Kehinde Soyannwo is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Soyannwo is based in Leesburg, Virginia. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Justin Wunder is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Kendall Capital Management and Clever Profits, as well as teaching roles at McDaniel College and Century High School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network, offering diversified, risk-class based investment strategies that combine passive and active management supported by an internal Investment Committee.

Mary Szabat is a CFP® professional with one year of industry experience, currently advising at MAI Capital Management, LLC. She previously worked at Key Private Bank, Tompkins Financial Advisors, Canandaigua National Bank and Trust Company, and Bank of Charles Town. Outside of financial advising, she is a co-owner of Suddenly You..., a startup focused on developing educational materials related to life events, health, and happiness. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customizable strategies and also serves in product-sponsor roles, managing mutual funds and private investment vehicles.

Eric Jones is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and M&T Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online credentials. The firm’s approach emphasizes algorithm-driven model selection and portfolio implementation via mutual funds and ETFs, with third-party delegation of execution and proxy voting.

Stanley Epps is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Centaurus Financial since 2006 and has been involved with Epps & Associates, Inc. since 2001. Outside of his advisory roles, he serves as president of Epps Financial Services, which provides life and health insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, with an investment approach that includes both discretionary and non-discretionary arrangements and utilizes fundamental, technical, bottom-up, and top-down analysis.

Helen De Bearn is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on delivering personalized financial advice and portfolio management services to her clients. Her professional expertise includes areas such as divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Helen assists clients in building tailored wealth management approaches that align with their individual financial goals. Helen holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from George Washington High School. She is also involved in the community through participation in Women Giving Back. Outside of work, Helen's personal interests include cooking, dancing, gardening, horseback riding, and music.

Colleen Smith is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. She has worked at several firms including Morgan Stanley, FSC Securities Corporation, and Kramer Financial LLC. Outside of her advisory role, she works as an American Sign Language interpreter with Purple Communications. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its large scale, recent consolidation activities, and a complex network of affiliated entities.

Charles Carson Jr. is a financial advisor with Morgan Stanley in Leesburg, VA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by proprietary tools and modeling techniques.

Jason Bowers is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities LLC and The Prudential Insurance Company of America for 11 years. Outside of his advisory role, he is also a financial planner at Convergent Financial Partners and an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Richard Streett V is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2023. He specializes in retirement planning, portfolio management, and retirement income, working with individuals and families to address their key financial priorities. Richard holds a Bachelor of Science in Business Administration with a concentration in Finance and Portfolio Management from Coastal Carolina University. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach emphasizes understanding clients' priorities to provide personalized and informed financial guidance. Originally from Frederick, Maryland, Richard is involved in his local community. In his free time, he coaches baseball at his former high school and participates in activities such as running local races including 5Ks, 10Ks, and half-marathons.

Matthew Mcgreevy is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Legg Mason Wood Walker. He serves on the board and finance committees of Hood College in Frederick, Maryland. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and market simulations.

David Mccabe is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s services include financial planning, access to third-party asset managers, and model-driven investment strategies developed by internal and external portfolio strategists.

Anita Coffman is a financial advisor with Morgan Stanley in Frederick, MD, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets for one year. 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 and uses structured financial planning tools, including scenario modeling, while managing approximately $2.74 trillion in client assets.

James Peachey is a financial advisor with Edward Jones in Frederick, MD, holding a Series 66 designation and having 20 years of industry experience, all with Edward Jones since 2006. Outside of his advisory role, he is the owner of Plum Peachey, LLC, a rental property business in Bay Saint Louis, MS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated financial capabilities beyond advisory services.

Allison Myers is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at Anchor Home Inc. and Frederick County Parks and Recreation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gregory Frese is a financial advisor at Ameriprise with two years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Ameriprise in 2023, he worked at Capital One Financial for 20 years. Outside of his advisory role, he is a manager of F&M Ventures, LLC, a real estate-related business. Ameriprise offers a retirement-income planning service aimed at individuals with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored retirement income recommendations.

Keenan Becker is a Wealth Management Advisor at Merrill Lynch Wealth Management with over a decade of experience in the financial services industry. He began his career at Merrill Lynch in 2012 and currently serves as a Senior Vice President based in Frederick, Maryland. His professional focus includes areas such as college education planning, divorce transition planning, executive compensation, retirement income, and services for endowments, foundations, and non-profits. Keenan has earned the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He holds a bachelor's degree in Business Management from West Virginia University. He is committed to helping clients clarify and prioritize their financial goals and translating complex financial challenges into clear and concise plans. Outside of his professional responsibilities, Keenan is involved with community organizations including Special Olympics Maryland and Habitat for Humanity. He enjoys cooking, golfing, ice hockey, traveling, and spending time with his family in Gaithersburg, Maryland.

Hans Hoffmeyer is a financial advisor at Cetera with 15 years of industry experience. His background includes roles at Avantax Advisory Services and Kevin O'Reilly, along with ownership of Potomac Advisory Group, where he provides tax preparation, financial advising, and insurance services. He is also involved in insurance marketing, selling specialty and commercial insurance products for collectors and business clients. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a large network of independent advisors, utilizing multi-manager platforms and a variety of program structures.

Davin Rudy is a Senior Financial Advisor at Merrill Lynch Wealth Management, providing personalized financial strategies to help clients pursue their long-term goals. He specializes in wealth management services including portfolio construction, education planning, liability management, tax minimization strategies, and cash management. Davin works closely with business owners, physicians, executives, individuals, and families across various stages of wealth. With over twenty-five years of experience in business and team management, Davin prides himself on being a dedicated professional and family man. He is a graduate of the University of Delaware and holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is proficient in both English and Spanish. Davin and his family have lived in Frederick, Maryland, since 2001. He is involved in community activities including Habitat For Humanity, FC Frederick, and Elite Feet Dance Studio. Outside of his professional life, he enjoys chess, drawing, football, genealogy, photography, soccer, spending time with his family, traveling, and watching movies.

Kobby Okum is a financial advisor with Edward Jones in Leesburg, VA, holding the CFP® and Series 66 designations and possessing 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as president of the Ghana Impact Project, a 501(c)(3) charity based in Stone Ridge, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of roughly 23,701 financial advisors.