Sarah Telljohann is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 24 years of industry experience, including seven years at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she serves as power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Sandra Liotta is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career that began in 1985. She works closely with clients and their tax and legal advisors, providing a personalized, planning-based approach to family wealth management strategies, legacy planning, philanthropic planning, socially responsible and ESG investing, as well as women and wealth. Sandra and her team assist clients with financial matters ranging from income and estate planning to education savings, aligning portfolios to individual values and goals. Sandra holds a Bachelor's degree from Swarthmore College and a Master's degree from the University of Baltimore. She earned the CERTIFIED FINANCIAL PLANNER® designation in 2006 and also holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) credentials. She has been recognized on the Forbes "America's Top Women Advisors" and "Best-in-State Wealth Advisors" lists multiple times, reflecting her extensive experience and client-focused approach. In addition to her professional work, Sandra is actively involved in her community. She serves as President of the Board of Trustees at Baltimore Center Stage and participates in organizations such as LEAD for Women, the Merrill Hispanic Latino Advisory Council, and The Harbour Schools of Annapolis and Baltimore. Her personal interests include boating, gardening, golfing, hiking, music, reading, scuba diving, traveling, and spending time with her family.

Gary Adlington is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked extensively with Prudential Insurance Company of America since 1980 and joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and other financial services.

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 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Outside of her financial career, she owns Mom’s Guide To Travel, a travel planning and digital content website she has operated since 2008. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through an Institutional Consulting Services program that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Haider Khokhar is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His work history includes roles at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Charles Sellman is a financial advisor at Edward Jones in Baltimore, MD, holding a Series 65 credential. He has three years of industry experience, including previous work at Morgan Stanley. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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 with LPL Enterprise LLC, holding Series 63 and Series 65 designations and having over one year of experience in the financial industry. His prior work includes roles at Gateway Capitol Financial, LGS Financial LLC, and positions in education at Loyola University Maryland, Mount Saint Joseph High School, and Mount Airy Middle School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to third-party asset managers, and participation in wrap programs.

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 with Wells Fargo Clearing in Ellicott City, MD, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory 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.

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.

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.