Robert Naeny Jr. is a Series 63 and Series 65 registered advisor with Stifel in Hunt Valley, MD, where he has worked since 2007. He has 31 years of industry experience. Stifel serves a diverse range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies. The firm also provides services to private funds and municipal entities, operating alongside affiliated trust companies and banks.

Megan Breneman is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 designations and has 23 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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.

Brian Jones is a financial advisor with RBC Capital Markets in Hunt Valley, MD, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he manages a personal home rental property. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services, with tailored strategies based on clients' risk profiles and access to both in-house and third-party investment managers.

Amalia Rockafellow is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at notable firms including Morgan Stanley, UBS Financial Services, and Hightower Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with customized portfolio management, financial planning, and brokerage services. The firm offers a range of advisory programs and utilizes both in-house and third-party investment managers to implement strategies tailored to each client’s risk profile.

Noah Bergey is a financial advisor with Equitable Advisors in Columbia, MD. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions in the food service industry and spent five years at the University of Pittsburgh. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Joshua Schwartz is a financial advisor with Merrill in Columbia, MD, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2006 and also works with Bank of America, where he has been employed since 2011. Outside of his advisory role, he serves as power of attorney for his brother in several fiduciary capacities. 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 diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Troy Broadbent is a financial advisor with J.P. Morgan Securities in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley, E*Trade Financial Corp, and PNC Investments. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Funmilayo Nyambi is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Prior to joining Merrill, she spent seven years at First Bank of Nigeria. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Robert Link is a financial advisor with LPL Financial in Catonsville, MD, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2026, he worked at MML Investors Services LLC and MassMutual Life Insurance Company for five years, along with experience at Cantella & Co., Cabot Lodge Securities, and Wells Fargo Advisors. He is also involved in insurance sales through Statera Advisors, LLC, focusing on life, disability, long-term care, fixed annuities, and health insurance. 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 provides a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options.

Tina Buck is a Series 66-credentialed financial advisor with Edward Jones, based in Mt Airy, MD, and has two years of industry experience. She previously worked at Foundations Counseling as a therapist and has continued to maintain the counseling business to comply with regulatory requirements. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Katherine Ciccimaro is a Series 66-registered financial advisor with Morgan Stanley, based in Hunt Valley, MD. She has seven years of industry experience, including roles at Morgan Stanley Private Bank, The Prudential Insurance Company of America, and Pruco Securities. 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 supported by firm-approved tools and methodologies.

Nicholas Schiavone is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 65 designation and previously worked for Verdence Capital Advisors. His background includes four years at Towson University before beginning his advisory career. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, pension plans, corporations, and government entities, offering both wrap fee programs and institutional consulting services.

Gordon Margerum is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2001. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee model for its services.

Mibenge Sumaili is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Select Quote, Graceway Logistics, and First Citizens Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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 sources.

William Boykin V serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to connect them with people, plans, and processes tailored to their unique financial ambitions. His approach encompasses helping clients plan for college education funding, retirement, philanthropic endeavors, and family wealth management, emphasizing simplicity and transparency in the complex field of investing. William's expertise spans various client focus areas including managing new wealth, personal retirement planning, socially responsible and ESG investing, tax minimization, and portfolio management services. He is committed to collaborating with clients and coordinating all aspects of their financial affairs through a disciplined process to help them achieve their goals. He holds a Bachelor's Degree from Cornell University and has earned the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. In addition to English, he is proficient in Japanese. William is involved with the One Love Foundation and has interests in boating, fishing, football, golfing, hunting, skiing, and traveling.

Victor Folayan is a financial advisor with Cetera, holding a Series 66 credential and bringing 10 years of industry experience. His prior roles include positions at Kinnect Wealth Management, Securian Capital of the Chesapeake, and New York Life. Outside of his advisory work, he serves as Treasurer on the board of ANPA DMV and volunteers with the FGC Idoani Alumni Association. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and supports various program structures with discretionary and non-discretionary management options.

Ascenza Meyer is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and has worked exclusively at Raymond James Financial Services Advisors since 2013. Prior to that, she was associated with Fusco Financial Associates from 2010 to 2018 in a 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 tailored, primarily non-discretionary advisory services and is noted for its involvement in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Mitchell Kallemyn is a Series 66 credentialed financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, he worked in public education and local government and operated a family child care business. He serves as a council member and chairs the Stewardship Committee at Holy Spirit Lutheran Church in Eldersburg, MD. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics without discretionary trading authority, offering clients the option to combine planning with managed-account services under a consolidated billing program.

Brittnay Larrimore is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked at RBC Capital Markets since 2018 and previously held roles at City National Bank and World of Beer Baltimore. Larrimore serves on the Board of Trustees finance committee for CASA Baltimore. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients with a range of advisory programs. The firm customizes investment strategies based on client risk profiles and offers both discretionary and non-discretionary portfolio management along with various financial services.

Susan Scarborough is a financial advisor with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models without providing individual security recommendations in standalone plans.