Sueann Griffin is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 27 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 advises a wide range of clients, including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a variety of strategies and managers to meet client goals and risk tolerances.

Jasmine Stone Lemus is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and three years of industry experience. She has been with Wells Fargo Bank, N.A. since 2014, joining Wells Fargo Clearing in 2022. 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.

Denny Aguilar is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Citibank, Educational Systems Federal Credit Union, and Datawatch Systems. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Ashley Rowett is a financial advisor with Merrill in Towson, MD, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She worked at T. Rowe Price from 2015 to 2017 before joining Merrill in 2017. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Pamela Nehemia is a financial advisor with Wells Fargo Advisors in Marriotsville, MD, holding a Series 66 license and two years of industry experience. Her prior roles include work at the Stoler Early Learning Center and time spent as a homemaker and stay-at-home mom. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, with recommendations supported by Wells Fargo research and planning tools.

Brian Lutz is a financial advisor with Cetera in Baltimore, MD, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, third-party managers, and program structures, managing over $256 billion in assets.

Ravindra Dixit is a financial advisor with Ameriprise in Ellicott City, MD, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advisory work, he is involved in independent insurance brokering and owns a consulting business, Mana Consulting Inc. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies through a centralized consulting team.

Scott Svensen is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining LPL Enterprise, Svensen worked at T. Rowe Price for two years and held positions at Alps Fund Services/SS&C Technologies, Oppenheimerfunds Distributor Inc., and Janus Management Holdings Corp. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active financial product sales.

Parul Verma is a financial advisor with Merrill in Columbia, MD, holding a Series 66 designation and four years of industry experience. She has worked at Bank of America and Merrill since 2019. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s corporate platform, enabling access to diverse products and services.

Jizi Dai is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2019, Dai worked at Pruco Securities, LLC and The Prudential Insurance Company of America between 2016 and 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Dae Shelle Dowdell is a financial advisor with Ameriprise in Baltimore, MD, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Ameriprise in 2022, Dowdell worked at T. Rowe Price for two years and has a background in the foodservice industry. Outside of advising, Dowdell is involved with Brad Schwartz Wealth Management LLC in an investment-related capacity. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support retirement strategies and offers a broad range of advisory, brokerage, and insurance solutions.

Ryan Williams is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Centaurus Financial INC and Cola Wealth Advisors. Outside of his advisory role, he has been involved with Maryland Youth Sports Officials as a coach since 2022. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products, operating through an integrated platform that combines adviser programs with active sales of financial products.

Robert Declement is a financial advisor with Merrill in Baltimore, MD, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2003. Declement serves as an advisory board member for Junior Achievement-Central Maryland, a nonprofit organization focused on preparing young people for economic success. Merrill provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Timothy Dupont is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 14 years of industry experience. He has been with MML Investor Services LLC and MassMutual Life Insurance Company since 2011. He is also the owner of Bay Country Consulting, a business process consulting firm. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements and offers specialized planning services, including estate settlement and employer-sponsored programs.

Stephen Hlibok is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in 1987, he has concentrated on developing wealth management strategies tailored to individual client needs. Stephen’s expertise encompasses services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, socially responsible and values-based investing, special needs planning strategies, and retirement income. A key focus of his practice is serving deaf investors, offering direct communication in American Sign Language without third-party interpretation to ensure clear understanding of opportunities, risk tolerance, and investment tax efficiency. Stephen holds a Master’s degree in Vocational Rehabilitation from New York University and a Bachelor’s degree in Business Administration from Gallaudet University. He has earned the Personal Investment Advisor (PIA) designation and is affiliated with the National Association of the Deaf and the Gallaudet University Alumni Association. His work advancing financial services for the deaf community has received national media coverage. Outside of his professional role, Stephen is involved with the United States Deaf Ski and Snowboard Association and enjoys outdoor activities such as skiing, biking, hiking, boating, fishing, genealogy, and traveling.

Daniel Reilly is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Thornburg Securities Corporation for 21 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside research from LPL and third-party providers.

Deandre Cammarata serves as a Resident Director and Wealth Management Advisor at Merrill Lynch. Since joining Merrill Lynch Wealth Management in 2011 after earning his bachelor's degree from Miami University in Oxford, Ohio, Deandre has focused on providing concierge-level wealth management services. He works closely with clients and their families, overseeing and coordinating financial affairs to simplify their financial lives while collaborating with a team of professionals on estate planning, banking, home financing, securities lending, and other financial matters. Deandre specializes in corporate executive services, executive and equity compensation, family wealth management, international wealth management, liquidity management, portfolio management, sports and entertainment, and tax minimization. His expertise has been recognized with inclusion on Forbes' "America's Top Next-Generation Wealth Advisors Best-in-State" and "Best-in-State Wealth Advisors" lists in 2025. He holds professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Sports & Entertainment (SE), and maintains an active role within the community through involvement with organizations such as Project C.U.R.E. and Ronan's Reel. Residing in Chicago's North Shore with his wife and son, Deandre enjoys playing tennis, traveling, and following soccer, specifically supporting Manchester United. He dedicates time outside of work as a board member of Ronan's Reel, an organization focused on addiction recovery. His commitment to delivering personalized, attentive service underpins his role at The Murphy Group, where he aims to provide the best value to his clients.

Edward Wight Jr. is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD. He holds CFP® and ChFC® designations and has 26 years of industry experience. Since 1999, he has been affiliated with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is also an agent with Lenox Advisors, Inc., where he brokers various insurance products including life, health, fixed annuities, disability income, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-based planning using firm-approved analytical software.

Amy Mc Elhose is a financial advisor with Merrill in Towson, MD, holding a Series 66 designation and 4 years of industry experience. She has worked at Merrill since 2005, totaling over 21 years with the firm. Outside of her advisory role, she is the author of the book *Didi—The Life and Death of a Hidden Artist*. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Eric Wells is a financial advisor with Cambridge Investment Research Advisors in Columbia, MD, holding Series 63 and Series 65 credentials and two years of industry experience. He has concurrently worked at T. Rowe Price and within the federal government since 2010. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based strategies.