Asriel Marizan is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Marizan is a video game streamer on Twitch. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors using multiple program structures and discretionary authorities.

Kevin Goodman is a financial advisor at Primerica Advisors with 38 years of industry experience. He has held roles at Primerica Financial Services since 1991 and at Primerica Advisors since 1987. Outside of his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Matheus Carvalho Leme Cavallari is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked for the World Bank Group from 2016 to 2021. Equitable Advisors serves individual clients across wealth levels, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm implements advisory models primarily through third-party managers and provides ERISA fiduciary services to qualified plans.

Lori Silverthorne is a financial advisor with Charles Schwab who holds Series 66 and Series 63 licenses and has 21 years of industry experience. Her career includes roles at Charles Schwab and its affiliated entities since 2006, with prior experience at T Rowe Price and Legg Mason Wood Walker. She is based in Towson, MD. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options alongside brokerage and custody services.

Leslie Williams is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Bank for six years before joining RBC in 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary management, tailoring strategies to clients' risk profiles and utilizing a combination of in-house and third-party managers.

Christopher Lebano is a financial advisor with Morgan Stanley in Lutherville, MD, holding the CFP® designation and Series 63 and 66 licenses. He has 12 years of industry experience and previously worked at Bank of America and Merrill before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Elizabeth Sherbert 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 the Series 66 designation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies tailored to client goals and risk tolerances.

Evan Eidelberg is a financial advisor with Merrill in Baltimore, MD, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill since 2017. Previously, he was involved with Solar Covered Parking LLC from 2016 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Duval Jr. is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird since 2009. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning, portfolio management, and separately managed account programs, utilizing both in-house and third-party managers across a range of strategies.

David Rivlin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Cambridge since 2016 and previously spent six years at LPL Financial. Outside of his advisory role, he serves as chairman and treasurer of The Abraham & Rebecca Heyman Foundation, Inc., and is involved in several trustee and board member positions, including in nonprofit and medical research organizations. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, institutions, pension funds, and charitable organizations, 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, supporting both discretionary and non-discretionary management across multiple platforms and custodians.

Jason Bukowsky is a financial advisor with Charles Schwab, holding a Series 66 designation and over 22 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2004 and 2005, respectively. Outside of his advisory role, he has a non-investment-related business managing rental properties in Charleston, South Carolina. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs and managed-account services. The firm combines non-discretionary advice with access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

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® professional with 41 years of industry experience, currently with LPL Financial since 2023. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, and has held positions at OSAIC Services, Advanced Advisory Group, and Sunamerica Securities. Outside of his advisory role, he is a business owner of a restaurant in Bel Air, Maryland. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 a large network of investment adviser representatives and extensive operational resources.

Drew Mc Clair is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping professionals and families develop clear, confident, and tax-smart retirement plans. As a Certified Investment Management Analyst® (CIMA®) and Personal Investment Advisor (PIA), Drew brings advanced investment training and disciplined portfolio construction to his advisory relationships. His expertise covers a broad range of client focus areas including college education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Drew emphasizes building advisory relationships based on clarity, communication, and trust while simplifying complex financial topics into actionable steps. Drew holds a High School Diploma from Huntingtown High School. Outside of his professional work, he enjoys adventure sports, cooking, hiking, music, skiing, swimming, traveling, and spending time with his family.

Ethan Schuchman is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His career includes positions at Cetera Wealth Services, LLC, Nationwide Securities, LLC, and LPL Financial since 2012. He is also involved with Cross Country Wealth Management as a business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technological tools across a network of over 22,800 advisors.

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 with LPL Financial, holding a Series 66 license and bringing 10 years of industry experience. She previously worked at PNC Investments and M&T Securities and operated as a self-employed advisor before joining LPL Financial and Wilmington Advisors at M&T. 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 services including financial planning, model portfolios, and institutional platforms, supported by advanced research and operational tools.

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 in Columbia, MD, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2011. Outside of his financial advisory role, he works as an independent ridesharing service driver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics, with a focus on diversification and modern portfolio theory.

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.