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.

Damion Dengler is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2003. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice implemented through discretionary or non-discretionary strategies.

Terrence Davis is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to each client's unique financial picture. His approach focuses on uncovering what matters most to clients and their families to help pursue their financial goals. Terrence's experience encompasses a range of client focus areas, including education planning, equity compensation services, family wealth management strategies, legacy and philanthropic planning, socially responsible and ESG investing, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) designation. Terrence earned his bachelor's degree from Morgan State University. Beyond his professional work, Terrence enjoys basketball, billiards, chess, drawing and sketching, music, painting, swimming, table tennis, and spending time with his family.

Anthony Palma is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Bank, NA, Anderson Merchandisers, and several educational institutions including the University of Maryland Global Campus and Prince George's Community College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Juergen Dietrich is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent nine years with A. G. Edwards & Sons, Inc. 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 provides a combination of brokerage and advisory solutions supported by research and analytics.

Matthew Larson is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked at StoneBridge Advisors for nine years and was affiliated with the University of Maryland College Park for two years. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization tools, and a mix of discretionary and third-party strategies.

Amr Rawi is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Peter Quoie is a CFP® and holds a Series 66 license with nine years of industry experience. He currently works at Wells Fargo Clearing and previously held roles at JP Morgan Securities, JP Morgan Chase Bank, Charles Schwab, Bank of America, and Merrill. 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.

John De Nuto is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. He previously worked at Cetera Advisor Networks and is also employed as a Senior Staff Engineer at Northrop Grumman Systems Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plan participants. The firm offers various financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Marissa Bennett is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 credential and 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016 and currently works at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its financial planning process.

Evan Noack is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. He has been with ClearView Wealth Advisors/MassMutual and MML Investors Services since 2021. Prior to his advisory career, he worked in various roles in retail and marketing. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client relationships as annual, collaborative engagements.

Eyob Eyob is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America from 2017 to 2025 and has additional experience in retail from Macy’s. 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, high-net-worth clients, and institutional investors.

Aaron Forker is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Morgan Stanley Private Bank, N.A. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Paul Chisholm is a financial advisor with Edward Jones in Catonsville, MD, holding Series 63 and Series 66 registrations and 26 years of industry experience. He joined Edward Jones in 2019 after roles at Merrill Lynch, AXA Advisors, Bank of America, Wells Fargo, BB&T Investment Services, Thrivent Investment Management, and UBS Financial Services. Outside of his advisory work, he is involved as a coach and commissioner for Elev8 youth sports and is a member of the Greater Catonsville Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard. Edward Jones is notable for its extensive retail advisor and branch network, as well as affiliated capabilities beyond advisory services.

Andres Lopez is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at RPM Groups and Kane & Krowe, and spent five years affiliated with the University of Delaware. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes personalized risk assessment and matches clients with advisory models or discretionary managers, utilizing a combination of third-party and proprietary solutions.

John Wasilewski is a financial advisor with UBS Financial Services in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as an officer in a clean fracking water company called C2GENERGY and oversees private equity investments through a partnership, JKWAZ LLC. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including portfolio management and financial planning. The firm integrates proprietary capital market research and institutional trading capabilities with wealth management services.