Bryan Quackenbush is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member for a homeowner’s association in Eldersburg, MD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved planning tools and structured discovery processes.

Ayanna Byrd is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill Lynch, Merrill Edge, and V-Tech Solutions. Byrd has also been involved with the University of Maryland School of Pharmacy's PATIENTS Program. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning that incorporates firm-approved tools and scenario modeling to guide outcomes.

Elizabeth Braun is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2009. Based in Owings Mills, MD, she has focused her career at Ameriprise for over a decade. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds. The firm provides comprehensive, research-driven recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies, delivered through a centralized consulting team in partnership with financial advisors.

Bria Lee is a financial advisor at Morgan Stanley in Lutherville, MD, holding a Series 66 designation with nine years of industry experience. Prior to joining Morgan Stanley in 2017, she worked at Merrill and Uber. Outside of her advisory role, she is a partner in a real estate business based in Baltimore. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Richard Gottlieb is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of advising, he is involved with Woodhome Insurance Podcast and High Stakes Drive, Inc. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Michael Geppi Sr. is a financial advisor at LPL Enterprise with a Series 66 designation. He has experience from his previous role at The Geppi Group, where he worked for ten years before joining LPL Enterprise. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and brokerage and insurance products through its integrated platform.

Nelson Turner III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He previously worked for Cuna Mutual Group and Cuna Brokerage Services, Inc. for 24 years. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various investment strategies.

Brian Parker II is a financial advisor with Morgan Stanley, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. He serves on the Board of Directors and Finance Committee for Our Lady of Mt. Carmel, a private K-12 school in Baltimore, MD. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analysis to support client strategies.

Ericka Kriegisch is a financial advisor with Ameriprise Financial Services in Timonium, MD, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice, combining investment research and algorithmic tools to support tax-aware withdrawal strategies and asset allocation.

Charles Cohen is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD, holding a Series 66 credential and 16 years of industry experience. His prior work includes roles at Bank of America and Merrill. He also consults as a Certified Divorce Financial Analyst, assisting divorce attorneys with financial modeling and asset valuation. MassMutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations, offering a range of programs including asset management and employer-sponsored planning.

Nicholas Ey is a financial advisor with Cetera in Hunt Valley, MD, holding Series 65 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Bank, and FNB Wealth. He is also involved with Mattingly Wealth Advisors, LLC, a financial services firm where he works as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to utilize various investment strategies and serves more than 10,000 advisors and 800,000 clients nationwide.

Luis Velez is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2026, as well as at Harborside Group from 2014 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Edward Hodgman is a financial professional with nine years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked at firms including NYLIFE Securities LLC, New York Life Insurance Company, and Securian Capital of the Chesapeake. Outside of financial services, he owns Markit Inc., a distributor of signage materials. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with a network of over 10,000 advisors and more than $256 billion in assets under management.

Timothy Mcdonough is a CFP® professional with 18 years of industry experience, currently serving at MassMutual Investors Services since 2010. He holds Series 63 registration and works in Hunt Valley, MD. Mcdonough is also involved as a sales agent in various insurance-related roles, including life, health, disability, and long-term care insurance through affiliated companies. MassMutual Investors Services, LLC 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 offers collaborative, annual financial planning engagements and a range of investment programs and educational seminars.

Jasmine Wright is a Series 66-licensed advisor at Merrill with four years of experience. She previously worked at OneMain Financial for five years and at Esco Ltd - SHOE CITY for two years. 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. The firm operates within Bank of America’s platform, providing access to a broad set of products and services beyond investment management.

Jordan Vocke is a Senior Financial Advisor with The O’Neil Terry Group, part of Merrill Lynch Wealth Management. She joined the group in 2014 and focuses on providing an individualized approach to helping clients meet their personal financial objectives. Her work emphasizes creating ease and simplicity throughout the wealth management process and guiding clients toward their financial goals. Jordan's areas of expertise include education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. She holds a Bachelor's Degree from Stevenson University and has earned the Personal Investment Advisor (PIA) designation. Outside of her professional role, Jordan enjoys adventure sports, cooking, fishing, hiking, hunting, music, reading, and spending time with her family. She resides in Glen Rock, PA with her husband, Zachary, and their two Labrador Retrievers, Paxton and Odie.

Brian Tawney is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked for Mass Mutual Investors Services and MassMutual from 2014 to 2024. Outside of his advisory role, he is also an insurance agent specializing in disability, health, and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by model portfolios and research from multiple sources.

Douglas Stead is a financial advisor with Wells Fargo Advisors in Hunt Valley, MD, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Wells Fargo Advisors in 2021. Outside of his primary role, Stead owns Stead Asset Management Inc. and is a co-owner of Stead GP, LLC, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

George Fuzayl is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2015 and assists clients in managing their wealth to meet individual needs through a comprehensive, goals-based approach. George partners with individuals, families, and business owners to provide clarity and confidence around their financial lives, focusing on strategies such as education planning, services for defined benefit plans, managing new wealth, personal retirement planning, and retirement income. George holds a Bachelor's Degree from Muhlenberg College and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses personalized investment approaches that combine asset allocation, portfolio construction, and ongoing guidance, incorporating tax-conscious strategies and access to private markets and select IPO opportunities. As a first-generation American, George is involved in his community through organizations such as the International Rescue Committee and The Associated. He is multilingual, speaking English, Russian, and Hebrew. Outside of his professional work, George enjoys golfing, music, soccer, and traveling.

Todd Chester is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2026. He has prior experience with Wells Fargo Bank, N.A. and PNC Financial Services Group, where he worked from 2008 to 2022. 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, using research and analytics to support diversified investment strategies.