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.

Scott Brown is a CFP® with 20 years of industry experience, all with Edward Jones since 2006. He is based in Baltimore, MD, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Kurutz Jr. is a financial advisor with Morgan Stanley, holding Series 63 and 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. 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 and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a wide range of advisory programs.

Evan Downey is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets LLC since 2011. Outside of his advisory role, he serves on the board of directors for Athletes Serving Athletes, a charitable foundation. 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 a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Landon Schabes is a financial advisor at Wells Fargo Clearing with Series 65 and Series 66 credentials and one year of industry experience. His prior work includes roles at Uniqlo, Florida Financial Advisors DBA Tristate Financial Advisors, and The Orchard Restaurant. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes discretionary options with a broader set of financial product offerings than typical for large institutional advisers.

Christopher Schipske is a CFP® professional with 25 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2010. He holds a Series 66 license and is based in Columbia, MD. Outside of advising, he owns and operates Athlon Tax Services, providing tax and small business consulting. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple portfolio management options, including proprietary and third-party strategies, tailored to client objectives across various custody and platform arrangements.

Gregory Gann is a financial advisor with LPL Financial in Baltimore, MD, holding Series 66 and Series 63 credentials with 31 years of industry experience. He has been with LPL Financial since 2005. In addition to his advisory role, he is a licensed attorney in Maryland and is involved in mediation and litigation support services, as well as freelance writing for Proactive Advisor Magazine. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Dmitrii Portyko is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Bank of America, N.A. and spent over a decade at Teploenergoservis. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Joshua Fredricks is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing financial guidance to corporate executives, business owners, and affluent families. He brings over 25 years of experience, focusing on a wide range of services including executive compensation, equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and tax minimization. Joshua’s approach emphasizes collaborative relationships that address both assets and liabilities to help clients achieve their financial goals. Joshua holds a Bachelor of Science degree in Finance and Small Business Management from the University of Colorado in Boulder. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise has been recognized with repeated inclusion in the Forbes "Best-in-State Wealth Advisors" list. Outside of his professional work, Joshua resides in Potomac, Maryland with his wife and three children. His personal interests include golfing, ice hockey, music, tennis, traveling, and spending time with his family. He is also involved in coaching youth sports.

Amit Thakkar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2011 and a brief tenure at Edward Jones in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Berry is a Financial Advisor with Merrill Lynch Wealth Management. He emphasizes a holistic wealth management approach that begins with understanding each client’s unique financial situation and values. Joshua develops personalized strategies designed to adapt to changing needs and market conditions, leveraging Merrill's investment insights and the banking capabilities of Bank of America. Joshua holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Virginia Polytechnic Institute & State University. He is actively involved in his community, volunteering with local youth organizations such as Hilltop Elementary School. Outside of work, Joshua enjoys fishing, football, and spending time with his family.

Timothy Hartnett is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 65 and Series 63 designations and has worked at various J.P. Morgan entities since 2010. His current role is based in Baltimore, MD. 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. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Denise Fiamingo is a Series 66 licensed financial advisor with 24 years of industry experience. She has worked at RBC Capital Markets since 2020 and previously at Merrill from 2013 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring tailored investment strategies, discretionary and non-discretionary portfolio management, and integrated financial planning and brokerage services.

Patrick Gibbons is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL in 2019, he worked for Northwestern Mutual in various capacities from 2003 to 2019. He serves as finance committee chairperson for Emory Church and is involved with nonprofit boards including the Construction Finance Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and technology-enhanced strategies.

Justin Riemer is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Services Group Inc. since 2017 and Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Laura Gonzalez Portillo is a financial advisor with Merrill in Silver Spring, MD, holding a Series 66 designation and four years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2013. 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.

Bilal Colbert is a financial advisor with LPL Financial in Hanover, MD, holding a Series 66 credential and bringing 10 years of industry experience. His prior roles include positions at Tower Federal Credit Union, E*TRADE Securities, TD Ameritrade, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide 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.

Jesse Masear is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at SunTrust Investment Services and SunTrust Advisory Services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver its services.