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 at Equitable Advisors with 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2000. In addition to his advisory role, he is involved with MDJ Financial Services Inc. as a financial advisor and serves as president of James A McDonald III Financial Services LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver both advisory and brokerage solutions.

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 and holds a Series 66 designation. He has been with Merrill and Bank of America since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader platform, including lending and custody services.

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.

Stuart Kessler is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at firms including Securian Capital of the Chesapeake and Minnesota Life Insurance Co. Kessler is a member of the Maryland Alzheimer’s Association in a volunteer capacity. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across a variety of program structures.

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.

Jennifer Detandt is a financial advisor with UBS Financial Services holding a Series 66 designation and three years of industry experience. She previously worked at RBC Capital Markets, Marshall Financial Group, and Raymond James & Associates. Outside of finance, she operates Brightwood Farm LLC, where she provides horse boarding and riding lessons. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Scott Keenan is a financial advisor with Ameriprise based in Towson, MD, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, Keenan owns and operates Keenan Management Group, LLC, a property management business. Ameriprise is an institutional firm that provides retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Hillel Goldman is a financial advisor with Equitable Advisors in Pikesville, MD, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors LLC. Goldman serves as a board member for the Foundation of the Preservation of Perpetuation of Torah Laws and Customs, providing input upon request. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple TAMPs and offering both advisory and brokerage/insurance channels.

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® professional with 8 years of experience in the financial industry, currently affiliated with LPL Enterprise since 2024. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various investment programs through both advisory and brokerage channels.

Patrick O Brien Jr. is a financial advisor with Primerica Advisors in Lutherville, MD, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of advisory activities, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services facilitated by BNY Mellon Advisors and Pershing.

John Lombardo is a CFP® and Series 66-licensed financial advisor at OSAIC with six years of industry experience. His prior roles include positions at Lincoln Financial Advisors, FIS Global, T. Rowe Price, and Equitable Advisors. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes various asset-allocation tools and third-party services to offer integrated brokerage and advisory solutions across multiple investment platforms.

Sean Stenhouse is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, CarMax, Nordstrom Rack, FedEx, Amazon, and Towson University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Justin Cooper is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Bank of America 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 provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, and institutional fiduciaries.

Jack Rogers is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked for Lincoln Financial Advisors Corporation for eight years and has been affiliated with StoneBridge Financial Advisors and the University of Maryland for over a decade. OSAIC serves a wide range of retail and institutional clients through a large network of advisors and multiple platforms, offering integrated brokerage, financial planning, and advisory services. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management, with access to third-party managers and alternative investments.

Eladio Santiago is a financial advisor with LPL Financial in Columbia, MD, holding a Series 66 designation and 28 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2018 to 2026, and UBS Financial Services from 2012 to 2018. Santiago is also president and CEO of Strategic Investments Corp., where he serves as an independent insurance agent. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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 a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Bank of America and has experience in various sectors including music production, where he owns and operates Supernova Sonic LLC, a music production and engineering business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.