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 financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has been with Cambridge Investment Research and its affiliates since 2012. Outside of his advisory role, he serves as president of the Arbutus Community Association and works as a softball umpire in Maryland. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple custodians and platforms.

Nelson Turner III is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He previously worked for Cuna Mutual Group and Cuna Brokerage Services, Inc. for 24 years. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions supported by both proprietary and third-party strategies.

Brian Parker II is a Series 66 licensed financial advisor with Morgan Stanley in Lutherville, MD, where he has worked since 2014, including 11 years at Morgan Stanley Private Bank, National Association. He has 12 years of industry experience. Outside of his advisory role, Parker serves on the Board of Directors and Finance Committee for Our Lady of Mt. Carmel, a private K-12 school in Baltimore. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market analysis to support client financial goals.

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 with Equitable Advisors holding a Series 66 designation and three years of industry experience. His prior roles include work at Cornerstone Loft & Grill, Sun Automation Group, and South River Landscapes LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of investment adviser representatives, utilizing both proprietary and third-party solutions.

Brendan O'Brien is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He is involved with Old Irish Guys Financial, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm combines a broad range of investment options and proprietary tools with extensive non-advisory financial services.

Frank Hughes Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and 38 years of industry experience. His prior experience includes roles at Deutsche Bank Securities Inc. from 2000 to 2006, and he has been affiliated with M&T Bank and M&T Securities, Inc. since 2013. Hughes is based in Baltimore, MD. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Luis Velez is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, National Association and Morgan Stanley, where he worked for nine years, as well as Harborside Group for three years. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party subadvisors across various strategies.

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 at LPL Financial with 42 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Grove Point Advisors, H. Beck, Inc., and FS & HG. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with proprietary research, technology tools, and a broad range of service offerings.

Michael Ward is a CFP® and ChFC® with 40 years of industry experience. He currently works at Osaic Wealth and previously spent over four decades at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is an owner and agent of Stonebridge Advisors, Inc., where he offers various insurance products. Osaic Wealth serves a diverse range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, offering strategies including discretionary Unified Managed Accounts and third-party money manager programs.

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 two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Prostatis Group LLC, Edward Jones, and Scarborough Capital Management. Outside of his financial advisory role, he owns a business selling digital Microsoft Excel and Google Sheet templates on Etsy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

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.

Christopher Maynard is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2005. Maynard is based in Columbia, MD. 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 research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Justin Motsay is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials. He has been with LPL Enterprise since 2024 and has prior experience at Morgan Stanley and Pruco Securities. Outside of his advisory role, he holds notary public status and is involved in non-variable insurance and property and casualty activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.