Benjamin Yannuzzi is a Series 66-licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at Truist Advisory Services, BB&T Bank, and NCS Pearson. Yannuzzi is based in Baltimore, MD. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory capabilities with brokerage and investment management services.

Charles Williams Glaser is a financial advisor with RBC Capital Markets in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. for a combined total of over a decade. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, and a range of advisory programs. The firm integrates multiple investment managers and provides various options including tax management and responsible investing screens.

Jonathon Rogers is a financial advisor with LPL Financial holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Northwestern Mutual Investment Services, and Deutsche Bank Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Dunigan is a financial advisor with Edward Jones in Catonsville, MD, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory work, he serves as a youth soccer referee with the Harford Sports Officials Association. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of over 23,700 financial advisors and 15,000 branch offices nationwide.

Manuel Alcala is a financial advisor at Morgan Stanley with 28 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and currently works at Morgan Stanley Private Bank, N.A. in Baltimore, MD. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Zachary Szczybor is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has prior experience at StoneBridge Advisors, Inc, LGS Financial, and Bill's Seafood & Catering. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that include a range of investment products.

Gualtiero Noto is a financial advisor at Robert Baird & Co. with 46 years of industry experience. He has been with Robert W. Baird & Co. since 2009 and holds Series 63 and Series 65 licenses. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both traditional and complex investment strategies with discretionary and non-discretionary management options.

Gavin Rayburn is a financial advisor at Morgan Stanley with 12 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2018. Rayburn serves as a board member on the Finance Committee at John Carroll School in Bel Air, Maryland. 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 financial and estate planning, employing structured discovery conversations and firm-approved planning tools in its approach.

Courtney Massey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She previously worked at Merrill, ClearOne Advantage, Lonzo Warren State Farm, Maryland Management Company, and Darden Restaurants. Massey also works as an independent contractor for a travel agency, focusing on trip booking, marketing, and itinerary planning. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Theodore Waters III is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2014. Outside of his advisory role, he serves on the Investment and Finance Committees of St. Thomas Episcopal Church in Owings Mill, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Thomas Barger is a financial advisor with LPL Financial in Lutherville, MD, holding a Series 66 credential and bringing 34 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 33 years before joining LPL Financial in 2024. Outside of his advisory role, he is involved with Blue Harbor Benefits as a health insurance broker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party sources.

Karen Bartz is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 24 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she is in the process of winding down a non-investment-related plastics sales business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

Stanley Rodbell is a financial advisor with LPL Financial in Baltimore, MD, holding the Series 66 designation and bringing 29 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Lincoln Financial Advisors Corporation for 27 years and has operated as an attorney since 1966. Outside of his advisory work, he is involved in legal services and real estate brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides research and model portfolios to support diversified investment strategies.

Jahaira Zorrilla is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, Bank of America, and Wells Fargo. Outside of her advisory role, she is employed with Exceed Home Care Services, providing care for a minor family member. J.P. Morgan Securities offers 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 their investment recommendations.

Charles Fuller Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior work history includes roles at Raymond James Financial Services and SunTrust Advisory Services. Outside of finance, he has been involved with Uber for the past decade. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Sellitto is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Garrison Forest Advisory Group, Pruco Securities, LLC, and Minnesota Life Insurance Co. Outside of financial advising, he is involved as an attorney and runs a bar review business for students. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage services. The firm utilizes an integrated platform combining investment advisory, insurance products, and lending programs, with investment advice supported by LPL’s research, model portfolios, and third-party strategists.

Jeffrey Lubin is a financial advisor at Morgan Stanley in Baltimore, MD, with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill for 28 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals 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 incorporates structured discovery processes and advanced modeling tools in its financial planning approach.

Annakate Cross is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2004. Outside of her advisory role, she works as a retail cashier at a shopping mall, performing customer service and cashiering duties. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a discovery-based process and offers both direct and employer-sponsored financial planning services.

James Brady is a Financial Consultant who assists clients and their families in understanding their financial well-being and collaboratively developing plans for their short-term and long-term needs. He emphasizes building relationships based on trust to guide clients toward achieving their financial goals. He has held various roles in the financial services industry, including Investment Consultant, Relationship Manager, and Financial Services Representative at Fidelity Investments from 2022 to 2024. Prior to that, he worked at T. Rowe Price in positions such as Workplace Investment Consultant, High Net Worth Client Representative, and Retail Investment Services Representative between 2019 and 2022. Outside of his professional work, James has interests in concerts, cooking and baking, fitness, football, outdoor adventures, and pets.

Marat Kushner is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a notary public in Baltimore County, Maryland. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.