Stanley Rodbell is a financial advisor with LPL Financial in Baltimore, MD, holding the Series 66 designation and bringing 29 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Lincoln Financial Advisors Corporation for 27 years and has operated as an attorney since 1966. Outside of his advisory work, he is involved in legal services and real estate brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides research and model portfolios to support diversified investment strategies.

Charles Fuller Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior work history includes roles at Raymond James Financial Services and SunTrust Advisory Services. Outside of finance, he has been involved with Uber for the past decade. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Sellitto is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Garrison Forest Advisory Group, Pruco Securities, LLC, and Minnesota Life Insurance Co. Outside of financial advising, he is involved as an attorney and runs a bar review business for students. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage services. The firm utilizes an integrated platform combining investment advisory, insurance products, and lending programs, with investment advice supported by LPL’s research, model portfolios, and third-party strategists.

Jeffrey Lubin is a financial advisor at Morgan Stanley in Baltimore, MD, with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill for 28 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured discovery processes and advanced modeling tools in its financial planning approach.

Alexandra White is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates. Outside of finance, she operated Annapolis Dog Walkers for a year. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summaries, with implementation options offered through its brokerage or advisory programs.

Sean O'Neill is a CFP® professional with 27 years of industry experience, currently serving at RBC Capital Markets since 2009. He is based in Annapolis, MD, and holds Series 63 and Series 65 registrations. Outside of his advisory role, he serves on several local nonprofit and community boards, including the Annapolis Musicians Fund for Musicians, the City Dock Action Committee, and the Anne Arundel Estate Planning Council, where he is president. RBC Wealth Management, a division of RBC Capital Markets, provides a range of advisory programs and services to individual investors, institutions, and other clients. The firm offers tailored investment strategies through a combination of in-house and third-party managers, incorporating options such as tax management and responsible investing.

Daniel Rooner is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors LLC, since 2008. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Thomas Pasta is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial. His prior roles include 20 years at Ameriprise and Ameriprise Financial Services, Inc. He is also a notary and manages a separate business entity, Tuono LLC, for tax and investment purposes unrelated to his advisory work. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research-backed model portfolios and advanced technologies.

David Saffran is a financial advisor with LPL Financial based in Linthicum, MD. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining LPL Financial in 2021, he worked at M&T Securities since 2016 and at M&T Bank from 2011 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Victoria Cucina is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, Bank of America, N.A., and PLC Hardware. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics from Wells Fargo Investment Institute and third-party sources.

Hugo Warns III is a CFA® charterholder with 30 years of industry experience, currently serving at Stifel, Nicolaus & Company, Incorporated since 2005. He is co-owner and manager of Raptor Investments, LLC, a corporation focused on investments in privately held companies. Additionally, he serves on the boards of the Fred Haskins Commission, which is involved with amateur golf awards, and Bennabis Health, a company dedicated to improving patient health. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, while clients retain discretion over implementation.

Garrett Cioffi is a Financial Advisor at Merrill Lynch Wealth Management based in Columbia. He serves as a trusted partner to business owners, highly-compensated employees and executives, and families seeking personalized wealth management. Garrett approaches wealth management through an evidence-based framework, providing comprehensive guidance across investment management, financial planning, trust and estate considerations, and tax-efficient wealth strategies. He has built his practice on data-driven wealth strategies, leveraging the resources and depth of Bank of America & Merrill. Garrett frequently collaborates with clients' CPAs and estate attorneys to ensure financial strategies align with their overall objectives. He works closely with medical professionals, corporate executives, and high-net-worth families to address the complexities of wealth accumulation, tax-efficient planning, risk management, retirement, and legacy planning. Garrett holds a Bachelor's Degree from Salisbury University and is a Personal Investment Advisor (PIA). He is a member of the Sigma Alpha Epsilon Fraternity. In his free time, Garrett enjoys running, golfing, football, reading, and watching movies.

Mc Kenna Nolan is a Series 66 licensed financial advisor with Edward Jones in Annapolis, MD, bringing two years of industry experience. Prior to joining Edward Jones, Nolan worked at Lord Abbett and Morgan Stanley. Outside of finance, Nolan managed operations at RJ Bentleys Sports Bar for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Steven Deboy Jr. is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Janney Montgomery Scott. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports advisory programs through a large network of advisors.

Candida Sampson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her work history includes roles at Merrill and multiple dental-related organizations before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, applying proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Sonya Logan is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Spire Investment Partners, TD Ameritrade, and Scottrade. Outside of finance, she was the owner of a candle-making business, Lydon's Creative Concepts. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm offers a variety of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Karen Williams is a financial advisor with Edward Jones in Severna Park, MD, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she spent seven years at Wells Fargo Home Mortgage. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Cathy Dawson is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley since 2009 and previously worked at Citigroup Global Markets beginning in 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research from its Global Investment Committee.

Clifford Andersson is a financial advisor with Merrill, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. He has worked at Bank of America, Merrill, MML Investors Services, and MassMutual. He serves as a board member for Mount Calvary Catholic Church in Baltimore, where he oversees various operational and compliance matters. 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, offering model-based and discretionary investment strategies and support for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Hanley IV is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has prior experience at Homeside Financial and The Conafay Group. Outside of his advisory role, Hanley is a partner in Hanley-Hanes LLC, which is involved in house flipping and related investment activities. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.