Dominic Patti is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He collaborates with clients and families to develop financial plans that aim to grow and protect wealth while simplifying their financial journeys. His approach is built on trust and transparency, allowing for tailored strategies that address both short and long-term financial goals. Dominic's professional experience includes multiple roles at Fidelity Investments, starting as a Financial Representative in 2020, advancing to Relationship Manager in 2022, and Investment Consultant in 2023 before assuming his current position. Prior to Fidelity, he worked as a Financial Services Representative at T Rowe Price from 2019 to 2020.

Renee Russell is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she worked at MGM Resorts International and briefly at Kennedy Personnel Services and IPS Lynx. Outside of her advisory role, she hosts trivia events on a part-time basis in Pasadena, MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managed solutions supported by a large network of financial advisors and branch offices nationwide.

Brendan Graham is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding a Series 66 designation and 13 years of industry experience. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Jennifer Falter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Citigroup Global Markets from 2007 to 2009. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment approaches.

Daniel Jarrett is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for 28 years and held positions at Prudential/LPL Enterprise LLC and Coppermine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Robert Davis is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He holds a Series 66 designation and has worked at firms including Metlife Securities Inc. and Metropolitan Life Insurance Company. In addition to his advisory role, he serves as Membership Chairman for NAIFA Anne Arundel County in Maryland and is an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative planning using firm-approved software and offers a range of programs including estate-settlement and employer-sponsored planning.

John Peper is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2024 and previously held roles at Rise, Marist College, T Rowe Price, and Old Navy. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Strzelczyk is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He is based in Hunt Valley, Maryland. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Gordon Witherspoon Jr. is a financial advisor with RBC Capital Markets holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked with firms including Morgan Stanley Private Bank and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers.

Gregory Bell is a financial advisor with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2009 and serves as a board member of the Jemicy School, an educational institution in Maryland. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Allison Adle is a financial advisor with Equitable Advisors in Timonium, MD, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Equitable Advisors since 2013, previously affiliated with Axa Advisors LLC until 2020. Outside of her advisory role, she has a potential participation in life settlement transactions through Ashar Group. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm utilizes a range of advisory models and third-party asset managers to deliver its services, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Dipendra Chhantyal is a financial advisor with Merrill, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Merrill since 2016 and concurrently with Bank of America, N.A. since 2018. Merrill, alongside 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, pension and profit-sharing plans, corporations, and charitable organizations.

Alexander Budin is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and 13 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors. The firm integrates internal and third-party investment management with trading, account administration, and custody support.

Jason Piebes is a Series 66 registered financial advisor with Edward Jones, based in Timonium, MD. He has four years of industry experience, including prior roles at Caruso Homes and Berkshire Hathaway Homesale Realty. Outside of his advisory work, he serves as President of both Daybreak Estates HOA and the Trinity Lions PTL, overseeing community governance and volunteer activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 advisors.

Ashley Thompson is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD. She holds a Series 66 designation and has one year of industry experience. Her prior work includes positions at Naval Sea Systems Command and Wake Forest University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning with a range of investment strategies.

Sarah Ferguson is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding a Series 66 designation and 6 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 and modeling techniques as part of its financial planning process.

Bernard Richards is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and M&T Securities. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Neil Esterson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and is also associated with The Legacy Group, Inc., where he operates as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides access to various investment platforms, third-party advisers, and proprietary model strategies.

William Coleman is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Merrill since 2018 and Bank of America, N.A. since 2023. Outside of finance, he formerly operated a screen-printed T-shirt business under his registered LLC, Beard City LLC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Seth Hammer is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. In addition to his advisory role, he maintains an active CPA practice and teaches at Towson University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.