Lindsay Foelber is a Series 66-registered financial advisor with RBC Capital Markets in Baltimore, MD, where she has worked since 2017. She has eight years of industry experience, including five years at Donald Mettee Insurance Agency prior to joining RBC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering a wide range of advisory programs and investment management solutions tailored to clients' risk profiles. The firm integrates in-house and third-party managers and provides various portfolio structures and services, supported by RBC’s extensive capital markets capabilities.

Timothy Strasdauskas is a CFP®-certified financial advisor with 40 years of industry experience. He is currently with LPL Financial, where he has worked since 2023, and previously spent 13 years at Cambridge Investment Research Advisors. Outside of advising, he owns a restaurant business in Maryland. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a wide range of advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, and institutional programs supported by various research and technology tools.

Ethan Schuchman is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisor role, he is associated with Cross Country Wealth Management as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Maria Pinto is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and previously worked at LAR Group Inc and Chesapeake Remodeling. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Sujata Chakraborty is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has previously worked at PNC Investments and M&T Securities. Chakraborty also operated as a self-employed advisor before joining her current firm. LPL Financial is an 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 services, and retirement plan consulting through a national network of investment adviser representatives.

Bonita Rodriguez is a financial advisor at UBS Financial Services in Baltimore, MD, holding a Series 66 designation with 26 years of industry experience. She previously worked at Merrill Lynch for 23 years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad range of capital markets activities.

Henry Jeng is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. Outside of finance, he works as a rideshare driver and provides entertainment for passengers during rides. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Gavin Jenkinson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2010 after earning a Bachelor of Science degree in Finance from the Martin J. Whitman School of Management at Syracuse University. Gavin holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a qualified Portfolio Manager and holds FINRA Series 7 and 66 registrations, along with the Maryland Life and Health Insurance License. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, portfolio management services, special needs planning strategies, tax minimization, and retirement income planning. In his personal life, Gavin enjoys spending time with his wife Michaela and their two sons, Noah and Luke. He has a background in athletics, having been a member of the Syracuse Lacrosse Team. In his free time, he enjoys coaching lacrosse and playing golf.

Richard Rieman III is a Financial Advisor at Merrill Lynch Wealth Management in Columbia, MD. He focuses on understanding each client's full financial picture to develop personalized strategies that adapt to changing market conditions. Richard provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America, supporting clients in areas such as retirement planning, portfolio management, and education planning. With expertise in college education planning, family wealth management, liquidity management, socially responsible investing, and retirement income, Richard serves as a comprehensive resource for his clients' financial goals. He holds a Bachelor's Degree from the University of Baltimore and the Personal Investment Advisor (PIA) designation. Richard is involved in the community through volunteer work with the Maryland SPCA. Outside of his professional role, he enjoys basketball, cooking, golfing, hiking, reading, running, spending time with his family, and traveling.

Soraya Teymourian is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, previously working within other Wells Fargo entities since 2015. 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 advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Steven Reed is a financial advisor with Edward Jones in Nottingham, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a member of agricultural businesses Reed Farms LLC and SJK Farms LLC in Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Sarah George is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Anne Miklos is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process with firm-approved tools and modeling techniques.

Angela Johnson is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009 and holds Series 63 and Series 65 designations. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.

Bryan Gately is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and The Gately Group. Outside of finance, he works as a voice over talent providing voice work for commercials and documentaries. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend investment strategies.

Joshua Shanty is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Mitsubishi Heavy Industries America. Outside of his advisory role, Shanty owns Colt Mechanical Services, a mechanical engineering contracting firm. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, and access to third-party investment managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a diverse set of investment vehicles and supports both discretionary and non-discretionary account management.

Alexander Koster is a financial advisor at Equitable Advisors with a Series 66 designation. He has no prior industry experience and previously worked in the restaurant and hospitality sectors, including roles at De Lazy Lizard Tiki Marina and Island Grill and Dead Freddies Island Grill. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and endorsed third-party managers, providing both discretionary and non-discretionary advisory services.

Kyle Ogden is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on guiding clients through the wealth management process and helping families, including younger generations, understand how markets operate and the importance of creating a financial strategy aimed at preserving and growing wealth. He leverages the investment insights of Merrill, along with banking and lending solutions from Bank of America, and accesses a global network of specialists to support clients' financial goals. Kyle's expertise includes retirement and educational funding, managing portfolio risks, and developing financial strategies that address clients' goals-based challenges. He works with clients on areas such as college education planning, family wealth management, legacy planning, liquidity management, and socially responsible investing. His approach prioritizes connecting clients to personalized plans that align with their unique ambitions, simplifying the complexities of investing. He holds a Bachelor's Degree from Washington College and completed high school at The Gilman School. Kyle holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional role, Kyle enjoys cooking, football, golfing, ice hockey, soccer, surfing, and spending time with his family.

Holden Marshall is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and businesses to develop personalized strategies that address short-, mid-, and long-term financial goals. His approach involves understanding clients' priorities and providing comprehensive guidance in areas such as general investing, retirement planning, and saving for unexpected expenses. Holden also connects clients with Bank of America specialists for additional banking, credit, home financing, and small business solutions. He specializes in family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Holden holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, is a Chartered Retirement Planning Counselor (CRPC), and a Personal Investment Advisor (PIA). He earned his bachelor's degree from Saint Mary's College of Maryland. Outside of his professional work, Holden serves on the Friends School Alumni Board and enjoys activities including baseball, drawing and sketching, golfing, hiking, rock climbing, skiing, spending time with family, and traveling.

Christopher Holcombe is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He has held his current position since 2018 and previously worked at Primary Residential Mortgage Inc. from 2015 to 2018. He holds Series 63 and Series 66 designations. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.