Van Davis III is a financial advisor with LPL Financial and holds Series 65 and Series 66 licenses. He has nine years of industry experience, including prior roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and PNC Bank. Outside of finance, he is an owner and partner of a custom framing business, 2U Framing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Robert Stahler Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked with Avantax Advisory Services and Avantax Insurance Agency, and maintains an accounting and tax preparation practice under Robert H. Stahler Jr CPA. His professional activities include serving as a fiduciary appointment trustee. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Terri Meekins is a financial advisor with Thrivent Investment Management in Towson, MD, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of planning topics. The firm allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.

Nancy Groff is a financial advisor with Equitable Advisors in Phoenix, MD, holding Series 63 and Series 65 designations and over 32 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of her advisory role, she is a partner in a family limited partnership involved in estate planning through productive timberland. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Justin Harrison is a financial professional with three years of industry experience currently with Cetera. He holds Series 63 and Series 65 credentials and has worked previously with Securian Capital of the Chesapeake, Securian Financial Services Inc, and Minnesota Life Insurance Co. Outside of his advisory role, he has been involved in JBH Sound, LLC since 2009 and operates under the DBA Kinnect Advisors. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large nationwide network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Nicholas Barbieri is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding a Series 66 designation and 20 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities, offering a combination of wealth management and capital markets services.

Dimitri Hobbs is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. He has previously worked at Lincoln Financial Advisors, Stifel, Morgan Stanley, and Academy Financial Inc. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of representatives, offering a range of advisory programs and financial planning services.

Matthew May is a CFP® professional with 28 years of experience, currently serving at Morgan Stanley in Hunt Valley, MD. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank since 2015. Outside of his advisory work, he breeds bulldogs as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Brett Leonard is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 11 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Stuart Kessler is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at firms including Securian Capital of the Chesapeake and Minnesota Life Insurance Co. Kessler is a member of the Maryland Alzheimer’s Association in a volunteer capacity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across a variety of program structures.

Tara Martin is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and has worked at Baird since 2021. Prior to her advisory role, she was employed at Koco's Pub and Collins Aerospace. The DDK Group, where Tara is based, is part of Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate and business clients, pensions, 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, tax management, direct indexing, and ongoing manager selection supported by internal research and the use of artificial intelligence.

Jennifer Detandt is a financial advisor with UBS Financial Services holding a Series 66 designation and three years of industry experience. She previously worked at RBC Capital Markets, Marshall Financial Group, and Raymond James & Associates. Outside of finance, she operates Brightwood Farm LLC, where she provides horse boarding and riding lessons. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Scott Keenan is a financial advisor with Ameriprise based in Towson, MD, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, Keenan owns and operates Keenan Management Group, LLC, a property management business. Ameriprise is an institutional firm that provides retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Hillel Goldman is a financial advisor with Equitable Advisors in Pikesville, MD, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors LLC. Goldman serves as a board member for the Foundation of the Preservation of Perpetuation of Torah Laws and Customs, providing input upon request. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple TAMPs and offering both advisory and brokerage/insurance channels.

Patrick Mccabe is a financial advisor with LPL Financial in Lutherville, MD. He holds a Series 66 designation and has seven years of industry experience. His prior experience includes roles at Lincoln Financial Advisors, Merrill, and NewDay USA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research and diverse investment strategies.

Patrick O Brien Jr. is a financial advisor with Primerica Advisors in Lutherville, MD, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of advisory activities, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services facilitated by BNY Mellon Advisors and Pershing.

John Lombardo is a CFP® and Series 66-licensed financial advisor at OSAIC with six years of industry experience. His prior roles include positions at Lincoln Financial Advisors, FIS Global, T. Rowe Price, and Equitable Advisors. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes various asset-allocation tools and third-party services to offer integrated brokerage and advisory solutions across multiple investment platforms.

Sean Stenhouse is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, CarMax, Nordstrom Rack, FedEx, Amazon, and Towson University. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Justin Cooper is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2016. Outside of his advisory role, he is the owner of C.M. First Venture LLC, a company that rents portable chargers to users of handheld devices. 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, high-net-worth clients, and institutional fiduciaries.

Alexander Johnson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Bank of America and has experience in various sectors including music production, where he owns and operates Supernova Sonic LLC, a music production and engineering business. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.