Matthew Larsen is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized financial strategies tailored to the individual goals and changing market conditions of his clients. His approach involves providing access to investment insights from Merrill and banking solutions from Bank of America to support his clients' wealth management needs. Matthew specializes in areas such as education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, and retirement income. He works with corporate executives, entrepreneurs, professionals, and their families to develop coordinated financial strategies that support their current lifestyle, retirement income, and legacy objectives. He earned his Bachelor's Degree in Finance from Salisbury University and is a member of several professional organizations including Beta Gamma Sigma Honor Society, Financial Management Association, and Sigma Phi Epsilon Fraternity. In February 2016, Matthew obtained the CERTIFIED FINANCIAL PLANNER® certification. He also holds designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional life, Matthew enjoys boating, golfing, ice hockey, spending time with his family, and traveling.

Morgana Herrera is a Series 66 licensed financial advisor at Edward Jones with six years at the firm and a total of nine years in the industry. Prior to joining Edward Jones in 2020, she worked for seven years at National Funding. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and securities-based lending options.

Elizabeth Pakenas is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. Pakenas serves as a board member of the Washington and Lee University Investment Committee. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and a broad range of investment offerings.

Tracy Bush is a financial advisor with LPL Financial in Frederick, MD, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining LPL Financial in 2025, Bush worked at Grove Point Investments, LLC and Grove Point Advisors, LLC from 2021 to 2025, and at H. Beck, Inc. from 2002 to 2021. Bush also has an ongoing temporary employment with the Buffalo Bills since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm supports individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Andre Mcdonald is a financial advisor with LPL Financial in Urbana, MD, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2009, following roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools such as machine learning for operational and research assistance.

Scott Wilson is a financial advisor at Charles Schwab with 22 years of industry experience and holds the Series 66 designation. He has worked at Charles Schwab & Co., Inc. since 2016 and previously worked at TD Ameritrade, Inc. from 2022 to 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Joshua Wolinski is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Hamdan Resources and Arcfiled, as well as academic positions at George Washington University, Roanoke College, and Randolph College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Kenneth Root is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses, and has 38 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, tailored to each client’s risk profile and utilizing a combination of in-house and third-party investment managers.

Angela Antonelli is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Raymond James since 2020 and serves as an adjunct assistant professor of finance at Northern Virginia Community College. Additionally, she works as an election officer in her local community. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and sponsors wrap-fee advisory programs, with a notable affiliation to a municipal advisor for public-finance work.

Emaida Avenilla is a financial advisor at Edward Jones in Germantown, MD, holding the CFP® and Series 63 designations with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at EMA Insight LLC and Kaiser Permanente. She has also engaged in audit testing and potential tax preparation through Integrity Audit & Tax, LLC. 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 with a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Madison Lilly is a financial advisor at Edward Jones in Frederick, MD, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Madison worked in roles at Iron Rooster and the University of Maryland College Park. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of financial advisors and branch offices, as well as a variety of discretionary and non-discretionary investment strategies and affiliated financial services.

Morgan Russo is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has worked at several firms including Grove Point Advisors, Mass Mutual Investors Services, and Mutual of Omaha. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cameron Miller is a Series 66-licensed financial advisor with Edward Jones in Purcellville, VA, and has 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Robert Buttarazzi is a financial advisor at Stifel with 34 years of industry experience. He has held his current position at Stifel Nicolaus since 2008. Outside of his advisory role, he serves as Golf Chairman for the Lido Civic Club, where he organizes an annual golf tournament to raise funds for scholarships. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Annette Bratt is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in family wealth management strategies, liquidity management, personal retirement planning, small business strategies, women and wealth, and retirement income. Annette utilizes the investment insights of Merrill and the banking services of Bank of America to address diverse aspects of her clients' financial lives, focusing on developing personalized financial strategies based on clients' individual goals. Annette began her career in wealth management at SunTrust in 2004 and joined Merrill Lynch Wealth Management in 2017. She holds a Bachelor of Science degree in Business Management from the University of Maryland. She has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). A native of the Washington DC region, Annette lives in New Market, Maryland with her husband and two children. Outside of work, she enjoys spending time with family and friends, participating in local 5k and 10k charity runs, and traveling to O’ahu. She and her team are actively involved in community initiatives where they live and work.

Jason Jennings is a financial advisor with LPL Financial in Frederick, MD, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He previously worked at Merrill from 2001 to 2009 before joining LPL Financial in 2009. Jennings is also involved with Key Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Andrew Smith is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. His prior roles include positions at Merrill, Fis, T. Rowe Price Investment Services, and Pruco Securities LLC. Before entering the financial sector, he worked for Baltimore County Public Schools for 11 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Mark Van Bibber is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Equitable Advisors, LLC, Valic Financial Advisors, and Agia. Outside of advisory work, he is appointed as an agent to sell non-securities insurance products for AGIA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers goal-based, holistic analyses covering various planning areas and separates planning services from managed-account programs under a consolidated billing option called “WealthPlan.”

Nirman Vijayamohan is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Ijamsville, MD. He has experience at Merrill Lynch and Bank of America, as well as prior roles outside the financial industry including Amazon.com and various entrepreneurial ventures. Vijayamohan has been involved with Sree Manjunatha Enterprises since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a selective group of Wealth Advisors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

George Feys is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has been with Raymond James Financial since 2008 and was previously affiliated with Seneca Wealth Strategies, LLC. Outside of his advisory role, he owns and operates a sustainable family farm in Beallsville, MD. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting across a large advisor network, with unique capabilities including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting program.