Elizabeth Braun is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2009. Based in Owings Mills, MD, she has focused her career at Ameriprise for over a decade. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds. The firm provides comprehensive, research-driven recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies, delivered through a centralized consulting team in partnership with financial advisors.

Bria Lee is a financial advisor at Morgan Stanley in Lutherville, MD, holding a Series 66 designation with nine years of industry experience. Prior to joining Morgan Stanley in 2017, she worked at Merrill and Uber. Outside of her advisory role, she is a partner in a real estate business based in Baltimore. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Jalisa Beckwith is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Morgan Stanley and has held prior roles at T. Rowe Price, Bank of America, Merrill, and Senior Helpers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and extensive resources.

Michael Geppi Sr. is a financial advisor with LPL Enterprise, holding a Series 66 designation. He has over 11 years of industry experience, having previously worked at The Geppi Group for 10 years before joining LPL Enterprise in 2026. LPL Enterprise, LLC 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’s investment approach primarily utilizes model-driven portfolios developed by internal and third-party strategists, with additional services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Nelson Turner III is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He previously worked for Cuna Mutual Group and Cuna Brokerage Services, Inc. for 24 years. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions supported by both proprietary and third-party strategies.

Brian Parker II is a Series 66 licensed financial advisor with Morgan Stanley in Lutherville, MD, where he has worked since 2014, including 11 years at Morgan Stanley Private Bank, National Association. He has 12 years of industry experience. Outside of his advisory role, Parker serves on the Board of Directors and Finance Committee for Our Lady of Mt. Carmel, a private K-12 school in Baltimore. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market analysis to support client financial goals.

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 bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He is involved with Old Irish Guys Financial, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm combines a broad range of investment options and proprietary tools with extensive non-advisory financial services.

Noah Sheinhorn is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he worked in various roles including positions at American Window Film, ELSCO, Texas Roadhouse, and WPE Printing, and he has a background that includes academic experience at Towson University and Hammond High School. LPL Enterprise serves a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and brokerage services through a network of investment adviser representatives.

Frank Hughes Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and 38 years of industry experience. His prior experience includes roles at Deutsche Bank Securities Inc. from 2000 to 2006, and he has been affiliated with M&T Bank and M&T Securities, Inc. since 2013. Hughes is based in Baltimore, MD. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Luis Velez is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, National Association and Morgan Stanley, where he worked for nine years, as well as Harborside Group for three years. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party subadvisors across various strategies.

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 the Series 66 designation and previously worked for Mass Mutual Investors Services and MassMutual from 2014 to 2024. Outside of his advisory role, Tawney is licensed as a non-variable insurance agent specializing in disability, health, and life insurance. 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, third-party asset management, and institutional platforms.