Matthew Snyder is a financial advisor with Ameriprise in Baltimore, MD, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Porter is a Series 66 licensed financial advisor with LPL Financial, bringing one year of industry experience. His prior roles include positions at Academy Financial, Seasons Pizza, and Peak Exterior Remodeling. He has also been involved with Towson University and local school systems. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sherie Harrison is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2005 to 2024 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process using firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Alvin Anton is a financial advisor with LPL Financial in Hunt Valley, MD, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at HighTower Securities, LLC, and also provides investment advisory services through Summit Investment Advisors, Inc., an independent firm he is affiliated with. Outside of his advisory roles, he is the owner of Anton Racing LLC, a business unrelated to investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports a network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Conor Guillott is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 credential and has prior experience with Lincoln Financial Advisors Corp, Equitable Advisors, Amber, and New York Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jane Benjes is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and previously worked at Clearwater Management, Inc. from 2015 to 2017. Jane also has experience at Towson University between 2013 and 2016. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nasser Ali is a financial advisor at Osaic Wealth, Inc. with 30 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Lincoln Financial Advisors and Lincoln Financial Securities Corporation. He also serves as an investment trustee for two family trusts and is the Director of Investment Management at Heritage Financial Consultants. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services using firm-provided asset allocation tools and third-party manager access, supporting a broad range of investment strategies.

Andrew Piet is a financial advisor at Merrill with 15 years of industry experience. He previously worked at Wells Fargo Bank NA and Wells Fargo Clearing from 2017 to 2022, and BB&T Investment Services, Inc. from 2016 to 2017. Outside of his advisory role, he serves as Treasurer and Board Member for the Reisterstown Kiwanis Foundation, a charitable organization focused on child welfare. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erik Moran is a financial advisor with Merrill in Towson, MD, holding Series 63 and Series 65 designations and 33 years of industry experience. He has worked at Merrill since 1993 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory role, Moran serves as a committee member for St. James Church, assisting with advisor selection and endowment performance monitoring. 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 plans, corporations, and charitable organizations.

Ronald Mitcherling Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley in various roles since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Corinne Gaquin is a CFP® and Series 66-licensed financial advisor with nine years of industry experience, currently with Raymond James Financial Services, Inc. since 2016. She also works as an associate at Armory Financial, providing support to another advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Thaddeus Pedzich is a financial advisor with Cetera who holds the ChFC® designation and has 36 years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously spent seven years with VOYA Financial Advisors. He serves as president and owner of Green Gate Technology, Inc., where he manages business, financial, accounting, and personnel activities, and is a member of the finance committee at Life Bible Fellowship Church. Cetera Investment Advisers LLC is an SEC-registered adviser operating a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a wide range of program structures and custodial relationships.

Henry Pitts is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and 10 years of industry experience. He has been with both Bank of America, N.A. and Merrill since 2016. Outside of finance, Pitts owns Voycewerx Media, a voice-acting and recording business focused on audio work for commercials. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with features tailored to tax sensitivity and client restrictions.

Jacklyn Borkman is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding Series 65 and Series 66 designations and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning that employs structured discovery and firm-approved planning tools.

Holly Huber is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at T. Rowe Price and Sheffield Financial. 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, pension plans, corporations, and charitable organizations.

Sasha Howard is a financial advisor at Merrill with Series 66 credentials and three years of industry experience. Their work history includes roles at Bank of America and InstaCart, as well as operating a personal business, Sasha Geneva Howard LLC, from 2020 to 2021. 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, and institutional investors.

Michael Dunn is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has previously worked at Planet Home Lending, Morgan Stanley, Universal Appraisal Services, Wells Fargo Advisors, and McDaniel College. RBC Wealth Management serves individual, institutional, corporate, and charitable clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers, offering features such as tax management and responsible-investing options.

Robert Bussells is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Paul Hofmann is a financial advisor with Wells Fargo Advisors in Hunt Valley, MD, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He worked at UBS Financial Services from 2010 to 2021 before joining Wells Fargo Advisors in 2021. Outside of his advisory work, he serves as a trustee for his father's trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, using proprietary research and planning tools to deliver customized recommendations.

Edward William Kissinger is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at RBC Capital Markets since 2017 and previously spent 16 years at Sanders Morris Harris Inc. His current role includes affiliation with City National Bank beginning in 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates both in-house and third-party investment resources.