Ryan Tillery is a financial advisor at LPL Financial with three years of industry experience and holds the Series 66 credential. Prior to joining LPL Financial in 2022, he has worked with firms including Private Advisor Group, LLC and Global Advisor Group. He also provides administrative support to Private Advisor Group, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Isabella Brunk is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 designations. She has 19 years of industry experience, including prior roles at Primerica Advisors and Guardian Life Insurance Company. Outside of her advisory work, she is an insurance broker offering life and fixed annuity products and serves as a power of attorney for a family member. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and offers specialized programs such as divorce planning, estate settlement, and employer-sponsored planning.

Joseph Dunn Jr. is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 credentials and 35 years of industry experience. He previously worked at H. Beck, Inc. for 28 years and was affiliated with Grove Point Investments, LLC and Grove Point Advisors, LLC for four years. Outside of his advisory role, he is involved in non-variable insurance businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Nathan Chen is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and three years of industry experience. He has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Raymond James & Associates. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory to serve its clients.

Kevin Ebel is a Certified Financial Planner (CFP®) holding a Series 66 license with 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a variety of advisory programs to individual and institutional clients, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and economic modeling in its financial planning process.

Jonathan Dickey is a financial advisor with Raymond James Financial Services, INC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he is involved in agricultural operations as an owner of family farms, serves on the board of a nonprofit horse rescue organization, and is a director on the board of Harbor Bank of Maryland. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs and institutional consulting through a large advisor network.

Miguel Dominguez Jimenez is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and previously worked at Capital One Bank before joining Merrill and Bank of America in 2018. Outside of his advisory role, he is developing an online clothing business to be sold through a personal website as well as platforms like Amazon and eBay. 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 to individuals, high-net-worth clients, and institutional investors.

Martina Beckum is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edelman Financial Engines and EF Legacy Securities, LLC. Outside of her advisory role, she is involved with support activities at Lee Sipe and Associates and Serving Those Who Serve, focusing on client service and paperwork processing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutions. The firm provides tailored non-discretionary planning and utilizes a range of analytical tools to assist clients in goal-based investment decisions.

Daniel Toubiana is a financial advisor at Raymond James & Associates with one year of industry experience. He previously served in the Israeli Defense Force and has worked at United Health Care. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by extensive research and portfolio management resources.

Aiman Alosta is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' unique financial goals and aspirations. With over 20 years of experience, Aiman provides ongoing guidance and advice to high net-worth individuals and businesses, focusing on areas such as college education planning, equity compensation services, family wealth management, personal retirement planning, tax minimization, and retirement income. He is adept at analyzing complex financial situations and implementing strategies designed to streamline finances and pursue clients' objectives. Aiman holds a Bachelor's Degree from George Mason University and holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Arabic, he works to help clients define what matters most to them and build flexible strategies aligned with today’s changing market conditions, integrating investment insights from Merrill and banking solutions from Bank of America. Outside of his professional work, Aiman enjoys adventure sports, bowling, horseback riding, music, and watching movies. He also values spending quality time with his children and supporting their sports and fundraising activities.

Richard Kilroy is a financial advisor with Raymond James & Associates in Clarksburg, MD, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo Clearing, Burke & Herbert Bank, Redmayne Bentley, and Investec Wealth & Investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through various advisory programs.

Ana Andonie is a financial advisor with Charles Schwab in Bethesda, MD, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, Penfed Credit Union, and Aware EON. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab’s investment approach combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Alexander Rice is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Equitable Advisors, he held various roles including at Homegoods and Firehouse Subs. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes LPL-sponsored programs and endorsed TAMPs, offering a mix of discretionary and non-discretionary asset management solutions.

Andrea Perrone is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Andrea is also a commissioned notary public in the state of Maryland. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Alex Rock is a CFP®-certified financial advisor with 11 years of industry experience. He currently serves clients at Morgan Stanley and has prior experience with Edward Jones and ProShares. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of investment and financial solutions.

Chad Klages is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has worked at Merrill since 2019 and previously held positions at T. Rowe Price and Castlewood Consulting LLC. 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 institutions, incorporating strategic asset allocation and tax-aware approaches.

Thomas Whitlock II is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Bank of America and Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Elaine Flanigan is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of capital markets and advisory solutions.

Benjamin Hausman is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2020, he was a partner at Hausman, CPAs LLC, where he focused on accounting, tax preparation, and consulting from 2017 to 2020. He also worked at Cohnreznick LLP between 2015 and 2017. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting implementation through advisory programs and other providers.

J. Brady Grygrowski is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, including the period when the firm operated as Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a client intake process to tailor services based on goals, risk tolerance, and time horizon, and operates a hybrid referral and implementation model that combines advisory, brokerage, and insurance channels.