Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Home

Retirement Planners > Retirement Planners

Maryland Maryland

Find Retirement Planners for Retirement Planning in Maryland

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Maryland, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Maryland

David Polischeck

Creative Planning

---

Hampstead, MD 21074
(410) 3875922

Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville, MD 21093
(410) 6598905

Nadira Deery

Creative Planning

---

Baltimore, MD 20015
(703) 4831124

Nilos T. Sakellariou, CFM

NTS Bearing-Total Wealth Management.

61 Cornhill Street

Annapolis, MD 21401
(410) 2631313

Nasser Ali

Heritage Financial Consultants

307 International Circle
Suite 390

Hunt Valley, MD 21030
(410) 7715429

Justin Gradolf

Sandbox Financial Partners

6903 Rockledge Dr
Suite 300

Bethesda, MD 20817
(301) 2144190

Jonathan Saxon

Edelman Financial Engines, LLC

901 Dulaney Valley Road,
Suite 901

Towson, MD 21204
(410) 8230614

Surendra Dave

Edelman Financial Engines, LLC

1 Research Court Suite 450

Rockville, MD 20850
(301) 5473166

Seth Gusman

Edelman Financial Engines, LLC

900 Bestgate Road, Suite 407
Suite 250

Annapolis, MD 21401
(410) 5058466

Erich Imphong, CFP^®

Plotkin Financial Advisors, LLC

8401 Connecticut Ave
Suite 400

Chevy Chase, MD 20815
(301) 9079790

David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda, MD 20814
(202) 5034015

Nick Ibello

Williams Asset Management

8850 Columbia 100 Parkway
Suite 204

Columbia, MD 21045
(410) 7400220

Kevin Colleran

Edelman Financial Engines, LLC

6550 Rock Spring Drive
Suite 510

Bethesda, MD 20817
(301) 5478195

Michelle Muhammed

Edelman Financial Engines, LLC

12510 Prosperity Drive
Suite 350

Silver Spring, MD 20904
(301) 5639015

Adam Schreiber, RICP

Mid-Atlantic Financial Group

303 International Dr
Suite 105

Hunt Valley, MD 21030
(443) 8862260

List of Additional Retirement Planners in Maryland*

* Additional advisor listing is provided in partnership with Yext

Bobby Wehman - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365386

Manish Mukhi - Ameriprise Financial Services, LLC

7500 Old Georgetown Rd
Ste 1200

Bethesda, MD 20814
3016345580

Alan M Hess - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026447

Derek Fish - Ameriprise Financial Services, LLC

1954 Greenspring Dr
Ste 200

Timonium, MD 21093
4103086114

Antony Wykes - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
3012796465

Alan Butler - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365445

Renee Green - Ameriprise Financial Services, LLC

1786 Generals Hwy

Annapolis, MD 21401
4102414864

Andrew D Fink - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026459

Robert E Saunders III - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
4438371064

Alex B. Humphries - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298261

Bob Sitton - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298212

Preal Haley - Ameriprise Financial Services, LLC

7711 Belle Point Dr

Greenbelt, MD 20770
3019821206

Bonny Davis - Ameriprise Financial Services, LLC

9701 Apollo Dr
Ste 301

Upper Marlboro, MD 20774
3013139099

Andrew Mogol - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026449

Henry Slyker - Ameriprise Financial Services, LLC

100 International Dr
Ste 21200

Baltimore, MD 21202
4103086109

Benjamin Hoffman - Ameriprise Financial Services, LLC

100 International Dr
Ste 21200

Baltimore, MD 21202
4103086108

Advocate Investing Services

1320 Saint Michaels Road

Mount Airy, MD 21771
2404030039

Brian M Dunne - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365354

Bonnie L Krosin - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4105834853

Almacy & Davies Financial Group

5100 Buckeystown Pike
Suite 275

Frederick, MD 21704
3016981405

John Pastalow III - Ameriprise Financial Services, LLC

2014 S Tollgate Rd
Ste 202

Bel Air, MD 21015
4105697050

Allan D House - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365534

Beau Wilder - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955877

Donald W Perkins - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
4107152506

Brady Gallagher - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4105597264

Benjamin G Proctor III - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104948097

John Murphy - Ameriprise Financial Services, LLC

711 Bestgate Rd
Ste 201

Annapolis, MD 21401
4102247583

Bailey Wealth Advisors

8403 Colesville Road
Suite 845

Silver Spring, MD 20910
3015854701

Barry S Gallun - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
3012796433

Bill McNulty - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
3016646861

Mark J Leach - Ameriprise Financial Services, LLC

9515 Deereco Rd
Ste 303

Timonium, MD 21093
4108238933

Nathaniel Massey - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
3013201470

Axiom Value Financial Services

9200 Corporate Boulevard
Suite 142

Rockville, MD 20850
2408633688

Bill Jenne - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4105834846

John Yetman - Ameriprise Financial Services, LLC

7500 Old Georgetown Rd
Ste 1200

Bethesda, MD 20814
3016345550

Joseph G Hemsley - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 570

Bethesda, MD 20817
3013201474

Michael Niedzwiecki - Ameriprise Financial Services, LLC

211 Fulford Ave

Bel Air, MD 21014
4108387526

Doug Stead - Ameriprise Financial Services, LLC

1954 Greenspring Dr
Ste 200

Timonium, MD 21093
4103086100

David Solomon - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
4107152506

Brian Runkles - Ameriprise Financial Services, LLC

7101 Guilford Dr
Ste 104

Frederick, MD 21704
3013609840

Andrea Kirk - Ameriprise Financial Services, LLC

211 Fulford Ave

Bel Air, MD 21014
4105699694

R Theodore Murphy - Ameriprise Financial Services, LLC

1954 Greenspring Dr
Ste 200

Timonium, MD 21093
4103086100

Matthew Snyder - Ameriprise Financial Services, LLC

100 International Dr
Ste 21200

Baltimore, MD 21202
4103086170

Beverly Moore - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104948297

Atlantic Financial Group, LLC

8706 Commerce Dr.
Suite

Easton, MD 21601
4432493311

Kip Woelper - Ameriprise Financial Services, LLC

1954 Greenspring Dr
Ste 200

Timonium, MD 21093
4103086100

Three Point Advisory Group - Ameriprise Financial Services, LLC

5550 Sterrett Pl
Ste 216

Columbia, MD 21044
4109973788

Carlson Advisory & Wealth Management - Ameriprise Financial Services, LLC

10025 Governor Warfield Pkwy
Ste 209

Columbia, MD 21044
4107408000

David M Repko - Ameriprise Financial Services, LLC

9515 Deereco Rd
Ste 303

Timonium, MD 21093
4108238933

Bobby Harris - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 525

Bethesda, MD 20817
3012638505

Joel Galligan-Stierle - Ameriprise Financial Services, LLC

300 Red Brook Blvd
Ste 320

Owings Mills, MD 21117
4108782488

Mitchell Greg Berlin - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
3012638508

Jamie Price - Ameriprise Financial Services, LLC

6755 Business Pkwy
Ste 308

Elkridge, MD 21075
4107299084

Thomas Colantuno - Ameriprise Financial Services, LLC

877 Baltimore Annapolis Blvd
Ste 315

Severna Park, MD 21146
4108461431

Bryce Carlson - Ameriprise Financial Services, LLC

10025 Governor Warfield Pkwy
Ste 209

Columbia, MD 21044
4107408000

Pizza Hut

6653 Governor Ritchie Hwy
#22A

Glen Burnie, MD 21060
4107615646

Goosehead Insurance - Adam Scott

844 Ritchie Hwy
Suite 203

Severna Park, MD 21146
4107937518

Centennial Wealth Management - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
4107152506

Behnam & Associates - Ameriprise Financial Services, LLC

6010 Executive Blvd
Ste 1000

Rockville, MD 20852
3012848800

DTLR

5126 Sinclair Ln

Baltimore, MD 21206
4104856881

DTLR

923 N Caroline St

Baltimore, MD 21205
4103426219

Money 24/7

4109259835

The DeCapite Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365339

DTLR

8658 Liberty Rd

Randallstown, MD 21133
4105213898

Bill Gammon - Ameriprise Financial Services, Inc.

1954 Greenspring Dr
Ste 200

Timonium, MD 21093
4103086122

DTLR

10300 Little Patuxent Parkway

Columbia, MD 21044
4107150974

DTLR

3500 East-West Highway

Hyattsville, MD 20782
3018531770

DTLR

8200 Perry Hall Blvd
Space 2550

Baltimore, MD 21236
4109339204

DTLR

11160 Veirs Mill Rd
Space 145

Wheaton, MD 20902
3019332671

DTLR

825 Delaney Valley Rd
Space 1070

Towson, MD 21204
4108281331

Marcus Gold, MBA

6901 Rockledge Drive
Suite 500

Bethesda, MD 20817
9103202793

RS Will Wealth Management

154 A North Market Street

Frederick, MD 21701
3013604477

Stephen Michael Schad - Ameriprise Financial Services, LLC

877 Baltimore Annapolis Blvd
Ste 315

Severna Park, MD 21146
4109759778

Joe Martin - Ameriprise Financial Services, LLC

8601 Georgia Ave
Ste 910

Silver Spring, MD 20910
3015876700

Alcumus Financial Group - Ameriprise Financial Services, LLC

8601 Georgia Ave
Ste 910

Silver Spring, MD 20910
2022233450

Richard Juergensen - Ameriprise Financial Services, LLC

11350 McCormick Rd
Ste 500

Hunt Valley, MD 21031
4107715522

Richard Zsakany - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 511

Bethesda, MD 20817
3013201485

DTLR

46 Mountain Rd
Suite A

Glen Burnie, MD 21060
4107870285

Vincent Hackler - Ameriprise Financial Services, LLC

1954 Greenspring Dr
Ste 200

Timonium, MD 21093
4103086106

Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4108378800

Thomas Kenyon - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 540

Bethesda, MD 20817
3013201476

Clipper City Capital - Ameriprise Financial Services, LLC

1954 Greenspring Dr
Ste 200

Timonium, MD 21093
4103086105

Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298200

Bayspan Wealth Group - Ameriprise Financial Services, LLC

9515 Deereco Rd
Ste 303

Timonium, MD 21093
4108238933

Legacy Capital - Ameriprise Financial Services, LLC

300 Red Brook Blvd
Ste 320

Owings Mills, MD 21117
3018764967

Andrew Gibson - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
3012638502

Adam Goddard - Ameriprise Financial Services, LLC

7500 Old Georgetown Rd
Ste 1200

Bethesda, MD 20814
3016345550

J.W. Thomas II - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
4438371071

Victoria Underhill - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
3015562376

Walter Hrab - Ameriprise Financial Services, LLC

10440 Little Patuxent Pkwy
Ste 300

Columbia, MD 21044
4108844011

Jason Bourgo - Ameriprise Financial Services, LLC

7500 Old Georgetown Rd
Ste 1200

Bethesda, MD 20814
3016345557

Alan M Vassar - Ameriprise Financial Services, LLC

9515 Deereco Rd
Ste 303

Timonium, MD 21093
4108282715

John Haley - Ameriprise Financial Services, LLC

1954 Greenspring Dr
Ste 200

Timonium, MD 21093
4103086121

Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102685700

Michael Shuck - Ameriprise Financial Services, LLC

2014 S Tollgate Rd
Ste 202

Bel Air, MD 21015
4105697050

Ilene S Brostrom - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
3013201465

Berkeridge Financial Services

2288 Pulaski Hwy
Unit D

North East, MD 21901
4107758932

Steven Vozenilek - Ameriprise Financial Services, LLC

7500 Old Georgetown Rd
Ste 1200

Bethesda, MD 20814
3016345582

Christopher McGarvey - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
4438371077

Bhavik Hukmani - Ameriprise Financial Services, LLC

6755 Business Pkwy
Ste 102

Elkridge, MD 21075
4109165628

Mark Miller - Ameriprise Financial Services, LLC

1212 E Churchville Rd
Ste 201

Bel Air, MD 21014
4106386389

Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
4103417900

Ravindra Dixit - Ameriprise Financial Services, LLC

5070 Dorsey Hall Dr
Ste 101

Ellicott City, MD 21042
4434210076

Christopher C Shiring - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 540

Bethesda, MD 20817
3013201463

Carlos M Molina - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
3016576351

Chandru Ramachandran - Ameriprise Financial Services, LLC

7101 Guilford Dr
Ste 104

Frederick, MD 21704
3016828400

Jonathan Pearlstein - Ameriprise Financial Services, LLC

3312 Paper Mill Rd
Ste 101

Phoenix, MD 21131
4435414665

Thomas Pasta - Ameriprise Financial Services, LLC

711 Bestgate Rd
Ste 201

Annapolis, MD 21401
4102247582

Steven Ackerson - Ameriprise Financial Services, LLC

877 Baltimore Annapolis Blvd
Ste 315

Severna Park, MD 21146
4109759776

Leonard L Lupica II - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
3013201473

Danielle Brooks - Ameriprise Financial Services, LLC

1819 Bay Ridge Ave
Ste 260

Annapolis, MD 21403
4102805554

Lee Bollhorst - Ameriprise Financial Services, LLC

222 Severn Ave
Ste 20

Annapolis, MD 21403
4109750291

William A Morgan III - Ameriprise Financial Services, LLC

3300 N Ridge Rd
Ste 340

Ellicott City, MD 21043
4104189800

Denise Allen - Ameriprise Financial Services, LLC

8601 Georgia Ave
Ste 910

Silver Spring, MD 20910
2022233450

Christopher Hoen - Ameriprise Financial Services, LLC

9928 Old Ocean City Blvd
Ste 5

Berlin, MD 21811
4106290947

Jeffrey D Carlson - Ameriprise Financial Services, LLC

10025 Governor Warfield Pkwy
Ste 209

Columbia, MD 21044
4107408000

Wilsons Leather

7000 Arundel Mills Circle
Spc. 438B

Hanover, MD 21076
4107962427

Anna A Behnam - Ameriprise Financial Services, LLC

6010 Executive Blvd
Ste 1000

Rockville, MD 20852
3012848800

John K Korah - Ameriprise Financial Services, LLC

1954 Greenspring Dr
Ste 200

Timonium, MD 21093
4103086134

Levi Brandriss - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
3013201194

Ian Davis - Ameriprise Financial Services, LLC

5850 Waterloo Rd
Ste 200

Columbia, MD 21045
4104614270

Brian Thoms - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
3013201191

Michael S Beriss - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
3013201462

Michelle Owens - Ameriprise Financial Services, LLC

6010 Executive Blvd
Ste 1000

Rockville, MD 20852
3015911710

Timothy Heidenberg - Ameriprise Financial Services, LLC

5550 Sterrett Pl
Ste 216

Columbia, MD 21044
4109973788

DTLR

2241 Monument St

Baltimore, MD 21205
4103272328

Kristopher Johannssen - Ameriprise Financial Services, LLC

1954 Greenspring Dr
Ste 200

Timonium, MD 21093
4103086104

James Kerasiotes - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
4107152506

Michael Brezovec - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
3013201483

Howard Bregman - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 540

Bethesda, MD 20817
3019860087

Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4104868010

Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3016576300

Samantha Long - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
4438371075

Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
4432593000

Andrew Ataras - Ameriprise Financial Services, LLC

7101 Guilford Dr
Ste 104

Frederick, MD 21704
3016828400

Veridian Capital Partners - Ameriprise Financial Services, LLC

7101 Guilford Dr
Ste 104

Frederick, MD 21704
3013609840

DTLR

3743 Branch Ave

Temple Hills, MD 20748
3013161633

Trident Wealth - Ameriprise Financial Services, LLC

711 Bestgate Rd
Ste 201

Annapolis, MD 21401
4102247581

DTLR

2002 Annapolis Mall
Space 148

Annapolis, MD 21401
4102660541

DTLR

12144 Central Ave

Mitchellville, MD 20721
3012181723

DTLR

3226 Donnell Dr

Forestville, MD 20747
3015166445

DTLR

200 East Pratt St
Space 3045

Baltimore, MD 21202
4105280048

Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4102969200

DTLR

11110 Mall Circle
Space D03A

Waldorf, MD 20603
3013965928

The Ridge Group - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298242

Scott Falkowitz - Ameriprise Financial Services, LLC

1954 Greenspring Dr
Ste 200

Timonium, MD 21093
4103086112

Anthony Langello - Ameriprise Financial Services, LLC

877 Baltimore Annapolis Blvd
Ste 315

Severna Park, MD 21146
4107299083

Scott Katzenbarger - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
3013201479

Geoff Galster - Ameriprise Financial Services, LLC

8601 Georgia Ave
Ste 910

Silver Spring, MD 20910
2022233450

Michael Sommerfield - Ameriprise Financial Services, LLC

1954 Greenspring Dr
Ste 200

Timonium, MD 21093
4103086103

David Hurwitz - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 501

Bethesda, MD 20817
3012638509

G.B. Bose - Ameriprise Financial Services, LLC

6701 Democracy Blvd
Ste 711

Bethesda, MD 20817
2407200084

Allstate Personal Financial Representative: Miguel Villegas

10171 New Hampshire Ave

Silver Spring, MD 20903
2408401111

Rick Sutch III - Morgan Stanley

28601 Marlboro Ave
Ste 201

Easton, MD 21601
4107706148

Vernon Thomas - Ameriprise Financial Services, LLC

1954 Greenspring Dr
Ste 200

Timonium, MD 21093
4109644902

Danielle Moore - Ameriprise Financial Services, LLC

2324 N Zion Rd
Ste 109

Salisbury, MD 21801
4108601137

Pierce Hardman - Ameriprise Financial Services, LLC

7500 Old Georgetown Rd
Ste 1200

Bethesda, MD 20814
3016345561

Daniel Kuhn - Ameriprise Financial Services, LLC

9515 Deereco Rd
Ste 303

Timonium, MD 21093
4105075101

Morgan Stanley

107 Centennial St.
Ste 102A

La Plata, MD 20646
3016459304

Matthew McGovern - Ameriprise Financial Services, LLC

9515 Deereco Rd
Ste 303

Timonium, MD 21093
4108238933

Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
3016638833

Devin Monroe - Ameriprise Financial Services, LLC

11350 McCormick Rd
Ste 500

Hunt Valley, MD 21031
4107715522

Morgan Stanley

28601 Marlboro Ave
Ste 201

Easton, MD 21601
4108223400

David Weinstein - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
3012638516

Liam McGrath - Ameriprise Financial Services, LLC

3717 Decatur Ave
Ste 2

Kensington, MD 20895
3019496595

Chesapeake Capital Management LLC

2107 Laurel Bush Road
Suite 206

Bel Air, MD 21015
4106712260

The Monitor Group, LLC

2600 Tower Oaks Boulevard
Suite 220

Rockville, MD 20852
3012518550

Water Street Financial, LLC

4 West Water Street

Smithsburg, MD 21783
3018245123

Turpin Martin Powell, Inc.

2500 Red Cedar Drive

Bowie, MD 20721
3012188800

Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
3015562300

Michael G Hilliard - Ameriprise Financial Services, LLC

2 Evergreen Rd
Ste 250

Severna Park, MD 21146
4106475199

Richard Plant Jr - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
4107152506

Edward S Geier - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3016576303

Donald Collett - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
4438371062

Harbor Financial Group

9861 Broken Land Parkway
Suite 150

Columbia, MD 21046
4107404719

TES CPA LLC

8888115375

Cris Caruso - Ameriprise Financial Services, LLC

8601 Georgia Ave
Ste 910

Silver Spring, MD 20910
2022233450

MERC Capital

6832 Olney-Laytonsville Road

Laytonsville, MD 20882
4109020000

Martin Oppenheimer - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
3015562318

Vintage Financial Partners

600 Jefferson Plaza
Suite 316

Rockville, MD 20852
2402837879

Hunt Valley Retirements, LLC

9 Schilling Road
Suite 104

Hunt Valley, MD 21031
4109312004

Johnson Financial Group Inc

4438077311

Richard Weaver - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955805

Thomas and Thomas Advisors

4806 St. Barnabas Road
Suite 1662

Temple Hills, MD 20757
2408387785

Bay Financial Services

1307 Revolution Way

Crownsville, MD 21032
8669236220

The MRW Group - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298271

XML Financial Group

One Preserve Parkway
Suite 120

Rockville, MD 20852
3017705234

Daniel Chun - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3016646846

Robert J Brewer, CPA, PC

2255 Craine Highway
Suite 105

Waldorf, MD 20601
3018432505

Frederick E Casper Jr - Ameriprise Financial Services, LLC

303 International Cir
Ste 490

Hunt Valley, MD 21030
4109644936

Premier Planning Group

115 West Street
Suite 400

Annapolis, MD 21401
4438372520

DTLR

701 Russell Ave

Gaithersburg, MD 20877
3017408867

DTLR

300 W Lexington St

Baltimore, MD 21201
4107274717

DTLR

5225C Indian Head Highway

Forest Heights, MD 20745
3018397452

DTLR

2300 N Salisbury Blvd
Space B113

Salisbury, MD 21801
4105483930

Onyx Asset & Wealth Management, LLC

10500 Little Patuxent Parkway
Suite 640

Columbia, MD 21044
4432853370

Vinores Financial Services

18 Frederick Rd

Thurmont, MD 21788
3013046004

New Potomac Partners, LLC

4330 East West HWY
#416

Bethesda, MD 20814
2402534280

Harford Financial Group

836 South Main Street
Suite 105

Bel Air, MD 21014
4108382992

Michael R Svec - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
3016576354

DTLR

7429 Greenbelt Rd
Space 30

Greenbelt, MD 20770
3014411231

Okun Financial Group, Inc.

1300 York Road
Suite 200

Lutherville, MD 21093
4104946130

The Turnock Bonacci Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955846

The Weaver - McKee Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955809

William Mazurek - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104941856

Judith E Zins - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
3016576347

Allstate Personal Financial Representative: Rodney Brewer

1741 Dorsey Rd
Ste 104

Hanover, MD 21076
4438417932

Terence J. Hardy - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
3019612654

Dylan J. Vasbinder - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298216

Perpetual Wealth, Inc.

3 Victoria Green Court

Reisterstown, MD 21136
4105173170

Geralyn Schroth - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026419

Frederick Spires Group - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
3016317139

Allstate Personal Financial Representative: Benjamin Alcid

9200 Corporate Blvd
Ste 450

Rockville, MD 20850
3019903600

The Foxleigh Group - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4102969200

Deborah J Elmes - Morgan Stanley

28601 Marlboro Ave
Ste 201

Easton, MD 21601
4107706147

The Harbor East Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365396

Young Jung - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
3012796474

Michael Hinkelman - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365364

The Fredericktowne Group - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
3016638833

Mason M Champion - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4105834840

Drew Romans - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3019611829

Kevin Bell - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298217

Thomas Petty - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955888

Roni Murshed - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
3015562354

George H Hocker - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298251

The Olson Group - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
3012796404

Joseph Purvis - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
3015562369

Kress Monarch - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3016576341

Jim Peterson - Morgan Stanley

30 W Patrick Street 7th
Fl

Frederick, MD 21701
3016638833

The Tufton Group - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298226

The Patuxent Group - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
4432593000

Alison E. Canning - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365343

The Popel DiBlasi Group - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4105834843

Julian Flores - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3016646563

Marci Lynn Vanderhoeven - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
3012796440

The Lucas Group - Morgan Stanley

7500 Old Georgetown Road
10th Floor

Bethesda, MD 20814
3019612643

Jonathan R. Shimaitis - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298268

Mosaic Asset Partners

1122 Kenilworth Drive
Suite 310

Towson, MD 21204
4108210089

Sean M Fox - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104948095

Johnathon Raver - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104941874

Lisa Hunter - Morgan Stanley

28601 Marlboro Ave
Ste 201

Easton, MD 21601
4107706137

The Rosenfield Group - Morgan Stanley

107 Centennial St.
Ste 102A

La Plata, MD 20646
3016459304

Occams Wealth

19 Walker Ave

Pikesville, MD 21208
8555566639

DTLR

1207 W Pratt St

Baltimore, MD 21223
4107520660

DTLR

6901 Security Blvd

Baltimore, MD 21244
4105940801

DTLR

14708 Baltimore Ave

Laurel, MD 20707
3017764873

Edward Jones - Financial Advisor: Joshua Z Hubbard

3140 W Ward Road
Suite 108

Dunkirk, MD 20754
4102574506

Edward Jones - Financial Advisor: Steve Jakubowski

51 Monroe St
Suite 1400

Rockville, MD 20850
3013152611

DTLR Outlet

46 Mountain Rd
Suite B

Glen Burnie, MD 21061
4107611458

Paul J Fallace - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365407

Fraser Financial Partners

1909 Thames Street, Suite 201

Baltimore, MD 21231
4438351523

Janet McCabe - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955827

William S Persons - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365345

Thomas Hipple - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104941861

Scarborough Capital Management

1906 Towne Centre Blvd
#260

Annapolis, MD 21401
4105735700

Allstate Personal Financial Representative: Niki Gray

8813 Waltham Woods Rd
Ste 303

Parkville, MD 21234
4106689100

The DiMaio Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3019511171

Bryan E Quackenbush - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365531

Kevin Ebel - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3016576361

The Veridical Group - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
3015562370

John C. Baer III - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298202

The Financial Strategies Group

11400 Rockville Pike
Suite 500

Rockville, MD 20852
3019844461

Sandra Loys - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298227

Joel B Cohn - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104948363

Lisa Kittner - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955847

Daniel Zimmerman - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
4103417913

Christopher M Gable - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365409

DTLR

2301 Liberty Heights Ave Upper Lvl

Baltimore, MD 21215
4102259400

DTLR

1352 Eastern Blvd

Essex, MD 21221
4102384844

Michael Costigan - Ameriprise Financial Services, LLC

5550 Sterrett Pl
Ste 216

Columbia, MD 21044
4107203190

Christopher Moser - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
4107404300

The Suk & Murphy Group - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
3019611800

The Houser-Ford Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4109723209

Robert Bussells - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104948354

Charter Financial Group

1000 Bestgate Rd
Suite 300

Annapolis, MD 21401
4109873590

Delmarva Wealth Management, LLC

543 Riverside Drive
Suite B

Salisbury, MD 21801
4109124286

Riley Dopp - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4105834850

RCS Financial Planning

130 Admiral Cochrane Dr #200

Annapolis, MD 21401
4102240097

The River Falls Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3016576300

The Cirelli Reilly Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365427

Steven G Grassl - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
4432593014

Thomas Hutcheson - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955880

The Perspective Group - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
3015562360

Bryan Gately - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
4104948360

John Allen - Morgan Stanley

30 W Patrick Street 7th
Fl

Frederick, MD 21701
3015562310

North Peak Financial, Inc.

6 West 2nd Street

Frederick, MD 21701
2405150113

Financial Foundations, Inc.

602 Center Street
Suite 105

Mount Airy, MD 21771
3018298610

StatonWalsh

11350 McCormick Road
Executive Plaza 3 Suite 202

Hunt Valley, MD 21031
4108324283

Cory Labre - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298256

Leonard M. Cohen - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
3012796409

Susan McCormick Scarborough - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104948350

Lori Villegas - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365570

Scott R Manning - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026414

Laura Almalel Strosnider - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365568

Michael Bowden - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
4432593006

David Esham - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
4103417902

Regis Larkin - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
3016317113

The Zins-Shlaferman Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3016576347

Dominic Nicolini - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104941860

Maven Wealth Management

8115 Maple Lawn Blvd.
Suite 350

Fulton, MD 20759
3017764244

McCaskill Financial

220 West Patrick Street

Frederick, MD 21701
3016687366

Paladin Advisor Group

8178 Lark Brown Road
Suite 201

Elkridge, MD 21075
4432833482

James M Cholet - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
3016317104

Timothy Conley - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3016576392

The Schenk Accinelli Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955825

The Ehrlich Wallace Group - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
3012796461

William Malone Barrett - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
3012796448

Larry Wethje - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
3015562351

Martin F Domres - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365550

Chris Glotzbach - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365348

Steven Goodman - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4105834854

Kevin Jackson - Morgan Stanley

30 W Patrick Street 7th
Fl

Frederick, MD 21701
3016317131

Thomas C Kimmerle - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365432

Bruce Smith - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
4103417917

Frank Chiovaro - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298266

Capital Investment Management

1459 Underwood Road

Sykesville, MD 21784
4109976755

Kurt Stein - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
3016968254

The Fortis Group - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4105273354

The Quarry Lake Group - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026433

James Swinney - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298208

John Magiros - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104941875

Nancy Lee Canby - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
3015562335

Keith Collison - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365581

DEMUTH/DEMUTH - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365360

Michael Pelham Lawrence - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
4432593026

Sean Boice - Morgan Stanley

30 W Patrick Street 7th
Fl

Frederick, MD 21701
3016968242

World Financial Group

7501 Greenway Center Drive
Suite 530

Greenbelt, MD 20770
2409970042

Peter W Bacon - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4105834841

Dave Zirretta - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026418

Marie Van Deusen - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104941872

John McLaughlin - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104941850

Holly A Tilford - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365430

The Boddiford-Koras Wealth Management Group - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104948296

Laurette M. Dearden

8814 Heron's Flight

Laurel, MD 20723
3016040121

Adair & Associates

888 Bestgate Rd
Suite 401

Annapolis, MD 21401
4103653447

George Littrell III - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
3016968263

Peggy Ledvina - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3016646855

Jamie W Ryan - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365352

Michael Feranec - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104948090

Michael J Weeks - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4109723244

Jack M Sigler - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4109723230

Palumbo Financial

1500 Bolton Street

Baltimore, MD 21217
4107612664

Carl W Vail III - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
3015562355

Keith Manning Hendrick - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955810

The Concord Point Group - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
3015562374

The Dennin Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365382

Yeena Liu - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3016576305

Nicholas Williams - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365396

The Bethesda Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3019612095

Charles T Swindell - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104941855

Namita Kathuria - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298250

Linda Bell - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4105273348

Potomac Financial Consultants, LLC

20251 Century Boulevard
Suite 350

Germantown, MD 20874
3019483900

The Robins Group - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
4103417911

Stan Robins - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
4103417911

Robert James Hoagland Sr. - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
3012796423

Gregory J Venit - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3016646575

Erik Barrueto - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298263

Kenneth I Machlin - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
3016576355

William M Huhn - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365358

Platinum Financial Group

7910 Woodmont Avenue
Suite 1350

Bethesda, MD 20814
3016561008

James J Jacobson - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026401

Mary F Boyle - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
4432593011

Hendershot Financial Group

1 Research Court
Suite 450

Rockville, MD 20850
3019877211

Thomas Edward Wetzler - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365572

Nicholas Villamater - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298222

Richard B Kelly - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365347

Louis Schaftel - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298221

Frank Link - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955804

WeberMessick

1740 East Joppa Road
Suite 200

Baltimore, MD 21234
4109338811

Sullivan Financial, LLC

1563 Postal Road
Suite 2A

Chester, MD 21619
4108200394

Patrick Chandler - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298259

Lloyd Iden - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3019612652

The Vaughan Group - Morgan Stanley

107 Centennial St.
Ste 102A

La Plata, MD 20646
3016459304

The Potomac Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3019613328

Robert C. Laws - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4105273349

H. Anderson Demuth - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365360

The SM Capital Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3016576357

Matthew J Riggin - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4105834847

Peter G Christofferson - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104948357

Leslie E. McElwain - Morgan Stanley

30 W Patrick Street 7th
Fl

Frederick, MD 21701
3016317107

C.J. Kline - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
3016576363

Summer Financial, Inc.

1626 Bellona Avenue

Lutherville, MD 21093
4105602666

Clifford / Waters Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365532

Nicholas Smeresky & Kaela Smeresky Iciek - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104941852

Ridley Wealth Strategies

16701 Melford Boulevard
Suite 400

Bowie, MD 20715
3019820014

Sheryl J Steinhart - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
3016576329

Eric A Villamater - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298245

The Feldman Group - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
3015562390

Risk Management Group LLC

14 South Adams Street

Rockville, MD 20850
3018384111

Paladin Wealth Advisors

4500 East West Highway
Suite 125

Bethesda, MD 20814
3015392125

John Lasheski - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
3012796452

David Gately - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298215

David E Waite - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4104941878

Frederick H Morgan - Morgan Stanley

28601 Marlboro Ave
Ste 201

Easton, MD 21601
4107706142

Patrick Conor McMullen - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298290

Seifert, Travers, & Laws Group - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
4102298200

NFP Wealth Team

6500 Rock Spring Drive
#500

Bethesda, MD 20817
3015125320

Joshua J. Currence - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
4103417916

Dietz Global Alternative Asset Management

201 International Circle
Suite 230

Hunt Valley, MD 21030
4108915700

Gann Partnership, LLC

3 Church Lane

Baltimore, MD 21208
4104155505

Donohue-Hart-Thomson Financial Group

104 Victory Lane

Bel Air, MD 21014
4108030160

Lawrence Brachfeld - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
3012796446

Syed Alam - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
4107365577

Drumgoole Financial Services

3309 North Furnace Road

Jarrettsville, MD 21084
4106389779

Wellington Capital Management

4340 East West Highway
Suite 920

Bethesda, MD 20814
3019411997

Miller Financial Group, LLC

225 Schilling Circle
Suite 255

Hunt Valley, MD 21031
4105617177

Richard E Armiger - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365412

Irene Tata - Ameriprise Financial Services, LLC

6010 Executive Blvd
Ste 1000

Rockville, MD 20852
3015911385

Allstate Personal Financial Representative: Haughton Bowen

248 Main St

Gaithersburg, MD 20878
2406835433

Brad Davis - Ameriprise Financial Services, LLC

300 Red Brook Blvd
Ste 320

Owings Mills, MD 21117
3018764924

Donald Dangremond - Ameriprise Financial Services, LLC

3312 Paper Mill Rd
Ste 101

Phoenix, MD 21131
4435415269

Melford G Brown Jr - Ameriprise Financial Services, LLC

1122 Kenilworth Dr
Ste 410

Towson, MD 21204
4105835501

David Rosenthal - Ameriprise Financial Services, LLC

877 Baltimore Annapolis Blvd
Ste 315

Severna Park, MD 21146
4109759773

Kathleen Costlow - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
3016317135

Charles P. McGee - Morgan Stanley

30 W Patrick Street 7th
Fl

Frederick, MD 21701
8564896617

Edward Tilghman - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
3013200500

Steven Hersh - Ameriprise Financial Services, LLC

6112 Oberlin Ave

Glen Echo, MD 20812
3013201489

Brad Schwartz - Ameriprise Financial Services, LLC

300 Red Brook Blvd
Ste 320

Owings Mills, MD 21117
3018764925

David Lohff - Ameriprise Financial Services, LLC

109 Saint Marys Ave
Ste 101

La Plata, MD 20646
3019349219

Allstate Personal Financial Representative: Steven Moore

943 Russell Ave
Ste B

Gaithersburg, MD 20879
3016557560

Allstate Personal Financial Representative: David A. Gasper

913 Ridgebrook Rd
Ste 200

Sparks, MD 21152
4106883880

Chris Valle - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
3013200500

Dennis M Gurtz - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
3013201450

Robert L. Schmidt, New York Life

3017254393

Terry LeGar MBA, CLTC, New York Life

1906 Brightwood CT

Eldersburg, MD 21784
4105963050

Miche Jean - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
3015562314

Sean Eldred - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
4107152506

Bonnie Berry - Ameriprise Financial Services, LLC

403 Charles St
Ste 1A

La Plata, MD 20646
3019343420

Allstate Personal Financial Representative: Michael Wallach

7218 Muncaster Mill Rd

Derwood, MD 20855
3017610051

Allstate Personal Financial Representative: Daniel Smith

7913 Fingerboard Rd

Frederick, MD 21704
2404363276

Valley Financial

4439285327

Allstate Personal Financial Representative: Tricia Moeslein

9500 Harford Rd

Baltimore, MD 21234
4435109250

Morgan & Associates - Ameriprise Financial Services, LLC

3300 N Ridge Rd
Ste 340

Ellicott City, MD 21043
4104189800

The Capitol Bay Group - Ameriprise Financial Services, LLC

7500 Old Georgetown Rd
Ste 1200

Bethesda, MD 20814
3016345550

Kojo Gyabaah - Ameriprise Financial Services, LLC

3717 Decatur Ave
Ste 2

Kensington, MD 20895
3019496595

Laurie O'Toole - Ameriprise Financial Services, LLC

7500 Old Georgetown Rd
Ste 1200

Bethesda, MD 20814
3016345556

Brian Avrunin - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
4107159021

Allstate Personal Financial Representative: Joseph Bozel

501 Washington Ave
Ste 300

Towson, MD 21204
4102960835

Rachel Heimann - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
3016576327

Allstate Personal Financial Representative: Christopher Humphries

6010G Meadow Rdg Ctr Dr
Ste G

Elkridge, MD 21075
4438654252

Benjamin James - Ameriprise Financial Services, LLC

5550 Sterrett Pl
Ste 216

Columbia, MD 21044
4109979490

George Krzywicki - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
3013200500

Allstate Personal Financial Representative: Princess Fagan

118 E Oak Ridge Dr
Ste 1000

Hagerstown, MD 21740
5712356261

Higher Ground Financial Group, Inc.

5970 Frederick Crossing Lane
Suite 100

Frederick, MD 21704
2405784521

The Bralove Group - Morgan Stanley

7500 Old Georgetown Road, 10th Floor
Morgan Stanley Wealth Management

Bethesda, MD 20814
3016576376

The Chesapeake Group - Morgan Stanley

303 International Circle
Suite 500

Hunt Valley, MD 21030
4102298234

Chip Herring - Ameriprise Financial Services, LLC

11350 McCormick Rd
Ste 500

Hunt Valley, MD 21031
4107715522

Allstate Personal Financial Representative: Bruce Bryant

112 W Main St

Middletown, MD 21769
3013713417

Justin Kuczynski - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
4438324230

Amy Roberts - Ameriprise Financial Services, LLC

303 International Cir
Ste 490

Hunt Valley, MD 21030
4103086102

Cummins & Associates Financial Group

11350 McCormick Rd
Executive Plaza IV, Suite 200

Hunt Valley, MD 21031
4104973627

Marcel Santos

8757 Georgia Avenue
Suite 405

Silver Spring, MD 20910
2404851505

Allstate Personal Financial Representative: Michael Sandler

12447 Clarksville Pike
Ste 1a

Clarksville, MD 21029
3013843237

Allstate Personal Financial Representative: Sharon Neighoff

3601 Annapolis Rd

Baltimore, MD 21227
4435409191

Campbell Financial Services

7310 Ritchie Highway
Suite 700

Glen Burnie, MD 21061
4107660900

Allstate Personal Financial Representative: Les Tarry

2608 Mountain Rd
Ste 5

Pasadena, MD 21122
4438830886

Allstate Personal Financial Representative: Mike Gibbons

3140 W Ward Rd
Ste 107

Dunkirk, MD 20754