Brian Mohler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and joined Merrill in 2014. Brian serves as the team's dedicated wealth management planner and also supports relationship management and client development within The Frank, Finney, Mohler & Browne Group, a team of Merrill financial advisors serving families and institutional clients. Brian specializes in areas including education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Plans Specialist (CRPS) designation, and the Personal Investment Advisor (PIA) designation. He earned his bachelor's degree in International Business & Management from Dickinson College in 2007. Brian is involved in the community through The Y in Central Maryland. He lives in Cockeysville, Maryland with his wife Lindsay and sons Riggs, Lawrence, and George.

Uka Saran is currently a Planning Consultant at Fidelity Investments, a role held since 2022. In this position, Uka focuses on simplifying financial planning and developing personalized strategies that align with clients' goals using Fidelity's tools and resources. Uka has been in the financial services industry since 2014, beginning as a Client Services Specialist at TD Ameritrade. Over the years, Uka advanced through roles including Business Development Specialist, Financial Consultant, and Senior Financial Consultant at TD Ameritrade before joining Fidelity Investments. Specific details regarding Uka's education, credentials, personal interests, or community involvement were not provided.

Luke Nuetzel is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he held roles with the Baltimore Ravens, Augusta National Golf Club, and the United States Golf Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and specialized planning such as business-owner transition and sports & entertainment planning.

Brandon Reichert is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, JPMorgan Chase, LPL Enterprise, Prudential, Wells Fargo, T. Rowe Price, and Transamerica. Merrill, along with its affiliate Managed Account Advisors LLC, 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, and institutions.

Josie Scramlin is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, she held various roles including positions at Tri-State Bird Rescue and Data Networks. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling to guide asset allocation and financial planning.

Xander Bauguess is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of industry experience. His background includes roles at Tri-M Group LLC, Wagner College, Hofstra University, and several entrepreneurial ventures such as an auto detailing business and a fishing charter. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party sponsors.

Daniel Lacey is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients manage their financial goals through personalized strategies. He focuses on areas such as family wealth management, personal retirement planning, philanthropic planning, and tax minimization. Daniel works closely with clients to define their objectives and develop portfolio strategies tailored to their needs, providing ongoing advice and adjustments as circumstances evolve. Daniel entered the financial services industry in 2021 and became fully licensed in 2022. He holds a bachelor's degree from Towson University and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He combines technical knowledge with a communicative approach to assist clients in making informed decisions. Outside of his professional responsibilities, Daniel lives in the Canton neighborhood of Baltimore City with his wife and their rescue dog. He enjoys cooking, music, spending time with family, and watching movies. Additionally, he supports local organizations in his community.

Matthew Bleach is a Series 66-registered financial advisor with Merrill, based in Hunt Valley, MD, and has 25 years of industry experience. He has been with Merrill since 2004 and affiliated with Bank of America, N.A. since 2011. 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 and profit-sharing plans, corporations, and charitable organizations.

Nicholas Sebastian is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides comprehensive, goal-based wealth management strategies to individuals, families, business owners, and executives. His expertise includes investment management, retirement planning, estate and legacy planning coordination, tax-aware strategies, and retirement plan consulting. With two decades of experience, Nicholas holds the Certified Financial Planner™ (CFP®), Certified 401(k) Professional® (C(k)P®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. He earned a Bachelor's Degree from the University of Maryland College Park. His approach emphasizes a holistic view of clients’ financial situations, aligning strategies with personal priorities and life stages, and maintaining a disciplined, long-term perspective. Outside his professional role, Nicholas is involved in community activities such as coaching youth sports. He enjoys spending time with his family, traveling, and engaging in various recreational activities including baseball, boating, cooking, fishing, football, golfing, reading, and watching movies.

Gibbs Preston is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He previously worked at Facet Wealth and was involved in commercial real estate development through Preston Realty, LLC for nine years. Preston holds equity in several commercial properties but does not actively manage them. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions supported by research and analytics, serving over 14,000 financial advisors and managing roughly $671 billion in assets.

Michael Briel is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its predecessor firm since 1998. Outside of his advisory role, he serves as a varsity baseball pitching coach at Glenelg Country School in Ellicott City, MD. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Yale Hoffberg is a CFP® professional with nine years of industry experience, currently affiliated with RBC Capital Markets and City National Bank. His prior experience includes a role at Exponential Interactive, Inc. Yale is active in community and nonprofit organizations, serving on the Alumni Board of Governors for Gilman School, participating in LifeBridge Health’s Leadership Society, and sitting on the Board of Directors for Levindale Hebrew Geriatric Center and Hospital. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning services through multiple advisory programs.

Christopher Mcmurry is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2019, also working at Wells Fargo Bank, NA since 2013. Outside of finance, he owns and operates Say Yes Media, a filming and editing business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Jennifer Yapsuga is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 licenses. She has one year of industry experience, including positions at MassMutual Life Insurance Company and MML Investors Services, LLC, and previously worked at Morgan Stanley. Her background also includes seven years at Garrison Forest School and three years at Camp Skylemar. MML Investors Services, LLC 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 offers collaborative, annual planning engagements and educational seminars, with a range of investment and event-driven planning services.

Elizabeth Macis is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and over 24 years of industry experience. Her prior work includes positions at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. She serves as a co-trustee for her brother’s trust in Catonsville, MD. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both individual and institutional clients across a broad advisor network.

Jeffrey Brown is a financial advisor with Merrill in Hunt Valley, MD, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked for T. Rowe Price for five years and was briefly involved with GT Pizza. He has been with Merrill since 2017. Merrill, along 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

Blaise Ahearn is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2014. He serves on the board of directors for the Hampden Community Council, contributing to community projects. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and banking offerings.

Zachary Snyder is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Equitable Advisors and has experience in hospitality and landscaping businesses. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

John Comberiate is a CFP®, ChFC®, and Series 66-licensed financial advisor with 14 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he receives royalties related to work in Owings Mills, MD. Edward Jones is a full-service wealth management firm serving individuals and institutions, with over four million clients and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Andrew Shaffer is a Certified Financial Planner® with nine years of industry experience. He is currently with OSAIC and previously worked at Lincoln Financial Advisors Corporation and Heritage Financial Consultants, LLC. His background includes soliciting clients for investment, securities, and annuity-related products under Heritage Financial Consultants. OSAIC serves a diverse client base, including individual investors, retirement plans, charities, and corporations, providing brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is noted for its scale, recent consolidation activity, and a complex affiliate network supporting a wide range of investment programs.