Prince Thomas is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he pursues DJing as a hobby, performing at weddings and restaurants on a quarterly basis. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured planning processes and diverse investment capabilities.

Hugh OHern is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been in the financial industry for over 30 years, with extensive experience in wealth planning and investment strategies. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2016 to 2021 and as an Investment Counselor at the same firm from 2014 to 2015. Before joining Fidelity, Hugh worked as an Investment Consultant at T. Rowe Price from 2008 to 2013 and held a role in Financial Sales at Maxim Financial Group from 2005 to 2007. Earlier in his career, he was the Director of Equity Trading at Citigroup from 1993 to 2004. Hugh is committed to assisting clients in selecting wealth strategies that benefit them and their families.

Samuel Burgunder is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMORGAN Chase Bank, N.A., and Hartree Partners, LP, as well as time spent at William & Mary. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Zakiyyah Muhammad is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In her role, she focuses on helping clients identify their priorities and develop strategies to pursue their financial goals. Zakiyyah holds the Personal Investment Advisor (PIA) designation. She earned a high school diploma from Chesapeake High School and an associate's degree from the Community College of Baltimore County.

David Bush is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with 22 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009 and previously worked at Citigroup Global Markets. Outside of advising, he manages a rental property as a landlord. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering financial planning services supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and employer-sponsored financial planning agreements.

Kreg Keeney is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. He previously worked at Raymond James & Associates from 2016 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

David Huya is a financial advisor with Primerica Advisors in Parkville, MD, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 2014 and also has experience with Primerica Financial Services dating back to 2010. Outside of his advisory work, he is a self-employed Tai Chi instructor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

William Slade is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFP® certification and the Series 63 license and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Vermeulen is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as a Financial Representative at Fidelity Investments from 2024 to 2025. He began his career with an internship in Business Development at SFG Wealth Management in 2023. In his current position, Ryan collaborates with individuals and their families to develop comprehensive financial plans tailored to their specific goals. His approach focuses on helping clients navigate their financial journeys with confidence. Outside of his professional life, Ryan's personal interests include beach activities, family time, fitness, football, golf, and traveling.

Ronald Murphy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Wells Fargo in 2018. 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 backed by research and analytics from Wells Fargo Investment Institute.

Joseph Arbogast, Sr. is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Eric Franz is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. He is based in Baltimore, MD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including customized financial planning supported by structured discovery conversations and advanced modeling tools.

Thomas Finney is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Innospec Fuel Specialties and Best Friends Fur Ever. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Jonathan Davidov is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the boards of several nonprofit and business organizations, including Sinai Hospital, LifeBridge Health, and Chill Ice Cream Solutions. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Robert Manankil is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Robert W. Baird since 2009. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients through a range of consulting and portfolio services tailored to client goals and risk tolerances.

Carlos Vallejo Bustamante is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked previously at Merrill and several other companies across different sectors. 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 research. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process without individual security recommendations as part of standalone plans.

Adam Hawley is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014. Prior to his current role, he was employed at Bath and Body Works for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Brandon Hepburn is a financial advisor with J.P. Morgan Securities in Baltimore, MD, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes positions at Santander Securities and PNC Bank. Outside of his advisory role, he co-owns Pro Experience, LLC, a business focusing on web design and fitness and nutrition coaching. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers customized performance reporting through its Institutional Consulting Services program.

Valerie Campbell is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. She has worked at various Wells Fargo entities since 2009. In addition to her advisory role, she owns and operates Valerie A. Campbell, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing firm research and planning tools to develop tailored recommendations delivered through meetings and written reports.

Ariel Popel is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2000. Morgan Stanley Wealth Management is an 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 employs structured planning tools alongside advisory services.