Keith Levitt is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services.

Steve Pursley is a financial advisor with OSAIC in Timonium, MD, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He worked at Signator Investors, Inc. for 26 years before joining OSAIC in 2018. Pursley is the owner and president of Mid-Atlantic Wealth Advisors, LLC, and serves as a board member of the Greater Chesapeake Charitable Foundation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs advanced asset-allocation techniques and provides both discretionary and non-discretionary portfolio management options.

Joseph Snee is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. Prior to joining Schwab in 2025, he worked at Morgan Stanley from 2021 to 2025 and has a background that includes time spent in education. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments through its centralized operational structure.

William Watt is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 27 years of industry experience. He has been with Robert W. Baird & Co. since 2009. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions and 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, and employs internal research and tools, including artificial intelligence, in developing client advice.

Amy Boland is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement income service combines proprietary research and third-party data within a defined investment framework and maintains restrictive enrollment criteria based on asset levels.

Daniel Matsunaga is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Merrill, Bank of America, PNC Bank, and TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Dawnette Edgerton Cameron is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise in 2025, she worked at Edward Jones from 2018 to 2025 and has held roles outside the financial industry, including at Coca-Cola Refreshments. She serves on the Board of Directors for the United Way of Central Maryland's Anne Arundel County RUN Board and is a member of the Retired Racehorse Project Strategic Advisory Council. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Robin Thomas is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Truist Investment Services and BB&T in various advisory roles. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Edith Bonilla is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work history includes positions at J.P. Morgan Securities, JP Morgan Chase Bank, and Bank of America. In addition to her advisory work, Bonilla owns and operates a cosmetics business specializing in cosmetic tattooing. 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 combines internal research and third-party analytics to support its investment approach and offers a broad range of brokerage and advisory solutions.

Meeshan Reid is a CFP® certificant and financial advisor with Ameriprise, based in Columbia, MD, with 12 years of industry experience. Their prior roles include positions at E*Trade Securities and Morgan Stanley among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides customized retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Obrien is a financial advisor at Wells Fargo Clearing with credentials including Series 63 and Series 65 and four years of industry experience. He has held multiple roles within Wells Fargo and its affiliates since 2016. Outside of his advisory work, he has occasionally worked as a delivery driver for DoorDash. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Brent Kvech is a Series 66-licensed financial advisor with 24 years of industry experience. He has been with LPL Financial since 2024, following a 22-year tenure at Lincoln Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a broad range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Sean Eldred is a CFP® and CFA® with 21 years of industry experience. He has been with Ameriprise Financial Services since 2016 and is currently based in Columbia, MD. 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 retirement income recommendations and ongoing tax-aware withdrawal planning for clients approaching or in retirement.

David Greeley is a Series 66-licensed financial advisor with Edward Jones in Hanover, MD, bringing 12 years of industry experience. He has worked at Edward Jones since 2016 and previously from 2007 to 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

John Perrot is a financial advisor at Cambridge Investment Research Advisors with credentials including Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Alex Brown (a division of Raymond James), and Alight Financial Solutions. Outside of his advisory duties, he is involved with Athlon Advisors in a service capacity related to insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, employing both proprietary and third-party investment strategies across various platform arrangements.

Amanda Wiltz is a Series 66-licensed financial advisor with Morgan Stanley in Baltimore, MD, with 16 years at the firm and 2 years of industry experience. She has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, providing a variety of advisory programs including tailored financial planning that incorporates firm-approved tools and market modeling techniques.

Jacob Pliner is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for four years. Outside of finance, his background includes roles in food service and physical therapy. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research-driven, diversification-focused investment approaches with a broad range of brokerage and advisory solutions.

Paige Carney is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has served since 2018. She is a member of a six-person multigenerational financial advising team that utilizes a panoramic approach to financial life planning, enabling the team to act as partners in their clients' lives through proactive and thoughtful wealth management strategies. Paige specializes in several areas including family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. She holds the Certified Divorce Financial Analyst® (CDFA®) designation and focuses on assisting individuals in navigating the financial complexities of divorce, aiming to help clients maintain long-term financial stability and independence. Additionally, she holds the Personal Investment Advisor (PIA) designation. Paige earned her Bachelor's Degree from Towson University and is active in professional organizations such as Phi Mu Alumni and TU Alumni. She is also involved in community activities including the Children's Miracle Network Hospitals. Outside of her professional responsibilities, Paige enjoys boating, cooking, hiking, music, reading, and traveling.

Fuhler Pomeroy is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A., and previously worked at Don Whites of Timonium. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual engagements and corporate financial planning agreements.

Thomas Custance Jr. is a financial advisor at Edward Jones in Reisterstown, MD, holding the CFP® designation with 23 years of industry experience, including over two decades at Edward Jones. Outside of his advisory work, he owns a vacation rental property in Tannersville, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branches.