Lori Silverthorne is a financial advisor with Charles Schwab who holds Series 66 and Series 63 licenses and has 21 years of industry experience. Her career includes roles at Charles Schwab and its affiliated entities since 2006, with prior experience at T Rowe Price and Legg Mason Wood Walker. She is based in Towson, MD. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options alongside brokerage and custody services.

Leslie Williams is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Bank for six years before joining RBC in 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary management, tailoring strategies to clients' risk profiles and utilizing a combination of in-house and third-party managers.

Christopher Lebano is a financial advisor with Morgan Stanley in Lutherville, MD, holding the CFP® designation and Series 63 and 66 licenses. He has 12 years of industry experience and previously worked at Bank of America and Merrill before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Elizabeth Sherbert is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009 and holds the Series 66 designation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies tailored to client goals and risk tolerances.

Evan Eidelberg is a financial advisor with Merrill in Baltimore, MD, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill since 2017. Previously, he was involved with Solar Covered Parking LLC from 2016 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Duval Jr. is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird since 2009. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning, portfolio management, and separately managed account programs, utilizing both in-house and third-party managers across a range of strategies.

David Rivlin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Cambridge since 2016 and previously spent six years at LPL Financial. Outside of his advisory role, he serves as chairman and treasurer of The Abraham & Rebecca Heyman Foundation, Inc., and is involved in several trustee and board member positions, including in nonprofit and medical research organizations. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base, supporting both discretionary and non-discretionary management across multiple platforms and custodians.

Jason Bukowsky is a financial advisor with Charles Schwab, holding a Series 66 designation and over 22 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2004 and 2005, respectively. Outside of his advisory role, he has a non-investment-related business managing rental properties in Charleston, South Carolina. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs and managed-account services. The firm combines non-discretionary advice with access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Lindsay Foelber is a Series 66-registered financial advisor with RBC Capital Markets in Baltimore, MD, where she has worked since 2017. She has eight years of industry experience, including five years at Donald Mettee Insurance Agency prior to joining RBC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering a wide range of advisory programs and investment management solutions tailored to clients' risk profiles. The firm integrates in-house and third-party managers and provides various portfolio structures and services, supported by RBC’s extensive capital markets capabilities.

Timothy Strasdauskas is a CFP® professional with 41 years of industry experience, currently with LPL Financial since 2023. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, and has held positions at OSAIC Services, Advanced Advisory Group, and Sunamerica Securities. Outside of his advisory role, he is a business owner of a restaurant in Bel Air, Maryland. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Ethan Schuchman is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His career includes positions at Cetera Wealth Services, LLC, Nationwide Securities, LLC, and LPL Financial since 2012. He is also involved with Cross Country Wealth Management as a business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technological tools across a network of over 22,800 advisors.

Pamela Graham is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and offering 34 years of industry experience. She has been with LPL Financial since 2001. Outside of her advisory role, she serves on the board of LETIP of Howard County, a local professionals' networking group. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with a variety of investment programs, including model portfolios and third-party asset management, and maintains a large network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Jacob Sturgill is a CFP® with 15 years of experience in the financial industry, currently serving as an advisor at LPL Financial since 2015. He is based in Westminster, MD, and also works as a tax accountant outside of investment-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies, supported by advanced operational tools.

Shuo Li is a CFP® professional with nine years of experience in the financial services industry. He is currently affiliated with LPL Enterprise and has prior experience at The Prudential Insurance Co. of America, PRUCO Securities, Charles Schwab Bank, and Charles Schwab. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Maria Pinto is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and previously worked at LAR Group Inc and Chesapeake Remodeling. 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.

Daniel Webster is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include long-term positions at H. Beck, Inc., Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of his advisory work, he is involved with St. Ignatius Church in Hickory. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by its research department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Michael Fitz Patrick is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and 24 years of industry experience. He has worked at Bank of America and Merrill since 2016. He serves as a board member on a committee at St Joseph's Catholic Church in Cockeysville, Maryland. Merrill provides a wide range of investment services to individuals, retirement plans, corporations, charities, and institutional clients, including managed accounts, third-party manager selection, and discretionary portfolio management. The firm’s offerings feature multiple program strategies and tax-efficient capabilities, supported by integration with Bank of America’s broader financial platform.

Christopher Walsh is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 63 designation and 37 years of industry experience. He has been with Merrill since 1988 and has worked at Bank of America, N.A. since 2011. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm combines extensive manager-constructed strategies with oversight from its CIO and platform, and integrates closely with Bank of America affiliates to support trading, lending, and capital-markets activities.

John Rogers is a financial advisor with LPL Financial in Hunt Valley, MD, holding Series 63 and Series 65 designations and two years of industry experience. He has previously worked at Summit Investment Advisors, Worthington Financial Partners, and other firms. He provides administrative support to Summit Financial, an independent investment advisor firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a broad range of investment approaches through a large network of advisors and offers complementary financial products and services alongside its advisory platform.

David Vegh is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of his advisory role, he serves as Vice President of Finance and Board Member at Congregation Darchei Tzedek in Baltimore. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.