John Likoudis is a financial advisor with Edward Jones in Bel Air, MD, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he is an author publishing a science fiction/fantasy novel under the pen name J L Carroll. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a variety of discretionary and non-discretionary investment strategies and affiliated financial products.

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.

F. Keck is a Wealth Management Advisor and Vice President with Merrill Lynch Wealth Management based in Bel Air, Maryland. He supports clients by developing comprehensive wealth management plans focused on their overall financial picture. His primary expertise lies in retirement outcome planning, where he collaborates with clients to establish goals and implement strategies aimed at achieving their desired retirement lifestyle. As a qualified Portfolio Manager, he also builds and manages personalized investment portfolios, including individual securities and model portfolios, with discretionary management available through the firm's Investment Advisory Program. Mr. Keck holds a Bachelor of Science degree in Accounting and Finance from Towson University. He began his career in public accounting before transitioning into financial services. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is actively involved in the local community, serving as a member of the Bel Air Rotary Club and Foundation, and has held the position of Past Chair of the Harford Community College Foundation Board. Outside of his professional work, Mr. Keck enjoys spending time with his family and has personal interests that include baseball, boxing, cooking, football, ice hockey, and golfing. He and his wife reside in Forest Hill, Maryland, where they enjoy culinary activities including grilling and smoking on their outdoor equipment.

Mark Wiley is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. Prior to his current role, he worked at Bank of America and Merrill. He is also a licensed Enrolled Agent providing tax services. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, with a wide range of platform options and proprietary model strategies under the Founders Gate Capital brand.

Mandy Bittner is a financial advisor at Stifel with 12 years of industry experience. She has held roles at Rice Consulting LLC and has been with Stifel since 2018. Bittner holds a Series 66 credential. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling provided by its Investment Strategy Group.

John McCarthy III is a financial advisor at OSAIC with 32 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 31 years before joining OSAIC in 2025. He holds Series 63 and Series 65 licenses. In addition to his advisory work, McCarthy owns Heritage Financial Consultants, LLC, where he offers various insurance products including disability, life, and long-term care insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to third-party money managers through a multi-advisor platform.

Tony Difatta is a Series 65-licensed financial advisor with 12 years of industry experience, currently affiliated with LPL Enterprise. He previously worked for Pruco Securities, LLC for 11 years and is the CEO of Tony M Di Fatta, CPA P.C., a tax preparation and accounting firm he has operated since 2013. He also serves as treasurer for Friends of Eric Bouchat, a community organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional offerings in financial planning, trust services, insurance, and collateralized lending.

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.

William Thal III is a financial advisor with LPL Financial in Bel Air, MD, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked at LPL Financial since 2011 and was previously with Wells Fargo Clearing for nine years. Thal also operates a separate wealth management business under the name W. Thal Wealth Management. 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 financial planning and portfolio management services through a large network of advisors, utilizing various model portfolios and customized strategies.

Jacqueline Grove is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Paige Carney serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with the firm since 2018 and is a member of a six-person multigenerational financial advising team with over 100 years of cumulative experience. The team's approach emphasizes a panoramic and holistic financial life planning model, allowing them to act as partners in their clients' financial journeys. Paige's expertise includes family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. She holds the designations of Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA), focusing on guiding individuals through the financial complexities of divorce to protect their long-term financial stability. She earned her Bachelor's degree from Towson University and is affiliated with professional organizations including Phi Mu Alumni and TU Alumni. Paige is also involved with the Children's Miracle Network Hospitals. Outside of work, she resides near Annapolis, Maryland, and enjoys boating, cooking, hiking, music, reading, and traveling.

Rachel Miller is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at TCW Global and Zenimax Media. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

John Mezzullo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 52 years of industry experience. He has been with Cambridge since 2013 and maintains additional roles with P.A. Financial Services Corporation and Reutemann Financial Solutions. Outside of advisory work, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Bruce Mazo is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes over two decades with Cetera Advisors LLC and recent roles at Silver Oak Securities, Inc. and Secure Retirement Advisors, LLC. Mazo is also involved in insurance sales through non-variable insurance commission trails. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management services through a broad network of advisors and utilizes both proprietary research and third-party strategies in its investment approach.

Gregory Akers is a financial advisor with Stifel in Hunt Valley, MD, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at Court Place Advisors, Meridian Bank, and TESSCO Technologies Inc. He serves as a parish council member at Sacred Heart Church and is a board member of the Hereford High School Athletic Hall of Fame. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy developed by its Investment Strategy Group.

Kerri Mclean is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at T. Rowe Price for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diverse fund and model portfolios.

Alan Kines is a CFP® with 16 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, he worked for Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company for 16 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and offers specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Patrick Vaughan is a CFP® with 17 years of industry experience, currently affiliated with RBC Capital Markets in Hunt Valley, MD. He has worked at RBC Capital Markets since 2009 and has been with City National Bank since 2017. Vaughan serves on the board of directors of The Cal Ripken Foundation, a youth leadership charity, where he participates in fundraising activities. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs and implements tailored portfolio strategies using in-house and third-party investment managers.

Lori Ralston is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 66, Series 63, and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services using firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.