Peter Bacon is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He also serves as a trustee in Towson, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Brian Culloty is a financial advisor at LPL Financial with 42 years of industry experience. He holds the Series 63 designation and has worked at LPL Financial since 2018, following a 32-year tenure at INVEST Financial Corporation. Outside of his advisory role, he is involved with Waterview Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Eberhart III is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 credentials and has 26 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015 respectively. Outside of his advisory role, he is the owner of Crab Key LLC, a residential real estate rental business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations to assist clients in financial decision-making.

Aaron Lekarz is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 2014. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Abdirahim Isaq is a financial advisor with Wells Fargo Clearing in Annapolis, MD, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2018 and Wells Fargo Bank NA since 2015. Wells Fargo Clearing provides retirement plan consulting 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 grounded in modern portfolio theory, including a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Nikolaos Kostakis is a financial advisor with J.P. Morgan Securities in Nottingham, MD, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Bank of America/Merrill Edge, T. Rowe Price, and New York Life Insurance. 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.

Kevin Wesner is a financial advisor with UBS Financial Services in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2008. Wesner serves on the boards of Epic Church and the Signal 13 Foundation, which supports Baltimore City Police Officers. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management and integrates proprietary research and model-based asset allocations in its advisory approach.

Sean Fox is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory role, Fox owns Fox Cre8tions, a business producing artwork. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, combining tailored financial planning and investment strategies supported by firm-approved tools and research.

Ellis Barksdale is a financial advisor with Primerica Advisors in Owings Mills, MD, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Primerica since 2003 and previously served with Baltimore County Public Schools from 2015 to 2018. Outside of advisory services, he is involved in sales of loan products, home security, automation, and related home services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and custodians, with a tiered wrap-fee structure and ongoing oversight of its investment models.

Mark Leach is a financial advisor with Ameriprise in Bel Air, MD, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2006. Outside of his advisory role, Leach serves as COO of Advisor Management Solutions Inc., focusing on office management and financial advisor practice support. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing written recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Adrian Peralta is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Equitable Advisors since 2019, following a one-year tenure at Axa Advisors, Llc, and prior roles in protective services and union work. He is based in Columbia, MD. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models.

Kaveh Montazer is a financial advisor with OSAIC holding a Series 66 designation and two years of industry experience. He previously worked at StoneBridge Advisors, Inc. and has experience with Coppermine Fieldhouse LLC and Illiano's J&P. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers a broad range of investment and financial planning services, utilizing asset-allocation tools, risk assessments, and automated portfolio rebalancing.

George Shaneybrook is a financial advisor at Stifel in Baltimore, MD, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Bank of America and Merrill, along with employment at Towson University. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methods developed by its Investment Strategy Group.

Benjamin Dychala Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes six years at Cetera Advisors LLC and over three decades operating his own advisory and tax-related practices. He also maintains a law office specializing in estate planning and serves as a sole personal representative in fiduciary capacities. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Daniel Rambow is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at MBGC, LLC and Bank of America, N.A. He has also held various positions in educational settings, including at the University of Tennessee-Knoxville and several schools in Maryland. 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.

Ishioma Ikukaiwe Ekanem is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2022, Ekanem worked at PNC Bank and United Bank for Africa PLC. 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 includes a broad range of financial products in its investment menus, such as insurance-related vehicles and bank deposit sweep options.

Max Davis is a Financial Consultant currently working at Fidelity Investments since 2020. He has been with Fidelity Investments since 2013, serving in various roles including Investment Consultant from 2015 to 2020 and Financial Representative from 2013 to 2015. Prior to that, he worked as a Financial Specialist at Nationwide from 2009 to 2013. His professional experience encompasses financial consulting and investment advising, with a focus on creating financial plans tailored to the unique goals, priorities, family situations, hobbies, and investment experiences of his clients. Max emphasizes the importance of individualized financial planning to help clients achieve comfortable and worry-free financial outcomes. Outside of his professional work, Max enjoys board games, cooking and baking, family activities, football, social events with friends, and music.

Jennifer Klein is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she works as a consultant teaching people how to crop and scrapbook their photos and memorabilia and sells supplies related to this activity. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, offering a range of investment and planning services.

Zongying Montgomery is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Morgan Stanley and its affiliates since 2013. Outside of her advisory role, Montgomery owns and manages Moving Waters, LLC, a property management business. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-linked financial planning services.

Aaron Polun is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked at Grove Point Advisors LLC and Grove Point Investments LLC, as well as Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of investment adviser representatives.