Alexander Mairone is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2012 and Bank of America since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alison Sagi is a financial advisor at Morgan Stanley with seven years of industry experience. She previously worked at Merrill from 2018 to 2025 and spent six years at Johns Hopkins University prior to entering the financial sector. Sagi holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and employs structured financial planning tools, managing approximately $2.74 trillion in client assets.

Ryan Quigg is a financial advisor with RBC Capital Markets in Annapolis, MD, holding a Series 66 designation and five years of industry experience. His work history includes positions at RBC Wealth Management and RBC Capital Markets, as well as time spent in education and at the Baltimore County Revenue Authority. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Brendan Smith is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and four years of industry experience. His prior work history includes positions at Merrill Lynch and Clemson University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers.

David Hicks is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at firms including Triad Advisors and OSAIC before joining Cetera in 2025. Outside of his advisory role, Hicks is a partner in a joint venture managing apartment rentals and serves as president of his own business entity. Cetera Investment Advisers LLC operates as a large multi-manager platform serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services and supports advisors with multiple program and custodial options.

Ronnie Rounds II is a financial advisor with Equitable Advisors holding a Series 66 credential and no prior industry experience. His background includes roles at CWCapital and academic work at Louisiana State University. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs through Investment Adviser Representatives, utilizing both proprietary and third-party investment models and advisory programs.

Michael Stein is a financial advisor with Merrill based in Baltimore, MD, holding Series 63, 65, and 66 licenses and has 25 years of industry experience. His prior roles include positions at T. Rowe Price, PNC Bank, PNC Investments, PNC Wealth Management, and Wells Fargo Clearing. He also serves as a trustee for the Harry Curland Irrevocable Trust. 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 diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kim Caldwell is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in comprehensive financial planning and investment strategies for clients with complex financial profiles. He primarily advises ultra-high-net-worth families, senior executives, and business owners, focusing on areas such as tax minimization, executive compensation, family wealth management strategies, and portfolio management services. Kim holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Certified Private Wealth Advisor (CPWA). He earned a Bachelor of Science degree from the University of Maryland College Park. Since joining Merrill Lynch Wealth Management in 2007 following his work as an analyst with JMT Engineering, Kim has worked alongside The BFCP Group to deliver tailored wealth management solutions. He serves on the boards of the Terrapin Club and the Annapolis chapter of the University of Maryland Alumni Association. Kim resides in Severna Park, Maryland, with his wife and two children. His personal interests include biking, golfing, and hunting.

Patrick Durbin is a CFP® professional affiliated with Edelman Financial Engines in Ellicott City, MD, with 10 years of industry experience. He has previously worked at Financial Engines Advisors L.L.C., Fidelity Brokerage Services LLC, and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management solutions.

Justin Taylor is a CFP® with 12 years of industry experience, currently affiliated with Mass Mutual Investors Services since 2017. He previously worked at METLIFE SECURITIES Inc from 2013 to 2017. Taylor also works as an independent insurance agent specializing in dental, group disability income, life, accident, health, and Medicare-related 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 provides financial planning, asset management, and educational seminars, with a structured planning approach that emphasizes collaborative goal analysis and recommended investment strategies.

Eric Jones is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 21 years of industry experience. He worked at M&T Securities for 13 years before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a large-scale advisory platform, serving over 14,000 financial advisors and managing approximately $671 billion in assets.

Judith Specht is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services that address a broad range of needs, including retirement, education, risk management, and specialized areas such as business-owner and special-needs planning. The firm employs Wells Fargo research and planning tools to develop tailored recommendations delivered through client meetings and summary letters.

Garrett Atkins is a Series 66 licensed financial advisor at Equitable Advisors with three years of industry experience. He has been with Equitable Advisors since 2023 and previously spent time at the University of Alabama. Equitable Advisors serves a diverse client base including individuals of varying wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party investment solutions.

Logan Mc Naney is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he was involved in collegiate and professional lacrosse, playing for the Premier Lacrosse League's Denver Outlaws. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a large network of Investment Adviser Representatives. The firm emphasizes assessing client risk tolerance and matching clients with appropriate advisory models, including third-party and proprietary solutions.

William Cleary is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and previously spent five years at Axa Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning backed by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Christina Pascoe is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her work history includes roles at Cetera, First National Bank of Pennsylvania, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. She is based in Baltimore, MD. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a national network of over 10,000 advisors, managing more than $256 billion in assets.

Brian Lees is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at M&T Securities from 2008 to 2020 before joining RBC in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutional investors, corporations, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, utilizing a mix of in-house and third-party managers tailored to each client's risk profile.

Sherry Outen is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds the Series 66 designation and has been with UBS since 2005. Outside of her advisory work, she is involved with the Arundel Soccer Association, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Lindsey Arnold is a financial advisor at UBS Financial Services in Baltimore, MD, holding a Series 66 designation with 11 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets solutions through its comprehensive platform.

Shamyia Smith is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 credential with three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Fidelity Investments among others, with a diverse work history spanning financial services and other sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.