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.

Josefina Sanchez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Primerica Advisors since 1987 and has concurrently worked with Marieta S. Caragay, M.D. since 2014. Outside of advisory services, she is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Daniel Leatherman is a financial advisor at Cetera with 28 years of industry experience and holds the Series 66 designation. He has worked at Avantax in various capacities from 2012 to 2025 and has been operating his own CPA and financial services practice since 2006, providing accounting, tax preparation, and financial planning services. Leatherman also has a background in law enforcement training. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party managers and program structures.

Edwin Dooley is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at M&T Securities for 15 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a large network of advisers. The firm offers a range of advisory and brokerage services including financial planning, asset management programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

Connor Barnes is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Tower Partners and Whitebox Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers tailored to clients’ risk profiles and offers features such as tax management and responsible investing screens.

Kevin Goodman is a financial advisor at Primerica Advisors with 38 years of industry experience. He has held roles at Primerica Financial Services since 1991 and at Primerica Advisors since 1987. Outside of his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Nicholas Cosgrove is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Legacy Financial Advisors, LLC, W&S Brokerage Services, and Western & Southern Life. Prior to his financial services career, he held various roles including work with Maryland Community Solar. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and tailors investment strategies using a range of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Timothy Strasdauskas is a CFP® professional with 41 years of industry experience, currently with LPL Financial since 2023. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, and has held positions at OSAIC Services, Advanced Advisory Group, and Sunamerica Securities. Outside of his advisory role, he is a business owner of a restaurant in Bel Air, Maryland. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Matthew Citrano is a financial advisor with RBC Capital Markets in Bel Air, MD. He holds a Series 66 designation and has 10 years of industry experience, including 11 years at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Joshua Ritz is a financial advisor with LPL Financial in Churchville, MD, holding a Series 66 designation and bringing 26 years of industry experience. His career includes roles at firms such as Raymond James Financial Services, Wells Fargo Advisors, BB&T Investment Services, Banc of America Investment Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Steven Reed is a financial advisor with Edward Jones in Nottingham, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a member of agricultural businesses Reed Farms LLC and SJK Farms LLC in Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Stephen Hepburn is a CFP® professional with 16 years of industry experience, currently serving as an advisor at LPL Financial since 2026. Prior to joining LPL, he worked at Cambridge Investment Research Advisors and Edward Jones. Outside of his advisory work, he is president of Imaculatta's Ranch LLC, an agricultural business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Michael Aluotto is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at First Allied Advisory Services and First Allied Securities. He serves as a committee member for the Cornell Club NYC, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Rory White is a CFP® professional with 20 years of industry experience, currently serving at Edward Jones since 2007. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he teaches non-credit investing classes at Harford Community College and chairs the Endowment Committee for the Harford County Boys and Girls Club. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a nationwide network of financial advisors and branch offices.

Jonathan Lewis is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2010 to 2023 before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support client strategies.

Andrea Kirk is a financial advisor with Ameriprise in Abingdon, MD, holding a CFP® designation and Series 63 and 65 licenses. She has 27 years of industry experience, including over 20 years with Ameriprise and its affiliated entities. Kirk is involved in several outside activities, including co-ownership of multiple business ventures and serving on the Board of Directors for SARC and investment committees for the Community Foundation of Harford County and The Arc Northern Chesapeake Region. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, providing personalized recommendation reports that integrate tax-efficient withdrawal strategies and social security options. The firm combines research-driven modeling and algorithmic automation to support its advisory services, primarily focusing on assets held in Ameriprise managed accounts.

Haidy Collado Fung is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and previously worked at Towson University, CrediFacil, Synergies, and HomeMaker. 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.