Xander Bauguess is a Series 66-credentialed financial advisor with Equitable Advisors, based in Columbia, MD. He joined Equitable Advisors in 2026 and has prior experience working at Tri-M Group LLC and various other positions including in education and entrepreneurial ventures such as an auto detailing business and a fishing charter. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party managers.

Keith Silverstein is a Senior Financial Advisor at Merrill Lynch Wealth Management with over three decades of experience in financial advising and retirement planning. Since beginning his career in 1987 and joining Merrill in 2005, Keith has worked with self-motivated entrepreneurs, professionals, and affluent individuals and their families to develop strategic financial plans designed to withstand various market conditions. Keith holds a Bachelor's degree from the University of Maryland and a Master's degree in finance from the University of Baltimore. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise includes retirement planning, executive compensation, family wealth management strategies, and retirement income. Keith emphasizes understanding clients' needs, goals, and risk tolerance, utilizing sophisticated Merrill tools to tailor customized investment strategies. In addition to his professional work, Keith is active in community organizations including The Associated and The Nikki Perlow Foundation. He resides in Owings Mills, MD, with his wife and enjoys personal interests such as basketball, golfing, music, skiing, tennis, traveling, and spending time with his family.

Jarrett Gounaris is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Derek Dimanno is a financial advisor with LPL Financial in Towson, MD, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including prior roles at Robert Stastny Agency and Nationwide Securities. Dimanno is also involved with DRD Inc., a non-variable insurance business. 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 advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from various sources.

Laura Strott is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2003 and at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized operational and supervisory structures.

Gibbs Preston is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He previously worked at Facet Wealth and was involved in commercial real estate development through Preston Realty, LLC for nine years. Preston holds equity in several commercial properties but does not actively manage them. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions supported by research and analytics, serving over 14,000 financial advisors and managing roughly $671 billion in assets.

Christopher Mcmurry is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2019, also working at Wells Fargo Bank, NA since 2013. Outside of finance, he owns and operates Say Yes Media, a filming and editing business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Kathryn Thompson is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has been with Baird since 2017. Prior to her career in finance, she worked at Sony Pictures Television for four years. Outside of her advisory role, she assists with her family’s land development and home building business, Thompson Atlantic LLC. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across a range of investment strategies.

Melanie Shanty is a financial advisor at OSAIC with 35 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 35 years before joining OSAIC in 2025. Outside of her advisory role, she is involved in a consultation organization providing services to families with disabled members. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs various investment strategies and third-party platforms to manage client portfolios.

Elizabeth Macis is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 credential and 24 years of industry experience. She previously worked at Wells Fargo Advisors from 2009 to 2022 before joining Raymond James in 2022. Outside of her advisory role, she serves as co-trustee for her brother's trust. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools, and supports both municipal finance work and targeted retirement plan advisory programs.

Nancy Short is a financial advisor at Robert Baird & Co. in Towson, MD, with 40 years of industry experience. She has been with Robert Baird & Co. since 2009. Her credentials include Series 63 and Series 66 licenses. Robert Baird & Co. serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

Jacob Biedenback is a financial advisor with J.P. Morgan Securities in Baltimore, MD, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Truist Advisory Services and BB&T-related entities. He serves as a board member of the Towson University Foundation, participating in the investment and spending committee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Zachary Snyder is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and bringing two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Equitable Advisors, LLC, and has held various roles including positions in hospitality and research. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated advisory and brokerage platform.

John Comberiate is a financial advisor at Edward Jones in Catonsville, MD, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. He receives royalties related to an outside business activity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristen Treglia is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at several notable firms including Fidelity Investments and Morgan Stanley. Outside of finance, she is involved in golf instruction through her ownership of Kateyes LLC and as a golf instructor for the Columbia Association. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational capabilities.

Peter Pitrelli is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, N.A. and Roseville Wealth Management Group powered by Ameriprise. Outside of finance, he has worked at Bergen Pickleball Zone and attended Elizabethtown College. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Dunne is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market modeling techniques.

Erik Gundlach is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client decision-making.

Patrice Wells Sowah is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. She has worked with PFS InvestmentS Inc. since 2009 and was employed by the State of Maryland Department of Juvenile Services from 2008 to 2019. Her business activities include the sale of investment-related products and referral of home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Sharon Martin is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies across a range of traditional and non-traditional investments.