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.

Daniel Webster is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. His prior roles include lengthy tenures at H. Beck, Inc. and Prudential Insurance Company of America. Outside of his advisory work, he is involved with A.G.K. Insurance Agency, Inc. and holds an outside employment position with St. Ignatius Church Hickory. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through a platform that integrates investment advice, insurance products, and lending programs.

Michael Fitz Patrick is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2016, he has focused on portfolio construction, goals-based analysis for individual planning, advising clients on risk and asset allocation, and consulting for 401(k) and defined benefit plans. As a qualified Portfolio Manager, Michael develops personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, some of which he manages on a discretionary basis through the Firm's Investment Advisory Program. With a career in financial services beginning in 2000, Michael specializes in areas such as family wealth management, legacy planning, liquidity management, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations, in addition to Series 7, 31, and 66 FINRA registrations, along with life, health, and long-term care insurance licenses. Michael earned a Bachelor's degree in Political Science with a minor in Public Administration from the University of Maryland Baltimore County. Michael resides in Hunt Valley, Maryland, with his wife MaryBeth and their four children. He serves as a board member of Change the Conversation and has previously contributed as a member of the Investment Committee at St. James School in Monkton, Maryland. His community involvement includes coaching youth lacrosse at St. James Academy and participating in TLC.

Christopher Walsh is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over 33 years of experience at Merrill, he works closely with individuals to prepare them for retirement and to fund their life goals. He partners with Hugh Hanley, who focuses on mutual fund and manager analysis, employing a planning-based approach to construct client portfolios that meet their objectives and navigate market volatility. Christopher is certified to advise on defined contribution retirement plans for small businesses, including start-ups and existing plans. Prior to his financial advisory career, Christopher taught middle school math and science for seven years. He earned a bachelor's degree from Union College in Schenectady, NY, and a master's degree in Engineering in Computer Science from Loyola University in Baltimore. His experience in teaching informs his commitment to helping clients understand their investments so they can make well-informed decisions and remain disciplined over time. Christopher holds the Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. Family is important to Christopher; he and his wife of 29 years have four grown children and three grandchildren. He has a range of personal interests including travel, outdoor activities such as birdwatching, fly fishing, hiking, camping, and sports like golf and soccer. He has coached soccer at various levels and remains involved with the Boys' Latin soccer program.

Maynard Tiahrt II is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Edward Jones since 2004. Outside of his advisory role, he serves on the board of the Academy of Finance in Carroll County, Maryland, which helps high school seniors learn about business and finance, and is a co-owner of an agricultural business, Great Day in the Morning Farm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

John Rogers is a financial advisor with LPL Financial in Hunt Valley, MD, holding Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at Summit Investment Advisors, Inc. and Worthington Financial Partners. Rogers also provides administrative support to Summit Financial, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

David Vegh is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of his advisory role, he serves as Vice President of Finance and Board Member at Congregation Darchei Tzedek in Baltimore. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Steven Moore is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been associated with Fusco Financial Associates, Inc. since 2012 in a senior analyst and support role. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers both tailored non-discretionary advisory services and institutional consulting solutions, including a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Matthew Lesko is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Stifel Independent Advisors, LLC and RBC Capital Markets, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer and employs a delivery model that leverages LPL-sponsored programs and endorsed third-party managers.

Sujata Chakraborty is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has previously worked at PNC Investments and M&T Securities. Chakraborty also operated as a self-employed advisor before joining her current firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a national network of investment adviser representatives.

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.

Antonio Santiago Zambrana is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Summum Servicios Financieros Inc., and MassMutual Life Insurance Co. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Peter Paris is a CFP® professional with 14 years of industry experience, currently affiliated with Mass Mutual Investors Services. He has held positions at Bank of America and Merrill Lynch between 2013 and 2019. Additionally, he serves as an insurance agent for Garrison Advisors & Statera Retirement, focusing on life, disability, long-term care, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements supported by firm-approved analysis tools and educational seminars.

Anne Miklos is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers its services through various platforms, including corporate financial planning agreements.

Angela Johnson 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 Series 63 and Series 65 designations. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.

Nathaniel Smith is a financial advisor with LPL Enterprise in Cockeysville, MD, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is a business owner of NJS Capital LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Samuel Yingling is a financial advisor with Merrill in Hunt Valley, MD, holding Series 63 and Series 66 licenses and with nine years of industry experience. He has been with Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm's integration with Bank of America’s broader platform allows access to a diverse set of products and services beyond typical managed account offerings.

Bryan Gately is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and The Gately Group. Outside of finance, he works as a voice over talent providing voice work for commercials and documentaries. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend investment strategies.

Michelle Harf Grim is a financial advisor with Ameriprise, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. Her career includes five years with Wells Fargo Clearing and six years with Wells Fargo Advisors LLC prior to joining Ameriprise in 2021. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions offered by affiliated entities.

Joshua Shanty is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Mitsubishi Heavy Industries America. Outside of his advisory role, Shanty owns Colt Mechanical Services, a mechanical engineering contracting firm. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, and access to third-party investment managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a diverse set of investment vehicles and supports both discretionary and non-discretionary account management.