Jamie Hoch is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, Hoch worked at Bank of America N.A. and has held various roles in sectors including real estate and retail. 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, institutional clients, and charitable organizations.

Clinton Stephenson is a financial advisor with Edward Jones in Forest Hill, MD. He holds a Series 66 designation and joined Edward Jones in 2026 after 12 years at BNSF Railway. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment options. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Mark Namvary is a financial advisor with UBS Financial Services in Forest Hill, MD, holding Series 63 and Series 65 registrations and with 30 years of industry experience. He has been with UBS since 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based 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 plans.

Marcus Grubb is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been a Financial Advisor since 2001 and brings extensive experience in helping clients pursue a wide range of financial objectives, including college education planning, family wealth management strategies, liquidity management, retirement planning, philanthropic planning, tax minimization, and portfolio management services. Marcus graduated from the University of Maryland, College Park in 1998 with a degree in Economics. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Marcus is also a qualified Portfolio Manager able to build and manage personalized or defined investment strategies on a discretionary basis. A lifelong resident of Harford County, Maryland, Marcus grew up in Havre De Grace and currently lives in Fallston with his wife Kysa and son Noah. He is involved in community activities, including past participation in the local Lion’s Club. In his personal time, Marcus enjoys cooking, fishing, hunting, and spending time with his family.

Taylor Currie is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2024. Prior to joining Merrill, Taylor held roles at Bank of America, Warby Parker, and Optum (United Health Group). 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Purvi Patel is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has prior experience at Bank of America, First National Bank of Pennsylvania, and worked at Pillai Coaching Institute for five years. 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.

Michael Niedzwiecki is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise since 2005, including its affiliated entities, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in computer services and software development through Step3, Inc. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Brusak is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. He has held positions at several firms including Avantax and Bluemount Financial, LLC, where he is also the owner of a CPA firm specializing in tax preparation, accounting, payroll, and bookkeeping. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated managers.

Michelle Sin is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and retirement income. Michelle's approach focuses on connecting all aspects of her clients' financial lives to help prioritize and pursue their most important goals. Michelle graduated from Towson University in 1995 with a bachelor's degree in Business Administration, concentrating in Finance. She began her career at Morgan Stanley, where she worked for 10 years, followed by three years at Ferris Baker Watts before joining Merrill Lynch with her team. She holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Michelle resides in Bel Air with her husband and three sons. She is active in the Korean-American community and volunteers at her sons' schools. Her community involvement includes participation with the Bel Air Chem Free Association, Bel Air High School, Bel Air Rec Council, FOBAS, and Harford Technical High School. In her free time, Michelle enjoys cooking, music, reading, tennis, traveling, yoga, and spending time with her family.

Aaron Stephenson is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Edward Jones since 2014, based in Bel Air, MD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

John Fisher is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Jones Jr. is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Fidelity, Avantax, Bank of America, Merrill, and Bluemount Financial. Outside of his advisory career, he operates Sonic Squirrel Productions, providing video editing and music composition services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, financial planning, and access to third-party money managers.

Paula Gay is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Merrill for 22 years before joining RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to clients’ risk profiles using both in-house and third-party managers.

Melissa Mullan is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010 and is also associated with Harford Financial Group, where she has served as an independent insurance agent and holds a secretary role. Additionally, she serves on the finance committee of St. Mary of the Assumption Church. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, with features aimed at supporting advisor business relationships and compliance.

Clayton Wright Jr. is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2010, following prior roles at Morgan Stanley from 2004 to 2010. Outside of his advisory work, he also prepares taxes seasonally in collaboration with a regional tax preparation firm. 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 provides a broad range of advisory services through a large network of investment adviser representatives, utilizing various portfolio strategies and technology tools to support client investment management.

John Bish is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has 25 years of industry experience, including 17 years at Stifel Independent Advisors, LLC. Outside of his advisory work, he serves as an adjunct professor of finance at Wilmington University and is a board member of American Paradigm Schools, a public education organization. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that address various financial needs and uses Wells Fargo research and tools to develop tailored recommendations for its clients.

Tafari Surgeon is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in helping business owners, employees, families, and friends achieve their financial objectives. His expertise encompasses a range of areas including college education planning, corporate benefits, family wealth management strategies, personal retirement planning, socially responsible and values-based investing, tax minimization, and small business strategies. Tafari employs a disciplined wealth management approach grounded in transparent and consistent communication, acting in a fiduciary capacity to provide clients with reliable stewardship as they pursue their long-term goals. Tafari holds a Personal Investment Advisor (PIA) designation and completed his studies in Computer Science and Information Security at John Jay College of Criminal Justice. He earned his high school diploma from John Jay High School. Raised in New York City and later relocating to Maryland, Tafari balances his professional role with active community involvement, volunteering with organizations such as Helping Up Mission and Junior Achievement. In his free time, he engages in a variety of personal interests including coaching and training in sports like basketball, boxing, and soccer, as well as music, painting, reading, running, and traveling. Family plays a central role in his life, and he stays informed on history and current events to remain solutions-driven during periods of market volatility.

Adrian Albidress II is a financial advisor with LPL Financial in Bel Air, MD, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Nationwide Securities LLC and has been involved with the Albidress-Sanderson Agency, Inc. for over two decades. In addition to his advisory role, he provides tax preparation services and is an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a wide range of financial planning and investment management solutions, utilizing both discretionary and non-discretionary strategies supported by advanced operational and research tools.

James Hennessey is a Series 66 licensed financial advisor with Edward Jones in Bel Air, Maryland, with two years of industry experience. He has been the owner and instructor of a martial arts studio specializing in Tae Kwon Do since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Daniel Petro is a CFP®-credentialed financial advisor with 16 years of industry experience. He has been with RBC Capital Markets LLC since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.