Edward Gray III is a financial advisor at Fidelity with over 34 years of industry experience. His career includes roles at T. Rowe Price Investment Services, TD Ameritrade, and Scottrade before rejoining Fidelity. He holds Series 63 and Series 66 licenses. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm integrates proprietary research with quantitative analysis and systematic portfolio construction, utilizing algorithmic methods and AI in its investment process.

Simone Alston is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in working with women, families, and high net worth millennials, guiding them through financial decisions related to growth, protection, and intentional money use over time. Her approach emphasizes clarity and emotional discipline, particularly when clients face changes in compensation, career, and family circumstances. Simone's expertise includes retirement income planning, education funding, estate and legacy planning, and tax-aware investment strategies. She adopts a goal-based planning process to develop personalized strategies that address investment management, retirement planning, education funding, and long-term wealth building. Fluent in English and Spanish, she supports clients through transitions and increasing complexity. She holds a Bachelor's Degree from the University System of Maryland and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Simone is involved with professional organizations such as Braven and the University of Maryland Alumni Association, and participates in community service through Braven and Jersey Cares. She resides in Maryland with her husband and two children and enjoys cooking, music, reading, running, soccer, swimming, tennis, traveling, and watching movies.

Joseph Cirelli is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as a trustee for a trust in Baltimore. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers a range of solutions including estate planning and corporate financial plans.

Christian Locher is a CFP® professional with 23 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC. Locher also engages in tax preparation and accounting services through CTL Toland & Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research from LPL Research and third-party subadvisors, as well as various technology-driven investment strategies.

David Martin is the Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity for over 25 years, where he assists clients and their families with understanding and working towards their financial objectives. He utilizes Fidelity's technology and resources to help clients create, implement, and maintain their financial plans. Prior to his current role at Fidelity, David held positions as a Financial Consultant and Investment Consultant within the firm, and earlier worked as a Financial Planner at Raymond James and Associates. His experience spans various financial planning and consulting roles, providing him with a broad understanding of the financial services industry. Outside of his professional work, David has interests in fitness, golf, and reading.

David Adams is a Series 66-licensed financial advisor with Robert W. Baird & Co., based in Towson, MD, and has 18 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he owns and operates a self-storage facility through MEAD Investments LLC. David is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, including discretionary and non-discretionary approaches as well as tax and goal-management overlays.

David Yarn is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also serves as President of CF Services Group, Inc., an insurance and benefits firm. Yarn is a volunteer Squadron Commander with the Civil Air Patrol. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Jennifer Dammeyer is a Financial Consultant currently employed at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant at Fidelity Investments from 2022 to 2023. Jennifer's career in the financial services industry spans over a decade, beginning with her role as a Portfolio Accountant at T. Rowe Price from 2006 to 2007. She progressed through various positions at T. Rowe Price, including Investment Specialist (2007-2010), Financial Consultant (2010-2018), and Financial Advisor (2018-2022). Throughout her career, Jennifer has focused on developing personalized financial plans tailored to individual client needs, emphasizing the importance of building strong client relationships. Her experience across multiple roles has provided her with a comprehensive understanding of investment strategies and financial consulting. No information regarding Jennifer's education, credentials, personal interests, or community involvement has been provided.

Christin Shifflett is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 credential and has worked at LPL Financial since 2019. Outside of finance, Shifflett owns and operates several children’s fitness centers, including CR Fit Kids, My Gym Crofton, and C&C Kids Gym. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to research and model portfolios.

Benjamin Petrilli is a Series 66-credentialed financial advisor with 23 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He also serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Kenneth Diblasi is a Series 66-credentialed financial advisor at Morgan Stanley with 16 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment, advisory, and financial planning services.

Edward Van Houten Dello Russo is a Financial Advisor with Merrill Lynch Wealth Management based in Baltimore. In his role, he focuses on goal-based financial planning and developing long-term client relationships. He serves clients in various areas including retirement planning, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, small business strategies, tax minimization, and retirement income. With a Bachelor’s Degree from Towson University and the Professional Investment Advisor (PIA) designation, Edward takes the time to understand each client's personal perspectives and priorities. This approach enables him to create personalized strategies that align with clients' unique ambitions and financial goals. Outside of his professional work, Edward enjoys baseball, basketball, golfing, music, pickleball, and spending time with his family.

James Urich is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He is also associated with BFJ Wealth Management, LLC and Bell, Frech & Jacobs, LLC, where he provides tax preparation, bookkeeping, and other tax and accounting consulting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Daria Bunch Greensfelder is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley Smith Barney since 2009. Greensfelder serves as a board member of the Oliver Beach Elementary School PTA in Baltimore, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and provides services using structured planning tools and investment modeling techniques.

Ashlyn Hood is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with Jemma Investment Advisors LLC and MS Howells & Co. Hood also owns rental property in Baltimore, MD. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Charles Kabeiseman is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 1999 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Daniel Miller is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC., where he gained extensive experience in insurance and securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio management, third-party asset management, and access to various brokerage and insurance products through an integrated advisory and brokerage platform.

Glenn Woolschlager is a financial advisor with Wells Fargo Clearing in Gaithersburg, MD, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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’s approach includes preparation and review of investment policy statements, investment recommendations across a broad range of products, performance reporting, and participant education, acting as an ERISA fiduciary when providing investment advice.

Stuart Gray is a financial advisor with OSAIC based in Baltimore, MD, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Hornor, Townsend & Kent, Inc. Outside of his advisory work, he is an owner and agent at Springlake Financial, where he offers accident and health insurance, disability insurance, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides a broad range of services including brokerage, financial planning, retirement consulting, and access to third-party money managers, employing various portfolio construction tools and offering both discretionary and non-discretionary account management.

Kelly Lewis is a financial advisor with Merrill in Baltimore, MD, holding a Series 66 designation and six years of industry experience. Prior to Merrill, Lewis worked at Bank of America Private Bank for 16 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.