Ian Weisser is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Financial Advisors, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. In addition to his advisory role, he is an owner and agent of Weisser Financial Inc., where he offers fixed annuities and traditional life insurance. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, including financial planning and access to third-party money managers, utilizing advanced asset-allocation tools and various investment products.

Golikai Sreenath is a Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies tailored to the diverse needs of individuals, small business owners, corporate executives, and corporations. Sreenath focuses on helping clients develop personalized long-term financial plans that address education planning, equity compensation, retirement income, tax minimization, and legacy planning, among other areas. By working closely with clients and their professional advisors, Sreenath strives to identify risks and implement cost-efficient strategies that support clients' financial goals and desired lifestyles. Sreenath holds a Bachelor's Degree from Karnatak University and the Professional Investment Advisor (PIA) designation. Fluent in English, Hindi, and Kannada, Sreenath emphasizes a collaborative and disciplined approach to wealth management, ensuring clients receive customized solutions aligned with their risk tolerance, time horizon, and liquidity needs. In addition to professional responsibilities, Sreenath contributes to the community through volunteer work and pursues personal interests such as antiquing, sports, music, reading, writing, yoga, and spending time with family.

Ryan Appleby is a financial advisor with LPL Financial, holding the CFP®, ChFC®, and Series 66 designations and bringing 22 years of industry experience. His prior work includes roles at M&T Securities and Hergenroeder Financial Advisors. He is based in Jarrettsville, MD. 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 variety of financial planning and investment management options, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Bryan Angelilli is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience and a Series 66 designation. He has worked at Cambridge Investment Research since 2023 and has additional experience as an adjunct history professor at Harford Community College, where he has taught since 2010. Angelilli is also involved in coaching youth sports through the Fallston Recreation Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management options and proprietary investment models.

Sean Tully is a financial advisor with RBC Capital Markets in Hunt Valley, MD, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and has been with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary management, tailoring strategies to clients’ risk profiles and utilizing in-house and third-party investment managers.

Patrick Pollard is a CFP® professional with 32 years of industry experience, currently serving at RBC Capital Markets since 2024. He previously worked at Bank of America, N.A. and Merrill Lynch, with overlapping tenures spanning over two decades. He is a board member and part of the investment sub-committee for the Community Foundation of Harford County, serves on the board of the Greater Bel Air Community Foundation, and is chairman of the Greater Harford Committee, a business advocacy group in Harford County, MD. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and portfolio management services to individuals, institutional clients, corporations, and charitable organizations. The firm employs customized strategies using both in-house and third-party investment managers, with various program structures and services including financial planning, custody, and brokerage.

Patricia Soto is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has previously worked with First Command Financial Planning and related entities for over two decades before joining Cambridge in 2021. Soto is also the owner of My Shepherd Financial, a private advisory practice. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through independent professionals, using various portfolio management platforms and proprietary as well as third-party model strategies.

Thomas O'Conor is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2020. Prior to this, he worked at Bank of America and Merrill from 2013 to 2020. He is also involved in private wealth management through his ownership in Thomas O'Connor LLC and partial ownership and co-trustee roles in SCO Wealth Management, LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

Joshua Ernest is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously held roles at GWFS Equities, Advised Assets Group, Bank of America, and Merrill. Outside of finance, he is an owner and partner at Reefer Madness, LLC, a business involved in the sales of live coral reef animals. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Dale Harris is a financial advisor at Stifel with Series 63 and Series 65 licenses and three years of industry experience. He has held various roles prior to joining Stifel, including positions in education and small business. He is also Co-Head of the Finance Committee for The Albert Cesky Scholarship Fund, a nonprofit providing college scholarships to student athletes in Harford County. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group and includes comprehensive financial planning solutions.

Gerrit Shuffstall is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings a unique perspective to financial advising, having transitioned from a career in architecture to finance in 2014. Gerrit specializes in guiding young couples and emerging professionals who are accumulating wealth, helping them develop integrated strategies to achieve both short-term and long-term financial goals. His expertise includes executive compensation, small business strategies, and retirement income planning. Gerrit also has experience serving clients in the aerospace and defense industry and those facing liquidity events due to mergers and acquisitions. Gerrit holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree in Business Communications and Marketing from Mercyhurst University and a Master's degree from the School of Architecture and Planning at Morgan State University. Additionally, he is involved in managing 401k development and design, providing investment recommendations, and educating plan participants. Beyond his professional work, Gerrit is active in the Towson neighborhood community association and coaches youth sports such as baseball, basketball, and lacrosse. He also serves as an assistant scout master for Scouting USA Troop 729 and volunteers with community greening and tree planting activities. Gerrit resides in the Anneslie neighborhood with his wife, Margaret, and their two children.

Andrew Fletcher is a financial advisor with LPL Financial in Bel Air, MD, holding Series 63 and Series 66 credentials and 20 years of industry experience. Prior to joining LPL Financial in 2021, he worked at M&T Securities, Inc. and MSI Financial Services, Inc. from 2013 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Eric Walton is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes positions at Bank of America, Merrill, and Johns Hopkins Radiology. 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 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.

Gary Moulsdale is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. He is the owner of GKM Holdings, LLC. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, along with specialized advisory programs.

William Watson is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 31 years of industry experience. His previous roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Crown Capital Securities, Guardian Life, and Equity Services, Inc. Watson also markets his advisory services under Frame Wealth Partners. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients, utilizing model-driven investment implementation and offering access to third-party asset managers and various financial planning services.

Bryon Epple is a financial advisor with RBC Capital Markets in Bel Air, MD, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at RBC Capital Markets since 2008 and more recently at City National Bank since 2019. Outside of his advisory role, Epple serves as treasurer for a local community soccer program. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs with customizable portfolio management and financial planning services.

Stephanie Muhl is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked within various divisions of Fidelity since 2016. Outside of her advisory role, she serves as an office assistant at Hunt Valley Truck and Trailer, where she handles payroll, accounting, human resources, budgeting, and marketing. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Alysson Krchnavy is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where she has worked for a total of 18 years. She is currently based in Aberdeen, MD. Outside of her advisory role, she serves as President of the Board of Directors for the Havre de Grace Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carl Strozyk is a financial advisor with Cambridge Investment Research Advisors in Bel Air, MD, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011 and leads The Small Business Group, where he provides accounting, tax, and business consulting services. Strozyk is also an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm employs a range of investment strategies and platform arrangements, with both proprietary models and access to third-party managers.

Bernard Muth is a financial advisor at OSAIC with 20 years of industry experience. He holds the CFP® and Series 66 designations and previously worked for Lincoln Financial Advisors for 19 years. In addition to his role at OSAIC, he is the owner of Gernon Muth & Associates, a business offering employee benefits such as accident and health insurance, fixed annuities, and life insurance. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a range of investment tools and third-party platforms to construct diversified portfolios.