Simon Moore is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at the Naval Academy Golf Association and the Naval Academy AA&F. Outside of advisory work, he has been involved with the Naval Academy Golf Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Tyler Hans is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Roche Hans Orders Group. In this role, he leverages over 150 years of combined group experience to assist clients in maximizing their net worth through tailored financial strategies that aim to achieve meaningful goals with minimal risk. Tyler focuses on delivering comprehensive wealth management services, including family wealth management strategies, retirement income planning, tax minimization, and investment strategy for individuals and corporations. Since joining Merrill Lynch in 2014, Tyler has developed expertise in retirement cash flow planning, multi-generational legacy planning, liquidity management, and services for endowments, foundations, and non-profits. He emphasizes a relationship-driven approach, prioritizing the Client Experience Standard by understanding each client's unique objectives and aspirations to provide personalized recommendations and coordinate appropriate specialists as required. Tyler holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree in Corporate Communications from Elon University. Outside of his professional work, Tyler resides in Olney, Maryland, with his wife, Kristen, and their two sons, Brady and Riley. He enjoys golfing and is also interested in football, ice hockey, and traveling.

Mark Felder is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves on the Board of Trustees for Second Presbyterian Church. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies.

Kurt Overton is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2009, with earlier roles at Citigroup Global Markets and Legg Mason Wood Walker. Outside of his advisory work, he serves as a member of the Ethics Panel for Baltimore City Public Schools. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Wylie Rice is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors LLC and held positions at Johns Hopkins University and its Department of Cognitive Neurology. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Scott Canuel is a CFP® and CFA® credentialed financial advisor with eight years of experience at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA. Prior to joining J.P. Morgan in 2018, he worked at PNC Wealth Management for 17 years. He serves as a trustee for both the Ronald McDonald House of Maryland and the University of Maryland at Baltimore. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset‑allocation modeling with centralized due diligence and an ESG eligibility framework.

Rodney Sams is a financial advisor with Merrill in Eldersburg, MD, holding a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, he worked at Truist Bank, M&T Bank, Belk, and GameStop. Outside of his advisory role, he serves as a consultant and independent contractor for Limitless Volleyball Club, assisting the head coach with training and team support. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Morton is a financial advisor with Wells Fargo Clearing who holds Series 63, 65, and 66 licenses and has 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, Morton is a majority owner of James A Morton & Sons Funeral Home and serves as a personal representative and co-trustee for various estates and trusts. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Enver Majid is a financial advisor at Morgan Stanley with 18 years of industry experience. He has held his current position since 2014. Majid holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers tailored financial planning supported by firm-approved tools and modeling techniques.

Domenic Saraceno is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo and First National Bank of Pennsylvania. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Randall Zinn is a financial advisor with Mass Mutual Investors Services, holding Series 63 and 65 licenses and bringing 38 years of industry experience. He previously worked at Metlife Securities Inc. for 30 years and has been with Mass Mutual Investors Services since 2017. Zinn is also an agent involved in life insurance, health, fixed annuities, and long-term care. Mass Mutual Investors Services 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 employs collaborative, software-supported planning methodologies and offers specialized programs including estate-settlement and event-driven employer-sponsored planning.

Max Shapiro is a financial advisor with Equitable Advisors in Baltimore, MD, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017, including time when the firm operated under AXA Advisors LLC. Outside of his advisory role, Shapiro serves as a board member at-large for the Ner Tamid Greenspring Valley Synagogue, participating in monthly meetings and synagogue activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable 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.

Colin Meeks is a CFP® with 32 years of industry experience, currently serving as a financial advisor at LPL Financial since 2012. He previously worked with National Planning Corporation, VOYA Financial Advisors, and Locust Street Securities. In addition to his advisory role, he owns a home-based vending business. 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, leveraging both proprietary and third-party strategies across a broad platform.

Jason Veals is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Veals attended the University of Maryland from 2019 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

James Hurley is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory work, Hurley is involved in managing rental properties jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Raitzyk is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously spent nine years at Christopher J. Seling and Associates, Inc. Outside of advisory work, he also provides tax services as a sole proprietor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple custody platforms and both discretionary and non-discretionary investment strategies.

Meir Teichman is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Teichman serves on the Board of Directors for the Baltimore Zionist District, where he assists in planning events and spreading awareness about the organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and advisory programs, utilizing a combination of in-house and third-party investment managers and tailored strategies to meet clients’ risk profiles.

David Kelly is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2012, progressing from Investment Representative to Financial Consultant before his current role. Prior to joining Fidelity, David worked at T. Rowe Price from 2005 to 2012 in various roles including Investment Specialist, Investment Counselor, and Service Specialist. David's professional experience spans over a decade in the investment and financial consulting industry. He focuses on understanding the unique needs of his clients and their families through active listening and tailored financial planning. His approach aims to provide clients with peace of mind and to serve as a trusted advisor to their families.

Li Wen Kang is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Towson office since December 2010. He has extensive experience spanning from 1992 to 2010 in investment banking and money management, having worked in New York, London, and Baltimore. His expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. Li holds a Bachelor's degree from Harvard University and is a Personal Investment Advisor (PIA). He serves on several professional boards, including the Baltimore School for the Arts Board of Trustees—where he is Vice Chair and leads the strategic planning committee—Shriver Hall Concert Series, and the Harvard-Radcliffe Orchestra Foundation. Fluent in Chinese and English, Li lives in Baltimore with his wife and their twin boys. Outside of work, he enjoys music, traveling, spending time with his family, sports as a spectator, podcasts on sports and culture, and Friday movie nights.

Richard Faraone is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corp. for 22 years and Ameriprise for five years. 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 extensive technology tools and a broad network of over 22,800 advisors.