Charles Brohawn Jr. is a CFP® and ChFC® credentialed advisor with 34 years of industry experience. He currently works with LPL Enterprise, having joined the firm in 2024 after 32 years at Pruco Securities, LLC. Outside of his advisory role, he manages two rental properties in Federalsburg, MD. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios and third-party asset management, and brokerage and insurance products, supported by an integrated platform combining advisor programs with other financial services.

John Meegan is a financial advisor with LPL Financial in Timonium, MD, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Stephen Smith is a financial advisor with OSAIC, holding a Series 66 designation and having 21 years of industry experience. He previously worked at Sii and John Hancock Life Insurance from 2004 to 2018. Outside of advising, Smith operates an insurance brokerage specializing in life and health fixed insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Travis Wynn is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Investments, Citi, Merrill Lynch, and TD Bank. Wynn is currently based in Towson, MD. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through the Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Max Highstein is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 27 years of industry experience. He previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc., and has maintained a CPA and MBA practice since 1981. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, utilizing model portfolios and research from multiple sources and applying strategies including discretionary and non-discretionary management.

Michael Schuller is a financial advisor with Thrivent Investment Management in Baltimore, MD, holding a Series 66 designation and 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Aaron Forker is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Morgan Stanley Private Bank, N.A. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Paul Bird is a financial advisor with Ameriprise in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice primarily for clients with Ameriprise-managed accounts.

Kathleen Rogers is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and has prior experience at Bank of America and SkyWalkers Lacrosse. Rogers was also involved with Core Cycle Studios for five years. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Marc Firlie is a financial advisor with RBC Capital Markets in Hunt Valley, MD, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at City National Bank since 2019 and has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to clients’ risk profiles and access to both in-house and third-party investment managers.

Chris Magnolia is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he collaborates with clients to develop financial plans tailored to their specific needs, focusing on understanding their current financial position and identifying strategies to achieve their goals. Chris has experience in financial services dating back to 2019. Prior to his current role, he was an Investment Consultant at Fidelity Investments from 2021 to 2024, and before that, he worked as a Financial Advisor at First Financial Group from 2019 to 2021.

Drew Gagnon is a financial advisor at Morgan Stanley in Lutherville, MD, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at RBC Capital Markets for three years and has experience at StoneBridge Advisors and The Arena Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and models.

Geoffrey Flanders is a CFP® with 12 years of experience in the financial industry. He is currently affiliated with Charles Schwab and has previously worked at Nationwide Investment Services Inc, Bank of America, Merrill, and T. Rowe Price. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through a range of advisory, brokerage, and custodial services. The firm offers both non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios and a formal alternative-investment process.

August Gischel Jr. is a financial advisor at Capital Advisor Management with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Global Brokerage Services, Inc. and Capital Advisor Management since 1999. Capital Advisor Management is an independent firm.