Griffin Siegfried is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation. He began his advisory career in 2026 and previously worked at The Witherspoon Group. Outside of finance, his background includes roles in the hospitality industry at establishments such as Macky's Bayside Bar & Grille and Mike's Crabhouse. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and partners with third-party managers to deliver investment solutions.

Allison Duvall is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and having 7 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery conversations and firm-approved tools.

Paige Wasser is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2014 and is currently associated with Morgan Stanley Private Bank, N.A. Wasser holds power of attorney arrangements related to investment activities. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques to support client strategies without providing individual security recommendations as part of standalone plans.

Charlene Monts is a financial advisor at OSAIC with 31 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Inc., Investacorp Advisory Services, and Merrill. Outside of advising, she is President and CEO of Monts Enterprises LLC, a business consulting firm specializing in app development, technology solutions, and real estate consulting. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment process relies on model-based asset allocation and portfolio optimization supported by various analytical tools, and it is notable for its scale, recent consolidation, and complex affiliate structure.

Tricia Mauck is a Series 66 licensed advisor with Merrill in Baltimore, MD, where she has worked since 1995, accumulating 31 years at the firm and 25 years of industry experience overall. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Achatz is a financial advisor with Mass Mutual Investors Services in Columbia, MD, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 27 years of industry experience and previously worked at MetLife Securities Inc. He is also an owner and partner in Metropolitan Wealth Advisors, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.

Joseph Fuggi is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Robert W. Baird since 2009. Fuggi serves as a Finance Committee Member for the nonprofit Mission Helpers of the Sacred Heart, where he reviews budgets, fundraising projects, and evaluates outside money managers. Robert W. Baird & Co.’s DDK Group provides wealth management services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and custody services supported by internal research and ongoing manager monitoring.

Ramone Qureshi is an advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and less than one year of industry experience. His prior work includes roles at Wells Fargo Bank, Veritas Protection LLC, and several retail and educational institutions. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joel Fink is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets from 2005 to 2009. Fink serves as president of the board for the Jewish Community Services of Baltimore, a nonprofit organization. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers customized financial planning and investment programs supported by a structured planning process and a range of investment and advisory solutions.

Jason Shanty is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and previously worked for 18 years at Lincoln Financial Advisors Corp. Outside of his advisory role, he is an insurance agent offering fixed insurance products such as fixed annuities, indexed annuities, and traditional life insurance. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools, offering a range of advisory and brokerage services through a multi-advisor platform.

Brandon Perzin is a Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2012. He specializes in managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brandon's approach involves personalized financial guidance and goal-based financial plans tailored to each client's unique needs. He emphasizes proactive planning and establishing trusted long-term relationships to help individuals, families, and business owners make confident financial decisions. Brandon holds a Bachelor's Degree in Business Administration with a concentration in Finance from The George Washington University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). These credentials support his expertise in retirement planning and investment advisory services. Outside of his professional work, Brandon enjoys golf, cooking, and rooting for Philadelphia sports teams. He resides in the Canton neighborhood of Baltimore with his French Bulldog, Bogey.

Kevin Cook is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2016. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management services. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers, offering a range of mutual funds, ETFs, separately managed accounts, and alternative investments.

Natalie Vicchio is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide advisor network.

R Williams Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies developed by its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Johnathon Raver is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Elizabeth Lenrow is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and offers a broad range of investment strategies, including those with ESG considerations.

Julianne Russell is a financial advisor at Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses with 15 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and PNC Investments. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and firm-approved tools, providing advisory services without individual security recommendations as part of standalone plans.

David Zirretta is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

James Jacobson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is a partner in the Jacobson Family General Partnership, an investment-related business based in Baltimore. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through various advisory and brokerage platforms.

Matthew Snyder is a financial advisor with Ameriprise in Baltimore, MD, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.