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 at LPL Enterprise with 15 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Glenn Woolschlager is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at UBS Financial Services from 2001 to 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions.

Stuart Gray is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation, Hornor, Townsend & Kent, Inc, and Penn Mutual Life Insurance Company. In addition to his advisory role, he is an agent and owner of Springlake Financial, where he offers accident and health insurance, disability insurance, fixed annuities, and traditional life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process featuring asset allocation and portfolio optimization supported by risk assessments, allowing for discretionary and advisor-managed strategies, and offers access to alternative investments through third-party platforms.

Kelly Lewis is a Series 66 licensed financial advisor with Merrill in Baltimore, MD, with seven years of industry experience. She has worked at Bank of America and its Private Bank division since 2003. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Mc Cormick is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and three years of industry experience. His prior roles include positions at T. Rowe Price and Ames Watson. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools in its discretionary process.

Jeremy Kober is a Wealth Management Advisor with Merrill Lynch Wealth Management and a partner with The Pearce Group. In his role, he focuses on investment planning and serves as a Retirement Benefits Consultant. Jeremy coordinates clients' personal financial planning with their other professional advisers and employs analytical tools such as cash flow analysis, net worth analysis, and customized investment planning to help clients understand the impact of their financial decisions on their future. Jeremy has been in the investment industry since 2001 and has been with Merrill Lynch since 2010. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he has earned the Certified 401(k) Professional (C(k)P®) designation from The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education, the Certified Divorce Financial Analyst® (CDFA®) designation from the Institute of Divorce Financial Analysts, and is a Certified Plan Fiduciary Advisor® (CPFA®). Jeremy holds a bachelor's degree from McDaniel College. His client focus areas include college education planning, corporate executive services, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. Outside of his professional work, Jeremy is involved with Forest Hill Lacrosse and Jarrettsville Lacrosse and enjoys camping, cooking, fishing, football, gardening, reading, running, spending time with his family, traveling, and watching movies.

Brian Heidelbach is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 23 years of industry experience. He previously worked for Deutsche Bank Securities Inc. for 25 years and had brief tenures at Db Usa Core Corporation and a period of unemployment before joining Baird in 2021. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

John Eckenrode III is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2009. Outside of his advisory role, he serves as Secretary on the Executive Board of the Boys' Latin School of Maryland Alumni Board and is a member and Secretary of the Board for the Ruxton Hill Neighborhood Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Joseph Mc Spedon is a financial advisor at Edward Jones in Pasadena, MD, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Navanti Group, LLC from 2014 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Teresa Woolery is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and possessing 40 years of industry experience. Her prior work includes roles at Morgan Stanley and its related entities from 2006 to 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Rebecca Simmons is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2011, progressing through positions including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. In her current role, Rebecca helps clients and their families navigate financial decisions and life transitions by developing step-by-step plans tailored to their goals. She initiates client relationships with goals and education sessions, followed by customized strategy sessions and semi-annual reviews to maintain and refine those plans. Rebecca holds a California Insurance License.

Peter Oneill is a financial advisor at Charles Schwab with 30 years of industry experience. He holds a Series 63 designation and previously worked at Fiduciam Wealth Planning LLC from 2017 to 2022. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs and managed-account services. The firm provides both non-discretionary and discretionary investment guidance through multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services within its platform.

Joel Ferman Hernandez is a financial advisor with Wells Fargo Clearing in Columbia, MD. He holds Series 65 and Series 63 licenses and has been with Wells Fargo since 2024, including experience at Wells Fargo Bank, N.A. Prior to his financial industry roles, his background includes work in legal services, pharmacy, education, and retail. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Vincent Marsh is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Wells Fargo Clearing since 2016, with prior experience at Wachovia Bank, N.A. beginning in 2009. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thai Nguyen is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Truist Investment Services, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from its investment institute with diversification principles and modern portfolio theory in its investment approach.

Jacqueline Snyder is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2019, she worked for Baltimore City Public Schools for three years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a planning process that includes firm-approved tools and scenario modeling.

Joseph Rahall IV is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2018. Prior to that, he worked at SunTrust Advisory Services, Truist Investment Services, BB&T Investment Services, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.