Robert Brown Jr. is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers customized advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Douglas Brandeen is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is involved in managing NA 89, LLC, an investment-related business based in Baltimore. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Peter Miller serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Venture Services Group in August 2012 and is primarily responsible for co-managing the team’s stock distribution process, coordinating market research and analysis dissemination, and assisting with fund level and limited partner level trading activities. Peter holds a Master of Science in Finance from the McIntire School of Commerce at the University of Virginia. He also earned a Bachelor of Arts with distinction in Economics and History from the University of Virginia. He holds the professional designation of Personal Investment Advisor (PIA). In 2023, Peter was recognized on the Forbes “Best-in-State Next Generation Wealth Advisors” list, which considers advisors based on factors such as client retention, industry experience, compliance records, and firm nominations.

Bryan Carney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads a team of professionals focused on providing investment management and personalized financial advice to individuals and families. With over 30 years of experience in the industry, Bryan specializes in delivering customized guidance across multiple generations. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Mount St. Mary’s College. In 2019, Bryan was named to the Forbes "Best-in-State Wealth Advisors" list, based on a selection process that included industry experience, client retention, and compliance reviews.

Alan Vassar is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as president of the Walker Station Homeowners Association and is a board member of the Ritz Condominium Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Anthony Wiggan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Carter Chesney is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at UBS Wealth Management and Route 54 Watersports, and he has an academic background with five years at Salisbury University. 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 plans, corporations, and charitable organizations.

Elizabeth Andrews is a financial advisor with Morgan Stanley Wealth Management in Hunt Valley, MD, holding a Series 66 license and bringing 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets starting in 2006. Outside of finance, Andrews has experience working in food service roles including banquet server and suite attendant positions. 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 emphasizing tailored financial planning supported by proprietary tools and analytical models.

Mark Averell is a financial advisor with Wells Fargo Clearing in Hunt Valley, MD, holding Series 63, Series 65, and Series 66 licenses and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent four years at Truist Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Chad Eberly is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including SunTrust Advisory Services and City National Bank. He serves on the Board of Directors for the Churchville Soccer Club, a youth club soccer organization. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Richard Horn is a financial advisor with UBS Financial Services in Baltimore, MD, holding the Series 63, 65, and 66 designations and bringing 25 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for Living Classrooms and chairs the investment committee for Healthcare for the Homeless. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial planning and portfolio management supported by proprietary research and capital market assumptions.

Troy Brewer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and UBS Financial Services. Brewer is the owner and CEO of ClearPlan Wealth Management Inc., a support company for financial advisory services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning approaches supported by analytical tools and maintains specialized offerings such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Katherine De Hart is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 credential and has 22 years of industry experience. Prior to joining Raymond James in 2023, she worked at Janney Montgomery Scott for six years. De Hart also serves as an agent with The Mettle Insurance Services and operates in multiple roles at Accompany Wealth Partners, including financial advisor and practice manager. Raymond James Financial Services Advisors provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports clients through advisory programs and consulting services.

Denise Rodriguez is a Financial Advisor with Moran & Associates in the Towson, MD office, affiliated with Merrill Lynch Wealth Management. She works primarily with professional women and couples seeking guidance in managing their financial futures. Denise’s clients are often balancing careers and family responsibilities and look for clarity and security in their financial plans as they progress through different life stages. Denise specializes in creating personalized wealth management strategies tailored to each client’s goals, focusing on areas such as college education planning, family wealth management, legacy and philanthropic planning, retirement, tax minimization, and managing new wealth. She begins with a comprehensive wealth plan to understand the purpose of each client’s assets and develops an investment strategy that aligns with their long-term objectives. Denise holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor of Science degree from the University of Florida and participates in the Chesapeake Professional Women's Network. Outside of work, Denise enjoys cooking, reading, traveling, practicing yoga, and spending time with her family.

Michael Anselmi Jr. is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2008 to 2019. He is the sole owner of Anselmi Investment Advisory, LLC, an independent investment advisory business. 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 and integrates advisory offerings with other financial products and referral channels.

Jason Dudderar is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and models developed by its Global Investment Committee.

Timothy Pilarski is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley and its Services Group since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that do not include individual security recommendations as part of the standalone planning program.

Abigail Allen is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Her prior roles include positions at Citigroup Global Markets Inc and Kane Financial, as well as academic and extracurricular activities during her time at SUNY Brockport and Maynooth University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.

Alexander Rotman is a financial advisor at Morgan Stanley with 26 years of industry experience and holds the Series 66 designation. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market analysis.

Ashley Owens is a financial advisor at J.P. Morgan Securities with a Series 66 license and three years of industry experience. Prior to joining J.P. Morgan, Owens worked at Merrill for two years and has held various positions in retail and hospitality. Outside of finance, Owens is employed as a sales associate at Under Armour. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s investment process integrates quantitative and qualitative research and may include ESG considerations.