Lissa Collins is a financial advisor with Merrill in Baltimore, MD, holding a Series 66 designation and 9 years of industry experience. She has been with Merrill since 2013. 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 accounts.

Jia Jia Zhu is a financial advisor with UBS Financial Services in Baltimore, MD, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of solutions including discretionary portfolio management, fee-based financial planning, and alternative product distribution.

Joshua Greenwald is a CFP® with 28 years of experience in the financial services industry. He is currently with Wells Fargo Advisors, having joined the firm in 2023 following seven years at Wells Fargo Clearing and an earlier tenure at A. G. Edwards & Sons, Inc. He serves as treasurer for the Helmsley Court Neighborhood Improvement Association in Baltimore. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides customized investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, using proprietary research and tools, and integrates advisory services with banking, lending, and trustee products.

Michael Levin is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 66 credentials and 44 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 tailored consulting and portfolio services including financial planning, discretionary and non-discretionary management, and a range of investment strategies across traditional and non-traditional asset classes.

Travis Brown is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD. He holds a Series 66 designation and has 24 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2001. In addition to his advisory role, he works as a sales agent in life and health insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering event-driven planning services such as divorce and estate-settlement planning.

William Smith is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His background includes roles at Bank of America, FIDELITY Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Compton Financial Group, and LPL Financial. 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 and profit-sharing plans, corporations, and charitable organizations.

Abigail Lohn is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She has held roles at Raymond James Financial Services Advisors, Inc., Fusco Financial Associates, and previously worked in retail and telecommunications. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal finance work through its affiliation with a municipal advisor.

Kyle Mcdonell is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding a Series 66 designation and six years of industry experience. He joined Wells Fargo Advisors in 2024 after roles at Wells Fargo Clearing from 2019 to 2024 and has experience in consulting and media-related positions earlier in his career. He also owns McDonell Capital Group LLC, a financial-related business. 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 including retirement, education, risk, and wealth-transfer planning. The firm delivers tailored recommendations supported by proprietary research and planning tools, serving clients who meet certain net-worth thresholds.

Thomas Colantuno is a financial advisor with Edelman Financial Engines in Towson, MD, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Ameriprise Financial Services, UBS Financial Services, and Legg Mason Wood Walker. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management across a large client base.

Zachary Green is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2016. Outside of his advisory role, he works part-time with the Maryland Jockey Club, assisting with coordination and preparation for the Preakness Stakes. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Sean Monaco is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial Services, Atlantic Fireproofing, and Genesis Healthcare. Based in Baltimore, MD, he has been with Merrill since 2022. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Jenienne Fagan is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Her prior work includes 15 years at M&T Securities and two years at Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies with substantial operational and research resources.

Matthew Alpert is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, TD Ameritrade, and other firms. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, overseeing more than $256 billion in assets.

Brian Doak is a financial advisor with UBS Financial Services in Hunt Valley, MD. He holds Series 63 and 65 licenses and has 31 years of industry experience, including 18 years at UBS. He serves as a board member for St. Paul's School, his alma mater. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Christopher Yanson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked with Edward Jones for seven years and currently serves as the branch owner of Armory Financial, a support company he operates alongside his advisory roles. Yanson is also the owner of Gregmark, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary investment consulting using advanced modeling tools and supports clients through its extensive advisor network and affiliated firms.

Levi Bean is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for eight years. Outside of finance, he coaches a youth ice hockey team in York, Pennsylvania. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services supported by multiple custodial and program arrangements.

Mark Schulze is a financial advisor at Morgan Stanley with a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley since 2017, including seven years at Morgan Stanley Private Bank, N.A., and has prior experience at Park Avenue Securities, LLC and Guardian Life Insurance Co. of America. 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 and financial planning services that incorporate structured discovery and modeling tools but generally does not provide individual security recommendations as part of standalone plans.

Kevin Brandel is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Towson, Maryland. He holds the CERTIFIED FINANCIAL PLANNER® certification and serves as a Senior Portfolio Advisor. Kevin focuses on developing personalized financial strategies tailored to the unique needs of individuals and families, emphasizing listening to clients to understand their goals and priorities. Kevin's expertise spans various client focus areas including executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. His approach integrates thoughtful financial decision-making to provide clarity and confidence to his clients. He earned a bachelor's degree with a double major in finance and marketing from the University of Kentucky in 2013 and completed the Financial Planning Certificate Program at Bryant University in 2019. Kevin holds additional professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Carroll County Chamber of Commerce. Kevin lives in Sykesville, Maryland with his wife, Kristen, and their two sons, Shane and Grant. Outside of work, he enjoys cooking, golfing, and spending time with his family.

Charles Koras is a Series 66 credentialed advisor with Morgan Stanley in Lutherville, MD, beginning his industry career in 2025. Prior to joining Morgan Stanley, he worked at St John Properties and held roles at the University of Maryland College Park and Loyola Blakefield. Outside of finance, he is involved as an assistant coach with Predators Lacrosse, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Madison Rexford is a financial advisor at OSAIC with 7 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for seven years. His background also includes roles outside finance, such as work at Greene Turtle Sports Bar and The University of Tampa. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning and various managed portfolio programs. The firm employs a model-based investment process with portfolio optimization tools and supports both discretionary and advisor-managed strategies.