George Fuzayl is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2015 and assists clients in managing their wealth to meet individual needs through a comprehensive, goals-based approach. George partners with individuals, families, and business owners to provide clarity and confidence around their financial lives, focusing on strategies such as education planning, services for defined benefit plans, managing new wealth, personal retirement planning, and retirement income. George holds a Bachelor's Degree from Muhlenberg College and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses personalized investment approaches that combine asset allocation, portfolio construction, and ongoing guidance, incorporating tax-conscious strategies and access to private markets and select IPO opportunities. As a first-generation American, George is involved in his community through organizations such as the International Rescue Committee and The Associated. He is multilingual, speaking English, Russian, and Hebrew. Outside of his professional work, George enjoys golfing, music, soccer, and traveling.

Colton Knoble is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His prior roles include positions in education and sports organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics with a focus on diversification and modern portfolio theory.

Todd Chester is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2026. He has prior experience with Wells Fargo Bank, N.A. and PNC Financial Services Group, where he worked from 2008 to 2022. 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, using research and analytics to support diversified investment strategies.

Van Davis III is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. Prior to joining LPL Financial in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for five years each, and at PNC Bank for eight years. Outside of his advisory role, he owns and operates a custom framing business. 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 broad range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies supported by advanced research and operational tools.

Justin Motsay is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials. He has been with LPL Enterprise since 2024 and has prior experience at Morgan Stanley and Pruco Securities. Outside of his advisory role, he holds notary public status and is involved in non-variable insurance and property and casualty activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

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.

Terri Meekins is a financial advisor with Thrivent Investment Management in Towson, MD, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of planning topics. The firm allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.

Nancy Groff is a financial advisor with Equitable Advisors in Phoenix, MD, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of her advisory role, she is a partner in a family limited partnership involved in estate planning through productive timberland assets. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs, including third-party and LPL-sponsored models, and offers ERISA fiduciary services through credentialed Investment Adviser Representatives.

Justin Harrison is a financial professional at Cetera with four years of industry experience. He has worked with several firms, including Securian Capital of the Chesapeake and Minnesota Life Insurance Co. Outside of his advisory role, he is involved with Kinnect Advisors and engages in the sale of fixed insurance products. Cetera Investment Advisers LLC offers services to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides various portfolio management options and financial planning services through a multi-manager platform supported by a large nationwide network of independent advisors.

Bruce Robinson is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 credential and five years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Bank of America, Merrill, Citizens Bank, and the University of the Sciences in Philadelphia. Outside of his advisory role, he works as a Lyft driver on weekends and some weekday evenings. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone plans.

Adrian Albidress is a CFP® and ChFC® with 41 years of experience in the financial services industry. He has been with LPL Financial since 2017 and previously worked at various Nationwide entities from 1988 to 2017. Adrian also teaches at Harford Community College and Cecil Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Fagan is a Financial Advisor based in Baltimore, Maryland, specializing in providing financial guidance to individuals, families, and business owners. He focuses on developing thoughtful, personalized strategies that align investments, planning, and long-term goals, such as retirement and wealth transfer. Michael takes a disciplined approach centered on understanding clients' priorities and guiding decision-making over time. Leveraging the capabilities of Merrill and Bank of America, Michael provides access to a broad platform of services, including investment management, trust services, banking, and lending solutions. He aims to serve as a long-term partner by delivering consistent insight, service, and support as clients' needs evolve. His client focus areas include college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, and tax minimization. Michael holds a Bachelor's Degree from the University of South Carolina and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional role, Michael enjoys boating, fishing, and golfing.

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.

Stephen Azar is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with 13 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2018 before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including personalized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

Dimitri Hobbs is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. His prior experience includes roles at Lincoln Financial Advisors, Stifel, Morgan Stanley, and Academy Financial Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management access, retirement advice, and institutional platforms, supporting advisors with research and operational tools.

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.

Jennifer Crouse is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2010. 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 that utilizes structured discovery conversations and firm-approved planning tools.

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.

Tara Martin is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and has worked at Baird since 2021. Prior to her advisory role, she was employed at Koco's Pub and Collins Aerospace. The DDK Group, where Tara is based, is part of Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, tax management, direct indexing, and ongoing manager selection supported by internal research and the use of artificial intelligence.