Gibbs Preston is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He previously worked at Facet Wealth and was involved in commercial real estate development through Preston Realty, LLC for nine years. Preston holds equity in several commercial properties but does not actively manage them. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions supported by research and analytics, serving over 14,000 financial advisors and managing roughly $671 billion in assets.

Michael Briel is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its predecessor firm since 1998. Outside of his advisory role, he serves as a varsity baseball pitching coach at Glenelg Country School in Ellicott City, MD. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Christopher Mcmurry is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2019, also working at Wells Fargo Bank, NA since 2013. Outside of finance, he owns and operates Say Yes Media, a filming and editing business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Kathryn Thompson is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has been with Baird since 2017. Prior to her career in finance, she worked at Sony Pictures Television for four years. Outside of her advisory role, she assists with her family’s land development and home building business, Thompson Atlantic LLC. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across a range of investment strategies.

Melanie Shanty is a financial advisor at OSAIC with 35 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 35 years before joining OSAIC in 2025. Outside of her advisory role, she is involved in a consultation organization providing services to families with disabled members. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs various investment strategies and third-party platforms to manage client portfolios.

Elizabeth Macis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. Prior to joining Raymond James in 2022, she worked at Wells Fargo Clearing and Wells Fargo Advisors from 2009 to 2022. Outside of her advisory role, she serves as a co-trustee for a family trust. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary solutions and maintains a notable involvement in municipal and public finance through its affiliate network.

Nancy Short is a financial advisor with Robert Baird & Co. in Sparrows Point, MD, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She has been with Robert Baird & Co. since 2009. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients with a range of consulting and portfolio services tailored to client goals and risk tolerances. The firm offers both traditional and complex investment strategies, including discretionary management and overlay services, alongside municipal advisory and public finance capabilities.

Jacob Biedenback is a financial advisor with J.P. Morgan Securities in Baltimore, MD, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Truist Advisory Services and BB&T-related entities. He serves as a board member of the Towson University Foundation, participating in the investment and spending committee. 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 when recommending strategies.

Zachary Snyder is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and bringing two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Equitable Advisors, LLC, and has held various roles including positions in hospitality and research. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated advisory and brokerage platform.

John Comberiate is a financial advisor at Edward Jones in Catonsville, MD, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. He receives royalties related to an outside business activity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristen Treglia is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at several notable firms including Fidelity Investments and Morgan Stanley. Outside of finance, she is involved in golf instruction through her ownership of Kateyes LLC and as a golf instructor for the Columbia Association. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational capabilities.

Peter Pitrelli is a Series 66-licensed advisor at Merrill with one year of industry experience. Prior to his current role, he worked at Roseville Wealth Management Group and Bank of America, N.A. He also has experience outside the financial industry, including a role at Bergen Pickleball Zone and time spent at Elizabethtown College. 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, and other fiduciaries. The firm’s integration with Bank of America allows access to a broad product platform and additional services.

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.

Patrice Wells Sowah is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. She has worked with PFS InvestmentS Inc. since 2009 and was employed by the State of Maryland Department of Juvenile Services from 2008 to 2019. Her business activities include the sale of investment-related products and referral of home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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 in Baltimore, MD, with 10 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and U.S. Trust, Bank of America since 2010. He is involved with the Community Foundation of Howard County through a family donor-advised fund. 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 broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Lee Demma is a financial advisor at LPL Financial with 16 years of industry experience. His prior roles include positions at M&T Securities, MetLife Securities, and Massachusetts Mutual Life Insurance Company. He holds Series 63 and Series 65 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutional clients, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and diverse 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.