Taylor Hough is a financial advisor at Merrill with a Series 66 credential and seven years of industry experience. He has been with Merrill since 2017 and concurrently works with Bank of America, N.A. Outside of his advisory work, he has been involved with the Arizona Soccer Club since 2013. 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, and institutional accounts, with portfolio implementation managed by internal CIO teams and third-party style managers.

Kristopher Johannssen is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Edwin Bergen II is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary advisory programs.

Matthew Colender is a financial advisor at Edward Jones in Hampstead, MD, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2018 and has been involved with Allstate Floors of DC since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a large national network of advisors and offices.

Ami Harnsberger is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 22 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis within a centralized consulting team to deliver personalized, algorithm-supported retirement advice.

Alexander Knapp is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having five years of industry experience. Prior to joining LPL Financial in 2025, he worked at Bank of America, Merrill, and Ayco/Goldman Sachs. Knapp is also a commissioned notary in Owings Mills, MD. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Tracey Dubree is a Series 66-credentialed financial advisor with 22 years of industry experience, currently serving clients at UBS Financial Services since 2003. She is a member of the board of directors for The Turntable Fund, Inc., a charitable foundation involved in fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Dana Wesolowski is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Michael Sprague is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In his role, he focuses on understanding clients' needs, fears, and goals to develop personalized financial plans. Michael emphasizes building relationships that go beyond finances, aiming to understand the factors that influence clients' decisions. This approach supports creating tailored strategies that align with clients' current situations and long-term objectives. Outside of his professional work, Michael enjoys fishing, golf, outdoor adventures, skiing, and traveling.

William Morgan III is a financial advisor with Ameriprise in Ellicott City, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its related entities since 2006. Outside of his advisory role, Morgan serves as Vice President on the Board of Directors for the Vistas at Turf Valley Home Owners Association and participates in the Finance Committee for the Church of the Resurrection; he also owns a consulting business, MNC Management Group, LLC, and is involved in independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, offering tailored recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform and utilizes algorithmic automation alongside human oversight to deliver personalized retirement income strategies.

Dayna Mason is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and eight years of industry experience. She has previously worked at Raymond James & Associates, RBC Capital Markets, LLC, and TIAA CREF. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning as well as specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels.

Andrew Fink is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and modeling techniques to support client outcomes.

Sandra Vecere is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc for 11 years before joining Wells Fargo Advisors in 2020. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients through its network of advisors. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Jonathon Rogers is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Northwestern Mutual Investment Services, and Deutsche Bank Securities. 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 portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Jerald Ciekot is a CFP®-credentialed financial advisor at Stifel with 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2008. Outside of his advisory role, he is the owner of Cole Building Co. and holds small ground lease interests. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

John Pastalow III is a Series 66-licensed financial advisor with Ameriprise in Hunt Valley, MD, and has 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Advisory Board for Historic Ships in Baltimore and is a board member of The Fuel Fund of Maryland. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven strategies and tax-efficient withdrawal planning. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Gualtiero Noto is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He has been with Robert W. Baird & Co. since 2009. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Courtney Massey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She previously worked at Merrill, ClearOne Advantage, Lonzo Warren State Farm, Maryland Management Company, and Darden Restaurants. Massey also works as an independent contractor for a travel agency, focusing on trip booking, marketing, and itinerary planning. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Thomas Barger is a Series 66 licensed financial advisor with 34 years of industry experience. He has worked at Lincoln Financial Advisors Corporation for 33 years before joining LPL Financial, where he currently practices. Outside of his advisory role, he is involved with Blue Harbor Benefits as a health insurance broker. 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 financial planning and investment services, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

Carole Rose is a Series 66 licensed financial advisor at Merrill with 14 years of industry experience. She has been with Merrill since 2006. 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.