Brian Walsh is a financial professional with 29 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at firms including Securian Capital of the Chesapeake and Minnesota Life Insurance Co. In addition to his advisory role, he is the owner of a fixed insurance sales business and a commercial real estate holding company. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, providing advisors with access to affiliated and third-party investment strategies across various program structures.

Tawanna Browne Smith is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Outside of her advisory role, she owns and operates Mom's Guide To Travel, a website focused on travel planning and digital content. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through its various regulatory registrations.

Charles Sellman is a financial advisor at Edward Jones in Baltimore, MD, holding Series 65 and Series 66 licenses. He has three years of prior experience at Morgan Stanley and joined Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of advisory strategies alongside affiliated mutual funds and tax-efficient services.

Shaun Weber is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Merrill, and T. Rowe Price Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

Charles Swindell is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, previously serving at Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and applies a structured financial planning process supported by proprietary tools and modeling techniques.

Marjorie Adams is a financial advisor with Primerica Advisors in Randallstown, MD, holding Series 63 and Series 65 designations and nine years of industry experience. She has been with Primerica Advisors since 2016 and concurrently affiliated with Primerica Financial Services since 2015. Adams has also been involved with Morgan State University since 2006. In addition to her advisory role, she receives non-investment related compensation through referrals for home security, automation, and related services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a percentage-based wrap fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

Joel Fenstermacher is an advisor at LPL Enterprise with Series 63 and Series 65 credentials and over five years of professional experience. His background includes roles at Gateway Capitol Financial, LGS Financial LLC, and positions in education at Loyola University Maryland and local schools. LPL Enterprise, LLC serves a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities by providing investment advisory and brokerage services. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning and affiliated insurance and trust-related products.

Destiny Lucas is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and has a background that includes roles at Year Up and experience in education as a full-time homeschool instructor for middle and high school students. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tyler Sterner is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. He has also held academic positions at Frostburg State University, Albright College, Towson University, and Lebanon Valley College. 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, pension plans, corporations, and charitable organizations.

Priam Chun is a financial advisor at Edward Jones in Ellicott City, MD, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he spent 18 years with Jays Restaurant Group Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Mark Ireland is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Evan Connell is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and no prior industry experience. His background includes roles outside the financial industry at Everywhere Communications, Electric Ai, NewDay USA, the Premier Lacrosse League, and Swirnow Building Systems. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning approach uses firm-approved software and focuses on collaborative, ongoing relationships structured around client goals and written recommendations.

Jason Tawney is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is associated with E & B Enterprises, a sports complex in Rockville, MD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Corinna Sech is a financial advisor at Robert Baird & Co. with a Series 66 designation and two years of industry experience. Prior to joining R. W. Baird in 2023, she worked for Baltimore County Public Schools and Pasta Mista. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations.

Bhupesh Hukmani is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following four years at T. Rowe Price. Prior to entering the financial sector, he spent eight years at CarMax. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Trent Leuba is an advisor with LPL Financial in Timonium, MD, holding a Series 66 designation. He has less than one year of industry experience, with prior work history including roles at Hergenroeder Financial Advisors, Metso, and Phantom Fireworks. He is also completing his education at Hood College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Kimberly Amend is a financial advisor with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its financial planning process.

Alan Culiner is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment 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 utilizes proprietary research and model-based asset allocations in its advisory approach.

Stephen Solecki is a financial advisor at Merrill with 13 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2012. Outside of his advisory role, he is a co-owner of a rental property in Avalon, New Jersey, with other family members. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Gicking is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has two years of industry experience and concurrently works at the Space Telescope Science Institute. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals.