Bria Lee is a financial advisor at Morgan Stanley in Lutherville, MD, holding a Series 66 designation with nine years of industry experience. Prior to joining Morgan Stanley in 2017, she worked at Merrill and Uber. Outside of her advisory role, she is a partner in a real estate business based in Baltimore. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Richard Gottlieb is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of advising, he is involved with Woodhome Insurance Podcast and High Stakes Drive, Inc. LPL Financial serves a diverse client base including individuals, retirement plans, banks, 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 both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Jalisa Beckwith is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Morgan Stanley and has held prior roles at T. Rowe Price, Bank of America, Merrill, and Senior Helpers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and extensive resources.

Christopher Sadowski is a Series 66 licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2012. He has seven years of industry experience. Outside of advising, he serves as president of the Arbutus Community Association and umpires softball games in Maryland. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients with financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, including proprietary models and access to third-party managers, with both discretionary and non-discretionary implementation options.

Nelson Turner III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He previously worked for Cuna Mutual Group and Cuna Brokerage Services, Inc. for 24 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, third-party research, and various investment strategies.

Brian Parker II is a financial advisor with Morgan Stanley, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. He serves on the Board of Directors and Finance Committee for Our Lady of Mt. Carmel, a private K-12 school in Baltimore, MD. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analysis to support client strategies.

Ericka Kriegisch is a financial advisor with Ameriprise Financial Services in Timonium, MD, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice, combining investment research and algorithmic tools to support tax-aware withdrawal strategies and asset allocation.

Michael Belfiore is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked in various roles including at Cornerstone Loft & Grill and Sun Automation Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model that combines advisory and brokerage channels to meet diverse client needs.

Brendan O’Brien is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Frank Hughes Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 38 years of industry experience. He has worked at M&T Bank and M&T Securities, Inc. since 2013 and joined LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 investment management supported by LPL Research and third-party subadvisors.

Luis Velez is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2026, as well as at Harborside Group from 2014 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Edward Hodgman is a financial professional with nine years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked at firms including NYLIFE Securities LLC, New York Life Insurance Company, and Securian Capital of the Chesapeake. Outside of financial services, he owns Markit Inc., a distributor of signage materials. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with a network of over 10,000 advisors and more than $256 billion in assets under management.

Mary Tacka is a financial advisor with LPL Financial in Ellicott City, MD, holding Series 63 and Series 65 designations and over 41 years of industry experience. Her prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. She also operates a non-variable insurance business alongside her advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a wide range of advisory programs, financial planning, and retirement plan consulting.

Michael Ward is a CFP® and ChFC® with 40 years of industry experience. He has been with OSAIC since 2025, following a 41-year tenure at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is an owner and agent at Stonebridge Advisors, Inc., where he offers various insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers. The firm employs a variety of investment tools and platforms to construct diversified portfolios and offers integrated brokerage and advisory services.

Curran Verma is a Financial Advisor with Merrill Lynch Wealth Management based in Columbia, Maryland. He holds FINRA SIE, Series 7, and Series 66 registrations and earned the Chartered Retirement Planning Counselor™ (CRPC™) designation in 2025. Curran combines a background in psychology from the University of Delaware with his professional credentials to provide personalized wealth management, retirement, and investment strategies. Before his financial services career, Curran competed professionally on the ITF Futures tennis circuit and founded Premier Performance Institute, a tennis and fitness coaching business in Palm Beach County, Florida. These experiences contributed to the discipline, resilience, and strategic mindset that he applies when working with clients. His focus areas include family wealth management, legacy planning, liquidity management, retirement income, and tax minimization. Curran emphasizes building long-term client relationships and helping individuals and families make informed financial decisions tailored to their goals. He integrates his analytical skills with a client-centered approach to support ongoing portfolio management and financial planning.

Joshua Helfand is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors. 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, including tailored financial planning that utilizes proprietary planning tools and market simulations.

Barbara Maloni is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 19 years of industry experience. She has worked at various Fidelity entities since 2012 and was co-owner of Bmore Licks, an ice cream store in Baltimore, from 2017 to 2024. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through a blend of fundamental research and quantitative analysis.

George Fuzayl is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2015 and assists clients in managing their wealth to meet individual needs through a comprehensive, goals-based approach. George partners with individuals, families, and business owners to provide clarity and confidence around their financial lives, focusing on strategies such as education planning, services for defined benefit plans, managing new wealth, personal retirement planning, and retirement income. George holds a Bachelor's Degree from Muhlenberg College and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses personalized investment approaches that combine asset allocation, portfolio construction, and ongoing guidance, incorporating tax-conscious strategies and access to private markets and select IPO opportunities. As a first-generation American, George is involved in his community through organizations such as the International Rescue Committee and The Associated. He is multilingual, speaking English, Russian, and Hebrew. Outside of his professional work, George enjoys golfing, music, soccer, and traveling.

Brandon Porter is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Prostatis Group LLC, Edward Jones, and Scarborough Capital Management, among others. Outside of his advisory role, he operates a small business selling digital Microsoft Excel and Google Sheet templates on Etsy. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

Rachel Mclaughlin is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at Rose Roofing and Restoration, Food Lion, MapleBear, Inc., Garden Remedies LLC, and the Transportation Security Administration. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolio delivery.