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.

Robin Thomas is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at JPMorgan Securities LLC, JPMorgan Chase Bank, Truist Investment Services, and Bb&T entities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nils Nilsen is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. His prior work includes roles at Equitable Advisors, Salisbury University, and several entrepreneurial ventures. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and supports a range of specialized planning services.

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 financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 22 years. Outside of his advisory work, he is involved with Thabto Wealth Services, a business entity used for tax and investment purposes. 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, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

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. His prior work includes roles at Bank of America, Merrill, and ActioNet. Wiley is also a licensed enrolled agent providing tax services. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing both proprietary and third-party investment strategies across multiple custody platforms.

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 with Osaic Wealth, Inc. in Hunt Valley, MD, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He previously spent 31 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved with Heritage Financial Consultants, LLC, where he offers various insurance products including disability and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits through a broad network of financial advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing firm-provided tools and multiple investment platforms to manage portfolios.

Tony Difatta is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with LPL Enterprise since 2025 and previously worked at Pruco Securities, LLC for 11 years. In addition to his advisory role, he is the CEO of Tony M Di Fatta, CPA P.C. and serves as Treasurer for the nonprofit Friends of Eric Bouchat. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a broad range of financial planning, advisory, and brokerage services supported by an integrated platform that combines adviser programs with active insurance sales 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, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2011. Thal also operates a separate business under the name W. Thal Wealth Management. 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 and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

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 is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she joined in 2018. She is part of a six-person multigenerational financial advising team with over 95 years of combined experience. Paige's role focuses on relationship management and business development, working with clients to merge the firm's resources with personalized wealth management strategies. As a Certified Divorce Financial Analyst (CDFA), Paige specializes in assisting individuals navigating the financial complexities of divorce, aiming to protect long-term financial stability. Her client focus areas include family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. Paige holds a Bachelor's Degree from Towson University and maintains memberships in Phi Mu Alumni and TU Alumni. She is involved with the Children's Miracle Network Hospitals. Outside of work, Paige 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 50 years of industry experience. He has been associated with Cambridge Investment Research Advisors and related entities since 2013 and has been involved with P.A. Financial Services Corporation and Reutemann Financial Solutions since 2012. Mezzullo is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and platform arrangements tailored to client objectives.

Bruce Mazo is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with firms including Cetera and Silver Oak Securities prior to joining LPL Financial. Outside of advisory roles, he is involved in insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Gregory Akers is a financial advisor with Stifel, holding Series 65 and Series 63 registrations and four years of industry experience. Prior to joining Stifel in 2024, he worked at Court Place Advisors, Meridian Bank, and in various roles across several companies. Outside of his advisory work, Akers volunteers as a parish council member at Sacred Heart Church and serves on the Board of the Hereford High School Athletic Hall of Fame. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services based on proprietary capital market assumptions and probabilistic modeling 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.