Joshua Berry is a Financial Advisor with Merrill Lynch Wealth Management. He emphasizes a holistic wealth management approach that begins with understanding each client’s unique financial situation and values. Joshua develops personalized strategies designed to adapt to changing needs and market conditions, leveraging Merrill's investment insights and the banking capabilities of Bank of America. Joshua holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Virginia Polytechnic Institute & State University. He is actively involved in his community, volunteering with local youth organizations such as Hilltop Elementary School. Outside of work, Joshua enjoys fishing, football, and spending time with his family.

Patrick Gibbons is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL in 2019, he worked for Northwestern Mutual in various capacities from 2003 to 2019. He serves as finance committee chairperson for Emory Church and is involved with nonprofit boards including the Construction Finance Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and technology-enhanced strategies.

Laura Gonzalez Portillo is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2013. 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 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.

Bilal Colbert is a financial advisor with LPL Financial in Hanover, MD, holding a Series 66 credential and bringing 10 years of industry experience. His prior roles include positions at Tower Federal Credit Union, E*TRADE Securities, TD Ameritrade, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Dean Shuplinkov is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns and operates DGREEK LLC, an investment-related business based in Baltimore. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad menu of planning services and develops tailored recommendations using proprietary research and planning tools, with clients able to choose implementation through various brokerage or advisory programs.

Chris Varlotta is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017, following a 15-year tenure at METLIFE Securities Inc. Outside of his advisory role, Varlotta is involved as a co-owner in Tidecreek Planning, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and facilitates ongoing, collaborative planning engagements with clients.

Kelley Fant is a financial advisor with RBC Capital Markets in Columbia, MD, holding a Series 66 designation and 17 years of industry experience. Fant has been with RBC Capital Markets Corporation since 2009. 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 multiple advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.

Jeffrey Byrnes is a Senior Financial Advisor at Merrill Lynch Wealth Management and a co-founder of The Byrnes, Hollander Group, a boutique-style multi-generational wealth management team. He specializes in helping clients navigate complex financial decisions with clarity and confidence, focusing on wealth accumulation, preservation, and legacy planning for future generations. His team's services encompass a range of areas including wealth planning, investment management, income and liquidity management, credit and lending, estate planning, social security maximization, wealth transfer, and philanthropy. Jeffrey holds a Bachelor's degree from Salisbury University, where he studied Finance and Information Systems and participated as a student-athlete on the men's soccer team. He carries professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Over his career, he has been recognized on Forbes' Best-in-State Wealth Advisors and Best-in-State Next Generation Wealth Advisors lists for multiple consecutive years, as well as on the Best-in-State Wealth Management Teams list as a member of The Byrnes, Hollander Group. In addition to his professional work, Jeffrey is involved in community service, including support for a dog shelter. He speaks both English and Spanish and is engaged in several professional organizations such as the Bloomberg Essentials Training Program, Financial Management Association, National Society of Leadership & Success, Salisbury University Men's Soccer Alumni, and the Student-Athlete Mentorship Program. He resides in Bethesda, MD, with his family and enjoys activities including traveling, golf, and supporting local sports teams.

Celvin Reyes Ramos is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, N.A., Merrill, PNC Bank, and PCC Wireless. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Damion Dengler is a financial advisor at LPL Financial in Ellicott City, MD, holding a Series 66 designation with 22 years of industry experience. He has been with LPL Financial since 2003. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Anthony Palma is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Bank, NA, Anderson Merchandisers, and several educational institutions including the University of Maryland Global Campus and Prince George's Community College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Juergen Dietrich is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Matthew Larson is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He is currently with OSAIC and previously worked at StoneBridge Advisors and the University of Maryland College Park. OSAIC serves a wide range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to various investment platforms, utilizing asset-allocation tools and risk assessment to manage diversified portfolios.

Amr Rawi is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Peter Quoie is a CFP® and holds a Series 66 license with nine years of industry experience. He currently works at Wells Fargo Clearing and previously held roles at JP Morgan Securities, JP Morgan Chase Bank, Charles Schwab, Bank of America, and Merrill. 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.

Evan Noack is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. He has been with ClearView Wealth Advisors/MassMutual and MML Investors Services since 2021. Prior to his advisory career, he worked in various roles in retail and marketing. MassMutual 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, structuring client relationships as annual, collaborative engagements.

Eyob Eyob is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America from 2017 to 2025 and has additional experience in retail from Macy’s. 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, and institutional investors.

Syed Rumin is a Financial Advisor affiliated with Merrill Lynch Wealth Management. With over 20 years of experience, he specializes in assisting executives, professionals, and business owners with coordinated financial decision-making. He focuses on areas such as equity compensation, retirement planning, tax considerations, estate planning, and major life or business transitions. Syed collaborates closely with clients' CPAs, attorneys, and other trusted advisors to ensure cohesive financial planning. He holds a Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from St Philomena's High School. Syed is multilingual, fluent in English, Hindi, Kannada, Urdu, Tamil, Telugu, and Punjabi. Outside his professional role, he participates in community organizations including the Beltway Cricket Club and Parkside Condominiums in Bethesda. Personal interests include billiards, boating, bowling, fishing, hunting, music, spending time with family, traveling, and watching movies.

Aaron Forker is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Morgan Stanley Private Bank, N.A. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Paul Chisholm is a financial advisor with Edward Jones in Catonsville, MD, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. Prior to joining Edward Jones in 2019, he worked at firms including AXA Advisors LLC, Merrill Lynch Pierce Fenner & Smith Inc, Bank of America NA, Wells Fargo Clearing Services LLC, and BB&T Investments. Outside of his advisory role, he is involved with Elev8 youth sports as a coach and commissioner and is a member of the Greater Catonsville Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and maintains affiliated capabilities including a trust company and proprietary mutual funds.