Mary Bosley is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She has been with Robert W. Baird since 2017 and previously worked at Canusa Corporation for 15 years. Outside of her advisory role, she serves as treasurer for the Campus Cabana Swim Club in Towson, MD. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pensions, corporations, and institutional clients through a combination of in-house and third-party managers.

Christina Pascoe is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her work history includes roles at Cetera, First National Bank of Pennsylvania, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. She is based in Baltimore, MD. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a national network of over 10,000 advisors, managing more than $256 billion in assets.

Sherry Outen is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds the Series 66 designation and has been with UBS since 2005. Outside of her advisory work, she is involved with the Arundel Soccer Association, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Lindsey Arnold is a financial advisor at UBS Financial Services in Baltimore, MD, holding a Series 66 designation with 11 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets solutions through its comprehensive platform.

Shamyia Smith is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 credential with three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Fidelity Investments among others, with a diverse work history spanning financial services and other sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Scott Brown is a CFP® with 20 years of industry experience, all with Edward Jones since 2006. He is based in Baltimore, MD, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Kurutz Jr. is a financial advisor with Morgan Stanley, holding Series 63 and 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a wide range of advisory programs.

Samantha Yingling is a financial advisor at Robert Baird & Co. with one year of industry experience. Prior to joining Baird in 2022, she worked at Homewood General Contractors, Inc. for five years and at The Law Office of Cynthia Hitt Kent for two years. She holds the Series 66 designation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Gregory Gann is a financial advisor with LPL Financial in Baltimore, MD, holding Series 66 and Series 63 credentials with 31 years of industry experience. He has been with LPL Financial since 2005. In addition to his advisory role, he is a licensed attorney in Maryland and is involved in mediation and litigation support services, as well as freelance writing for Proactive Advisor Magazine. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Elisha Comfort is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 credential and has been with Morgan Stanley for ten years. Outside of her advisory role, she is involved with Heavy Seas Alehouse, a business she has been associated with for over a decade. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Timothy Hartnett is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 65 and Series 63 designations and has worked at various J.P. Morgan entities since 2010. His current role is based in Baltimore, MD. 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. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Denise Fiamingo is a Series 66 licensed financial advisor with 24 years of industry experience. She has worked at RBC Capital Markets since 2020 and previously at Merrill from 2013 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring tailored investment strategies, discretionary and non-discretionary portfolio management, and integrated financial planning and brokerage services.

Sung Kun Park is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, and First Financial Group. Prior to his career in finance, he worked in the food service industry and held a long-term position at Moem Inc. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Beth Pharr is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and possessing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Justin Riemer is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Services Group Inc. since 2017 and Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

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.

Jesse Masear is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at SunTrust Investment Services and SunTrust Advisory Services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver its services.

Dean Shuplinkov is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns and operates DGREEK LLC, an investment-related business based in Baltimore. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad menu of planning services and develops tailored recommendations using proprietary research and planning tools, with clients able to choose implementation through various brokerage or advisory programs.

Kathleen Shipley is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support client planning needs. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based financial planning agreements.

John Meegan is a financial advisor with LPL Financial in Timonium, MD, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.