Gary Moulsdale is a financial advisor at Raymond James Financial with 27 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. He is the owner of GKM Holdings, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services.

Akofa Allen is a Series 66-licensed financial advisor at Merrill with three years of industry experience. Prior to joining Merrill, Allen worked at Bank of America, N.A., and has held roles at Aerotek, Uber, and Govolution LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Max Shapiro is a financial advisor with Equitable Advisors in Baltimore, MD, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors LLC. Shapiro serves as a board member at-large for Ner Tamid Greenspring Valley Synagogue, participating in monthly meetings and synagogue activities. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver a range of advisory and brokerage solutions.

Colin Meeks is a CFP® professional with 32 years of industry experience and has been with LPL Financial since 2012. He is based in Baltimore, MD and holds the Series 63 designation. Outside of his advisory role, he owns a home-based vending business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

John Maranto II is a financial advisor with Merrill, holding a Series 66 designation and based in Hunt Valley, MD. He has been associated with Merrill since 2022 and has also held positions at Wesleyan University, Altmore Capital, The Boys Latin School of Maryland, and Valley Swim and Tennis Club. 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 that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Meir Teichman is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Teichman serves on the Board of Directors for the Baltimore Zionist District, where he assists in planning events and spreading awareness about the organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and advisory programs, utilizing a combination of in-house and third-party investment managers and tailored strategies to meet clients’ risk profiles.

Brandon Stone is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. since 2006. Outside of his advisory role, Stone is also an insurance agent working with various carriers offering life, health, fixed annuities, disability income insurance, and long-term care products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Scott Schuebel is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD, holding a Series 66 designation and 28 years of industry experience. He has been affiliated with MassMutual and its subsidiaries since 1994. Outside of his advisory role, he is involved in insurance-related business activities through ownership and agency roles in several related entities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment management.

Michael Morey is a Series 66-credentialed financial advisor with 12 years of industry experience. He has been associated with Merrill since 2014 and concurrently works with Bank of America, N.A. since 2015. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Matthew Boltz is a financial advisor with Ameriprise, holding a Series 66 designation and with 24 years of industry experience. He has been with Ameriprise since 2005. Boltz also manages MM Boltz LLC, a business entity related to his financial planning practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Christopher Olechno is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked previously at Charlemagne Institute and Proven Media Solutions. Olechno also served in the United States Army Reserve for six years. Cetera Investment Advisers LLC is a nationwide registered advisor serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and oversees over $256 billion in assets under management.

Li Wen Kang is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Towson office since December 2010. He has extensive experience spanning from 1992 to 2010 in investment banking and money management, having worked in New York, London, and Baltimore. His expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. Li holds a Bachelor's degree from Harvard University and is a Personal Investment Advisor (PIA). He serves on several professional boards, including the Baltimore School for the Arts Board of Trustees—where he is Vice Chair and leads the strategic planning committee—Shriver Hall Concert Series, and the Harvard-Radcliffe Orchestra Foundation. Fluent in Chinese and English, Li lives in Baltimore with his wife and their twin boys. Outside of work, he enjoys music, traveling, spending time with his family, sports as a spectator, podcasts on sports and culture, and Friday movie nights.

Seth Jones is a financial advisor at RBC Capital Markets in Baltimore, MD, holding a Series 66 designation with two years of industry experience. His prior work includes multiple roles at St. Mary’s College of Maryland and involvement with the St. Mary’s County NAACP. RBC Wealth Management serves individual investors, institutions, and charitable organizations, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Jaclyn Cervone is a financial advisor at Morgan Stanley in Hunt Valley, MD, with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021. Prior to this, she held positions at Rubber City Concessions and Valmark Financial Group. Morgan Stanley Wealth Management offers advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with various investment and trading activities.

Bryon Epple is a financial advisor with RBC Capital Markets in Bel Air, MD, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at RBC Capital Markets since 2008 and more recently at City National Bank since 2019. Outside of his advisory role, Epple serves as treasurer for a local community soccer program. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs with customizable portfolio management and financial planning services.

Richard Faraone is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Advisors Corp. for 22 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Stephanie Muhl is a financial advisor with Fidelity Investments and holds the Series 63 and Series 65 designations. She has 14 years of industry experience, including roles at Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. Outside of her advisory work, she is involved as an office assistant at Hunt Valley Truck and Trailer, where she handles payroll, accounting, human resources, budgeting, and marketing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on model portfolios constructed through proprietary research, quantitative analysis, and algorithmic methods.

Donald Stone is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Outside of his advisory role, he is a partner in a private beach house venture. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based allocations to tailor advice to clients.

John Lackovic is a financial advisor with LPL Financial in Phoenix, MD, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at M and T Securities since 2009 and joined LPL Financial in 2021. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm provides a range of advisory programs and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Derek Fish is a financial advisor at Ameriprise in Hanover, PA, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.