Garrett Atkins is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2023. Prior to his financial advisory career, he spent several years at the University of Alabama. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and emphasizes a combination of discretionary and non-discretionary management solutions.

Brian Lees is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at M&T Securities from 2008 to 2020 before joining RBC in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutional investors, corporations, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, utilizing a mix of in-house and third-party managers tailored to each client's risk profile.

Caitlin Carter is a Series 66-licensed financial advisor with Morgan Stanley in Annapolis, MD, and has 10 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Ronn Nuger is a financial advisor with Raymond James Financial in Annapolis, MD, holding a Series 63 designation and bringing 36 years of industry experience. He has worked with Raymond James since 1999 and has a diverse background that includes roles in insurance, CPA services, and training centers. Outside of finance, Nuger is a musician, performing as a singer, entertainer, and dancer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and has specialized programs for municipal advising and SIMPLE IRA employer consulting.

Evan Downey is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets LLC since 2011. Outside of his advisory role, he serves on the board of directors for Athletes Serving Athletes, a charitable foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Landon Schabes is a financial advisor at Wells Fargo Clearing with Series 65 and Series 66 credentials and one year of industry experience. His prior work includes roles at Uniqlo, Florida Financial Advisors DBA Tristate Financial Advisors, and The Orchard Restaurant. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes discretionary options with a broader set of financial product offerings than typical for large institutional advisers.

Christopher Schipske is a CFP® professional with 25 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2010. He holds a Series 66 license and is based in Columbia, MD. Outside of advising, he owns and operates Athlon Tax Services, providing tax and small business consulting. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple portfolio management options, including proprietary and third-party strategies, tailored to client objectives across various custody and platform arrangements.

Dmitrii Portyko is a financial advisor at Merrill with a Series 66 credential and three years in the industry. He previously worked at Teploenergoservis for 13 years and has been with Bank of America, N.A. since 2026. Merrill, together with 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 individuals, high-net-worth clients, and institutions.

Joshua Fredricks is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing financial guidance to corporate executives, business owners, and affluent families. He brings over 25 years of experience, focusing on a wide range of services including executive compensation, equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and tax minimization. Joshua’s approach emphasizes collaborative relationships that address both assets and liabilities to help clients achieve their financial goals. Joshua holds a Bachelor of Science degree in Finance and Small Business Management from the University of Colorado in Boulder. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise has been recognized with repeated inclusion in the Forbes "Best-in-State Wealth Advisors" list. Outside of his professional work, Joshua resides in Potomac, Maryland with his wife and three children. His personal interests include golfing, ice hockey, music, tennis, traveling, and spending time with his family. He is also involved in coaching youth sports.

Derrick Jackson is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2015 and at Morgan Stanley Private Bank, N.A. since 2022. Outside of his advisory role, he serves as an executor or co-executor for estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning supported by proprietary tools and offers various services including estate planning and corporate financial planning agreements.

Jean Cuadra is a financial advisor with Merrill in Hyattsville, MD, holding a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America since 2012. 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 institutions.

Amit Thakkar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2011 and a brief tenure at Edward Jones in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Berry is a Financial Advisor with Merrill Lynch Wealth Management. He emphasizes a holistic wealth management approach that begins with understanding each client’s unique financial situation and values. Joshua develops personalized strategies designed to adapt to changing needs and market conditions, leveraging Merrill's investment insights and the banking capabilities of Bank of America. Joshua holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Virginia Polytechnic Institute & State University. He is actively involved in his community, volunteering with local youth organizations such as Hilltop Elementary School. Outside of work, Joshua enjoys fishing, football, and spending time with his family.

Jeffrey Furniss is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and 21 years of industry experience. He worked at Lincoln Financial Advisors Corp for 20 years before joining LPL Financial in 2024. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and brokerage services.

Karen Steppler Krieg is a financial advisor with Edward Jones in Edgewater, MD, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 25 years of industry experience and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Bilal Colbert is a financial advisor with LPL Financial in Hanover, MD, holding a Series 66 credential and bringing 10 years of industry experience. His prior roles include positions at Tower Federal Credit Union, E*TRADE Securities, TD Ameritrade, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Sheri Mergenthaler is a CFP® professional with 14 years of industry experience, currently with Cetera in Annapolis, MD. She has held prior roles at Avantax Advisory Services and 1ST Global Capital Corp., among others. Sheri also serves as a committee member on the Maryland Association of CPAs (MACPA) Investment Committee, overseeing the organization's investment fund. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager approach that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Chris Varlotta is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017, following a 15-year tenure at METLIFE Securities Inc. Outside of his advisory role, Varlotta is involved as a co-owner in Tidecreek Planning, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and facilitates ongoing, collaborative planning engagements with clients.

Kelley Fant is a financial advisor with RBC Capital Markets in Columbia, MD, holding a Series 66 designation and 17 years of industry experience. Fant has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.

John Rohrs is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and previously worked at T. Rowe Price for ten years before joining Merrill and Bank of America in 2026. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.