Eric Nace is a financial advisor with Merrill in Hunt Valley, MD, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior work includes positions at Bank of America, N.A., Citizens Securities, Inc., as well as experience in hospitality at Rockfish Public House and Heritage Hills Golf Resort. 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 a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alan Wolfe is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney for 15 years before joining RBC in 2024. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

Kyle Ryer is a financial advisor with Merrill in Hunt Valley, MD, holding Series 63 and Series 66 designations and having 12 years of industry experience. He has been with Merrill since 2016. 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 model-based and discretionary strategies managed by internal teams and third-party managers, serving individual, high-net-worth, pension, corporate, and charitable clients.

Donna Buchanan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Cambridge Investment Research Advisors since 2007 and is also involved with Benefit Watch, where she serves as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes 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 multiple portfolio management platforms and both proprietary and third-party strategies.

Connor Walsh is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and is involved in Business Networking International, where he is set to become chapter president in November. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Lauren Novak is a CFP® professional with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her career includes roles at Cambridge Investment Research Inc. and The Financial Consulate. Novak is also involved with The Legacy Group as an agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual and institutional clients through financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers both discretionary and non-discretionary investment strategies across multiple platforms and provides access to proprietary and third-party model strategies.

Jonathan Waligora is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 15 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2010 and joined Morgan Stanley Private Bank, N.A. in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Wylan Jensen is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Harborside Group and has experience in diverse fields including hospitality and retail. He was also involved with Great Frogs Winery and Papa Johns. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, including registered investment companies, and employs systematic methodologies and long-term asset allocation benchmarks.

Jeffrey Fountain is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for 19 years. Outside of his advisory role, he is a co-owner of Retirement Plan Solutions, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by technology and a large network of advisors.

Megan Avery is a financial advisor with LPL Financial, holding a Series 66 license and bringing 25 years of industry experience. Her prior roles include positions at Woodbury Financial Services and Questar Asset Management. Outside of her advisory work, she owns and operates Anarchy Designs, an interior design business. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Sean Hagerty is a financial advisor with UBS Financial Services in Baltimore, MD, holding a Series 66 designation and bringing 26 years of industry experience. He has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Frank Chiovaro is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Morgan Stanley and its Private Bank division since 2016. Prior to that, he worked at Eagle Strategies (New York Life) from 2010 to 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer agreements.

Rocco Lattanzi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked for M&T Securities from 2007 to 2021 before joining LPL Financial in 2021. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services platform.

Jeffrey Carlson is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise in various capacities since 2016. Carlson is also the owner of CAWM Services LLC, through which he manages his advisory business. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with clients’ Ameriprise financial advisors.

Joseph Pandullo is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. He is based in Baltimore, MD. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers a variety of advisory programs and financial planning services that utilize structured processes and firm-approved tools.

Austin Smith is a financial advisor with Cambridge Investment Research Advisors in Towson, MD, holding a Series 66 designation and eight years of industry experience. He has worked at Cambridge Investment Research, Inc. and The Legacy Group, Inc. since 2017 and previously held positions at the United States Postal Service and Trazzi and Grasso. Outside of his advisory role, he is an independent insurance agent with The Legacy Group, Inc. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies with both discretionary and non-discretionary investment options.

Duray Taylor is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2021, following seven years at UBS Financial Services Inc. before that. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Stauffer III is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co. since 2014. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

Christina Marsalek is a financial advisor with Primerica Advisors in Crofton, MD, holding Series 63 and Series 65 designations and 27 years of industry experience. She has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1995. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management focused on retail investors rather than institutional plans.

Knoll Axt is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. His prior experience includes roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.