Jacob Krieger is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 registrations. He has two years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and related entities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines investment advice, financial planning, and access to various financial products.

Timothy Ford is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with RBC Capital Markets and has prior experience at City National Bank, Bank of America, Merrill, and several other firms. He serves as an investment committee member at Ladew Topiary Gardens, Inc. and on the finance committee for Pathfinders for Autism. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management and integrates multiple investment managers and strategies tailored to clients’ risk profiles.

Passant Abbas is an Investment Consultant at Fidelity Investments, a position held since 2026. Prior to this role, Passant worked as a Planning Consultant at Fidelity Investments from 2025 to 2026. Before joining Fidelity, Passant served as an ADP Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2023 to 2025, and was a Registration Candidate in the same role from 2022 to 2023. Passant focuses on partnering with clients to develop financial plans that align with their values, goals, and lifestyle. Their approach involves listening and understanding what matters most to clients, aiming to educate, support, and guide them in making confident financial decisions, whether they are working toward retirement, pursuing a legacy, or planning for the future. Outside of professional responsibilities, Passant enjoys family activities, traveling, and volunteering.

Keilan Mathews is a financial advisor with Merrill based in Columbia, MD. He holds a Series 66 designation and has 10 years of industry experience, all of which has been with Bank of America and Merrill since 2016. 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.

Hailey Timeus is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2022, she held positions at the Arizona Department of Corrections and several other organizations. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Nolan Walchko is a Series 66-licensed financial advisor at OSAIC with two years of industry experience. He has held prior roles at Lincoln Financial Advisors, StoneBridge Advisors, and Harborside Group. 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 advisory and brokerage services supported by asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Darryl Stalter is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Merrill since 2019 and previously was employed at Verizon Wireless from 2014 to 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.

Deirdre Mc Elroy is a CFP® certificant affiliated with LPL Financial, with 25 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she engages in reselling activities as a hobby. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning, advisory programs, and retirement consulting services supported by in-house and third-party research.

Russell Priddy III is a financial advisor with Ameriprise in Shrewsbury, PA, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and PNC Investments. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering detailed, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Hedrick is a financial advisor with Primerica Advisors in Eldersburg, MD, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His work history includes roles at PFS Investments Inc. since 2017 and prior experience at Smith Bus Service. Outside of advising, he is involved in the sale of non-investment related products such as home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven strategies developed by unaffiliated asset managers and supports accounts with BNY Mellon Advisors and Pershing, focusing on advisory services delivered at scale through its network of financial advisors.

Steven Grenagle Jr. is a Series 66 licensed financial advisor with Merrill, based in Hunt Valley, MD, and has eight years of industry experience. He has worked at Bank of America and Merrill since 2014. 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.

Julia Zimmermann is a financial advisor with Ameriprise in Baltimore, MD, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

Amy Sommers is a financial advisor at Raymond James Financial with five years of industry experience. She holds a Series 66 designation and previously worked at Marshall Financial Group, Purshe Kaplan Sterling Investments, Merrill, and has professional experience with the U.S. Attorney's Office in Maryland and the Maryland Department of Health. Outside of her advisory role, she is an associate at ClearPlan Wealth Management, supporting financial advisors and office operations. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory solutions and has notable involvement in municipal and public finance through its affiliated networks.

Ryan Henry is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked in educational roles at St. Mary's College of Maryland, McDaniel College, Mount St. Mary’s University, and River Hill High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Brandon Cawley is a CFA® charterholder affiliated with OSAIC in Hunt Valley, MD, with three years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Campbell Wealth Management, and New Century Advisors. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct portfolios across various investment types.

Suhaydi N Reyes is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and previously spent six years at Bank of America. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies through the Select Portfolio Solutions program. The firm serves a broad client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Ferris is a financial advisor with LPL Financial in Hunt Valley, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 10 years of industry experience, previously working with Mass Mutual Investors Services and Northwestern Mutual Wealth Management. Outside of his advisory role, he is involved with a family-owned farming business in Kennedyville, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

William Summers is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has five years of experience at MassMutual Life Insurance Company and Mass Mutual Investors Services, with prior roles at Nexus Systems, Wells Fargo Clearing, and Robert Half Employment Agency. Outside of his advisory work, he is also licensed as an insurance broker, selling life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements supported by firm-approved software tools and also conducts educational seminars.

Eric Shadoff is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2012 and City National Bank since 2017. Outside of his advisory role, he is an active owner involved in the maintenance of a rental property. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.

Brian Davies is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Founders Financial. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.