Jason Slotkin is a Wealth Management Advisor with The Pearce Group at Merrill. He serves as a key client relationship manager for select high-net worth clients and oversees the team's sports and entertainment division. His responsibilities include portfolio analysis, investment manager selection, holistic wealth management forecasting and planning, and heading the team's life and long-term care insurance planning. Jason also has extensive experience with high-net worth family trusts and estates, often coordinating with clients' attorneys and CPA's. He joined Merrill in 2013 and has over ten years of industry experience. Jason holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards Inc. He is also a Sports & Entertainment Accredited Wealth Management Advisor™ designee, a certification from The College for Financial Planning Institutes Corp. Jason earned a Bachelor's degree in Economics from the University of Maryland - College Park. He is a member of professional organizations including the Associated Italian American Charities and the Association for Corporate Growth. Outside his professional work, Jason enjoys activities such as chess, football, golfing, music, reading, running, spending time with his family, traveling, volleyball, and watching movies.

Sean Tully is a financial advisor with RBC Capital Markets in Hunt Valley, MD, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and has been with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary management, tailoring strategies to clients’ risk profiles and utilizing in-house and third-party investment managers.

Kaitlyn Young is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2017 and previously worked at Genworth Financial, Inc. and Randolph-Macon College. 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 plans, corporations, and charitable organizations.

Ceil Madden is a financial advisor at Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 licenses with 19 years of industry experience. Prior to joining Morgan Stanley in 2022, Madden worked at Raymond James Financial Services and Wells Fargo Clearing. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Michael Geppi Jr. is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has prior work experience with KPMG and Washington Gas Light, among other employers, and has additional involvement in a non-variable insurance agency based in Timonium, MD. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Mary Railey is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes roles at Wells Fargo Clearing and Prudential Equity Group, among others. She is currently based in Lutherville, MD. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs focused on tailored financial planning. The firm utilizes structured planning tools and modeling techniques as part of its process and manages approximately $2.74 trillion in client assets.

Ricardo Suarez is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at several major firms, including Wells Fargo and Goldman Sachs. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and advanced modeling tools.

Terri Jones is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has worked with Merrill since 2016 and is also employed by Bank of America, N.A. since 2017. Outside of her advisory role, she serves as a board member for the Maryland SPCA, contributing to the development committee focused on donor relations. Merrill provides managed account services through its affiliate Managed Account Advisors LLC, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Livingston is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corp. for nine years. In addition to his advisory work, Livingston owns a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Synquai Johnson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Johnson held positions at Amazon and various other companies, and has been affiliated with the University of Phoenix since 2023. Merrill, along 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 a range of model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Massey is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at T. Rowe Price for five years and attended the University of Maryland. Outside of his advisory role, Massey serves as an independent contractor sports official for adult recreational kickball and soccer games. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, providing financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Robert Ellrich is a CFP® professional with 20 years of industry experience. He currently works at Osaic and previously spent 20 years at Lincoln Financial Advisors Corp. Ellrich is also president of Ellrich Wealth Advisors, LLC and conducts insurance activities related to accident, health, disability, long-term care, and life insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing a variety of investment vehicles and third-party platforms to construct portfolios managed on discretionary or non-discretionary bases.

Jason D. Addario is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at Flora Food Group and Sherwin-Williams. Outside of his advisory work, he has been involved as a coach in sports and fitness with USSF since 2013. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically employs a model-driven investment approach and offers financial planning, third-party asset management access, and insurance products through its affiliated entities.

Walter Ortiz is a Series 66-licensed advisor with J.P. Morgan Securities, based in Baltimore, MD. He joined the firm in 2026 and has prior experience at JPMorgan Chase Bank, Abbott Laboratories, and Thermo Fisher Scientific. Ortiz also has academic experience at Duke University and Pennsylvania State University. 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 investment recommendations.

Frank Duncan is a financial advisor with LPL Financial in Timonium, MD, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Morgan Stanley, Citigroup Global Markets, Legg Mason Wood Walker, and T. Rowe Price Advisory Services. Since 2020, he has also operated Maryland Financial Group, Inc., an independent registered investment advisory firm. 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 range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by a large network of investment adviser representatives.

Patrick Pollard is a CFP® professional with 32 years of industry experience, currently serving at RBC Capital Markets since 2024. He previously worked at Bank of America, N.A. and Merrill Lynch, with overlapping tenures spanning over two decades. He is a board member and part of the investment sub-committee for the Community Foundation of Harford County, serves on the board of the Greater Bel Air Community Foundation, and is chairman of the Greater Harford Committee, a business advocacy group in Harford County, MD. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and portfolio management services to individuals, institutional clients, corporations, and charitable organizations. The firm employs customized strategies using both in-house and third-party investment managers, with various program structures and services including financial planning, custody, and brokerage.

Keith Ellis is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior experience includes roles at RE Advisers Corporation and RE Investment Corporation from 2018 to 2025, as well as EF Legacy Securities, LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both individual and corporate financial planning solutions.

Patricia Soto is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has previously worked with First Command Financial Planning and related entities for over two decades before joining Cambridge in 2021. Soto is also the owner of My Shepherd Financial, a private advisory practice. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through independent professionals, using various portfolio management platforms and proprietary as well as third-party model strategies.

Christopher Pellegrino is a CFA® charterholder and investment advisor representative with LPL Financial, based in Hunt Valley, MD, with five years of industry experience. He has previously worked at Carefirst and Summit Investment Advisors, Inc. Outside of his advisory role, Pellegrino owns two Amazon sales businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of discretionary and non-discretionary investment strategies supported by proprietary research and third-party subadvisors.

Matthew Decapite is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he works as a pickleball coach and instructor. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services through various programs, including partnerships with employers for corporate financial planning.