Li Wen Kang is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Towson office since December 2010. He has extensive experience spanning from 1992 to 2010 in investment banking and money management, having worked in New York, London, and Baltimore. His expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. Li holds a Bachelor's degree from Harvard University and is a Personal Investment Advisor (PIA). He serves on several professional boards, including the Baltimore School for the Arts Board of Trustees—where he is Vice Chair and leads the strategic planning committee—Shriver Hall Concert Series, and the Harvard-Radcliffe Orchestra Foundation. Fluent in Chinese and English, Li lives in Baltimore with his wife and their twin boys. Outside of work, he enjoys music, traveling, spending time with his family, sports as a spectator, podcasts on sports and culture, and Friday movie nights.

Richard Faraone is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Advisors Corp. for 22 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Darren Bush is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he is involved in providing insurance services through a separate firm relationship. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves matching clients to advisory program models or discretionary managers, often leveraging third-party asset management platforms, and provides ERISA fiduciary services through credentialed representatives.

Avraham Frand is a Financial Advisor associated with Merrill Lynch Wealth Management. He works closely with clients to understand their individual financial goals and develops personalized investment strategies to help pursue those goals. His advisory services cover a range of areas including equity compensation services, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He holds a Bachelor's Degree from Towson University and has earned professional designations such as CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Avraham's approach involves ongoing advice and guidance tailored to his clients' evolving needs. Outside of his professional work, Avraham's personal interests include chess, football, hiking, ice hockey, rock climbing, running, skiing, spending time with family, swimming, and tennis.

Justin Kuczynski is a financial advisor at Ameriprise with 20 years of industry experience and holds the Series 66 designation. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for Housing Our Homeless Vets, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jamie Waldren is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has previously worked at Wells Fargo Clearing and operated JN Private Wealth Management, where he authored the book *Exit on Your Own Terms*. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients, offering tailored, non-discretionary advice supported by advanced analytical tools. The firm also supports municipal and public finance work through a unique affiliation and offers specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Douglas Brandeen is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is involved in managing NA 89, LLC, an investment-related business based in Baltimore. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Peter Miller serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Venture Services Group in August 2012 and is primarily responsible for co-managing the team’s stock distribution process, coordinating market research and analysis dissemination, and assisting with fund level and limited partner level trading activities. Peter holds a Master of Science in Finance from the McIntire School of Commerce at the University of Virginia. He also earned a Bachelor of Arts with distinction in Economics and History from the University of Virginia. He holds the professional designation of Personal Investment Advisor (PIA). In 2023, Peter was recognized on the Forbes “Best-in-State Next Generation Wealth Advisors” list, which considers advisors based on factors such as client retention, industry experience, compliance records, and firm nominations.

Bryan Carney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads a team of professionals focused on providing investment management and personalized financial advice to individuals and families. With over 30 years of experience in the industry, Bryan specializes in delivering customized guidance across multiple generations. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Mount St. Mary’s College. In 2019, Bryan was named to the Forbes "Best-in-State Wealth Advisors" list, based on a selection process that included industry experience, client retention, and compliance reviews.

Alan Vassar is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as president of the Walker Station Homeowners Association and is a board member of the Ritz Condominium Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Steven Goldberg is a financial advisor with Osaic in Ellicott City, MD, holding Series 63 and Series 66 designations and offering 34 years of industry experience. His prior work includes roles at Lincoln Financial Advisors, SunTrust Advisory Services, SUNTRUST Investment Services, and Truist Investment Services. Outside of advising, he serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers. The firm offers a range of brokerage and investment advisory services utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Roberta King is currently serving as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2020. She is focused on hiring, training, and developing a team of financial professionals committed to a purpose of helping people. Roberta's career at Fidelity Investments spans nearly two decades, beginning as a Full Trader in 2005. She progressed through roles including Private Client Specialist, Branch Service Manager, and Assistant Branch Manager before assuming her current leadership role. Her extensive experience within the company encompasses various facets of financial services and branch management. Outside of her professional responsibilities, Roberta enjoys a range of personal interests such as board games, hiking, painting, tennis, traveling, and yoga.

Carson Henry is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining Equitable Advisors, his background includes roles in technology at Varonis and work in public service with the House of Representatives. He also has experience in small business operations outside of finance. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a wide range of clients including individuals, corporations, and nonprofit organizations. The firm utilizes various advisory models and third-party asset managers to deliver tailored investment solutions and ERISA fiduciary services.

Timothy Moore is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including ICMA-RC Services, PNC Investments, Morgan Stanley, Allstate Financial Services, Edward Jones, and Capital Group. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across various product types, performance reporting, participant education, and plan benchmarking.

Richard Horn is a financial advisor with UBS Financial Services in Baltimore, MD, holding the Series 63, 65, and 66 designations and bringing 25 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for Living Classrooms and chairs the investment committee for Healthcare for the Homeless. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial planning and portfolio management supported by proprietary research and capital market assumptions.

Deeybid Juarez Campos is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo since 2023 and has prior experience working at Sweetgreen, Inc. from 2015 to 2024. 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.

James Jaderborg is a financial advisor with Cetera holding the ChFC® designation and Series 66 license, with 16 years of industry experience. He has worked at multiple firms including Elevation View Wealth Partners, LLC, Cetera Wealth Services, LLC, and Securian Financial Services, Inc. Outside of financial advising, he serves on the advisory board of Stop Alzheimers Now and is president of Booking Freedom AI, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with over $256 billion in assets under management.

Thomas Marney Jr. is a financial advisor with Mass Mutual Investors Services in Columbia, MD, holding the ChFC® designation and Series 63 license. He has 46 years of industry experience, including 27 years at Metlife Securities Inc. and over a decade with MassMutual entities. Outside of his advisory role, he is also an insurance broker through his own business. 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 offers financial planning, asset management, and educational seminars, with a structured, collaborative approach that emphasizes investment categories and strategies rather than specific product selections.

Denise Rodriguez is a Financial Advisor with Moran & Associates in the Towson, MD office, affiliated with Merrill Lynch Wealth Management. She works primarily with professional women and couples seeking guidance in managing their financial futures. Denise’s clients are often balancing careers and family responsibilities and look for clarity and security in their financial plans as they progress through different life stages. Denise specializes in creating personalized wealth management strategies tailored to each client’s goals, focusing on areas such as college education planning, family wealth management, legacy and philanthropic planning, retirement, tax minimization, and managing new wealth. She begins with a comprehensive wealth plan to understand the purpose of each client’s assets and develops an investment strategy that aligns with their long-term objectives. Denise holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor of Science degree from the University of Florida and participates in the Chesapeake Professional Women's Network. Outside of work, Denise enjoys cooking, reading, traveling, practicing yoga, and spending time with her family.

Olujimi Ijandipe is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 65 and Series 66 credentials. His prior work includes roles at Credit Agricole Corporate and Investment Bank and Merrill. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a mix of proprietary and third-party investment solutions and offers ERISA fiduciary services to qualified plans.