Marija Wade is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2015 and 2016, respectively. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

D. Clarke Browne is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2013, he has focused his practice on assisting corporate executives, business owners, wealthy families, and retirees, while also providing fiduciary services for corporate retirement plans. Clarke’s approach begins with developing a comprehensive financial strategy grounded in personal balance sheet and cash flow analysis, followed by customized investment strategies that balance potential returns and risk. He emphasizes ongoing client reviews to account for market fluctuations and life changes impacting financial goals. Clarke has worked in the financial services industry since 2008. His expertise includes corporate executive services, investment consulting for defined contribution plans, legacy planning, portfolio management, and retirement income planning. He supports plan sponsors with fee evaluation, investment selection, plan design, and employee education related to corporate retirement plans. Clarke holds several professional certifications: Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). The CPWA® and CIMA® certifications were completed in conjunction with The University of Chicago Booth School of Business and The Wharton School at the University of Pennsylvania, respectively. He earned a bachelor's degree in history from Augsburg College and a Master of Business Administration from Montreat College. Clarke also holds a master's degree from Hazelden Graduate School of Addiction Studies. Outside of his professional work, he enjoys cooking, fishing, golfing, hiking, music, running, and spending time with his family.

Lisa Vetter is a financial advisor with RBC Capital Markets in Hunt Valley, MD, holding a Series 66 designation and 23 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to client risk profiles.

Lissa Collins is a financial advisor with Merrill in Baltimore, MD, holding a Series 66 designation and 9 years of industry experience. She has been with Merrill since 2013. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Jia Jia Zhu is a financial advisor with UBS Financial Services in Baltimore, MD, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2011. 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 financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of solutions including discretionary portfolio management, fee-based financial planning, and alternative product distribution.

Joshua Greenwald is a CFP® professional with 28 years of industry experience, currently serving at Wells Fargo Advisors since 2023. He has held previous roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he serves as treasurer for the Helmsley Court Neighborhood Improvement Association in Baltimore, MD. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized areas such as business-owner transition and special-needs analysis. The firm integrates advisory services with other financial product offerings and referral channels, delivering tailored recommendations using Wells Fargo’s research and planning tools.

Michael Levin is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 66 credentials and 44 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services including financial planning, discretionary and non-discretionary management, and a range of investment strategies across traditional and non-traditional asset classes.

Travis Brown is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD. He holds a Series 66 designation and has 24 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2001. In addition to his advisory role, he works as a sales agent in life and health insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering event-driven planning services such as divorce and estate-settlement planning.

William Smith is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His background includes roles at Bank of America, FIDELITY Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Compton Financial Group, and LPL Financial. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Stone is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at M&T Bank, Comerica Bank, and United Heritage Credit Union. 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, utilizing research from Wells Fargo Investment Institute and third-party databases.

Abigail Lohn is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She has held roles at Raymond James Financial Services Advisors, Inc., Fusco Financial Associates, and previously worked in retail and telecommunications. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal finance work through its affiliation with a municipal advisor.

Kyle Mcdonell is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding a Series 66 designation and six years of industry experience. He joined Wells Fargo Advisors in 2024 after roles at Wells Fargo Clearing from 2019 to 2024 and has experience in consulting and media-related positions earlier in his career. He also owns McDonell Capital Group LLC, a financial-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm delivers tailored recommendations supported by proprietary research and planning tools, serving clients who meet certain net-worth thresholds.

Thomas Colantuno is a financial advisor with Edelman Financial Engines in Towson, MD, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Ameriprise Financial Services, UBS Financial Services, and Legg Mason Wood Walker. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management across a large client base.

Zachary Green is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2016. Outside of his advisory role, he works part-time with the Maryland Jockey Club, assisting in coordination and preparation for the Preakness Stakes. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Sean Monaco is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial Services, Atlantic Fireproofing, and Genesis Healthcare. Based in Baltimore, MD, he has been with Merrill since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Jenienne Fagan is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. She has worked at LPL Financial since 2021 and has been with M&T Securities since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various financial planning and advisory programs, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Matthew Alpert is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes a decade at Wells Fargo Clearing and Wells Fargo Advisors. He is currently based in Towson, MD. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets.

Brian Doak is a financial advisor with UBS Financial Services in Hunt Valley, MD. He holds Series 63 and 65 licenses and has 31 years of industry experience, including 18 years at UBS. He serves as a board member for St. Paul's School, his alma mater. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Christopher Yanson is a financial advisor with Raymond James Financial in Towson, MD, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He is the owner of Armory Financial and has been involved with Gregmark, LLC since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations, using analytical tools and tailored, non-discretionary planning to support client goals.

Levi Bean is a financial advisor with OSAIC, holding a Series 66 credential and seven years of industry experience. Prior to joining OSAIC in 2025, he spent eight years with Lincoln Financial Advisors and six years at Mount St. Mary's University. Outside of his advisory role, he coaches a youth ice hockey team and works as an employee producing sharp edge tester caps. OSAIC serves a diverse range of clients including individual, high-net-worth, institutional, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs asset-allocation tools and supports various portfolio management approaches, including discretionary and non-discretionary accounts with client-imposed investment restrictions.