Elisha Comfort is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 credential and has been with Morgan Stanley for ten years. Outside of her advisory role, she is involved with Heavy Seas Alehouse, a business she has been associated with for over a decade. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Timothy Hartnett is a financial advisor with J.P. Morgan Securities in Baltimore, MD, holding Series 65 and Series 63 licenses and with 15 years of industry experience. He has been with J.P. Morgan in various capacities since 2010, including roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Denise Fiamingo is a Series 66 licensed financial advisor with 24 years of industry experience. She has worked at RBC Capital Markets since 2020 and previously at Merrill from 2013 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring tailored investment strategies, discretionary and non-discretionary portfolio management, and integrated financial planning and brokerage services.

Sung Kun Park is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Mass Mutual Investors Services, and First Financial Group. Before entering finance, he worked in the food service industry at Domino’s Pizza and has business experience with Delice Global Inc and Moem Inc. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Beth Pharr is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and possessing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. 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.

Justin Riemer is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017. His prior experience includes roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing a structured planning process and advanced modeling tools.

Ethan Lizmi is a financial advisor with Fidelity in Towson, MD, holding a Series 66 designation. He has been with Fidelity since 2025 and has previous experience working in various roles including at Jersey Mike’s Subs and educational institutions. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its commodity pool operator registration, advisory roles with multiple registered investment companies, and the use of AI and systematic methodologies in its investment process.

Jesse Masear is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining J.P. Morgan in 2025, he worked at SunTrust Investment Services and SunTrust Advisory Services for a combined total of over nine years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Dean Shuplinkov is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns and operates DGREEK LLC, an investment-related business based in Baltimore. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad menu of planning services and develops tailored recommendations using proprietary research and planning tools, with clients able to choose implementation through various brokerage or advisory programs.

Kathleen Shipley is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support client planning needs. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based financial planning agreements.

John Meegan is a financial advisor with LPL Financial in Timonium, MD, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Advest, Inc. since beginning with LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Stephen Smith is a financial advisor at OSAIC with 21 years of industry experience. He holds the Series 66 designation and previously worked at Sii and John Hancock Life Insurance for 14 years each. Smith also operates an insurance brokerage specializing in life and health fixed insurance products. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services with a range of financial planning, portfolio management, and retirement plan consulting programs. The firm utilizes a model-based investment process that incorporates portfolio optimization, risk tolerance analysis, and a variety of managed account strategies.

Terrence Davis is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to each client's unique financial picture. His approach focuses on uncovering what matters most to clients and their families to help pursue their financial goals. Terrence's experience encompasses a range of client focus areas, including education planning, equity compensation services, family wealth management strategies, legacy and philanthropic planning, socially responsible and ESG investing, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) designation. Terrence earned his bachelor's degree from Morgan State University. Beyond his professional work, Terrence enjoys basketball, billiards, chess, drawing and sketching, music, painting, swimming, table tennis, and spending time with his family.

Travis Wynn is a financial advisor with Charles Schwab based in Towson, MD, holding a Series 66 designation and bringing eight years of industry experience. His work history includes roles at Fidelity Investments, Citi, Merrill Lynch, and TD Bank prior to joining Charles Schwab in 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions, utilizing multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Max Highstein is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He is also a CPA and has maintained a tax preparation and accounting practice since 1983. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and access to institutional platforms.

John De Nuto is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. He previously worked at Cetera Advisor Networks and is also employed as a Senior Staff Engineer at Northrop Grumman Systems Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plan participants. The firm offers various financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Marissa Bennett is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 credential and 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016 and currently works at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 scenario modeling as part of its financial planning process.

Michael Schuller is a financial advisor with Thrivent Investment Management in Baltimore, MD, holding a Series 66 designation and 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Aaron Forker is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Morgan Stanley Private Bank, N.A. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Paul Bird is a financial advisor with Ameriprise in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice primarily for clients with Ameriprise-managed accounts.