Kristina Jackson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work history includes positions at Bank of America and PayPal. Outside of her advisory role, she provides guest services for sports facilities and events through a for-profit entity in Baltimore. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Liliana Maes is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including JP Morgan Chase Bank and AXA Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ryan Pollard is a financial advisor with LPL Financial in Towson, MD, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at OSAIC, Lincoln Financial Advisors Corporation, Agia, and Valic Financial Advisors. He is also involved in offering fixed and indexed annuities, long-term care insurance, and traditional fixed insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Black is a financial advisor with J.P. Morgan Securities in Baltimore, MD, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior work includes roles at Brown Advisory Securities LLC and Morgan Stanley Smith Barney LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may include ESG considerations, with implementation supported by affiliated investment-management entities.

James Gibson is a CFP® with 25 years of industry experience and has been with UBS Financial Services since 2010. Based in Baltimore, MD, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients by providing a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Laura Van Wagenberg is a financial advisor with Merrill in Baltimore, MD, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. She has worked at Merrill since 2010 and has been 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Allie Gamble Taylor is a financial advisor at LPL Financial with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Janney Montgomery Scott. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across various platforms.

Alexander Levin is a financial advisor with UBS Financial Services who holds the Series 66 designation and has eight years of industry experience. He previously worked at Vanguard from 2014 to 2018 before joining UBS in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and global teams to tailor client plans.

Gregory Kroneberger Jr. is a CFP® professional with 35 years of experience in the financial industry. He is currently with RBC Capital Markets and has previously worked at City National Bank and Ferris, Baker Watts, LLC. He serves on the board of directors for the Catholic Community Foundation and is involved in fundraising for the Archdiocese of Baltimore. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a variety of advisory programs and implements customized investment strategies through a combination of in-house and third-party managers.

Larry Bloomer is a financial advisor at LPL Financial in Baltimore, MD, holding Series 63 and Series 65 licenses with 40 years of industry experience. He previously worked at M&T Securities for 12 years and Uvest Financial Services Group for 5 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including model portfolio programs, third-party asset management access, and institutional platforms.

David Matthews is a CFP® and Series 66-registered advisor with Raymond James Financial Services Advisors, Inc., where he has worked since 2012. He has 24 years of industry experience. Outside of his advisory role, Matthews serves as Treasurer of the Mt. Ararat #44 Ancient Free & Accepted Masonic Lodge. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm employs a non-discretionary, goal-oriented approach using risk profiling and analytical tools, and supports both advisory programs and institutional consulting across a large network of advisors.

Sharrel Hohman is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Her prior experience includes roles at Citigroup Global Markets, Clearbridge Investments, LLC, and Legg Mason Wood Walker, Incorporated. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Kelly Granger is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

James Burris is a Series 66-licensed financial advisor with J.P. Morgan Securities in Baltimore, MD. He has one year of industry experience, including roles at J.P. Morgan Securities, JPMorgan Chase Bank, Booz Allen Hamilton, and Accenture LLP. Burris also spent time as a student at the University of North Carolina at Chapel Hill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers non-discretionary, written asset allocation advice supported by centralized due diligence and combines quantitative and qualitative research to develop model asset allocations.

Timothy Herb Jr. is a financial advisor with RBC Capital Markets, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has worked with RBC Capital Markets since 2009 and also has experience with City National Bank and his own company, Spurtix LLC. Outside of his advisory role, he volunteers with the Boys & Girls Club of Westminster as part of their fundraising efforts for new gymnasium construction. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through various advisory programs. The firm integrates in-house and third-party investment managers and provides a broad range of capital markets and lending services.

Athena Mc Guire is a financial advisor with Ameriprise in Brandywine, MD, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Keira Levy is a financial advisor with RBC Capital Markets, holding a Series 66 designation and one year of industry experience. Prior to joining RBC in 2023, she held various positions including roles at Palm Beach Tan and Loyola University Maryland. RBC Wealth Management serves a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers with customizable advisory programs tailored to client risk profiles.

Harry Spar is a financial advisor at Wells Fargo Advisors in Baltimore, MD, holding Series 63 and Series 66 credentials with 14 years of industry experience. He worked with Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Humberto De Luigi is a financial advisor with UBS Financial Services in Baltimore, MD, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is the proprietor of Susquehanna Farms, an alpaca breeding business in Maryland. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, incorporating proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including custody, underwriting, and capital markets operations.

Bryan Quackenbush is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2012 and 2015, respectively. Outside of his advisory role, he serves as a board member of a homeowner’s association in Eldersburg, MD. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools to support clients' financial goals.