Mary Dispaldo is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and in various roles outside finance including education and retail. 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 using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Leilani Moten is a Financial Advisor affiliated with Merrill Lynch Wealth Management, operating as a Merrill Financial Solutions Advisor. In her role, she focuses on understanding clients' individual goals and priorities to develop personalized investment strategies aimed at pursuing their financial objectives. Her services include investment advice as well as access to banking and lending solutions through Bank of America. Her expertise covers a range of financial planning areas such as general investing, retirement planning, and preparing for unexpected expenses. She emphasizes building relationships with clients to provide tailored guidance and support as their financial needs evolve. Leilani holds a Bachelor's Degree from Morgan State University and the Personal Investment Advisor (PIA) designation.

James Hodges is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 63 designation and bringing 50 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a variety of strategies and managers to meet client goals and risk tolerances.

Cory Labre serves as a Financial Advisor within Merrill Lynch Wealth Management. He applies strategic financial planning to help clients secure and grow their wealth, focusing on creating personalized Wealth Management strategies tailored to individual life goals and circumstances. His approach integrates comprehensive considerations such as tax minimization, investment portfolio construction, insurance benefits, estate planning, gifting, and charitable giving. With experience in areas including education planning, employee benefits, executive compensation, family wealth management, legacy planning, retirement planning, philanthropic planning, portfolio management, sports and entertainment clients, and retirement income, Cory combines his expertise with his background as a lifelong hockey player and coach. This team-oriented perspective informs his commitment to prioritizing clients' interests and addressing a full range of financial challenges and opportunities. Cory holds a Bachelor's Degree from Towson University and the Personal Investment Advisor (PIA) designation. He is also involved in his community as a youth ice hockey coach. Outside of work, he enjoys activities such as basketball, biking, camping, fishing, hiking, ice hockey, ice skating, music, spending time with family, and watching movies.

Madison Gary is a financial advisor with Merrill in Baltimore, MD, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill, Madison worked at Bank of America, N.A. for six years. Outside of finance, Madison has experience with the Columbia Association Aquatics and Continental Pools LLC. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Chadwick Chilcot is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, LPL Financial, M&T Bank, and Stifel. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zellie Wothers is a CFP® professional at Osaic with six years of industry experience. Prior to joining Osaic in 2025, Wothers worked at Lincoln Financial Advisors for five years and has been associated with Maller Wealth Advisors since 2019. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and the use of discretionary and third-party managed strategies.

Harry Ford III is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, he was with Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs 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 a structured planning process supported by firm-approved tools and market simulations.

Asonganyi Tintinu is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Before joining Merrill in 2026, Tintinu held positions at companies including DoorDash, Year Up United, Home Depot, and United Parcel INC, and worked at ICT University for seven years. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Smith is a financial advisor with Merrill, holding a Series 66 designation and having one year of industry experience. His work background includes positions at Bank of America, N.A., and Merrill, as well as roles outside the financial sector. 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 individual, high-net-worth, and institutional clients.

Gary Marino is a financial advisor with RBC Capital Markets in Baltimore, MD, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with RBC Capital Markets since 2009 and also works with City National Bank. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored portfolio management and financial planning services. The firm utilizes a mix of in-house and third-party investment managers and provides clients with options such as tax management and responsible-investing screens.

Ian Smith is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at T. Rowe Price, Glg, and Mass Mutual Investors Services. Smith also engages in non-variable insurance activities in Maryland alongside his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Andrew Tamburin is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His background includes roles at Bank of America and Ochsner Health Plan, as well as work related to Tulane University and the Boys and Girls Club of the Wiregrass. 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 strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Tara Orendorff is a financial advisor with Raymond James & Associates in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at Wells Fargo Clearing from 2010 to 2016 and has been with Raymond James since 2016. Additionally, she serves as co-trustee of her parents' trust. Raymond James & Associates, Inc. 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 clients, and municipal entities, offering tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Vincent Williams is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PNC Bank, Merrill, and Ameriprise. He is based in Baltimore, MD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jeffrey Bessling is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds a Series 66 credential and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as president of the Monkton Farms HOA, overseeing common area maintenance and organizing community gatherings. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, and specialized niche services, delivering tailored recommendations through comprehensive research and planning tools.

Jeffrey Cohen is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a personal representative for his father. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Sumaiya Andaleeb is a Series 66 credentialed financial advisor with Morgan Stanley in Baltimore, MD, where she has worked since 2012, accumulating 14 years of industry experience. She is part of a large institutional firm known for offering a wide range of advisory programs. Morgan Stanley Wealth Management serves both individual and institutional clients with tailored financial planning and a variety of investment services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client goals.

Milton White IV is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Raymond James Financial Services and Fulton Bank. Outside of his advisory work, he is involved with Martin Wight and Company, where he offers life, disability, long-term care insurance, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-oriented planning using advanced analytical tools.

Maura Stump is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, she held various roles across education, retail, and hospitality sectors. The DDK Group, part of Baird’s Private Wealth Management department, serves a diverse client base including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and integrates internal research and technology in its advisory process.