Nelson Turner III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He previously worked for Cuna Mutual Group and Cuna Brokerage Services, Inc. for 24 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various investment strategies.

Brian Parker II is a financial advisor with Morgan Stanley, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. He serves on the Board of Directors and Finance Committee for Our Lady of Mt. Carmel, a private K-12 school in Baltimore, MD. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analysis to support client strategies.

Ericka Kriegisch is a financial advisor with Ameriprise Financial Services in Timonium, MD, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice, combining investment research and algorithmic tools to support tax-aware withdrawal strategies and asset allocation.

Charles Cohen is a financial advisor with Mass Mutual Investors Services in Hunt Valley, MD, holding a Series 66 credential and 16 years of industry experience. His prior work includes roles at Bank of America and Merrill. He also consults as a Certified Divorce Financial Analyst, assisting divorce attorneys with financial modeling and asset valuation. MassMutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations, offering a range of programs including asset management and employer-sponsored planning.

Nicholas Ey is a financial advisor with Cetera in Hunt Valley, MD, holding Series 65 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Bank, and FNB Wealth. He is also involved with Mattingly Wealth Advisors, LLC, a financial services firm where he works as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to utilize various investment strategies and serves more than 10,000 advisors and 800,000 clients nationwide.

Brendan O’Brien is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Frank Hughes Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 38 years of industry experience. He has worked at M&T Bank and M&T Securities, Inc. since 2013 and joined LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by LPL Research and third-party subadvisors.

Luis Velez is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2026, as well as at Harborside Group from 2014 to 2017. 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 advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Edward Hodgman is a financial professional with nine years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked at firms including NYLIFE Securities LLC, New York Life Insurance Company, and Securian Capital of the Chesapeake. Outside of financial services, he owns Markit Inc., a distributor of signage materials. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with a network of over 10,000 advisors and more than $256 billion in assets under management.

Timothy Mcdonough is a CFP® professional with 18 years of industry experience, currently serving at MassMutual Investors Services since 2010. He holds Series 63 registration and works in Hunt Valley, MD. Mcdonough is also involved as a sales agent in various insurance-related roles, including life, health, disability, and long-term care insurance through affiliated companies. MassMutual Investors Services, LLC 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 offers collaborative, annual financial planning engagements and a range of investment programs and educational seminars.

Jasmine Wright is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, she worked at OneMain Financial for five years and Esco Ltd - SHOE CITY for two years. 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.

Jordan Vocke is a Senior Financial Advisor with The O’Neil Terry Group, part of Merrill Lynch Wealth Management. She joined the group in 2014 and focuses on providing an individualized approach to helping clients meet their personal financial objectives. Her work emphasizes creating ease and simplicity throughout the wealth management process and guiding clients toward their financial goals. Jordan's areas of expertise include education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. She holds a Bachelor's Degree from Stevenson University and has earned the Personal Investment Advisor (PIA) designation. Outside of her professional role, Jordan enjoys adventure sports, cooking, fishing, hiking, hunting, music, reading, and spending time with her family. She resides in Glen Rock, PA with her husband, Zachary, and their two Labrador Retrievers, Paxton and Odie.

Joshua Helfand is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes proprietary planning tools and market simulations.

Barbara Maloni is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 19 years of industry experience. She has worked at various Fidelity entities since 2012 and was co-owner of Bmore Licks, an ice cream store in Baltimore, from 2017 to 2024. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through a blend of fundamental research and quantitative analysis.

Brian Tawney is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked for Mass Mutual Investors Services and MassMutual from 2014 to 2024. Outside of his advisory role, he is also an insurance agent specializing in disability, health, and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by model portfolios and research from multiple sources.

Autumn Sowders is a CFP®-designated financial advisor with 12 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James in 2024, she held roles at Bank of America and Merrill. She is involved with Crescendo Financial Group, serving as a Certified Divorce Financial Analyst. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting services.

Douglas Stead is a financial advisor with Wells Fargo Advisors in Hunt Valley, MD, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Wells Fargo Advisors in 2021. Outside of his primary role, Stead owns Stead Asset Management Inc. and is a co-owner of Stead GP, LLC, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

George Fuzayl is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2015 and assists clients in managing their wealth to meet individual needs through a comprehensive, goals-based approach. George partners with individuals, families, and business owners to provide clarity and confidence around their financial lives, focusing on strategies such as education planning, services for defined benefit plans, managing new wealth, personal retirement planning, and retirement income. George holds a Bachelor's Degree from Muhlenberg College and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses personalized investment approaches that combine asset allocation, portfolio construction, and ongoing guidance, incorporating tax-conscious strategies and access to private markets and select IPO opportunities. As a first-generation American, George is involved in his community through organizations such as the International Rescue Committee and The Associated. He is multilingual, speaking English, Russian, and Hebrew. Outside of his professional work, George enjoys golfing, music, soccer, and traveling.

Colton Knoble is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His prior roles include positions in education and sports organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics with a focus on diversification and modern portfolio theory.

Todd Chester is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2026. He has prior experience with Wells Fargo Bank, N.A. and PNC Financial Services Group, where he worked from 2008 to 2022. 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, using research and analytics to support diversified investment strategies.