Peter Pitrelli 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, N.A. and Roseville Wealth Management Group powered by Ameriprise. Outside of finance, he has worked at Bergen Pickleball Zone and attended Elizabethtown College. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Dunne is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market modeling techniques.

Erik Gundlach is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client decision-making.

Sharon Martin is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies across a range of traditional and non-traditional investments.

Kayla Shockett is a financial advisor at Wells Fargo Clearing with a Series 66 credential and five years of industry experience. Prior to joining Wells Fargo in 2025, she worked at Merrill from 2020 to 2025. Her background also includes roles in education and compliance, as well as entrepreneurial experience with a landscaping business. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Howard Schwartz is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2018, following prior roles at U.S. Trust, Bank of America, and BB&T Investment Services. He is involved with The Community Foundation of Howard County through a donor-advised fund established by his family. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lee Demma is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including M&T Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. 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 and access to third-party asset management, with a platform that supports both discretionary and non-discretionary investment strategies.

Kyle Harris is a financial advisor with UBS Financial Services in Baltimore, MD, holding a Series 66 designation and having 20 years of industry experience. He has worked at UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management, financial planning, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management and uses proprietary research to tailor investment solutions.

Matthew Dunphy is a financial advisor with Ameriprise in Ellicott City, MD, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he is a co-owner of Leaf Mental Health, a mental health concierge service. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Robert Stachura is a CFP® with 37 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked at Lincoln Financial Advisors Corp for 19 years. In addition to his advisory role, he is an agent offering disability insurance, annuities, and life insurance, and he owns a legal entity related to warehousing and property purchases. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Jason Slotkin is a Wealth Management Advisor with The Pearce Group at Merrill. He serves as a key client relationship manager for select high-net worth clients and oversees the team's sports and entertainment division. His responsibilities include portfolio analysis, investment manager selection, holistic wealth management forecasting and planning, and heading the team's life and long-term care insurance planning. Jason also has extensive experience with high-net worth family trusts and estates, often coordinating with clients' attorneys and CPA's. He joined Merrill in 2013 and has over ten years of industry experience. Jason holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards Inc. He is also a Sports & Entertainment Accredited Wealth Management Advisor™ designee, a certification from The College for Financial Planning Institutes Corp. Jason earned a Bachelor's degree in Economics from the University of Maryland - College Park. He is a member of professional organizations including the Associated Italian American Charities and the Association for Corporate Growth. Outside his professional work, Jason enjoys activities such as chess, football, golfing, music, reading, running, spending time with his family, traveling, volleyball, and watching movies.

Luke Chenowith is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Charles Schwab, where he has worked since 2019, following a five-year tenure at T. Rowe Price. Charles Schwab & Co., Inc. 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 combines a large client base with multi-asset model portfolios and a mix of non-discretionary and discretionary investment options supported by centralized operations and a formal alternative-investment process.

Ceil Madden is a financial advisor at Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 licenses with 19 years of industry experience. Prior to joining Morgan Stanley in 2022, Madden worked at Raymond James Financial Services and Wells Fargo Clearing. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Mary Railey is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following tenure at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market analysis.

Ricardo Suarez is a financial advisor at Morgan Stanley with five years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Bank, Goldman Sachs, and Bank of America. Suarez holds Series 65 and Series 63 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm employs a structured planning process supported by advanced analytical tools and manages approximately $2.74 trillion in client assets.

Amelia Hogle is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and one year of industry experience. Prior to Ameriprise, she worked in various roles including positions at the Maryland General Assembly and the University of Maryland. Outside of her advisory work, she serves on the Board of Directors for Voices for Children and co-owns ArtMelia, a business involved in illustrating children's books and designing university club t-shirts. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Walter Ortiz is a Series 66-licensed advisor with J.P. Morgan Securities, based in Baltimore, MD. He joined the firm in 2026 and has prior experience at JPMorgan Chase Bank, Abbott Laboratories, and Thermo Fisher Scientific. Ortiz also has academic experience at Duke University and Pennsylvania State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Keith Ellis is a financial advisor at Morgan Stanley in Baltimore, MD, with 16 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at RE Advisers Corporation and RE Investment Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Matthew Decapite is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he works as a pickleball coach and instructor. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services through various programs, including partnerships with employers for corporate financial planning.

Gregory Miller is a CFP® with 19 years of industry experience, all spent at Edward Jones since 2007. He holds the Series 66 designation and is based in Severna Park, MD. 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 under management through a nationwide network of financial advisors and branch offices, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.