Evan Eidelberg is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Bank of America, N.A. and Merrill since 2017. Previously, he was involved with Solar Covered Parking LLC from 2016 to 2017. 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 range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm’s integration with Bank of America’s corporate platform allows access to a wide variety of financial products and services.

Richard Duval Jr. is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird since 2009. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning, portfolio management, and separately managed account programs, utilizing both in-house and third-party managers across a range of strategies.

David Rivlin is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and was previously with LPL Financial for six years. Rivlin is also a CPA and owner of The Rivlin Group, PC, and serves as chairman and treasurer of The Abraham & Rebecca Heyman Foundation, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through independent Financial Professionals using a range of investment strategies and custody arrangements.

Jason Bukowsky is a financial advisor with Charles Schwab, holding a Series 66 designation and over 22 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2004 and 2005, respectively. Outside of his advisory role, he has a non-investment-related business managing rental properties in Charleston, South Carolina. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs and managed-account services. The firm combines non-discretionary advice with access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Ethan Schuchman is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisor role, he is associated with Cross Country Wealth Management as a DBA. 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 various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Pamela Graham is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with LPL Financial since 2001. In addition to her advisory role, she serves on the board of LETIP of Howard County, a local professionals' networking group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supporting diverse investment strategies and technology integration.

Shuo Li is a CFP®-designated financial advisor with nine years of industry experience, currently with LPL Enterprise. Prior to joining LPL Enterprise in 2024, Shuo worked at The Prudential Insurance Co. of America, PRUCO Securities, Charles Schwab Bank, and Charles Schwab. 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, model portfolio programs, third-party asset management, and a range of brokerage and insurance products integrated within its platform.

Maria Pinto is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and previously worked at LAR Group Inc and Chesapeake Remodeling. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Daniel Webster is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. His prior roles include lengthy tenures at H. Beck, Inc. and Prudential Insurance Company of America. Outside of his advisory work, he is involved with A.G.K. Insurance Agency, Inc. and holds an outside employment position with St. Ignatius Church Hickory. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through a platform that integrates investment advice, insurance products, and lending programs.

Michael Fitz Patrick is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2016, he has focused on portfolio construction, goals-based analysis for individual planning, advising clients on risk and asset allocation, and consulting for 401(k) and defined benefit plans. As a qualified Portfolio Manager, Michael develops personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, some of which he manages on a discretionary basis through the Firm's Investment Advisory Program. With a career in financial services beginning in 2000, Michael specializes in areas such as family wealth management, legacy planning, liquidity management, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations, in addition to Series 7, 31, and 66 FINRA registrations, along with life, health, and long-term care insurance licenses. Michael earned a Bachelor's degree in Political Science with a minor in Public Administration from the University of Maryland Baltimore County. Michael resides in Hunt Valley, Maryland, with his wife MaryBeth and their four children. He serves as a board member of Change the Conversation and has previously contributed as a member of the Investment Committee at St. James School in Monkton, Maryland. His community involvement includes coaching youth lacrosse at St. James Academy and participating in TLC.

Christopher Walsh is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over 33 years of experience at Merrill, he works closely with individuals to prepare them for retirement and to fund their life goals. He partners with Hugh Hanley, who focuses on mutual fund and manager analysis, employing a planning-based approach to construct client portfolios that meet their objectives and navigate market volatility. Christopher is certified to advise on defined contribution retirement plans for small businesses, including start-ups and existing plans. Prior to his financial advisory career, Christopher taught middle school math and science for seven years. He earned a bachelor's degree from Union College in Schenectady, NY, and a master's degree in Engineering in Computer Science from Loyola University in Baltimore. His experience in teaching informs his commitment to helping clients understand their investments so they can make well-informed decisions and remain disciplined over time. Christopher holds the Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. Family is important to Christopher; he and his wife of 29 years have four grown children and three grandchildren. He has a range of personal interests including travel, outdoor activities such as birdwatching, fly fishing, hiking, camping, and sports like golf and soccer. He has coached soccer at various levels and remains involved with the Boys' Latin soccer program.

John Rogers is a financial advisor with LPL Financial in Hunt Valley, MD, holding Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at Summit Investment Advisors, Inc. and Worthington Financial Partners. Rogers also provides administrative support to Summit Financial, an independent investment advisor firm. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

David Vegh is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of his advisory role, he serves as Vice President of Finance and Board Member at Congregation Darchei Tzedek in Baltimore. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Steven Moore is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been associated with Fusco Financial Associates, Inc. since 2012 in a senior analyst and support role. 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 both tailored non-discretionary advisory services and institutional consulting solutions, including a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Matthew Lesko is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Stifel Independent Advisors, LLC and RBC Capital Markets, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer and employs a delivery model that leverages LPL-sponsored programs and endorsed third-party managers.

Sujata Chakraborty is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has previously worked at PNC Investments and M&T Securities. Chakraborty also operated as a self-employed advisor before joining her current firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a national network of investment adviser representatives.

Bonita Rodriguez is a financial advisor at UBS Financial Services in Baltimore, MD, holding a Series 66 designation with 26 years of industry experience. She previously worked at Merrill Lynch for 23 years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad range of capital markets activities.

Henry Jeng is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. Outside of finance, he works as a rideshare driver and provides entertainment for passengers during rides. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Antonio Santiago Zambrana is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Summum Servicios Financieros Inc., and MassMutual Life Insurance Co. 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 including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Gavin Jenkinson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2010 after earning a Bachelor of Science degree in Finance from the Martin J. Whitman School of Management at Syracuse University. Gavin holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a qualified Portfolio Manager and holds FINRA Series 7 and 66 registrations, along with the Maryland Life and Health Insurance License. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, portfolio management services, special needs planning strategies, tax minimization, and retirement income planning. In his personal life, Gavin enjoys spending time with his wife Michaela and their two sons, Noah and Luke. He has a background in athletics, having been a member of the Syracuse Lacrosse Team. In his free time, he enjoys coaching lacrosse and playing golf.