Scott Brown is a CFP® with 20 years of industry experience, all with Edward Jones since 2006. He is based in Baltimore, MD, and holds a Series 66 license. 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 through a nationwide network of over 23,700 financial advisors, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Kurutz Jr. is a financial advisor with Morgan Stanley, holding Series 63 and 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a wide range of advisory programs.

Evan Downey is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets LLC since 2011. Outside of his advisory role, he serves on the board of directors for Athletes Serving Athletes, a charitable foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Landon Schabes is a financial advisor at Wells Fargo Clearing with Series 65 and Series 66 credentials and one year of industry experience. His prior work includes roles at Uniqlo, Florida Financial Advisors DBA Tristate Financial Advisors, and The Orchard Restaurant. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes discretionary options with a broader set of financial product offerings than typical for large institutional advisers.

Christopher Schipske is a CFP® with 26 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2010 and has prior experience at Prostatis Financial Advisors Group, Asset & Financial Planning, Ltd, and D'Orazio Wealth Advisors. Outside of advisory work, he owns and operates Athlon Tax Services, a tax and small business consulting firm. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory services, and wrap-fee programs through thousands of Financial Professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

Edmund Vasile is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 credential. He has experience at Morgan Stanley since 2024 and has also worked at DonorSearch and studied at Lehigh University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Joshua Fredricks is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in supporting corporate executives, business owners, and affluent families. He brings over 25 years of experience focused on asset and liability management to assist clients in planning for and achieving personal financial goals through collaborative relationships. Josh's expertise encompasses corporate executive services, executive and equity compensation, family wealth management strategies, legacy and philanthropic planning, tax minimization, and personal retirement planning. He is part of The Cunningham/Fredricks/Otten Group, which offers comprehensive services including investment and retirement planning, pre- and post-IPO planning, concentrated stock strategies, and private business succession and transition planning. He holds a Bachelor of Science degree in Finance and Small Business Management from the University of Colorado Boulder and has earned the Chartered Retirement Planning Counselor designation. Joshua has been recognized on the Forbes "Best-in-State Wealth Advisors" list for multiple consecutive years. His personal interests include golfing, ice hockey, music, spending time with family, tennis, and traveling.

Amit Thakkar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2011 and a brief tenure at Edward Jones in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Berry is a Financial Advisor with Merrill Lynch Wealth Management. He emphasizes a holistic wealth management approach that begins with understanding each client’s unique financial situation and values. Joshua develops personalized strategies designed to adapt to changing needs and market conditions, leveraging Merrill's investment insights and the banking capabilities of Bank of America. Joshua holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Virginia Polytechnic Institute & State University. He is actively involved in his community, volunteering with local youth organizations such as Hilltop Elementary School. Outside of work, Joshua enjoys fishing, football, and spending time with his family.

Timothy Hartnett is a financial advisor with J.P. Morgan Securities in Baltimore, MD, holding Series 65 and Series 63 licenses and with 15 years of industry experience. He has been with J.P. Morgan in various capacities since 2010, including roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Denise Fiamingo is a Series 66 licensed financial advisor with 24 years of industry experience. She has worked at RBC Capital Markets since 2020 and previously at Merrill from 2013 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring tailored investment strategies, discretionary and non-discretionary portfolio management, and integrated financial planning and brokerage services.

Patrick Gibbons is a financial advisor with LPL Financial, holding a Series 66 credential and over 23 years of industry experience. Prior to joining LPL Financial in 2019, he spent 16 years at Northwestern Mutual in various capacities including wealth and investment management. He serves as finance committee chairperson for Emory Church and is a board member of the Construction Finance Association, both nonprofit organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by advanced operational tools and manages over $819 billion in discretionary assets.

Justin Riemer is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017. His prior experience includes roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing a structured planning process and advanced modeling tools.

Laura Gonzalez Portillo is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Bilal Colbert is a financial advisor with LPL Financial in Hanover, MD, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Tower Federal Credit Union, E*TRADE Securities, TD Ameritrade, Bank of America, and Merrill. He also operates Tower Wealth Management, 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by tools such as machine learning for operational assistance.

Jesse Masear is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining J.P. Morgan in 2025, he worked at SunTrust Investment Services and SunTrust Advisory Services for a combined total of over nine years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Dean Shuplinkov is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns and operates DGREEK LLC, an investment-related business based in Baltimore. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad menu of planning services and develops tailored recommendations using proprietary research and planning tools, with clients able to choose implementation through various brokerage or advisory programs.

Chris Varlotta is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017, following a 15-year tenure at METLIFE Securities Inc. Outside of his advisory role, Varlotta is involved as a co-owner in Tidecreek Planning, 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, estates, charitable organizations, and employers. The firm uses firm-approved software and facilitates ongoing, collaborative planning engagements with clients.

Kelley Fant is a financial advisor with RBC Capital Markets in Columbia, MD, holding a Series 66 designation and 17 years of industry experience. Fant has been with RBC Capital Markets Corporation since 2009. 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 multiple advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.

Kathleen Shipley is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support client planning needs. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based financial planning agreements.