Robert Stahler Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked with Avantax Advisory Services and Avantax Insurance Agency, and maintains an accounting and tax preparation practice under Robert H. Stahler Jr CPA. His professional activities include serving as a fiduciary appointment trustee. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Nicholas Barbieri is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding a Series 66 designation and 20 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities, offering a combination of wealth management and capital markets services.

James Mcdonald III is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Equitable Advisors since 2000, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he is involved with MDJ Financial Services Inc. and serves as president of James A McDonald III Financial Services LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models implemented through third-party asset managers and LPL-sponsored programs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew May is a CFP® professional with 28 years of experience, currently serving at Morgan Stanley in Hunt Valley, MD. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank since 2015. Outside of his advisory work, he breeds bulldogs as a sole proprietor. 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 and manages approximately $2.74 trillion in client assets.

Hooman Hafezisoleyman Zadeh is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2014. Merrill, along 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, and various organizational investors.

Brett Leonard is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 11 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety 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 modeling techniques.

Stephen Hord is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm’s financial planning process uses structured discovery and firm-approved tools, serving clients through direct engagements and corporate financial planning agreements.

Scott Keenan is a financial advisor with Ameriprise in Baltimore, MD, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, Keenan owns and operates a property management business, Keenan Management Group, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Hillel Goldman is a financial advisor with Equitable Advisors in Pikesville, MD, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors since 2011 and previously at Axa Advisors LLC, Ameriprise, and Wells Fargo Advisors. Goldman serves as a board member for the Foundation of the Preservation of Perpetuation of Torah Laws and Customs. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and a variety of investment vehicles without sponsoring its own wrap fee program.

Anthony Janoskie is a financial advisor at Cetera with 36 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is involved in selling life insurance and annuities and operates Janoskie Financial & Associates, which provides financial advisory and OSJ management services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and services, supported by a large nationwide network of advisors and over $256 billion in assets under management.

Zachary Nerenberg is a CFP® with nine years of industry experience, currently serving at LPL Enterprise since 2024. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of affiliated financial services.

John Lombardo is a CFP® professional affiliated with OSAIC, based in Hunt Valley, MD, with six years of industry experience. His prior roles include positions at Lincoln Financial Advisors, FIS Global, T. Rowe Price, and Equitable Advisors. He also has experience working with the University of Maryland and local lacrosse organizations. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, and charities. The firm employs a model-based investment approach utilizing portfolio optimization and risk-tolerance assessments across multiple advisory and brokerage programs.

Sean Stenhouse is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2022. Prior to his current roles, his career includes various positions at companies such as CarMax, Nordstrom Rack, FedEx, and Amazon.com. 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.

Justin Cooper is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and bringing 10 years of experience. He has worked at Bank of America, N.A. and Merrill since 2016. Outside of his advisory role, he is the owner of C.M. First Venture LLC, a company that rents portable chargers to users of handheld devices. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jack Rogers is a CFP®-designated financial advisor with nine years of industry experience. He currently works at OSAIC and has held prior roles at Lincoln Financial Advisors Corporation and StoneBridge Financial Advisors. In addition to his advisory work, he has been involved with the University of Maryland for over a decade. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment approach and a multi-advisor platform.

Eladio Santiago is a financial advisor with LPL Financial, holding a Series 66 designation and 28 years of industry experience. His career includes prior roles at Cambridge Investment Research Advisors, UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and Merrill. Santiago is also president and CEO of Strategic Investments Corp, operating as an independent insurance agent. 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 services including financial planning, model portfolio programs, and institutional platforms, employing various investment strategies supported by research and technology tools.

Lewis Fang is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. His prior work includes roles at T. Rowe Price, Amazon, and MECU Credit Union. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Alexander Johnson is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. Outside of his advisory role, Johnson owns a music production and engineering business, Supernova Sonic LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Shannon Peterson is a Series 66-licensed financial advisor with Wells Fargo Clearing in Columbia, MD, and has 21 years of industry experience. Prior to joining Wells Fargo in 2016, Peterson worked at PNC Wealth Management from 2008 to 2012 and Ameriprise from 2005 to 2008. Outside of advisory work, Peterson is involved in a real estate holding company co-owned with a spouse. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Charles Hall is a financial advisor with RBC Capital Markets in Hunt Valley, MD, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2019. Outside of his advisory role, he is an active owner and partner in Dunmanway Management LLC, a family limited liability company. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charities, offering multiple advisory programs with discretionary and non-discretionary portfolio management and financial planning. The firm utilizes both in-house and third-party investment managers and provides tailored strategies based on client risk profiles.