Joanna Eyere is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she provides financial planning and investment advisory services to clients. Joanna holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), reflecting her expertise in retirement planning and personal investment strategies. She earned a Bachelor's Degree from the University of Maryland UC and a Master of Business Administration (MBA) from the University of Maryland GP.

Richard Denardi is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Nationwide Investment Services Corporation and Ferris, Baker Watts, LLC. Outside of his advisory work, he is involved in coaching amateur and high school baseball teams. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by a complex affiliate network and multiple program options.

Gregory Buchinski is a Senior Financial Advisor at Merrill Lynch Wealth Management with 28 years of experience in the field. He joined Merrill Lynch in 1997 after earning a Bachelor's degree in Economics with a concentration in Finance from the University of Maryland, Baltimore County. Greg employs a disciplined approach to portfolio management, emphasizing wealth preservation as fundamental to successful investing. Greg holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Throughout his career, he has been recognized as part of the Liotta Osterman Buchinski team named to the 2023 Forbes "Best-in-State Wealth Management Teams" list. Beyond his professional pursuits, Greg has served on the Board of the University of Maryland, Baltimore County Alumni Association and as past President of the Towson Toastmasters Club. He and his wife Mirna, an attorney specializing in Estate Planning and Elder Law, raise their children Michael and Ava Marie.

Jason Chamberlain is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 29 years of industry experience. His prior work experience includes roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of finance, he is involved with the Baltimore Montessori Public Charter School. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and serves clients through a broad range of retail and institutional offerings.

Brett Baldwin is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing comprehensive financial planning services, helping clients develop and pursue their short-, mid-, and long-term financial goals. Brett emphasizes understanding clients' priorities to create personalized strategies that address a range of needs, including retirement planning, investing, and education funding. Brett holds a Bachelor of Science degree in Finance and International Business from the University of Maryland. He has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His areas of expertise include college education planning, divorce transition planning, managing new wealth, and retirement income strategies. Outside of his professional role, Brett enjoys activities such as baseball, boating, fishing, golfing, hunting, and skiing. He also values spending time with his family.

Walter Megger is a Series 66 credentialed advisor at Merrill with 22 years of industry experience, including 29 years at Merrill. He is also a consultant and umpire for a recreational girls softball league through ArbiterSport 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Stuart Mears is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2015. Outside of his advisory role, he works part-time stocking shelves at Martins Supermarket in Eldersburg, Maryland. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Gerald Marquez is a financial advisor at Robert W. Baird & Co. with 40 years of industry experience. He has been with Robert W. Baird since 2009 and holds Series 63 and Series 65 licenses. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, employing both in-house and third-party managers across traditional and complex investment strategies.

Sean Baker is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Baltimore, MD. His work history includes positions at Morgan Stanley Private Bank and UBS FS. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

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.

Anu Disanayaka is a financial advisor with LPL Financial in Linthicum, MD, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at SECU, Edward Jones, and SunTrust Bank. She is also involved with SECU Financial Partners, an investment-related business. 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 various portfolio management strategies through its extensive network of investment adviser representatives.

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.

Nicholas Williams is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014, including work at Morgan Stanley Private Bank, National Association since 2015. He is based in Baltimore, MD. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. 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.

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.