Brooke Myers is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked previously at RBC Capital Markets and TD Bank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct financial planning and corporate financial planning agreements.

Elizabeth Bafford is a financial advisor at RBC Capital Markets with two years of industry experience. She holds the Series 66 designation and has worked previously at Calvert Impact, Inc. for 12 years, UBS Financial Services for two years, and currently also at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Ashley Mikhail is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Mass Mutual, Ashley worked at Northwestern Mutual from 2023 to 2025 and spent eight years at CarMax. Outside of financial advising, Ashley owns and operates a daycare franchise, KK's Early Impressions LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual planning relationships using advanced analytical tools and offers specialized programs including divorce planning and estate settlement services.

Donna Ridley is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Charlton is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 license and has worked previously at Lincoln Financial Advisors Corporation, Fidelity Investments, Equitable Advisors, and AXA Advisors LLC. Outside of his advisory role, he is employed as a Planning Analyst with Maller Wealth Advisors. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing a range of tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Alicia Mosebrook is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Her background includes roles at AXA Advisors, Clearone Advantage, Johns Hopkins Hospital, Mary Kay, and The Pennsylvania State University. Outside of her advisory work, she serves as vice president of the Thunderbolt Society and works part-time at Wyndham Gettysburg in an event support role. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs through its network of Investment Adviser Representatives, utilizing third-party managers and curated advisory models.

Thomas Finney is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in balance sheet management for businesses, families, and individuals. He has over 40 years of experience in wealth management, providing expertise in investment management, trust and estate planning services, liquidity strategies, banking, lending through Bank of America, and philanthropy. Mr. Finney's professional background includes senior roles at US Trust in Baltimore, Wilmington Trust, and SunTrust Bank. He holds a Bachelor's degree from Ohio Wesleyan University and a Master's degree from Johns Hopkins University. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Thomas is involved with Goodwill Industries of the Chesapeake and Greater Baltimore Medical Center. His personal interests include biking, boating, dancing, skiing, spending time with family, and tennis.

Chris Schiesser is a financial advisor with LPL Enterprise holding a CFP® designation and Series 63 and 65 licenses. He has 12 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Schiesser is also the business owner of Strategic Wealth Advisors LLC, which functions primarily as a payroll entity for his assistant. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and affiliated trust and insurance services.

Colin Roddy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Merrill, Heritage Financial Consultants, and City Life Community Builders. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Rita Russell is a financial advisor with Wells Fargo Clearing in Baltimore, MD, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with various Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Scott Shotto is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Morgan Stanley entities since 2007. Outside of his advisory role, he serves as the volunteer chairman of The Citadel in Maryland. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Christopher Davis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at F.N.B. Investment Advisors, PNC Wealth Management, Mercantile Brokerage Services, PNC Capital Advisors, and Morgan Stanley. He is also involved with Old Orchard Wealth Solutions, LLC, which operates as a DBA for his LPL business. 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 a range of advisory services, including financial planning, model portfolio programs, and access to third-party asset managers.

Samuel Kushner is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Advisors, T. Rowe Price, and teaching experience at the University of Maryland and McDonogh School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Ethan Pollack is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he held various roles including positions at JPMorgan Chase Bank and the University of Southern California. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates ESG criteria in its investment recommendations and offers a broad range of product types through its affiliations and regulatory registrations.

Kara Mikotowicz is a Planning Consultant at Fidelity Investments, where she collaborates with local Financial Consultants to understand clients' financial situations and assist them in working toward their financial goals. She focuses on helping clients develop financial plans tailored to their priorities and aspirations. Kara's professional experience includes roles as a Financial Advisor at American Wealth Strategy Group from 2021 to 2022, a Senior Financial Consultant at T. Rowe Price from 2020 to 2021, and a Financial Consultant at T. Rowe Price from 2019 to 2020. Through these positions, she has gained experience in financial advising and consulting. Outside of her professional work, Kara enjoys family activities, football, golf, pets, reading, and traveling.

Jared Simmons is a Planning Consultant at Fidelity Investments, where he has been working since 2025. In this role, he collaborates with clients to build comprehensive financial plans that help them prepare for and pursue their fullest retirement. Prior to his current position, Jared served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. He holds a California Insurance License.

James Allotey is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 66 license, with 30 years of industry experience. He worked at Metlife Securities Inc. for 21 years before joining Mass Mutual and has been with Mass Mutual Investors Services since 2017. Outside of advising, he maintains a role as a life insurance, health, and fixed annuity agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning supported by firm-approved analytical tools.

Anthony Braglio is a financial advisor at LPL Enterprise with Series 66 credentials and one year of industry experience. His prior roles include positions at Thrivent Financial, Paramount Management Group, and founding B&B Financial Services, where he currently serves as a consultant. Outside of advising, he owns BF Smokehouse, a BBQ restaurant and country market, and serves on the board of a youth football and cheer program. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, asset managers, and wrap programs.

James Straut is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 approach is IPS-driven and grounded in modern portfolio theory, tailoring investment solutions to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Shawn Lemko is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding a Series 66 designation and 24 years of industry experience. He has worked at UBS since 2013 and previously held positions at Hilltop Securities Inc. and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and provides a broad range of capital markets services alongside wealth management.