Jason Wright is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Capital One Investment Services, and Chevy Chase Financial Services. Wright is also a partner at Capital Harvest Wealth Partners, an LLC involved in non-variable insurance business. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Wendy Shi is the Vice President and Branch Leader at Fidelity Investments' Washington DC Investor Center. In her current role, she leads a team of advisors dedicated to assisting clients in achieving their financial goals through Fidelity's holistic planning process. Wendy's professional experience spans over a decade within the financial services industry. She has held various positions at Fidelity Investments since 2011, including Branch Service Manager and Relationship Manager. Prior to that, she worked as a Financial Consultant at Scottrade from 2009 to 2011, and as an Investment Banking Financial Analyst at Jeffereis & Co. Inc. from 2005 to 2007. Outside of her professional responsibilities, Wendy has interests in parenthood, photography, traveling, volunteering, and writing.

Daniel Mc Geever is a financial advisor with Ameriprise in Gaithersburg, MD, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in owning and managing a commercial real estate LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing comprehensive written recommendations that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary retirement advice, primarily focused on assets managed within Ameriprise.

David Chang is a financial advisor with Merrill in Frederick, MD, holding a Series 66 designation and 16 years of experience at Merrill. He is a co-owner of a rental property in Chesapeake, VA, shared with family members. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, and institutional clients with model-based and discretionary investment strategies developed by internal and third-party managers.

William Mason IV is a financial advisor at Edward Jones with 39 years of industry experience. He has held his position at Edward D. Jones & Co., L.P. since 1986. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Patricia Davies is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and seven years of industry experience. She has held roles at LPL Financial, RM Benefits of Maryland, Cetera Advisors LLC, and Maryland Financial Group, among others. In addition to her advisory work, she is employed at Almacy & Co. CPAs PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and a variety of investment strategies.

Daniel Searles is a CFP®-certified financial advisor with four years of industry experience, currently with LPL Financial. Prior to joining LPL Financial in 2025, he worked with Grove Point Advisors LLC and Grove Point Investments LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Ritterpusch is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Fourth Presbyterian Church of Washington, DC, and the US House of Representatives. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios delivered to intermediary platforms.

Rodney Sams is a financial advisor with Merrill in Eldersburg, MD, holding a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, he worked at Truist Bank, M&T Bank, Belk, and GameStop. Outside of his advisory role, he serves as a consultant and independent contractor for Limitless Volleyball Club, assisting the head coach with training and team support. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rikki Bowser is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Rikki works with clients to address complex financial challenges and help them optimize their resources for a better quality of life. Rikki's professional credentials include the Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Rikki holds a Bachelor's Degree from UC Davis. No additional personal or community information is available.

Nicholas Over III is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Over is a certified soccer referee with the United States Soccer Federation and coaches semi-professional indoor soccer. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

Sidney Huguenin is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he serves on the finance committee of the Fountain Head Country Club in Hagerstown, Maryland. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines large-firm resources with diverse investment and planning capabilities.

Tricia Tripp is a CFP® with 32 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. She has worked with Raymond James since 1994 and previously operated her own firm, Tripp Financial Consultants, Inc. In addition to her advisory work, Ms. Tripp owns and manages Fox Hollow Farm LLC, where she employs staff to care for animals and property. 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 charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Consulting.

Derek McGee is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 23 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and comprehensive investment resources.

Nathaniel High is a financial advisor with LPL Enterprise in Frederick, MD, holding a Series 66 designation and totaling nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the board of the South Carroll Business Association, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, and access to third-party asset management, utilizing a platform that integrates adviser programs with a range of financial products including insurance.

David Holman is a Series 66-licensed financial advisor with LPL Financial and has 16 years of industry experience. He previously worked at Edward Jones before joining LPL Financial in 2023. Outside of his advisory role, he is involved with Holman Wealth Management, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services, utilizing model portfolios, research, and technology-driven solutions.

Brenda Yombo is a financial advisor at Primerica Advisors with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Intuit, Jones and Company Professional Corporation, and Rose Financial Solutions. Brenda is also the CEO and managing member of Infinity Gray Consulting LLC, providing consulting and tax preparation services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and offers both discretionary and non-discretionary investment options supported by custodians such as BNY Mellon Advisors and Pershing.

Keith Hoover is a financial advisor with Primerica Advisors in Frederick, MD, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His career includes roles at CLRA Group LLC and PFS Investments Inc., along with a decade-long involvement with Frederick Keys Baseball. He is also engaged in the sales of investment-related and home security products through affiliated companies. Primerica Advisors is a large-scale institution serving individual, corporate, and charitable clients, primarily through a wrap-fee asset management program that utilizes model-driven investment strategies managed by third-party firms. The firm offers a range of strategic and tactical investment models with support from established custodians and overlay managers.

Jonathan Dorsch is a financial advisor with Morgan Stanley in Frederick, MD, holding Series 63 and Series 66 credentials and seven years of industry experience. He previously worked at T. Rowe Price and Northwestern Mutual, and spent four years at Washington College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Matthew Pereira is a Series 66-licensed financial advisor at Merrill with six years of experience, including four years at Wells Fargo Bank N.A. prior to joining Merrill in 2020. He is based in Frederick, MD. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individual, high-net-worth, institutional, and nonprofit clients.