Sean Buoye is a financial advisor at Edward Jones in Timonium, MD, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary mutual funds, operating under a fiduciary standard.

Daniel Otakie is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he partners with clients, including affluent families, professionals, and business owners, to provide goals-based wealth management and retirement planning strategies. Working alongside his business partner and a team of specialists, he delivers customized advice and a disciplined investing approach to help clients optimize their financial resources. Since entering the financial services industry in 2005 and joining Merrill in 2008, Daniel has developed expertise in areas such as college education planning, divorce transition planning, defined benefit and contribution plans, personal retirement planning, portfolio management, and retirement income. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Daniel earned a bachelor's degree in Economics from the University of Maryland. Outside of his professional work, Daniel has been involved with the American Heart Association as a Fundraising Coordinator and Team Coach from 2009 to 2020. He also enjoys hiking, music, reading, and watching movies.

Brandon Hoppenstein is a financial advisor at Merrill with one year of industry experience and holds a Series 66 credential. His prior roles include positions at Bank of America, Ledyard Law LLC, and Financial Dimensions, Inc. Outside of finance, he has been involved with entrepreneurial efforts such as Joe Blow Tees and Papi's Tacos. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jason Hicks is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Bank, Merrill, and Bank of America. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process with firm-approved tools and modeling techniques.

Michael Lentz is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior roles include positions at Pruco Securities LLC, The Prudential Insurance Company of America, and M&T Securities, Inc. In addition to his advisory work, he operates a snow removal business during winter months. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supporting both discretionary and non-discretionary management with access to model portfolios, third-party research, and diverse investment strategies.

Michael Johnson is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, leveraging internal research and external partnerships across a range of investment strategies.

Jeffrey Black is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been associated with Cambridge since 2007 and also serves as president of The Legacy Group, Inc., which provides consulting services to nonprofits. Outside of advisory work, he operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing proprietary and third-party strategies tailored to client objectives across multiple custody platforms.

Zachary Claypool is a financial advisor with Merrill in Hunt Valley, MD, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Merrill since 2016. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Kyle Golley is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His work history includes diverse roles across several companies and educational institutions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Joseph Nickerson is a financial advisor with Merrill based in Hunt Valley, MD, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at T. Rowe Price from 2012 to 2021 before joining Merrill and Bank of America in 2021. Merrill offers managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm integrates model-based and discretionary investment strategies, leveraging Bank of America’s broader platform to provide access to a wide range of financial products and services.

Anthony Sparacino is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has been with Merrill and Bank of America since 2021 and 2022, respectively. Prior to his financial career, he had various roles including coaching and camp positions in sports. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s broader corporate platform, which enables access to a wide variety of financial products and services.

Jason Connor is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2012. Outside of his advisory role, he serves on the board of directors for Sportsboosters of Maryland, a nonprofit organization focused on donating sporting equipment. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and capital market assumptions.

Lawrence Adam III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Raymond James since 2018 and previously spent four years at Deutsche Bank Securities Inc. In addition to his advisory role, he serves as a professor at Loyola University Maryland. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations and serves institutional and municipal clients with specialized public finance and investment banking capabilities.

Daniel Colligan is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Bank of America and Merrill since 2016. Outside of his advisory role, he works as a consultant and independent contractor for Walmart Spark, delivering goods to clients' homes. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

David Martin is the Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity for over 25 years, where he assists clients and their families with understanding and working towards their financial objectives. He utilizes Fidelity's technology and resources to help clients create, implement, and maintain their financial plans. Prior to his current role at Fidelity, David held positions as a Financial Consultant and Investment Consultant within the firm, and earlier worked as a Financial Planner at Raymond James and Associates. His experience spans various financial planning and consulting roles, providing him with a broad understanding of the financial services industry. Outside of his professional work, David has interests in fitness, golf, and reading.

Stephen Moran is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

David Adams is a Series 66-licensed financial advisor with Robert W. Baird & Co., based in Towson, MD, and has 18 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he owns and operates a self-storage facility through MEAD Investments LLC. David is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, including discretionary and non-discretionary approaches as well as tax and goal-management overlays.

Benjamin Petrilli is a Series 66-credentialed financial advisor with 23 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He also serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Kenneth Diblasi is a Series 66-credentialed financial advisor at Morgan Stanley with 16 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment, advisory, and financial planning services.

Angela Candelaria is a financial advisor at Merrill, holding a Series 66 designation with one year of industry experience. She has been with Merrill since 2010. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.