Alysson Krchnavy is a CFP®-certified financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as President of the Board of Directors for the Havre de Grace Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors.

Troy Brewer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2022. Brewer is the owner and CEO of ClearPlan Wealth Management Inc., a support company he founded. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations, with a distinctive focus on advisory and implementation-support roles.

Carl Strozyk is a financial advisor with Cambridge Investment Research Advisors in Bel Air, MD, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011 and leads The Small Business Group, where he provides accounting, tax, and business consulting services. Strozyk is also an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm employs a range of investment strategies and platform arrangements, with both proprietary models and access to third-party managers.

Katherine De Hart is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 22 years of industry experience. Prior to joining Raymond James, she worked at Janney Montgomery Scott for six years. Outside of her advisory role, she serves as an insurance agent affiliated with The Mettle Insurance Services agency. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients such as pension plans and state and municipal entities. The firm offers tailored, typically non-discretionary advisory services supported by extensive resources in public finance and institutional fiduciary solutions.

Denise Rodriguez is a Financial Advisor with Moran & Associates in the Towson, MD office, affiliated with Merrill Lynch Wealth Management. She works primarily with professional women and couples seeking guidance in managing their financial futures. Denise’s clients are often balancing careers and family responsibilities and look for clarity and security in their financial plans as they progress through different life stages. Denise specializes in creating personalized wealth management strategies tailored to each client’s goals, focusing on areas such as college education planning, family wealth management, legacy and philanthropic planning, retirement, tax minimization, and managing new wealth. She begins with a comprehensive wealth plan to understand the purpose of each client’s assets and develops an investment strategy that aligns with their long-term objectives. Denise holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor of Science degree from the University of Florida and participates in the Chesapeake Professional Women's Network. Outside of work, Denise enjoys cooking, reading, traveling, practicing yoga, and spending time with her family.

Michael Anselmi Jr. is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. Prior to this, he worked at Morgan Stanley Private Bank, National Association from 2015 to 2019. He also owns and operates Anselmi Investment Advisory, LLC in Ellicott City, MD. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning, with additional niche services for clients meeting certain net-worth thresholds.

Jason Dudderar is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and models developed by its Global Investment Committee.

Timothy Pilarski is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley and its Services Group since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that do not include individual security recommendations as part of the standalone planning program.

Abigail Allen is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Her prior roles include positions at Citigroup Global Markets Inc and Kane Financial, as well as academic and extracurricular activities during her time at SUNY Brockport and Maynooth University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.

Alexander Rotman is a financial advisor at Morgan Stanley with 26 years of industry experience and holds the Series 66 designation. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market analysis.

Ashley Owens is a financial advisor at J.P. Morgan Securities with three years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, Owens worked at Merrill for two years and has held various roles outside of finance, including a sales associate position at Under Armour. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates on a non-discretionary basis and combines large institutional advisory services with broker-dealer, investment adviser, and commodity-related registrations.

Mary Dispaldo is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and in various roles outside finance including education and retail. 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 using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Leilani Moten is a Financial Advisor affiliated with Merrill Lynch Wealth Management, operating as a Merrill Financial Solutions Advisor. In her role, she focuses on understanding clients' individual goals and priorities to develop personalized investment strategies aimed at pursuing their financial objectives. Her services include investment advice as well as access to banking and lending solutions through Bank of America. Her expertise covers a range of financial planning areas such as general investing, retirement planning, and preparing for unexpected expenses. She emphasizes building relationships with clients to provide tailored guidance and support as their financial needs evolve. Leilani holds a Bachelor's Degree from Morgan State University and the Personal Investment Advisor (PIA) designation.

James Hodges is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 63 designation and bringing 50 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, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a variety of strategies and managers to meet client goals and risk tolerances.

Cory Labre serves as a Financial Advisor within Merrill Lynch Wealth Management. He applies strategic financial planning to help clients secure and grow their wealth, focusing on creating personalized Wealth Management strategies tailored to individual life goals and circumstances. His approach integrates comprehensive considerations such as tax minimization, investment portfolio construction, insurance benefits, estate planning, gifting, and charitable giving. With experience in areas including education planning, employee benefits, executive compensation, family wealth management, legacy planning, retirement planning, philanthropic planning, portfolio management, sports and entertainment clients, and retirement income, Cory combines his expertise with his background as a lifelong hockey player and coach. This team-oriented perspective informs his commitment to prioritizing clients' interests and addressing a full range of financial challenges and opportunities. Cory holds a Bachelor's Degree from Towson University and the Personal Investment Advisor (PIA) designation. He is also involved in his community as a youth ice hockey coach. Outside of work, he enjoys activities such as basketball, biking, camping, fishing, hiking, ice hockey, ice skating, music, spending time with family, and watching movies.

Madison Gary is a Series 66-licensed advisor with Merrill, based in Baltimore, MD, and has seven years of industry experience. She has worked at Merrill since 2019 and Bank of America since 2020. Prior to her financial services career, she was involved with Columbia Association Aquatics and Continential Pools LLC. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Chadwick Chilcot is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, M&T Bank, and Stifel. 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.

Zellie Wothers is a CFP® with six years of industry experience, currently advising at Osaic. Prior to joining Osaic, Wothers worked at Lincoln Financial Advisors for five years and has held roles at Maller Wealth Advisors, Wells Fargo Bank, and Harford Mutual Insurance Company. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing firm-provided tools for asset allocation and portfolio construction.

Harry Ford III is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs a structured financial planning process using firm-approved tools and scenario modeling.

Asonganyi Tintinu is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Tintinu held positions at DoorDash, Year Up United, Home Depot, United Parcel INC, and ICT University. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.