Todd Sajauskas is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and previously was with Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michael Feranec is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked with various Morgan Stanley entities since 2004, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Matthew Gue is a Vice President and Financial Consultant at Fidelity, a role he has held since 2025. He partners with clients to understand their unique short and long-term goals and helps build customized financial plans. His approach emphasizes forming strong relationships and delivering a high level of trust and reliability. Matthew has extensive experience in the financial services industry, having worked with Fidelity Investments since 2021. Prior to that, he held several positions at T. Rowe Price from 2013 to 2021, including Financial Consultant, Manager, Investment Specialist, Specialist, and In-Plan Representative. This experience has provided him with a broad understanding of financial consulting and investment management.

Kevin Widmayer is a Series 66-registered financial advisor with Merrill, based in Hunt Valley, MD, and has nine years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2017. Additionally, he is affiliated with the University of Maryland Pediatric Associates outside of his financial advisory role. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Mccrory is a financial advisor with RBC Capital Markets in Baltimore, MD, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. He 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, institutional clients, pension plans, corporations, and charities. The firm offers customized investment strategies and a range of advisory programs, combining in-house and third-party managers to implement portfolios aligned with clients' risk profiles.

Frank Dingle is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2018. Outside of his advisory work, he serves on the boards of the School of the Cathedral of Mary Our Queen and the Virginia Military Institute Investment Holdings LLC, and is a member of the Catholic Community Foundation of the Archdiocese of Baltimore’s investment committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs and portfolio management solutions tailored to clients’ risk profiles.

Antonio Marshall is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with LPL Financial, having joined the firm in 2025 after 16 years at Next Financial Group Inc and seven years at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including access to third-party asset managers and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.

Philip Lee is a CFP® professional with 28 years of experience in financial services, currently serving at Morgan Stanley in Hunt Valley, MD. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, employing a structured planning process supported by firm-approved tools and modeling techniques.

Ian Davis is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He holds Series 63 and Series 65 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Namita Kathuria is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of finance, she has been involved with Krav Maga Maryland and Peacock SkinCare. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Janis Hofsass is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She previously worked at Grove Point Investments and Grove Point Advisors, H. Beck, Inc., and National Planning Corporation. Outside of her advisory role, she participates as a taste tester for a food and beverage service. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms and proprietary model strategies.

John Vaccacio is a financial advisor with LPL Financial in Timonium, MD, holding Series 63 and Series 65 credentials with 13 years of industry experience. He previously worked at Cambridge Investment Research and Park Avenue Securities among other firms. He also provides investment advisory services through Maryland Financial Group, Inc., an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, portfolio management, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

Tyson Thompson is a financial advisor with Equitable Advisors holding a Series 66 designation. He is based in Columbia, MD, and has no prior industry experience. Tyson’s work history includes roles outside of finance, such as positions at Oakdale High School and Abercrombie & Fitch. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives. The firm emphasizes personalized client assessment and uses third-party advisory platforms alongside proprietary offerings to implement investment solutions.

Timothy Twiss is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has been with Ameriprise since 2005, working first with Ameriprise Financial Services, Inc. and then with Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Thomas Burke is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in holistic wealth management, creating tailored investment portfolios and financial plans based on each client's unique needs. His client base includes business owners and corporate executives, for whom he develops strategies to accumulate wealth and transition that wealth into retirement income. Beyond investment management, he also addresses estate planning and insurance considerations to prepare clients for various scenarios. Thomas provides ongoing advice to local families, business owners, and retirees, focusing on growing and preserving wealth efficiently. His areas of expertise include college education planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. His approach involves one-on-one collaboration to develop personalized financial strategies aligned with individual long-term goals. He holds a Bachelor's degree in Finance from Salisbury University and carries the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Thomas enjoys basketball, boating, football, golfing, and skiing.

Matthew Braerman is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles in hospitality and education. Outside of financial advising, he has worked as a bartender at Lib's Grill. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm uses model-driven investment approaches and offers access to third-party asset managers, retirement plans, and insurance products through affiliated entities.

Jacqueline Aime is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Leesburg, VA. Her career includes roles at Prudential Insurance Company of America, Anthem, Humana, and Cuso Financial Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

David Anderson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He also operates an independent investment-related business, DANDERSON121449, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored client recommendations.

Timothy Heidenberg is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has worked as a team attendant and ballboy for the Washington Wizards and Washington Mystics. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automation to deliver tailored retirement income advice.

Kimberly Gould is a financial advisor at Morgan Stanley with 15 years of experience at the firm and four years in the industry. She holds a Series 66 designation. Outside of her advisory work, she is involved with Capitol Debate Inc. and Charter Senior Living LLC, an elder care business. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and research.