Gabriel Adams is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Truist since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager arrangements and uses AI-enabled research tools to support investment decisions.

Amy Melenson is a financial advisor at Money Concepts Capital Corp with three years of industry experience. She holds a Series 66 designation and has worked at Money Concepts Capital Corp since 2024, with prior experience at Peraton and a longstanding role at U.S. Capitol Police. Outside of financial services, she is a consultant for Pampered Chef, offering kitchen and household products through direct sales. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, serving approximately 14,700 clients with both discretionary and non-discretionary account structures.

Robert Brewer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL in 2025, he worked at Grove Point Investments, LLC and Grove Point Advisors, LLC for four years and spent 25 years at H. Beck, Inc. He serves as a board member for the Bryans Road Soccer Association and operates a CPA practice focused on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging a large network of advisors and various technology tools to support client service.

John Loving is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his financial advisory career, he spent ten years at the National Oceanic Atmospheric Administration. 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 wrap fee strategies and separately managed accounts, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Leanne Lakes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC. Lakes is also a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Nicole Jackson is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. Her work history includes positions at Bank of America, SunTrust Bank, and Windsor Fashions. 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 for individuals, high-net-worth clients, and institutional investors.

Linda Sims is a Series 66-licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, she worked at Ashfield Health Care from 2016 to 2017. 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 strategies, including both discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Timothy Vessell is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2009. His prior roles include positions at Mutual Service Corporation, FSC Securities Corporation, and Capitol Wealth Management. Outside of his advisory work, he is involved in insurance brokerage sales, including term life, universal life, long-term care, disability insurance, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of more than 22,800 advisors.

Jennifer Kling is a financial advisor at Edward Jones in La Plata, MD, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2020 and concurrently serves in the DC Air National Guard, where she works as a flight attendant transporting U.S. leaders and supervises six troops. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts and affiliated funds.

Ernesto Espejo is a financial advisor with Edward Jones in White Plains, MD, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Edward Jones since 2004. Espejo serves as a board member for Spring Dell Center, Inc., a nonprofit organization in La Plata, MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Reese Mona is a financial advisor at Morgan Stanley with five years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley, Reese worked at Seventy2 Capital and has been employed by Morgan Stanley Private Bank since 2023. Outside of his advisory role, he serves as an assistant men's basketball coach at Maurice J. McDonough High School in Pomfret, Maryland. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Gary Vaughan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in residential real estate as a property owner. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and processes.

Benjamin Compton is a financial advisor with LPL Financial in La Plata, MD, holding Series 65 and Series 66 licenses and having 28 years of industry experience. He has worked with Nationwide Securities Inc and John Sprague Agency, among others. Outside of advising, he serves as a substitute school bus driver and manages the finances for a local Girl Scout troop. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing various investment strategies and technology tools to support its network of over 22,900 advisors and oversee more than $800 billion in discretionary assets.

Jonathan Delp is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at CUNA Mutual Group, Wells Fargo Clearing, and Wells Fargo Bank NA. Delp operates Point Breeze Investment & Retirement Services, a business associated with his LPL activities. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Khiry Lee is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Wells Fargo Clearing since 2021 and concurrently at Wells Fargo Bank, NA since 2019. Prior to his financial services career, he was employed at American Eagle Outfitters from 2014 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Timothy Mccleerey is a financial advisor with Ameriprise in Woodbridge, VA, holding a Series 66 designation and 15 years of industry experience. He has worked with Ameriprise and its affiliate since 2012. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered in partnership with its financial advisors.

Angela Kabala is a financial advisor with Ameriprise in La Plata, MD, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise since 2013 and also owns Modern Advisors Inc, a tax preparation and planning business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Benjamin Ganley is a financial advisor with Morgan Stanley in La Plata, MD, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at KPMG LLP for two years. Outside of finance, he is engaged as an independent contractor driver for Uber during non-business hours. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Kimberly Rosenfield is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Outside of her advisory role, she is a fitness coach at Coal Road CrossFit. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through structured processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

John Salan is a financial advisor at Cetera with over 22 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services. Salan is also president of his own CPA firm, providing accounting, tax, and business consulting services, and serves on the board of the Maryland Society of Accounting and Tax Professionals. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.