Fargo research and tools to develop tailored recommendations for its clients.

Tafari Surgeon is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in helping business owners, employees, families, and friends achieve their financial objectives. His expertise encompasses a range of areas including college education planning, corporate benefits, family wealth management strategies, personal retirement planning, socially responsible and values-based investing, tax minimization, and small business strategies. Tafari employs a disciplined wealth management approach grounded in transparent and consistent communication, acting in a fiduciary capacity to provide clients with reliable stewardship as they pursue their long-term goals. Tafari holds a Personal Investment Advisor (PIA) designation and completed his studies in Computer Science and Information Security at John Jay College of Criminal Justice. He earned his high school diploma from John Jay High School. Raised in New York City and later relocating to Maryland, Tafari balances his professional role with active community involvement, volunteering with organizations such as Helping Up Mission and Junior Achievement. In his free time, he engages in a variety of personal interests including coaching and training in sports like basketball, boxing, and soccer, as well as music, painting, reading, running, and traveling. Family plays a central role in his life, and he stays informed on history and current events to remain solutions-driven during periods of market volatility.

Adrian Albidress II is a financial advisor with LPL Financial in Bel Air, MD, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Nationwide Securities LLC and longstanding involvement with Albidress-Sanderson Agency, Inc. He also works as a CPA tax preparer and is an author. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

James Hennessey is a Series 66 licensed financial advisor with Edward Jones in Bel Air, Maryland, with two years of industry experience. He has been the owner and instructor of a martial arts studio specializing in Tae Kwon Do since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Daniel Petro is a CFP®-credentialed financial advisor with 16 years of industry experience. He has been with RBC Capital Markets LLC since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Edwin Dooley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at M&T Securities since 2006 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Connor Barnes is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Tower Partners and Whitebox Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers tailored to clients’ risk profiles and offers features such as tax management and responsible investing screens.

Nicholas Cosgrove is a financial advisor with RBC Capital Markets in Bel Air, MD. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked at Legacy Financial Advisors, W&S Brokerage Services, and Western & Southern Life. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.

Matthew Citrano is a financial advisor with RBC Capital Markets in Bel Air, MD. He holds a Series 66 designation and has 10 years of industry experience, including 11 years at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Joshua Ritz is a Series 66-credentialed financial advisor with 25 years of industry experience. He is currently with LPL Financial and has previously worked at Steward Partners, Raymond James Financial Services, and Wells Fargo Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Stephen Hepburn is a financial advisor at LPL Financial with 16 years of industry experience. He holds the CFP® and Series 66 credentials and has previously worked at Edward Jones and Cambridge Investment Research. Outside of his advisory role, he serves as president of Imaculatta's Ranch LLC, an agricultural business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.