Brittany Stafford is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Baird in 2021, she worked at Howard County Public Schools and The Forbush School in Hunt Valley. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services.

Rachel Burk is a financial planner with Cetera, holding a Series 66 designation and three years of industry experience. She has worked at several financial services firms, including Kestra Advisory and Offit Advisors. In addition to her advisory role, she is an intake coordinator at The Naomi Center, a mental health care provider. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various program structures, with over $256 billion in assets under management and a network of more than 10,000 advisors.

William Koras is a CFP® with 30 years of experience in the financial industry. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Prior to Morgan Stanley, he worked at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers a range of advisory programs that include tailored financial planning and utilizes firm-approved tools and investment committee models to support client strategies.

Bonnie Krosin is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and modeling tools, with clients responsible for plan implementation and updates.

Katherine Heisler is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley Services Group Inc. and Morgan Stanley Smith Barney since 2017, with prior experience at KCD Financial, Inc. and Freedom Investors Corporation from 2014 to 2017. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

Huston Collison is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services through its broad platform.

Heidi Locastro is a financial advisor at Fidelity with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Merrill, PNC Investments, Mass Mutual Investors Services, and Metlife Securities. She has been with Fidelity in various capacities since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

John Day Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He has held his current role at LPL Financial since 1996 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he has been involved in teaching seminars and selling non-variable insurance products, including disability, health insurance, fixed annuities, long-term care, and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Jessica Nyce Parker is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In this capacity, she assists her Vice President, Financial Consultants, and their clients by providing service and planning assistance aimed at helping clients pursue financial independence. Her professional experience in the financial services industry includes previous roles at Fidelity Investments as a Relationship Manager from 2022 to 2023 and as a Financial Representative from 2021 to 2022. Prior to joining Fidelity, she worked as an Associate Advisor at WMS Partners from 2018 to 2020, as a Financial Services Representative at MassMutual from 2016 to 2018, and as a Financial Representative at AIG from 2014 to 2016. Outside of her professional career, Jessica has interests in art, cooking and baking, fitness, hiking, parenthood, and pets.

Bradley Hartzel is a CFP® and holds a Series 66 designation with 19 years of industry experience. He has been with Edelman Financial Engines since 2025, following prior roles within affiliated firms dating back to 2011. He is based in Ellicott City, MD. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm employs a committee-driven modeling process combined with planner support and online tools, offering both discretionary management and non-discretionary online advice.

Devin Foudos is a financial advisor at Merrill with Series 66 and Series 63 licenses and four years of industry experience. His prior positions include roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Charles Schwab, and Northwestern Mutual. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sharon Lewis is a financial advisor at Primerica Advisors with 22 years of industry experience and holds Series 63 and Series 65 credentials. She has worked with Primerica Advisors since 1996 and operates a separate business, Fiscal Pink, LLC, which publishes children’s books. Primerica Advisors is a large firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that relies on model-delivery strategies managed by third-party asset managers, with discretionary separately managed account options and custodial support from Pershing.

Brian Walter is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2019, following eleven years with the Department of Defense. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

William Benassi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial advising career in 1984 and offers expertise in areas including college education planning, equity compensation services, philanthropic planning, retirement income, tax minimization, and wealth management for individuals, small businesses, and nonprofit organizations. Mr. Benassi earned a Bachelor of Arts in Political Science from Roanoke College in 1984 and completed an MBA in International Finance through the University of Hartford’s American MBA in Paris program in 1994. He holds the Personal Investment Advisor (PIA) designation and serves on the Board of Trustees for Notre Dame Preparatory School. Additionally, he is co-chair and co-founder of the Roanoke Men's Lacrosse Legacy Alumni Committee and contributes to the Roanoke College Lacrosse Alumni Legacy Committee. He resides in Towson with his wife, Pilar, and their two children. Mr. Benassi is actively involved in community efforts, including Swim Across America-Baltimore to support cancer research, and volunteers as a coach and executive for various athletic programs.

Ashley Zephir is a CFP® with 21 years of experience in financial advisory. She is currently with Edelman Financial Engines, where she has worked since 2016, including prior roles at Financial Engines Advisors L.L.C. from 2018 onward. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, focusing on diversified model portfolios and long-term strategies.

Brian Penn is a financial advisor at Robert W. Baird & Co. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2009. Penn serves as an Investment Committee Member for Associated Jewish Charities in Baltimore. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a focus on customized strategies using both in-house and third-party managers.

Karen Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Wells Fargo Clearing Services since 2018 and has been with Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Baitel is a financial advisor with LPL Financial based in Owings Mills, MD, holding Series 65 and Series 63 credentials and 23 years of industry experience. His prior experience includes roles at Metlife Securities, Massachusetts Mutual Life Insurance Company, M&T Securities, and Prudential-affiliated firms. Outside of his advisory work, he designs and sells dog ramps and operates a jewelry wholesale business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ilghar Samadzadeh is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2025, respectively. Prior to his career in financial services, he held roles at George Washington University, Vaco LLC, and Macy’s. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joseph Mccann is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He has been with Robert W. Baird & Co. since 2009 and holds Series 63 and Series 65 credentials. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.