Wylie Rice is a financial advisor at Equitable Advisors in Columbia, MD, holding a Series 66 designation with eight years of industry experience. Prior to joining Equitable Advisors in 2018, Rice worked at AXA Advisors LLC and was employed at Johns Hopkins University and its Department of Cognitive Neurology. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Scott Canuel is a CFP® and CFA® credentialed financial advisor with eight years of experience at J.P. Morgan Securities and JPMorgan Chase Bank NA. He previously worked for PNC Wealth Management for 17 years. Canuel serves as a trustee for Ronald McDonald House Charities Maryland and the University of Maryland at Baltimore. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary, quantitative investment process.

Rodney Sams is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and has worked previously at Truist Bank, M&T Bank, Belk, and GameStop. Outside of his financial advisory role, he serves as a consultant and independent contractor for Limitless Volleyball Club, assisting the head coach with training and administrative support. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

David Morton is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 credentials and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in the family business, holding a 95% ownership stake in James A Morton & Sons Funeral Home and serving in corporate strategy. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-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.

Enver Majid is a financial advisor at Morgan Stanley with 18 years of industry experience. He has held his current position since 2014. Majid holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers tailored financial planning supported by firm-approved tools and modeling techniques.

Domenic Saraceno is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo and First National Bank of Pennsylvania. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Randall Zinn is a financial advisor with Mass Mutual Investors Services, holding Series 63 and 65 licenses and bringing 38 years of industry experience. He previously worked at Metlife Securities Inc. for 30 years and has been with Mass Mutual Investors Services since 2017. Zinn is also an agent involved in life insurance, health, fixed annuities, and long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-supported planning methodologies and offers specialized programs including estate-settlement and event-driven employer-sponsored planning.

Max Shapiro is a financial advisor with Equitable Advisors in Baltimore, MD, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors LLC. Shapiro serves as a board member at-large for Ner Tamid Greenspring Valley Synagogue, participating in monthly meetings and synagogue activities. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver a range of advisory and brokerage solutions.

Colin Meeks is a CFP® professional with 32 years of industry experience and has been with LPL Financial since 2012. He is based in Baltimore, MD and holds the Series 63 designation. Outside of his advisory role, he owns a home-based vending business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jason Veals is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Veals attended the University of Maryland from 2019 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

James Hurley is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory work, Hurley is involved in managing rental properties jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Raitzyk is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously spent nine years at Christopher J. Seling and Associates, Inc. Outside of advisory work, he also provides tax services as a sole proprietor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple custody platforms and both discretionary and non-discretionary investment strategies.

Meir Teichman is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Teichman serves on the Board of Directors for the Baltimore Zionist District, where he assists in planning events and spreading awareness about the organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and advisory programs, utilizing a combination of in-house and third-party investment managers and tailored strategies to meet clients’ risk profiles.

William Martin Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SagePoint Financial, UHY Advisors Mid-Atlantic, Triad Advisors, The Prosperity Consulting Group, and Hertzbach & Co. He also serves as a principal at UHY Advisors Mid-Atlantic, consulting on tax matters. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to institutions, offering integrated brokerage and advisory services along with access to third-party money managers and various managed account solutions. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that can include a wide range of investment products.

David Kelly is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2012, progressing from Investment Representative to Financial Consultant before his current role. Prior to joining Fidelity, David worked at T. Rowe Price from 2005 to 2012 in various roles including Investment Specialist, Investment Counselor, and Service Specialist. David's professional experience spans over a decade in the investment and financial consulting industry. He focuses on understanding the unique needs of his clients and their families through active listening and tailored financial planning. His approach aims to provide clients with peace of mind and to serve as a trusted advisor to their families.

Li Wen Kang is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Towson office since December 2010. He has extensive experience spanning from 1992 to 2010 in investment banking and money management, having worked in New York, London, and Baltimore. His expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. Li holds a Bachelor's degree from Harvard University and is a Personal Investment Advisor (PIA). He serves on several professional boards, including the Baltimore School for the Arts Board of Trustees—where he is Vice Chair and leads the strategic planning committee—Shriver Hall Concert Series, and the Harvard-Radcliffe Orchestra Foundation. Fluent in Chinese and English, Li lives in Baltimore with his wife and their twin boys. Outside of work, he enjoys music, traveling, spending time with his family, sports as a spectator, podcasts on sports and culture, and Friday movie nights.

Seth Jones is a financial advisor at RBC Capital Markets in Baltimore, MD, holding a Series 66 designation with two years of industry experience. His prior work includes multiple roles at St. Mary’s College of Maryland and involvement with the St. Mary’s County NAACP. RBC Wealth Management serves individual investors, institutions, and charitable organizations, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Richard Faraone is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Advisors Corp. for 22 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Darren Bush is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2002. 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 various third-party asset managers. The firm operates a hybrid referral and implementation model, utilizing multiple advisory programs and credentialed fiduciary services.

Avraham Frand is a Financial Advisor associated with Merrill Lynch Wealth Management. He works closely with clients to understand their individual financial goals and develops personalized investment strategies to help pursue those goals. His advisory services cover a range of areas including equity compensation services, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He holds a Bachelor's Degree from Towson University and has earned professional designations such as CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Avraham's approach involves ongoing advice and guidance tailored to his clients' evolving needs. Outside of his professional work, Avraham's personal interests include chess, football, hiking, ice hockey, rock climbing, running, skiing, spending time with family, swimming, and tennis.