David Martin is the Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity for over 25 years, where he assists clients and their families with understanding and working towards their financial objectives. He utilizes Fidelity's technology and resources to help clients create, implement, and maintain their financial plans. Prior to his current role at Fidelity, David held positions as a Financial Consultant and Investment Consultant within the firm, and earlier worked as a Financial Planner at Raymond James and Associates. His experience spans various financial planning and consulting roles, providing him with a broad understanding of the financial services industry. Outside of his professional work, David has interests in fitness, golf, and reading.

David Adams is a Series 66-licensed financial advisor with Robert W. Baird & Co., based in Towson, MD, and has 18 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he owns and operates a self-storage facility through MEAD Investments LLC. David is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, including discretionary and non-discretionary approaches as well as tax and goal-management overlays.

Jennifer Dammeyer is a Financial Consultant currently employed at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant at Fidelity Investments from 2022 to 2023. Jennifer's career in the financial services industry spans over a decade, beginning with her role as a Portfolio Accountant at T. Rowe Price from 2006 to 2007. She progressed through various positions at T. Rowe Price, including Investment Specialist (2007-2010), Financial Consultant (2010-2018), and Financial Advisor (2018-2022). Throughout her career, Jennifer has focused on developing personalized financial plans tailored to individual client needs, emphasizing the importance of building strong client relationships. Her experience across multiple roles has provided her with a comprehensive understanding of investment strategies and financial consulting. No information regarding Jennifer's education, credentials, personal interests, or community involvement has been provided.

Christin Shifflett is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 credential and has worked at LPL Financial since 2019. Outside of finance, Shifflett owns and operates several children’s fitness centers, including CR Fit Kids, My Gym Crofton, and C&C Kids Gym. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad 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 with access to research and model portfolios.

Benjamin Petrilli is a Series 66-credentialed financial advisor with 23 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He also serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Kenneth Diblasi is a Series 66-credentialed financial advisor at Morgan Stanley with 16 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment, advisory, and financial planning services.

Edward Van Houten Dello Russo is a Financial Advisor with Merrill Lynch Wealth Management based in Baltimore. In his role, he focuses on goal-based financial planning and developing long-term client relationships. He serves clients in various areas including retirement planning, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, small business strategies, tax minimization, and retirement income. With a Bachelor’s Degree from Towson University and the Professional Investment Advisor (PIA) designation, Edward takes the time to understand each client's personal perspectives and priorities. This approach enables him to create personalized strategies that align with clients' unique ambitions and financial goals. Outside of his professional work, Edward enjoys baseball, basketball, golfing, music, pickleball, and spending time with his family.

James Urich is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He is also associated with BFJ Wealth Management, LLC and Bell, Frech & Jacobs, LLC, where he provides tax preparation, bookkeeping, and other tax and accounting consulting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 with both discretionary and non-discretionary management options.

Daria Bunch Greensfelder is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley Smith Barney since 2009. Greensfelder serves as a board member of the Oliver Beach Elementary School PTA in Baltimore, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and provides services using structured planning tools and investment modeling techniques.

Ashlyn Hood is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with Jemma Investment Advisors LLC and MS Howells & Co. Hood also owns rental property in Baltimore, MD. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Charles Kabeiseman is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 1999 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Glenn Woolschlager is a financial advisor with Wells Fargo Clearing in Gaithersburg, MD, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations across a broad range of products, performance reporting, and participant education, acting as an ERISA fiduciary when providing investment advice.

Stuart Gray is a financial advisor with OSAIC based in Baltimore, MD, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Hornor, Townsend & Kent, Inc. Outside of his advisory work, he is an owner and agent at Springlake Financial, where he offers accident and health insurance, disability insurance, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides a broad range of services including brokerage, financial planning, retirement consulting, and access to third-party money managers, employing various portfolio construction tools and offering both discretionary and non-discretionary account management.

Kelly Lewis is a financial advisor with Merrill in Baltimore, MD, holding a Series 66 designation and six years of industry experience. Prior to Merrill, Lewis worked at Bank of America Private Bank for 16 years. 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 broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

James Mc Cormick is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and three years of industry experience. His prior roles include positions at T. Rowe Price and Ames Watson. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools in its discretionary process.

Lauren Kaufman is a Series 66-licensed financial advisor with Merrill in Towson, MD, bringing 15 years of industry experience. She has been with Merrill and Bank of America since 2016. Outside of her advisory role, Lauren works as an independent contractor for Doordash, providing food delivery services. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries with model-based and discretionary investment strategies.

Jeremy Kober is a Wealth Management Advisor with Merrill Lynch Wealth Management and a partner with The Pearce Group. In his role, he focuses on investment planning and serves as a Retirement Benefits Consultant. Jeremy coordinates clients' personal financial planning with their other professional advisers and employs analytical tools such as cash flow analysis, net worth analysis, and customized investment planning to help clients understand the impact of their financial decisions on their future. Jeremy has been in the investment industry since 2001 and has been with Merrill Lynch since 2010. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he has earned the Certified 401(k) Professional (C(k)P®) designation from The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education, the Certified Divorce Financial Analyst® (CDFA®) designation from the Institute of Divorce Financial Analysts, and is a Certified Plan Fiduciary Advisor® (CPFA®). Jeremy holds a bachelor's degree from McDaniel College. His client focus areas include college education planning, corporate executive services, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. Outside of his professional work, Jeremy is involved with Forest Hill Lacrosse and Jarrettsville Lacrosse and enjoys camping, cooking, fishing, football, gardening, reading, running, spending time with his family, traveling, and watching movies.

Brian Heidelbach is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 23 years of industry experience. He previously worked for Deutsche Bank Securities Inc. for 25 years and had brief tenures at Db Usa Core Corporation and a period of unemployment before joining Baird in 2021. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

John Eckenrode III is a financial advisor with UBS Financial Services in Baltimore, MD, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as Secretary of the Executive Board for the Boys' Latin School of Maryland Alumni Board and is a board member and secretary of the Ruxton Hill Neighborhood Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining wealth management with institutional trading capabilities, including discretionary and non-discretionary portfolio management and proprietary research to tailor investment plans.

Teresa Woolery is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a distinctive inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.