Mark Schreder is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicholas Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which use forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Benjamin Claffee is a Series 66-licensed financial advisor at Equitable Advisors with three years of industry experience. Prior to his current role, he held various positions across different sectors including education and retail. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and utilizes third-party advisory programs alongside their own offerings.

Mary Burrows is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior roles include positions at Grove Point Investments, Apple Investment Advisors, H. Beck, Stifel, Wells Fargo Clearing, and A.G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, including financial planning, model portfolio programs, and institutional solutions, supported by a large network of investment adviser representatives.

Justin Muhl is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He began his career in the financial services industry in 2006 and has held various positions including Financial Consultant and Investment Consultant at Fidelity Investments, as well as roles at T Rowe Price and Northwestern Mutual Investment Services. With extensive experience spanning over a decade, Justin has developed expertise in financial consulting and investment services. His professional journey reflects a consistent commitment to partnering with clients to understand their financial goals and develop customized financial plans. Justin emphasizes building strong relationships with clients and their families, focusing on trust, reliability, and competency in his work.

Gregory Sherwell is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at various affiliated firms since 2016, including Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner guidance and online tools, providing a range of management options and emphasizing diversified portfolios, periodic rebalancing, and long-term investment strategies.

Meylin Mauldin is a Financial Consultant at Fidelity Investments, where she collaborates with clients to design retirement plans aimed at meeting their goals. She emphasizes a holistic approach to financial planning, considering both lifestyle and legacy to help clients achieve a more fulfilled retirement. Her professional experience includes roles as a Financial Consultant at Fidelity Investments since 2021, an Investment Consultant at Fidelity from 2020 to 2021, a Financial Consultant at T. Rowe Price from 2017 to 2020, a Financial Representative at MetLife Premier Client Group from 2015 to 2016, and a Registered Banker at Wells Fargo Bank from 2013 to 2015. Outside of her professional work, Meylin has interests in art, the beach, food, golf, music, and running.

Wendy Piniecki is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved as an independent contractor in a sales position for a women-only company focused on in-home sales. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning supported by proprietary tools and offers services that incorporate global investment research and scenario modeling.

Ryan Strasdauskas is a CFP® professional affiliated with LPL Financial, with 10 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors and Advanced Financial Consultants prior to his current role. Outside of his advisory work, he is involved in tax preparation and accounting services through Advanced Tax, Accounting & Software Services. 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 management solutions, including access to model portfolios, third-party subadvisors, and institutional platforms.

Ejner Johnson Jr. is a financial advisor with UBS Financial Services in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with UBS since 1999 and has also worked at Prudential Securities since 1981. Outside of advising, he serves as a director at K Bank in Baltimore and is on the board of Chartwell Golf & Country Club, a private non-profit organization. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans, offering fiduciary financial planning, portfolio management, and capital markets services.

Kenton Brown is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with two years of industry experience. Before joining Morgan Stanley in 2024, he worked at General Solar Corporation for nine years and had a role at Golds Gym from 2018 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Vanessa Fernandez Salazar is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of her advisory role, she is an employee at The Cheesecake Factory in Towson, Maryland, where she works as a front-of-house team member. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Brian Stamp is a financial advisor with Wells Fargo Clearing in Cockeysville, MD, holding Series 63 and Series 65 licenses and 24 years of industry experience. Prior to joining Wells Fargo in 2025, he worked at PNC Investments for 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among investment choices.

Christopher Gable is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and structured financial planning services, managing approximately $2.74 trillion in client assets.

Jeffrey Tindall is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked with Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

William Bush III is a financial advisor with LPL Financial in Ellicott City, MD, holding a Series 66 designation and 21 years of industry experience, all with LPL. He is also involved with BD Wealth Management, LLC, a separate investment-related business affiliated with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various operational and research tools.

Adam Gelcich is a financial advisor with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2020, and previously was with Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, and it offers a broad range of retail and institutional investment solutions.

John Fuggi is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Franklin Distributors LLC and Legg Mason & Co LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, as well as tax management and direct indexing.

Arnoldo Lezama is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Mercedes-Benz of Hunt Valley. Outside of his advisory duties, he is involved as a general partner in an HR consulting firm based in Aberdeen, Maryland. Merrill, along 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, and institutional investors.

Jessica Chicorelli is a financial advisor with Charles Schwab in Elkridge, MD, holding a Series 66 designation and four years of industry experience. Prior to joining Schwab in 2022, she spent 15 years at Akin Gump Strauss Hauer & Feld. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Brittany Stafford is a financial advisor at Robert Baird & Co. with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Baird in 2021, she worked in education for several years at Howard County Public Schools and Shappard Pratt: The Forbush School. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, and charitable organizations using a range of financial planning, portfolio management, and custody services. The firm employs a mix of manager-traded and model-traded strategies and incorporates internal research and technology, including artificial intelligence, in its advisory process.