Liliana Maes is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including JP Morgan Chase Bank and AXA Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

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.

Thomas Black is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at Brown Advisory Securities LLC and Morgan Stanley Smith Barney LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

James Gibson is a CFP® with 25 years of industry experience and has been with UBS Financial Services since 2010. Based in Baltimore, MD, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients by providing a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Laura Van Wagenberg is a financial advisor with Merrill in Baltimore, MD, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. She has worked at Merrill since 2010 and Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Ring is a financial advisor with Equitable Advisors in Pikesville, MD, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with AXA Advisors during a shared period from 1999 to 2020. Outside of his advisory role, he assists with his local condominium association and serves as power of attorney and estate executor for family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on matching clients with suitable investment models and discretionary managers.

Nathan Chen is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and three years of industry experience. He has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Raymond James & Associates. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory to serve its clients.

Allie Gamble Taylor is a financial advisor at LPL Financial with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Janney Montgomery Scott. 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, utilizing both proprietary and third-party investment strategies across various platforms.

Brenna Baim is a financial advisor with LPL Financial in Owings Mills, MD. She holds a Series 66 designation and has been with LPL Financial since 2026. Prior to her advisory role, she held various positions including roles at University of Maryland Baltimore County and several hospitality and educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning, portfolio management, and institutional platforms to individuals, retirement plan participants, banks, and trust companies.

Michael Kilduff is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, M&T Securities, and Baltimore-Washington Financial Advisors. Kilduff was also involved with Manor Renovations for one year. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Larry Bloomer is a financial advisor at LPL Financial in Baltimore, MD, holding Series 63 and Series 65 licenses with 40 years of industry experience. He previously worked at M&T Securities for 12 years and Uvest Financial Services Group for 5 years before joining LPL Financial in 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 financial planning and investment services, including model portfolio programs, third-party asset management access, and institutional platforms.

Sharrel Hohman is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Her prior experience includes roles at Citigroup Global Markets, Clearbridge Investments, LLC, and Legg Mason Wood Walker, Incorporated. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Kelly Granger is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2019. 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 a structured planning process supported by firm-approved tools and methodologies.

Alexander Rice is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held various positions in retail and hospitality. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and institutional clients. The firm offers a range of advisory programs delivered through a network of representatives and third-party asset managers, covering mutual funds, ETFs, separately managed accounts, and other investment options.

James Burris is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Booz Allen Hamilton and Accenture LLP. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Martin Krist is a financial advisor with LPL Financial in Owings Mills, MD, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, The Prudential Insurance Company of America, and Pruco Securities. Outside of his advisory work, Krist operates a tax preparation and accounting business under MK Enterprises. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and advanced operational tools.

J. Brady Grygrowski is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Ameriprise for one year. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a range of advisory models, including third-party TAMPs and proprietary solutions, focusing on client information gathering, risk assessment, and tailored investment implementation.

Jacob Harris is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at Harford Financial Group and has a background that includes time at Loyola University Maryland and Harford County Public Schools. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Harry Spar is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Wells Fargo entities since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet specific net-worth criteria, utilizing proprietary research and planning tools to develop customized recommendations.