Eric Simning is a financial advisor at LPL Enterprise with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise, he worked at several firms including The Prudential Insurance Company of America, Pruco Securities LLC, and New York Life Insurance Company. Outside of finance, he was involved with Chef Mikko LLC for five years. 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, combining adviser programs with active sales of financial products.

Steve Pursley is a financial advisor with OSAIC in Timonium, MD, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He worked at Signator Investors, Inc. for 26 years before joining OSAIC in 2018. Pursley is the owner and president of Mid-Atlantic Wealth Advisors, LLC, and serves as a board member of the Greater Chesapeake Charitable Foundation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs advanced asset-allocation techniques and provides both discretionary and non-discretionary portfolio management options.

Joseph Snee is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. Prior to joining Schwab in 2025, he worked at Morgan Stanley from 2021 to 2025 and has a background that includes time spent in education. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments through its centralized operational structure.

Jordan Smith is a Series 66-credentialed financial advisor at Merrill with six years of industry experience. He has worked at Bank of America since 2019 and previously held roles at Mariner Finance and the YMCA. 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 wide range of clients, including individuals and institutional fiduciaries.

William Watt is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 27 years of industry experience. He has been with Robert W. Baird & Co. since 2009. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and employs internal research and tools, including artificial intelligence, in developing client advice.

Amy Boland is a financial advisor with Ameriprise in Owings Mills, MD, holding Series 63 and Series 65 registrations and possessing nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is a registered team member at TrueGuidance Holdings, LLC, where she manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service. This service provides written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Daniel Matsunaga is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Merrill, Bank of America, PNC Bank, and TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Nils Nilsen is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. His prior work includes roles at Equitable Advisors, Salisbury University, and several entrepreneurial ventures. 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, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and supports a range of specialized planning services.

Brent Kvech is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 22 years. Outside of his advisory work, he is involved with Thabto Wealth Services, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Mark Wiley is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and ActioNet. Wiley is also a licensed enrolled agent providing tax services. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing both proprietary and third-party investment strategies across multiple custody platforms.

John Mccarthy III is a financial advisor with Osaic Wealth, Inc. in Hunt Valley, MD, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He previously spent 31 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved with Heritage Financial Consultants, LLC, where he offers various insurance products including disability and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits through a broad network of financial advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing firm-provided tools and multiple investment platforms to manage portfolios.

Tony Difatta is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with LPL Enterprise since 2025 and previously worked at Pruco Securities, LLC for 11 years. In addition to his advisory role, he is the CEO of Tony M Di Fatta, CPA P.C. and serves as Treasurer for the nonprofit Friends of Eric Bouchat. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a broad range of financial planning, advisory, and brokerage services supported by an integrated platform that combines adviser programs with active insurance sales and collateralized lending.

Jacqueline Grove is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America to offer a broad range of investment products and services.

Paige Carney is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined the firm in 2018 and works as part of a six-person multigenerational financial advising team that brings over 95 years of cumulative experience. Paige's approach focuses on connecting all aspects of her clients' financial lives around their goals and values, offering a panoramic approach to financial life planning. As a Certified Divorce Financial Analyst® Professional, Paige specializes in guiding individuals through the financial complexities of divorce, helping them make informed decisions that support long‑term financial security and independence. Her client focus areas include family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. She holds a Bachelor's Degree from Towson University and maintains memberships with professional organizations including Phi Mu Alumni and TU Alumni. Outside of her professional career, Paige is involved with Children's Miracle Network Hospitals and enjoys boating, cooking, hiking, music, reading, and traveling.

Rachel Miller is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at TCW Global and Zenimax Media. 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 individual, high-net-worth, and institutional clients. The firm integrates investment management with Bank of America’s broader corporate platform, delivering access to diverse financial products and services.

Thomas Custance Jr. is a financial advisor at Edward Jones in Reisterstown, MD, holding the CFP® designation with 23 years of industry experience, including over two decades at Edward Jones. Outside of his advisory work, he owns a vacation rental property in Tannersville, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branches.

John Mezzullo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 50 years of industry experience. He has been associated with Cambridge Investment Research Advisors and related entities since 2013 and has been involved with P.A. Financial Services Corporation and Reutemann Financial Solutions since 2012. Mezzullo is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and platform arrangements tailored to client objectives.

Gregory Akers is a financial advisor with Stifel, holding Series 65 and Series 63 registrations and four years of industry experience. Prior to joining Stifel in 2024, he worked at Court Place Advisors, Meridian Bank, and in various roles across several companies. Outside of his advisory work, Akers volunteers as a parish council member at Sacred Heart Church and serves on the Board of the Hereford High School Athletic Hall of Fame. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Alan Kines is a CFP® with 16 years of industry experience, currently affiliated with Raymond James Financial in Hunt Valley, MD. He previously worked for Northwestern Mutual Wealth Management Company and its affiliated entities for 16 years. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and has specialized programs for small business retirement plans and municipal clients.

Patrick Vaughan is a CFP® with 17 years of industry experience, currently affiliated with RBC Capital Markets in Hunt Valley, MD. He has worked at RBC Capital Markets since 2009 and has been with City National Bank since 2017. Vaughan serves on the board of directors of The Cal Ripken Foundation, a youth leadership charity, where he participates in fundraising activities. 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 and implements tailored portfolio strategies using in-house and third-party investment managers.