Jeffrey Strzelczyk is a financial advisor with Wells Fargo Clearing in Hunt Valley, MD, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors, LLC from 2015 to 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 provides both brokerage and advisory solutions supported by research and analytics.

Gordon Witherspoon Jr. is a financial advisor with RBC Capital Markets holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked with firms including Morgan Stanley Private Bank and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers.

Gregory Bell is a financial advisor with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2009 and serves as a board member of the Jemicy School, an educational institution in Maryland. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Allison Adle is a financial advisor with Equitable Advisors in Timonium, MD, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Equitable Advisors since 2013, previously affiliated with Axa Advisors LLC until 2020. Outside of her advisory role, she has a potential participation in life settlement transactions through Ashar Group. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm utilizes a range of advisory models and third-party asset managers to deliver its services, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Dipendra Chhantyal is a financial advisor with Merrill, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Merrill since 2016 and concurrently with Bank of America, N.A. since 2018. Merrill, alongside 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.

Alexander Budin is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and 13 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors. The firm integrates internal and third-party investment management with trading, account administration, and custody support.

Jason Piebes is a Series 66 registered financial advisor with Edward Jones, based in Timonium, MD. He has four years of industry experience, including prior roles at Caruso Homes and Berkshire Hathaway Homesale Realty. Outside of his advisory work, he serves as President of both Daybreak Estates HOA and the Trinity Lions PTL, overseeing community governance and volunteer activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 advisors.

Ashley Thompson is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD. She holds a Series 66 designation and has one year of industry experience. Her prior work includes positions at Naval Sea Systems Command and Wake Forest University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning with a range of investment strategies.

Sarah Ferguson is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding a Series 66 designation and 6 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 with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Bernard Richards is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and M&T Securities. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Neil Esterson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and is also involved with The Legacy Group, Inc. as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, delivering services via multiple platform arrangements and proprietary as well as third-party investment strategies.

William Coleman is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Merrill since 2018 and Bank of America, N.A. since 2023. Outside of finance, he formerly operated a screen-printed T-shirt business under his registered LLC, Beard City LLC. 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.

Seth Hammer is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. In addition to his advisory role, he maintains an active CPA practice and teaches at Towson University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Jeffrey Gue is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Fulton Financial Advisors, National Life Group, and CETERA Advisor Networks LLC. He is also involved as an insurance agent and partner with Worthington Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, offering tailored, non-discretionary planning supported by advanced analytical tools and a range of advisory programs.

Felipe Escobar Gomez is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers and model providers.

Kristina Jackson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work history includes positions at Bank of America and PayPal. Outside of her advisory role, she provides guest services for sports facilities and events through a for-profit entity in Baltimore. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Joseph Juras is a financial advisor with Wells Fargo Clearing in Ellicott City, MD, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He also serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Pollard is a financial advisor with LPL Financial in Towson, MD, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at OSAIC, Lincoln Financial Advisors Corporation, Agia, and Valic Financial Advisors. He is also involved in offering fixed and indexed annuities, long-term care insurance, and traditional fixed insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Cramer is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Long Fence Company for seven years and held positions at McDaniel College and Dicks Sporting Goods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment strategies and advisory services through a large network of financial advisors and branch offices. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Stephen Merrill is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 12 years. Merrill is also involved with Heritage Financial Consultants, LLC as an agent and financial planner, offering a range of insurance products including accident, health, disability, and life insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers through a network of affiliated advisers and multiple advisory platforms.