Jeffrey Gue is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 25 years of industry experience. His prior roles include positions at Fulton Bank, Equity Services Inc, National Life Group, IC Advisory Services Inc, Cetera Wealth Services, Kestra Investment Services, LPL Financial, PNC Wealth Management, and M&T Securities. Gue is also involved as an insurance agent and partner with Worthington Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation supporting municipal and public finance work.

Felipe Escobar Gomez is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers and model providers.

Kristina Jackson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work history includes positions at Bank of America and PayPal. Outside of her advisory role, she provides guest services for sports facilities and events through a for-profit entity in Baltimore. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Joseph Juras is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, previously spending seven years at Morgan Stanley DW Inc. He serves as a trustee for an investment-related trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.

Liliana Maes is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including JP Morgan Chase Bank and AXA Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ryan Pollard is a financial advisor with LPL Financial in Towson, MD, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at OSAIC, Lincoln Financial Advisors Corporation, Agia, and Valic Financial Advisors. He is also involved in offering fixed and indexed annuities, long-term care insurance, and traditional fixed insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Cramer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Long Fence Company for seven years and McDaniel College for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Stephen Merrill is a financial advisor at Osaic with 11 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors for 12 years. Merrill is also active as an insurance agent, offering a range of products including accident, health, disability, and life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients, providing a variety of brokerage and advisory services. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by multiple program offerings and a complex affiliate network.

Jeffrey Ring is a financial advisor with Equitable Advisors in Pikesville, MD, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with AXA Advisors during a shared period from 1999 to 2020. Outside of his advisory role, he assists with his local condominium association and serves as power of attorney and estate executor for family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on matching clients with suitable investment models and discretionary managers.

Brenna Baim is a financial advisor with LPL Financial in Owings Mills, MD. She holds a Series 66 designation and has been with LPL Financial since 2026. Prior to her advisory role, she held various positions including roles at University of Maryland Baltimore County and several hospitality and educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning, portfolio management, and institutional platforms to individuals, retirement plan participants, banks, and trust companies.

Alexander Levin is a financial advisor with UBS Financial Services who holds the Series 66 designation and has eight years of industry experience. He previously worked at Vanguard from 2014 to 2018 before joining UBS in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and global teams to tailor client plans.

Amy Brocious is a CFP® with 41 years of industry experience, currently serving at Osaic Wealth since 2025. She spent 40 years at Lincoln Financial Advisors Corporation prior to joining Osaic. Outside of her advisory role, she is active as an insurance agent offering fixed annuities, long-term care insurance, and traditional life insurance products through Heritage Financial Consultants, LLC and Amy L. Brocious and Associates. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization techniques and supports various investment strategies including discretionary and advisor-managed accounts.

Gregory Kroneberger Jr. is a CFP® professional with 35 years of experience in the financial industry. He is currently with RBC Capital Markets and has previously worked at City National Bank and Ferris, Baker Watts, LLC. He serves on the board of directors for the Catholic Community Foundation and is involved in fundraising for the Archdiocese of Baltimore. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a variety of advisory programs and implements customized investment strategies through a combination of in-house and third-party managers.

Michael Kilduff is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, M&T Securities, Baltimore-Washington Financial Advisors, and other firms. Outside of his advisory career, he was involved with Manor Renovations for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG framework in its recommendations.

David Matthews is a CFP® and Series 66-registered advisor with Raymond James Financial Services Advisors, Inc., where he has worked since 2012. He has 24 years of industry experience. Outside of his advisory role, Matthews serves as Treasurer of the Mt. Ararat #44 Ancient Free & Accepted Masonic Lodge. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm employs a non-discretionary, goal-oriented approach using risk profiling and analytical tools, and supports both advisory programs and institutional consulting across a large network of advisors.

Thomas Spray Fry is a financial advisor with OSAIC, holding the CFP® and ChFC® designations along with a Series 66 license. He has 26 years of industry experience, including a long tenure at Lincoln Financial Advisors prior to joining OSAIC in 2025. Outside of his advisory role, he serves as an at-large director for the Carroll Manor Rec Council, which supports youth and adult sports programs in his community. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process that emphasizes model-based asset allocation, portfolio optimization, and flexible management strategies.

Timothy Herb Jr. is a financial advisor with RBC Capital Markets, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has worked with RBC Capital Markets since 2009 and also has experience with City National Bank and his own company, Spurtix LLC. Outside of his advisory role, he volunteers with the Boys & Girls Club of Westminster as part of their fundraising efforts for new gymnasium construction. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through various advisory programs. The firm integrates in-house and third-party investment managers and provides a broad range of capital markets and lending services.

Athena Mc Guire is a financial advisor with Ameriprise in Brandywine, MD, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Keira Levy is a financial advisor with RBC Capital Markets, holding a Series 66 designation and one year of industry experience. Prior to joining RBC in 2023, she held various positions including roles at Palm Beach Tan and Loyola University Maryland. RBC Wealth Management serves a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers with customizable advisory programs tailored to client risk profiles.

Martin Krist is a financial advisor with LPL Financial in Owings Mills, MD, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, The Prudential Insurance Company of America, and Pruco Securities. Outside of his advisory work, Krist operates a tax preparation and accounting business under MK Enterprises. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and advanced operational tools.