Shannon McSkimming is the Vice President and Financial Consultant at Fidelity Investments, where she currently partners with clients and their families to develop customized financial plans. She emphasizes building strong, long-term relationships as she strives to become a trusted advisor. Shannon has been with Fidelity Investments since 2012, progressing through roles from Financial Representative to Financial Consultant and now Vice President. Prior to joining Fidelity, she worked at T. Rowe Price from 2007 to 2012 in roles including Investor Center Specialist and Participant Service Center Specialist. Her experience spans financial consulting and investment services, focusing on adapting financial plans to clients' evolving needs and priorities.

Peter Mangano is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds a Series 66 designation and has worked previously at City National Bank and Jason's Deli. He serves on the board of directors at Turf Valley, where he helps organize events and develop membership strategies for the golf club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers.

Cristina Kothari is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at LaSalle Investment Management Securities, LLC and Lincoln Financial Advisors, Inc. She is also an Associate Director at Maller Wealth Advisors. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct portfolios across various asset classes.

Benjamin Kellar is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding a Series 66 designation and six years of industry experience. He has worked at UBS Financial Services since 2017 and previously spent time at Morgan Stanley and Johns Hopkins University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm uses proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

David Stewart is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and Door Dash. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment approach with Bank of America’s broader platform, including access to swaps, derivatives, lending, custody, and other financial services.

Matthew Conant is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2021, he worked for seven years at The St. Paul's Schools. He serves as Treasurer for St. John the Baptist Episcopal Church in York, PA, where he manages the church’s financial affairs and coordinates with its Finance and Investment Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans and portfolio management services. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory programs.

Perry Fong is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with RBC Capital Markets since 2009. Fong serves on the Board of Directors for Saint Agnes Healthcare, a faith-based full service hospital in Baltimore. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, alongside integrated capital markets and lending capabilities.

Michael Brown is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Compass Group USA, Inc. and Avendra, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Olufemi Millar is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Allianz Life Financial Services, Allianz Life Insurance Company of North America, T Rowe Price, and MBSC Securities Corporation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chris Fanto is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. Prior to joining LPL Enterprise, he held positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Patrick Chairs is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Worthington Financial Partners, Equity Services Inc, and GolfTEC North Bethesda. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, access to model portfolios and third-party asset management programs, combining adviser programs with the sale of financial products including insurance through affiliated entities.

Marlon Perez Hernandez is a financial advisor at Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses. He has prior experience with Citibank, Truist, and Bank of America, among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics guided by diversification principles and modern portfolio theory and operates both brokerage and advisory solutions at a large scale.

Oliver Arnold is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mass Mutual, and Metlife Securities. Arnold also has an ongoing affiliation with Prudential-sponsored non-variable insurance products. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm combines investment advisory programs with brokerage and insurance product sales on an integrated platform, utilizing LPL’s research, model portfolios, and third‑party asset managers.

Anne Fink is a financial advisor at Morgan Stanley with 44 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Fink serves as a trustee and co-trustee for several trusts and is a member of the investment committee for the Baltimore Hebrew Congregation, overseeing the performance of their investments. Morgan Stanley Wealth Management offers a wide range of advisory programs for both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and corporate financial planning agreements.

Michael Bowden is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to that, he was with Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm uses structured planning tools and investment committee insights to support its advisory services.

Nicholas Bonomolo is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities from 2014 to 2017. Outside of his advisory role, he owns Bonomolo Planning, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm serves individuals, business owners, trusts, estates, charitable organizations, and employers through ongoing financial planning, asset management, and educational seminars.

Brandon Hoppenstein is a financial advisor at Merrill with one year of industry experience and holds a Series 66 credential. His prior roles include positions at Bank of America, Ledyard Law LLC, and Financial Dimensions, Inc. Outside of finance, he has been involved with entrepreneurial efforts such as Joe Blow Tees and Papi's Tacos. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jason Hicks is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Bank, Merrill, and Bank of America. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process with firm-approved tools and modeling techniques.

Christopher Krabbe is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his advisory role, his background includes positions at Enterprise Rent-A-Car and involvement with the Five Oaks Swim Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Arey III is a financial advisor with Primerica Advisors in Eldersburg, MD, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2005 and concurrently with Northrop Grumman Corporation since 2004. Outside of his advisory role, he is the owner of Game On, Inc. and serves as a field manager for the Kickball League of Baltimore. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, using BNY Mellon Advisors for model implementation and Pershing and Primerica Brokerage Services for custody and trade execution.