Andrew Shaver is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Cetera Investment Services and Foresters Financial Services. He is also involved in outside employment as a paraplanner with River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Brandon Porter is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Prostatis Group LLC, Edward Jones, and Scarborough Capital Management. Outside of his financial advisory role, he owns a business selling digital Microsoft Excel and Google Sheet templates on Etsy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Alec Cronin is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Atlantic Prime Mortgage, Freedom Mortgage Corporation, and 2U Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs utilizing both proprietary and third-party strategies.

Denise Allen is a financial advisor with Ameriprise in Gambrills, MD, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she holds a leadership role in the Poker League of Nation, where she leads poker classes, hosts free tournaments, and organizes casino ladies poker events. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Rachel Mclaughlin is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at Rose Roofing and Restoration, Food Lion, MapleBear, Inc., Garden Remedies LLC, and the Transportation Security Administration. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolio delivery.

Christopher Maynard is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2005. Maynard is based in Columbia, MD. 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 combines research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Justin Motsay is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials. He has been with LPL Enterprise since 2024 and has prior experience at Morgan Stanley and Pruco Securities. Outside of his advisory role, he holds notary public status and is involved in non-variable insurance and property and casualty activities. 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 network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Arianne Rodriguez is a Series 66-licensed financial advisor with nine years of industry experience, currently with Merrill in Annapolis, MD. She has worked at Merrill since 2013 and also holds a position with Bank of America, N.A. since 2021. 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.

Jenny Logsdon is a CFP® professional with 26 years of industry experience. She is currently with LPL Financial and has prior experience at M&T Bank, M&T Securities, MSI Financial Services, Inc., and MetLife Investment Fund Services LLC. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive technology and a large network of advisors.

Bruce Robinson is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 credential and five years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Bank of America, Merrill, Citizens Bank, and the University of the Sciences in Philadelphia. Outside of his advisory role, he works as a Lyft driver on weekends and some weekday evenings. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone plans.

Robert Reedy is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2010. He has 15 years of experience in the financial industry. Outside of his advisory role, he serves on the programming committee for the Annapolis Film Festival, helping to select films for the annual event. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Preal Haley is a CFP®-credentialed financial advisor with Ameriprise, bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Haley serves as Treasurer on the Board of Directors for the William Averette Anderson Fund. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining proprietary research, modeling, and tax-efficient strategies to provide tailored, written recommendations primarily for individuals approaching or in retirement.

Daniel Higgins is a financial advisor with Edward Jones in Pasadena, MD, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Higgins serves as a lead facilitator at Arundel Christian Church and is a member of the board for Gold Flex Life Sciences, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Christopher Boyle is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at City National Bank and RBC Capital Markets Corporation. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques.

Michael Fagan is a Financial Advisor based in Baltimore, Maryland, specializing in providing financial guidance to individuals, families, and business owners. He focuses on developing thoughtful, personalized strategies that align investments, planning, and long-term goals, such as retirement and wealth transfer. Michael takes a disciplined approach centered on understanding clients' priorities and guiding decision-making over time. Leveraging the capabilities of Merrill and Bank of America, Michael provides access to a broad platform of services, including investment management, trust services, banking, and lending solutions. He aims to serve as a long-term partner by delivering consistent insight, service, and support as clients' needs evolve. His client focus areas include college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, and tax minimization. Michael holds a Bachelor's Degree from the University of South Carolina and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional role, Michael enjoys boating, fishing, and golfing.

James Mcdonald III is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Equitable Advisors since 2000, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he is involved with MDJ Financial Services Inc. and serves as president of James A McDonald III Financial Services LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models implemented through third-party asset managers and LPL-sponsored programs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Stephen Azar is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with 13 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2018 before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including personalized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

Larry Lavorini is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that supports advisors in delivering tailored retirement-income recommendations.

Jennifer Crouse is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Hooman Hafezisoleyman Zadeh is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2014. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizational investors.