Mark Croyle is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 33 years of industry experience. He previously worked at Morgan Stanley Smith Barney for eight years before joining Raymond James in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Sean Fox is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory role, Fox owns Fox Cre8tions, a business producing artwork. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, combining tailored financial planning and investment strategies supported by firm-approved tools and research.

Sean Rogers is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016. His prior experience includes roles at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through over 14,000 advisors.

Ellis Barksdale is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2003 and previously was employed by Baltimore County Public Schools from 2015 to 2018. In addition to advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies and discretionary account options supported by third-party asset managers and custodians.

Mark Leach is a financial advisor with Ameriprise in Bel Air, MD, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2006. Outside of his advisory role, Leach serves as COO of Advisor Management Solutions Inc., focusing on office management and financial advisor practice support. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing written recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Max Levine is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools to develop customized plans.

Brandon Cauley is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and Towne Parke. Outside of finance, he has been associated with Uber since 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services with tailored recommendations supported by proprietary research and planning tools.

Carol Engel is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Pruco Securities, LLC, Cetera, Cetera Investment Services LLC, and First National Bank of PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, leveraging portfolios developed internally and by third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Pj Pearlstone is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 16 years of industry experience. He has been with UBS since 2012 and has also operated The Pearlstone Group Inc., a family office consulting business, since 2005. Pearlstone serves on multiple investment committees, including those for LifeBridge Health and The Park School of Baltimore, and holds leadership roles in several community and nonprofit organizations in the Baltimore area. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Daniel Rambow is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at MBGC, LLC and Bank of America, N.A. He has also held various positions in educational settings, including at the University of Tennessee-Knoxville and several schools in Maryland. 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.

Max Davis is a Financial Consultant currently working at Fidelity Investments since 2020. He has been with Fidelity Investments since 2013, serving in various roles including Investment Consultant from 2015 to 2020 and Financial Representative from 2013 to 2015. Prior to that, he worked as a Financial Specialist at Nationwide from 2009 to 2013. His professional experience encompasses financial consulting and investment advising, with a focus on creating financial plans tailored to the unique goals, priorities, family situations, hobbies, and investment experiences of his clients. Max emphasizes the importance of individualized financial planning to help clients achieve comfortable and worry-free financial outcomes. Outside of his professional work, Max enjoys board games, cooking and baking, family activities, football, social events with friends, and music.

Hugh J. Hanley, III is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he provides wealth management strategies tailored for individuals, families, and businesses. Hugh’s work centers on guiding clients through various aspects of their financial lives, with an emphasis on professional money management, retirement planning, and estate planning services. Hugh began his career in the financial services industry in 2007 and has been with Merrill Lynch since 2010. He holds a Bachelor’s degree in Business Administration and Finance from the College of Charleston. His professional designations include Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Growing up in the Baltimore area, Hugh attended Loyola Blakefield in Towson and remains connected to his community. His client focus areas encompass education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization, among others. Outside of work, Hugh’s interests include baseball, golfing, hiking, ice hockey, reading, running—including running marathons—tennis, and spending time with his family.

Aaron Polun is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked at Grove Point Advisors LLC and Grove Point Investments LLC, as well as Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of investment adviser representatives.

John Hoffman is a ChFC® with 50 years of industry experience, currently serving at OSAIC since 2018. He previously worked for Signator Investors, Inc. from 1997 to 2018 and is also involved in his own firm, Smith & Hoffman Financial Associates, focusing on investment advisory and fixed insurance products. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies.

Kaela Iciek is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Alison Roddy is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and seven years of industry experience. She has been with Merrill and Bank of America since 2019. Her prior experience includes roles at TD Ameritrade, NewDay USA, Mary Kay Inc., and Towson University. 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.

Irving Robinson Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His background includes roles at Bank of America and Family First Life. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Stamm is a financial advisor at MassMutual Investors Services with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has been with MML Investors Services Inc and MassMutual Life Insurance Company since 2010. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, using firm-approved tools to deliver written recommendations tailored to client goals.

Daniel Chilcoat is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in property management through 1331 Property, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Thomas Johnson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes multiple roles within Wells Fargo entities since 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, and integrates advisory services with other financial products and referral channels.