Colby Savadove is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He has held prior roles at UBS Financial Services from 2013 to 2022. In addition to his advisory work, he acts as a power of attorney for his mother. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net worth criteria, utilizing proprietary research and planning tools.

Khai Atkinson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 15 years of experience in financial services within the Middle Tennessee area. He specializes in family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Khai works closely with clients to develop personalized financial strategies that align with their long-term goals, ensuring they fully understand the recommendations and options presented. Khai holds a Bachelor's Degree from Auburn University and is a Personal Investment Advisor (PIA). He is committed to building and maintaining strong client relationships through accessible, knowledgeable, and experienced guidance. In addition to his professional role, Khai participates actively in community volunteer organizations, reflecting his dedication to the Merrill tradition of community involvement. Outside of work, he enjoys adventure sports, camping, fishing, golfing, hiking, photography, running, soccer, and spending time with his family.

Gino Zazzetta is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Hunt Valley, MD. He has worked with Fusco Financial Associates and Raymond James Financial Services Advisors since 2016. Zazzetta is a board member of the Linwood Center, a nonprofit organization. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and supports specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Jason Goeller is a financial advisor with Wells Fargo Clearing in Hunt Valley, MD, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Zirretta is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing 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 analysis.

James Jacobson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is a partner in the Jacobson Family General Partnership, an investment-related business based in Baltimore. 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. The firm manages approximately $2.74 trillion in client assets and provides services through various advisory and brokerage platforms.

Matthew Snyder is a financial advisor with Ameriprise in Baltimore, MD, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sherie Harrison is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill for 19 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning using structured discovery conversations and firm-approved planning tools.

Alvin Anton is a financial advisor with LPL Financial in Hunt Valley, MD, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. He has previously worked at HighTower Securities, LLC, and has served at Summit Investment Advisors, Inc. since 2017. Outside of his advisory work, he is the owner of Anton Racing LLC, a business unrelated to investment advisory services. 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 advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Conor Guillott is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Advisors Corp and Equitable Advisors, among other firms. He has held various roles across financial services and other sectors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including model portfolios and consulting services, supported by in-house and third-party research.

Jane Benjes is a Series 66-licensed financial advisor with Merrill and has eight years of industry experience. She previously worked at Clearwater Management, Inc. and Towson University before joining Merrill in 2017. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Nasser Ali is a financial advisor at Osaic Wealth, Inc. with 30 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Lincoln Financial Advisors and Lincoln Financial Securities Corporation. He also serves as an investment trustee for two family trusts and is the Director of Investment Management at Heritage Financial Consultants. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services using firm-provided asset allocation tools and third-party manager access, supporting a broad range of investment strategies.

Andrew Piet is a financial advisor with Merrill, holding a Series 66 license and 15 years of industry experience. Prior to joining Merrill in 2022, he worked at Wells Fargo Bank NA and Wells Fargo Clearing from 2017 to 2022, and at BB&T Investment Services, Inc. from 2016 to 2017. He serves as Treasurer and Board Member of the Reisterstown Kiwanis Foundation Inc., a charitable organization focused on child welfare. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Lachezara Docheva is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2017, bringing a dedication to individualized financial planning and client-focused wealth management strategies. Lachezara works with clients to develop flexible financial approaches tailored to their unique goals, providing access to investment insights from Merrill and the integrated banking and lending solutions of Bank of America. Originally from Bulgaria, Lachezara earned a Bachelor's degree in Finance from the University of National and World Economy in Sofia. She relocated to the United States in 2012 and has been with Bank of America Corporation for over a decade. Her professional credentials include Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA), supported by an accredited certificate from the College for Financial Planning. Lachezara's expertise covers areas such as college education planning, family wealth management, retirement income, tax minimization, and portfolio management. Beyond her professional role, Lachezara actively participates in community volunteer work and charity events. She enjoys outdoor activities including biking, camping, hiking, ice skating, swimming, and table tennis. Fluent in both Bulgarian and English, she combines her financial knowledge with a personal philosophy focused on uncovering what matters most to clients to help them confidently pursue their financial objectives.

Ronald Mitcherling Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley in various roles since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Henry Pitts is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and 10 years of industry experience. He has been with Bank of America and Merrill since 2016. Outside of his financial advisory role, Pitts owns VoyceWerx Media, a voice-acting and recording business focused on audio for commercials. 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 diverse client base including individuals, high-net-worth clients, and institutional investors.

Jacklyn Borkman is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding Series 65 and Series 66 designations and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning that employs structured discovery and firm-approved planning tools.

Holly Huber is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at T. Rowe Price and Sheffield Financial. Her current role began in 2026 at Merrill and Bank of America. 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, and other institutional investors. The firm operates within Bank of America’s broader platform, providing access to a wide array of products and services.

Sasha Howard is a financial advisor with Merrill based in Hunt Valley, MD. She holds a Series 66 designation and has two years of industry experience. Prior to her current role, she worked at Signet Jewelers for six years and was involved with several business activities including Sasha Geneva Howard 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a variety of products and services beyond typical managed account offerings.

Michael Dunn is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has previously worked at Planet Home Lending, Morgan Stanley, Universal Appraisal Services, Wells Fargo Advisors, and McDaniel College. RBC Wealth Management serves individual, institutional, corporate, and charitable clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers, offering features such as tax management and responsible-investing options.