Margaux Hrab is a CFP® credentialed financial advisor with six years of industry experience. She currently works at Ameriprise and previously held roles at Bank of America, Merrill, and Merrill Edge. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and annual planning advice focused on income sources and tax-aware withdrawal strategies.

Russell Lagreca is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Lagreca serves on investment committees for several nonprofit organizations, including the Community Fund of Harford County, the Catholic Family Foundation, and The John Carroll School. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets and offering financial planning through structured discovery and firm-approved tools.

Courtney Raney is a CFP® professional with 13 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, she worked with Wells Fargo Advisors, LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process 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 offerings.

Tejasvini Rao is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and five years of industry experience. Prior to Ameriprise, she worked at T Rowe Price and TD Ameritrade. Ameriprise Financial Services is a large institution servicing individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Elizabeth Phelan is a financial advisor at Merrill with 8 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Bank of America, BOFA Securities, and M&T Bank. Outside of her advisory duties, she serves on committees for United Way of Central Maryland and The Walters Art Museum. Merrill offers managed account services to Bank of America fiduciary clients, providing model-based and discretionary investment strategies through the Select Portfolio Solutions program, serving a diverse range of clients including individuals, high-net-worth clients, and institutional investors.

Robert Wheedleton is a financial advisor with Edelman Financial Engines in Ellicott City, MD. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner support and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified model portfolios and long-term investment orientation.

James Kerasiotes is a financial advisor with Ameriprise in Columbia, MD, holding Series 65 and Series 66 credentials and having 29 years of industry experience. He has been with Ameriprise and its affiliates since 1997. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing annual retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Stephen Koorey is a financial advisor with LPL Financial based in Linthicum, MD, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Pruco Securities, Prudential Insurance Company of America, Mutual of Omaha, and Merrill. He is also affiliated with Tower Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Alexa Fleming is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Equitable Advisors in 2024, her work history includes roles in various service and hospitality positions as well as at Frostburg State University. 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 third-party programs. The firm operates a hybrid referral and implementation model that utilizes external asset managers and offers both advisory and brokerage channels to implement client recommendations.

Jackson Clements is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked at RESCO Electronics and The Wine Post. He also spent four years at Towson University and six years with the Glyndon Swim Club. 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.

Harry Slade IV is a CFP® with 11 years of experience in financial advising. He has worked at Edward Jones for nine years before joining Ameriprise, where he has been since 2023. He serves on the board of directors for Friends of Patapsco Valley State Park. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Zachary Head is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jamie Price is a financial advisor with Ameriprise in Hanover, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on several boards, including as Treasurer and initial board member of Ride Allegheny and President of the Patapsco Ridge Homeowners Association Board of Directors, and participates in local finance and community organizations. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient withdrawal strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Lawrence Gordon is a financial advisor at LPL Financial with 31 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments, LLC and Grove Point Advisors, LLC from 2021 to 2025, and at H. Beck, Inc. from 2005 to 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Aaron Meisner is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been advising clients for three decades. As a second-generation advisor, he primarily works with families seeking to grow and preserve their assets for a successful and secure retirement. Aaron focuses on a range of client needs, including education planning, family wealth management strategies, legacy planning, retirement income, and socially responsible investing. Throughout his career, Aaron has witnessed clients achieve key life milestones through careful financial planning, such as graduations, the birth of grandchildren, and retirement celebrations. He emphasizes developing personalized financial strategies tailored to each client's long-term goals, working closely one-on-one to create flexible plans that adapt to changing market conditions. Aaron holds a Bachelor's Degree from the University of Maryland College Park and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He participates in the communities he serves through volunteer work. His personal interests include adventure sports such as biking, boating, hiking, rock climbing, skiing, photography, and traveling.

Ryan Davis is a financial advisor with OSAIC Wealth, Inc. based in Ellicott City, MD. He holds a Series 66 designation and has one year of industry experience. His prior roles include multiple periods at StoneBridge Advisors and a position at HCPSS. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple platforms, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of tools and strategies for portfolio construction and supports both discretionary and non-discretionary account management.

Prince Thomas is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he pursues DJing as a hobby, performing at weddings and restaurants on a quarterly basis. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured planning processes and diverse investment capabilities.

Samuel Burgunder is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMORGAN Chase Bank, N.A., and Hartree Partners, LP, as well as time spent at William & Mary. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Zakiyyah Muhammad is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In her role, she focuses on helping clients identify their priorities and develop strategies to pursue their financial goals. Zakiyyah holds the Personal Investment Advisor (PIA) designation. She earned a high school diploma from Chesapeake High School and an associate's degree from the Community College of Baltimore County.

David Bush is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with 22 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009 and previously worked at Citigroup Global Markets. Outside of advising, he manages a rental property as a landlord. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering financial planning services supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and employer-sponsored financial planning agreements.