Linda Bell is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services before joining Morgan Stanley and its Private Bank in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and Estate Planning Strategies Groups.

Allison Duvall is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and with six years of industry experience. She has been with Morgan Stanley since 2015. 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 and financial planning services supported by structured discovery processes and advanced modeling tools.

Stephanie Cassedy is a financial advisor with Osaic who holds a Series 66 designation and has 16 years of industry experience. She previously worked at Lincoln Financial Securities for 17 years before joining Osaic in 2025. Cassedy also operates a sole proprietorship offering traditional life insurance products, including equity-indexed and fixed annuities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and risk-assessment tools to construct portfolios across a broad range of investment vehicles, managed on discretionary or non-discretionary bases.

John Updike is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, he worked at Hartford Funds Distributors, LLC for three years. Outside of finance, he has experience working at Applebrook Golf Club and Aronimink Golf Club. 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 combines research from Wells Fargo Investment Institute with third-party analytics and offers both brokerage and advisory solutions.

Charlene Monts is a financial advisor at OSAIC with 31 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Securities America and Investacorp Advisory Services. Outside of her advisory role, she is the President and CEO of Monts Enterprises LLC, a business consulting firm specializing in app development, real estate negotiations, technology solutions, and design. OSAIC serves a diverse range of clients including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios aligned with client risk tolerance.

Tricia Mauck is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has been with Merrill since 1995. 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, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s corporate platform, providing access to a wider set of products and services.

Ryan Mostoller is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Medling Lucente & Associates, as well as involvement with the Chestertown River & Yacht Club. 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.

Joanna Stout is a Series 66 licensed financial advisor with Merrill, based in Hunt Valley, MD, with five years of industry experience. She has worked at Merrill since 2020 and currently also holds a position with Bank of America, N.A. Joanna’s prior roles include experience at L'Occitane En Provence and Transact Capital Partners LLC. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base, including individuals, high-net-worth clients, pension plans, and charitable organizations.

Joseph Fuggi is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Robert W. Baird since 2009. Fuggi serves as a Finance Committee Member for the nonprofit Mission Helpers of the Sacred Heart, where he reviews budgets, fundraising projects, and evaluates outside money managers. Robert W. Baird & Co.’s DDK Group provides wealth management services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and custody services supported by internal research and ongoing manager monitoring.

Jennifer Vancura is a financial advisor at OSAIC with 13 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corp for 15 years before joining OSAIC in 2025. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a variety of asset classes.

Cooper Woest is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill in 2026, he held several positions including roles at Loyola University Maryland and involvement with Dulaney Swim Club LLC. 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 integrates investment management with Bank of America’s broader financial services platform.

Joel Fink is a financial advisor with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following prior work at Citigroup Global Markets. Fink serves as president of the board for Jewish Community Services of Baltimore and is involved with the Associated Jewish Federation of Baltimore. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques, serving clients primarily in an advisory capacity.

Jason Shanty is a financial advisor at Osaic with 16 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corp for 18 years before joining Osaic in 2025. Outside of his advisory role, he is an insurance agent offering fixed insurance products such as fixed annuities, indexed annuities, and traditional life insurance. Osaic Wealth, Inc. serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Georgeanne Aist is a financial advisor with LPL Enterprise who holds Series 63, 65, and 66 licenses and has 24 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Lincoln Financial Advisors. Outside of her advisory work, she serves as a minister in Charlotte Hall, MD. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform.

Kevin Grant is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase Bank, and PNC Bank. Outside of advising, he owns and operates a multimedia and creative content production business. Merrill provides managed account services to Bank of America fiduciary clients through its 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, and corporate fiduciaries.

Isabella Thomas is a financial advisor with Merrill, holding Series 65 and Series 66 licenses and seven years of industry experience. She has worked at Merrill since 2018 and has held various positions including a role at the University of Richmond and experience in the service sector. Outside of advising, she is involved with Rover, a corporation focused on pet care services, where she works part-time in dog sitting and walking. 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, and institutional investors. The firm operates within Bank of America’s broader platform, providing access to diverse products and services.

Noah Schettini is a CFP® professional with seven years of industry experience, currently advising at Cetera. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Ameriprise, and PNC Bank NA. He is also involved as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutions through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services with access to both affiliated and third-party investment managers.

Annette Quigley is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 licenses. She has 27 years of industry experience, with prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Cetera Investment Services LLC. Quigley is also a business owner of Strategic Wealth Advisors LLC, an entity used to manage payroll for her licensed registered sales assistant. 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, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Kyle Hays is a financial advisor at OSAIC with a Series 65 designation and one year of industry experience. Prior to joining OSAIC and Heritage Financial Consultants in 2025, he was involved in a general contracting business for four years and completed five years of full-time education. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of investment types and can be managed on discretionary or non-discretionary bases.

Johnathon Raver is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.