Ian Weisser is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Financial Advisors, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. In addition to his advisory role, he is an owner and agent of Weisser Financial Inc., where he offers fixed annuities and traditional life insurance. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, including financial planning and access to third-party money managers, utilizing advanced asset-allocation tools and various investment products.

Christian Backus is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to his financial advisory career, he was employed at Verizon Wireless for seven years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Mugele is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 27 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He 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 offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Xander Bauguess is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of industry experience. His background includes roles at Tri-M Group LLC, Wagner College, Hofstra University, and several entrepreneurial ventures such as an auto detailing business and a fishing charter. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party sponsors.

Keith Silverstein is a Senior Financial Advisor at Merrill Lynch Wealth Management with over three decades of experience in financial advising and retirement planning. Since beginning his career in 1987 and joining Merrill in 2005, Keith has worked with self-motivated entrepreneurs, professionals, and affluent individuals and their families to develop strategic financial plans designed to withstand various market conditions. Keith holds a Bachelor's degree from the University of Maryland and a Master's degree in finance from the University of Baltimore. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise includes retirement planning, executive compensation, family wealth management strategies, and retirement income. Keith emphasizes understanding clients' needs, goals, and risk tolerance, utilizing sophisticated Merrill tools to tailor customized investment strategies. In addition to his professional work, Keith is active in community organizations including The Associated and The Nikki Perlow Foundation. He resides in Owings Mills, MD, with his wife and enjoys personal interests such as basketball, golfing, music, skiing, tennis, traveling, and spending time with his family.

Jarrett Gounaris is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Derek Dimanno is a CFP® with 22 years of experience in the financial industry. He has been with LPL Financial since 2019 and previously worked at Nationwide Securities for 15 years. Outside of his advisory role, he is involved with the Stastny Insurance Agency and DRD Inc., focusing on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, and institutions through a broad advisory platform. The firm offers a range of financial planning and investment management services, utilizing both proprietary research and third-party strategies.

Laura Strott is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2003 and at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized operational and supervisory structures.

Tim Kecken is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he collaborates closely with clients to develop customized wealth strategies that focus on the growth, preservation, and transfer of their wealth. He leverages Fidelity's extensive resources, including a team of specialists, to align financial plans with the priorities and values of clients and their families. Tim has been with Fidelity Investments since 2006, holding various positions such as Wealth Management Advisor in Private Wealth Management since 2021, Vice President and Branch Leader from 2018 to 2021, Regional Planning Consultant from 2012 to 2018, Senior Portfolio Specialist from 2010 to 2012, Portfolio Specialist from 2009 to 2010, Relationship Manager in the Private Client Group from 2008 to 2009, Mutual Fund, Equity, and Options Trader from 2007 to 2008, and Financial Representative from 2006 to 2007. He holds a California Insurance License. Outside of his professional work, Tim enjoys attending concerts, cooking and baking, running, snowboarding, surfing, and traveling.

Gibbs Preston is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He previously worked at Facet Wealth and was involved in commercial real estate development through Preston Realty, LLC for nine years. Preston holds equity in several commercial properties but does not actively manage them. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions supported by research and analytics, serving over 14,000 financial advisors and managing roughly $671 billion in assets.

Christopher Mcmurry is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2019, also working at Wells Fargo Bank, NA since 2013. Outside of finance, he owns and operates Say Yes Media, a filming and editing business. 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 advisory process is IPS-driven and includes a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Kathryn Thompson is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has been with Baird since 2017. Prior to her career in finance, she worked at Sony Pictures Television for four years. Outside of her advisory role, she assists with her family’s land development and home building business, Thompson Atlantic LLC. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across a range of investment strategies.

Melanie Shanty is a financial advisor with OSAIC, holding a Series 63 designation and bringing 36 years of industry experience. She worked at Lincoln Financial Advisors Corporation for 35 years before joining OSAIC in 2025. Outside of her advisory role, she is an owner of Family Circler Partners, an organization providing consultation services to families with disabled members. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services with an investment approach that includes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing, managing portfolios across a variety of asset classes on both discretionary and non-discretionary bases.

Nancy Short is a financial advisor at Robert Baird & Co. in Towson, MD, with 40 years of industry experience. She has been with Robert Baird & Co. since 2009. Her credentials include Series 63 and Series 66 licenses. Robert Baird & Co. serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

Jacob Biedenback is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has held prior roles at firms including Truist Advisory Services, BB&T, Wells Fargo Clearing, and Morgan Stanley. He serves as a board member of the Towson University Foundation, participating in the investment and spending committee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Zachary Snyder is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Equitable Advisors and has experience in hospitality and landscaping businesses. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

John Comberiate is a CFP®, ChFC®, and Series 66-licensed financial advisor with 14 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he receives royalties related to work in Owings Mills, MD. Edward Jones is a full-service wealth management firm serving individuals and institutions, with over four million clients and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Kristen Treglia is a financial advisor with Charles Schwab & Co., Inc. in Towson, MD, holding Series 63 and Series 66 designations and seven years of industry experience. She has worked previously at Fidelity Investments, Morgan Stanley, and T. Rowe Price, among others. Outside of finance, she is involved in golf instruction through her ownership of Kateyes LLC and teaching at the Columbia Association. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a mix of non-discretionary and discretionary investment advisory services through its integrated wealth management platform.

Brian Dunne is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Legg Mason Wood Walker, and T. Rowe Price Advisory Services. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of financial services through its extensive network of advisors.

Erik Gundlach is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client decision-making.