Lawrence Adam III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Deutsche Bank Securities Inc and has served as a professor at Loyola University Maryland since 2018. Raymond James & Associates is a large, dual-registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting with a range of portfolio management styles, municipal advisory services, and specialized employer consulting programs.

Daniel Colligan is a financial advisor with Merrill in Hunt Valley, MD, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Bank of America and Merrill for the past 10 years. Outside of his advisory role, he works as a consultant and independent contractor delivering goods for Walmart Spark. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Moran is a financial advisor with LPL Financial in Hunt Valley, MD, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2001 to 2024. 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, model portfolio programs, third-party asset management, and institutional platforms.

Jennifer Dammeyer is a Financial Consultant currently employed at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant at Fidelity Investments from 2022 to 2023. Jennifer's career in the financial services industry spans over a decade, beginning with her role as a Portfolio Accountant at T. Rowe Price from 2006 to 2007. She progressed through various positions at T. Rowe Price, including Investment Specialist (2007-2010), Financial Consultant (2010-2018), and Financial Advisor (2018-2022). Throughout her career, Jennifer has focused on developing personalized financial plans tailored to individual client needs, emphasizing the importance of building strong client relationships. Her experience across multiple roles has provided her with a comprehensive understanding of investment strategies and financial consulting. No information regarding Jennifer's education, credentials, personal interests, or community involvement has been provided.

Christin Shifflett is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has held previous roles at Lord Abbett Distribution and 24 Hour Fitness. Outside of her advisory practice, she owns and operates several children’s fitness centers in Maryland. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Benjamin Petrilli is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he serves as a power of attorney for his mother. 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, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Kenneth Diblasi is a financial advisor with Morgan Stanley, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

James Urich is a financial advisor with LPL Financial in Columbia, MD, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at BFJ Wealth Management, Avantax Advisory Services, and Avantax Investment Services. In addition to his advisory work, he is involved in tax preparation and accounting services through Bell, Frech & Jacobs, LLC. 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 portfolios, third-party asset management, and institutional platforms.

Nicole Treiber is a Series 66-licensed financial advisor at Osaic with nine years of industry experience. She previously worked at XML Financial, LLC and XML Securities, LLC (formerly Lara, May & Associates, LLC). Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Ashlyn Hood is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with Jemma Investment Advisors LLC and MS Howells & Co. Hood also owns rental property in Baltimore, MD. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Charles Kabeiseman is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 1999 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Angela Candelaria is a financial advisor at Merrill with a Series 66 designation and 2 years of industry experience. She has been with Merrill since 2010. 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.

Daniel Miller is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Glenn Woolschlager is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at UBS Financial Services from 2001 to 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions.

James Mc Cormick is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and three years of industry experience. His prior roles include positions at T. Rowe Price and Ames Watson. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools in its discretionary process.

Christopher Ruby is a CFP® and holds a Series 66 license with 16 years of industry experience. He is currently with Osaic Wealth and has previously worked at Lincoln Financial Advisors Corporation, T Rowe Price, Allstate Insurance Company, and Lincoln Financial Advisors. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with asset allocation and portfolio optimization tools, offering a wide range of brokerage and advisory services.

Patrick Dougher is a financial advisor with Merrill, holding a Series 66 designation and ten years of industry experience. He has been with Merrill and its affiliated Bank of America since 2016. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lauren Kaufman is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Morgan Stanley and RBC Capital Markets before joining Merrill and Bank of America in 2016. Outside of financial advising, she works as a courier for DoorDash on a part-time basis. 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.

Ryan Woolery is a financial advisor at Merrill with Series 63 and Series 66 licenses and 10 years of industry experience. He has worked with Merrill since 2016. 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 offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Trueschler is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Dawn James CPA, and Harford Retirement Planners. 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 individuals, high-net-worth clients, and various institutional investors.