Tammie Williams is a Series 66-licensed financial advisor with 26 years of industry experience, currently with Wells Fargo Clearing since 2019. She previously worked at Merrill and Bank of America, N.A. Williams has a side business managing a VRBO rental property in Annapolis, MD. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Shuyuan Wang is a financial advisor at J.P. Morgan Securities with four years of industry experience. Wang holds Series 63 and Series 66 designations and has previously worked at Wells Fargo, HSBC Securities, and HSBC Bank USA. Outside of finance, Wang is involved with Vanness Nails and Spa, LLC through entrepreneurial activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence. The firm incorporates an ESG eligibility framework and offers a range of approved funds and strategies through its Institutional Consulting Services program.

William Thompson is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1999 and joined Long Financial Services, Inc. in 2014. Thompson serves as a member of the Finance and Investment Committee at Calvary United Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary advice using risk profiling and modeling tools and supports a broad advisor network with specialized municipal finance and SIMPLE IRA advisory programs.

James Denora is a CFP® with 24 years of industry experience and has been with Cambridge Investment Research Advisors since 2010. He serves as CFO of the Certified Financial Planner Board of Standards Inc., overseeing its financial activities. Denora is also Treasurer of the Anne Arundel Conflict Resolution Center and is active as a community volunteer with Epping Forest, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party investment strategies tailored to client objectives.

Kyle Dixon is a financial advisor with RBC Capital Markets in Annapolis, MD, holding a Series 66 designation and 14 years of industry experience. He has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with strategies tailored to each client’s Advisory Risk Profile.

Michael Strosnider is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets through a structured planning process and diverse investment offerings.

Lori Villegas is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association, since 2015. Outside of her advisory work, she serves as a board member and networking ambassador at the Center Club in Baltimore. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory services to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning programs.

Christopher Glotzbach is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

John Dillon Jr. is a financial advisor with Wells Fargo Advisors in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he serves as a trustee for the Dillon Wealth Management 401(k) plan for multiple team members. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing 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 product sales and referral channels.

Kenneth Weeks is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for 12 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing research from LPL Research and third-party subadvisors.

Peter Evans is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads a team of four members providing services to families, small businesses, and non-profits across 40 states. Peter specializes in portfolio management services, personal retirement planning, education planning, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, tax minimization, and retirement income. Peter joined Merrill Lynch Wealth Management in 2002. He holds a Bachelor of Science in Business from Miami University in Oxford, Ohio, and a Master of Business Administration from Johns Hopkins University in Baltimore, Maryland. He has been recognized by Forbes annually from 2022 through 2026 on the Best-in-State Wealth Advisors list. Peter is a qualified Portfolio Manager and holds multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Peter resides in Crownsville, Maryland with his wife Sarah and their two children, Sophie and Ben. He serves on the Board of Trustees for the Light House Shelter in Annapolis and the Annapolis Symphony Orchestra. Additionally, Peter volunteers regularly with Habitat for Humanity and has participated on various committees at St. Anne's School of Annapolis and Severn School. Peter and his family are also sponsor family for a Naval Academy Midshipman.

Mark Sauder is a Wealth Management Advisor and First Vice President with Merrill Lynch Wealth Management in Columbia, Maryland. He has over 20 years of experience in the financial industry, focusing his practice on providing advanced planning services for entrepreneurs and business owners. His expertise includes working closely with clients' tax and legal advisors to alleviate risk, execute tax strategies, and organize trust and estate structures. Mark offers a variety of services, including access to Bank of America cash management, lending, trust and estate services, retirement planning, investment strategies, and succession planning. His approach helps clients manage daily business cash flow needs, protect their companies and employees, and plan for wealth transfer and business succession. He is a Personal Investment Advisor (PIA) and a member of several professional organizations, including the Baltimore Estate Planning Council, Exit Planning Exchange, Howard County Estate Planning Council, Maryland Association Corporate Growth, and Maryland Association of Certified Public Accountants. He holds a bachelor's degree from Indiana University of Pennsylvania and attended the Milton Hershey School. Outside of his professional work, Mark has personal interests in cooking, golfing, and reading. His philosophy emphasizes connecting life and finances to carve a clear path forward for clients pursuing their goals.

Joseph Fink is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022 and was previously with Lincoln Financial Distributors from 2015 to 2022. Fink serves as a board member of the Park School of Baltimore Alumni Association and is co-trustee of the Fink Family Estate. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and Corporate Financial Planning agreements.

David Hall is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Truist, BB&T Securities, and Morgan Stanley Wealth Management. He is also associated with the State Employee Credit Union of Maryland. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Ryan Sboray is a financial advisor with UBS Financial Services, holding a Series 66 designation and totaling 20 years of industry experience. He has been with UBS Financial Services Inc. since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research and advisory solutions.

Russell Staley is a financial advisor with Equitable Advisors in Glenelg, MD, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a cash solicitor for Cornerstone Advisory LLP and is a notary public in Maryland. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm uses a hybrid referral and implementation approach and offers both advisory and brokerage/insurance channels to implement client recommendations.

Jonathan Wang is a financial advisor with Cetera Investment Advisers LLC and holds a Series 66 designation. He has 14 years of industry experience and has worked with firms including Merrill, Wells Fargo Clearing, HSBC Bank USA, and SunTrust. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Linnette Quick is a financial advisor with Primerica Advisors in Crofton, MD, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked with Primerica Advisors since 2004 and has held roles at Aleut Federal LLC, LBYD Federal LLC, Chickasaw National Industries Inc., and Contemporaries Inc. In addition to her advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts. The firm operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management.

Carol Staniar is a Financial Advisor at UBS Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a range of capital markets activities.

James Vermilye is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2020. Prior to joining Morgan Stanley, he worked at Robert Baird & Co. from 2012 to 2020. Vermilye holds several nonprofit board roles, including treasurer positions and investment committee membership with organizations such as the Mid Shore Community Foundation, Chesapeake College Foundation, and BAAM. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach involves structured planning processes supported by firm-approved tools, serving clients through both direct engagements and employer-based financial planning agreements.