Melanie Shanty is a financial advisor at OSAIC with 36 years of industry experience, including 35 years at Lincoln Financial Advisors Corporation. She holds a Series 63 designation. Outside of her advisory work, she owns a consultation organization that provides services to families with disabled members. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients, offering a variety of brokerage and advisory services supported by a model-driven investment process and multiple affiliated entities.

Elizabeth Macis is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and over 24 years of industry experience. Her prior work includes positions at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. She serves as a co-trustee for her brother’s trust in Catonsville, MD. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both individual and institutional clients across a broad advisor network.

Nancy Short is a financial advisor at Robert Baird & Co. in Towson, MD, with 40 years of industry experience. She has been with Robert Baird & Co. since 2009. Her credentials include Series 63 and Series 66 licenses. Robert Baird & Co. serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

Jacob Biedenback is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Truist Advisory Services, BB&T, Wells Fargo Clearing, and Morgan Stanley. Biedenback serves as a board member of the Towson University Foundation, participating in the investment and spending committee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Zachary Snyder is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Equitable Advisors and has experience in hospitality and landscaping businesses. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and corporate 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.

John Comberiate is a CFP®, ChFC®, and Series 66-licensed financial advisor with 14 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he receives royalties related to work in Owings Mills, MD. Edward Jones is a full-service wealth management firm serving individuals and institutions, with over four million clients and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Kristen Treglia is a financial advisor with Charles Schwab & Co., Inc. in Towson, MD, holding Series 63 and Series 66 designations and seven years of industry experience. She has worked previously at Fidelity Investments, Morgan Stanley, and T. Rowe Price, among others. Outside of finance, she is involved in golf instruction through her ownership of Kateyes LLC and teaching at the Columbia Association. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a mix of non-discretionary and discretionary investment advisory services through its integrated wealth management platform.

Peter Pitrelli is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, N.A. and Roseville Wealth Management Group powered by Ameriprise. Outside of finance, he has worked at Bergen Pickleball Zone and attended Elizabethtown College. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Dunne is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Legg Mason Wood Walker, and T. Rowe Price Advisory Services. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of financial services through its extensive network of advisors.

Erik Gundlach is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2013. 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, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client decision-making.

Sharon Martin is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies across a range of traditional and non-traditional investments.

Kayla Shockett is a financial advisor at Wells Fargo Clearing with a Series 66 credential and five years of industry experience. Prior to joining Wells Fargo in 2025, she worked at Merrill from 2020 to 2025. Her background also includes roles in education and compliance, as well as entrepreneurial experience with a landscaping business. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Howard Schwartz is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2018, following prior roles at U.S. Trust, Bank of America, and BB&T Investment Services. He is involved with The Community Foundation of Howard County through a donor-advised fund established by his family. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lee Demma is a financial advisor with LPL Financial in Elkridge, MD, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at M&T Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a variety of asset classes.

Kyle Harris is a financial advisor with UBS Financial Services in Baltimore, MD, holding a Series 66 designation and having 20 years of industry experience. He has worked at UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management, financial planning, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management and uses proprietary research to tailor investment solutions.

Jenna Welch is a financial advisor with Equitable Advisors in Sykesville, MD, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Daston Corp and Shady Spring Pet Retreat. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives. The firm offers both proprietary and third-party advisory solutions and provides ERISA fiduciary services to qualified plans.

Matthew Dunphy is a financial advisor with Ameriprise in Ellicott City, MD, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he is a co-owner of Leaf Mental Health, a mental health concierge service. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Robert Stachura is a CFP® professional with 37 years of experience in the financial industry. He is currently with OSAIC and previously worked at Lincoln Financial Advisors Corp for 19 years and Cincinnati Analysts, Inc. for six years. Outside of advisory work, he owns a legal entity unrelated to investments. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach that includes portfolio optimization and risk management tools.

Jason Slotkin is a Wealth Management Advisor with The Pearce Group at Merrill. He serves as a key client relationship manager for select high-net worth clients and oversees the team's sports and entertainment division. His responsibilities include portfolio analysis, investment manager selection, holistic wealth management forecasting and planning, and heading the team's life and long-term care insurance planning. Jason also has extensive experience with high-net worth family trusts and estates, often coordinating with clients' attorneys and CPA's. He joined Merrill in 2013 and has over ten years of industry experience. Jason holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards Inc. He is also a Sports & Entertainment Accredited Wealth Management Advisor™ designee, a certification from The College for Financial Planning Institutes Corp. Jason earned a Bachelor's degree in Economics from the University of Maryland - College Park. He is a member of professional organizations including the Associated Italian American Charities and the Association for Corporate Growth. Outside his professional work, Jason enjoys activities such as chess, football, golfing, music, reading, running, spending time with his family, traveling, volleyball, and watching movies.

Luke Chenowith is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Charles Schwab, where he has worked since 2019, following a five-year tenure at T. Rowe Price. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a large client base with multi-asset model portfolios and a mix of non-discretionary and discretionary investment options supported by centralized operations and a formal alternative-investment process.