Aaron Meisner is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been advising clients for three decades. As a second-generation advisor, he primarily works with families seeking to grow and preserve their assets for a successful and secure retirement. Aaron focuses on a range of client needs, including education planning, family wealth management strategies, legacy planning, retirement income, and socially responsible investing. Throughout his career, Aaron has witnessed clients achieve key life milestones through careful financial planning, such as graduations, the birth of grandchildren, and retirement celebrations. He emphasizes developing personalized financial strategies tailored to each client's long-term goals, working closely one-on-one to create flexible plans that adapt to changing market conditions. Aaron holds a Bachelor's Degree from the University of Maryland College Park and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He participates in the communities he serves through volunteer work. His personal interests include adventure sports such as biking, boating, hiking, rock climbing, skiing, photography, and traveling.

Ryan Davis is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at StoneBridge Advisors and HCPSS before joining OSAIC Wealth, Inc. in 2025. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process focused on model-based asset allocation, portfolio optimization, and use of third-party managers.

Prince Thomas is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he pursues DJing as a hobby, performing at weddings and restaurants on a quarterly basis. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured planning processes and diverse investment capabilities.

Samuel Burgunder is a financial advisor with J.P. Morgan Securities in Baltimore, MD. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at JPMorgan Chase Bank and Hartree Partners, LP, as well as academic experience at William & Mary. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Zakiyyah Muhammad serves as a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, she works directly with clients to understand their financial situations and introduces them to a range of solutions available through Merrill and Bank of America. Her focus is on empowering clients to take control of their financial lives and select platforms aligned with their current needs. Zakiyyah holds a Personal Investment Advisor (PIA) designation. She earned her Associate's Degree from the Community College of Baltimore County and completed her high school education at Chesapeake High School. Her approach emphasizes helping clients identify what matters most to them and their families to develop strategies aimed at pursuing their financial goals.

David Bush is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates since 2009, following prior roles at Citigroup Global Markets and TD Ameritrade. Outside of his advisory work, he manages a personal rental property. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual engagements and corporate financial planning agreements.

Andrew Coyne is a financial advisor with Edelman Financial Engines in Annapolis, MD, holding Series 63, Series 65, and Series 66 licenses and possessing 29 years of industry experience. He has worked at various related entities within the Financial Engines and Edelman Financial Engines umbrella since 2015. Outside of his advisory role, he has a brief credit as a cast extra in a film production. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Kreg Keeney is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Raymond James & Associates and Deutsche Bank Securities Inc. since 2008. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, combining tailored financial planning and extensive asset management. The firm utilizes structured planning tools and advisory services supported by its Global Investment Committee.

Chris Yum is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase Bank and Northwestern Mutual. Outside of finance, he is a partner in Center of Influence Solution LLC, a social media and digital marketing business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research-driven investment evaluation with a broad range of brokerage and advisory solutions.

William Slade is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFP® certification and the Series 63 license and has been with Edward Jones since 2006. 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, operating under a fiduciary standard.

Ryan Vermeulen is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as a Financial Representative at Fidelity Investments from 2024 to 2025. He began his career with an internship in Business Development at SFG Wealth Management in 2023. In his current position, Ryan collaborates with individuals and their families to develop comprehensive financial plans tailored to their specific goals. His approach focuses on helping clients navigate their financial journeys with confidence. Outside of his professional life, Ryan's personal interests include beach activities, family time, fitness, football, golf, and traveling.

Christopher Petrich is a financial advisor with Wells Fargo Clearing in Baltimore, MD, holding Series 63, 65, and 66 credentials and 36 years of industry experience. His career includes roles at Wells Fargo Bank NA, TRUIST Advisory Services, and PNC Bank. 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 IPS-driven advisory process incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored plan solutions.

Joseph Arbogast, Sr. is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Dennis White is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through roles including Investment Consultant, Planning Consultant, and Investment Solutions Representative. Prior to joining Fidelity, Dennis worked at AXA Advisors as a Financial Consultant from 2018 to 2019. In his role, Dennis focuses on partnering with clients to co-create financial plans, aiming to develop strategies that instill confidence and provide peace of mind. He strives to ensure clients feel heard and understood throughout the financial planning process. Outside of his professional life, Dennis enjoys activities such as camping, skiing, traveling, exploring food, listening to music, and engaging in parenthood.

Eric Franz is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. He is based in Baltimore, MD. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies to deliver tailored financial plans.

Thomas Finney Jr. is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for four years. His background also includes roles outside finance, such as at Innospec Fuel Specialties and Best Friends Fur Ever. 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 a combination of model-based and discretionary investment strategies.

Benjamin Garland is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo, he worked at Jackson House Restaurant and held positions at the University of Delaware and Appoquinimink School District. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving plan sponsors with tailored investment solutions and fiduciary oversight.

Jonathan Davidov is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the boards of several nonprofit and business organizations, including Sinai Hospital, LifeBridge Health, and Chill Ice Cream Solutions. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Olabisi Akinrimisi is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. She has been with Wells Fargo Bank NA since 2005 and Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions.

Alisa Napier is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has previously worked at Raymond James Financial Services Advisors and Merrill Lynch. Outside of advisory work, she is the owner and creator of the "Watch For Deer" true crime podcast. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income planning service that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.