Devonte Gordon is a financial advisor with LPL Financial, holding the Series 66 designation and beginning his advisory career in 2025. He previously worked at Highlander Financial Group and is involved with Next Game Project LLC. His background includes experience at Wake Forest University in fan experience and sales. 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 and access to third-party asset management programs, supported by extensive operational and research tools.

Matthew Davis is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Olney, MD, and has 26 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, NA. He is a majority owner and active in operations at Davis Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels.

Lee Kramer is a CFP® with 40 years of industry experience, currently serving at OSAIC since 2023. He previously worked at FSC Securities Corporation for 18 years and has managed his own firm, Kramer Financial, LLC dba Kramer Wealth Managers, since 1985. Kramer is a council member for the Capital Group Able Advisory Committee, providing input on the ABLE America product. OSAIC Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Allison McCarty is a CFP® with 19 years of industry experience, currently advising at Cetera in Rockville, MD. Her prior roles include positions at Minnesota Life, Securian Financial Services, and Financial Advantage Associates. She also teaches a retirement planning class at Montgomery College’s Lifelong Learning Institute. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and oversees more than $256 billion in assets.

Leonard Lupica II is a Series 66-licensed financial advisor with Ameriprise in Clarksburg, MD, and has 21 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. Outside of advising, he owns a business managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to develop tailored written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Paul Hynes is a CFP®-designated financial advisor with 40 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior work includes roles at Planmember Securities Corporation, SII Investments, Inc., and Lincoln Investment. Outside of advisory services, he serves as an independent insurance agent and is involved in real estate investment and development as a partner in Casa Bella, LLC. Cambridge Investment Research Advisors serves both individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Lavonne Patterson is a financial advisor at Edelman Financial Engines with seven years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. Patterson’s career also includes six years at Comcast. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Matthew Evich is a financial advisor with Morgan Stanley in Frederick, MD, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Daniel Schiffman. Outside of finance, he has experience working with Fordham Lee Distillery. Morgan Stanley Wealth Management provides a broad range of advisory programs to 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 integrates various investment management strategies within its services.

Stanley Chronowski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at M&T Securities for 15 years, Citicorp Investment Services for one year, and Truist Investment Services, Inc. for three years. He is based in Damascus, MD. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Tina Buck is a Series 66-credentialed financial advisor with Edward Jones, based in Mt Airy, MD, and has two years of industry experience. She previously worked at Foundations Counseling as a therapist and has continued to maintain the counseling business to comply with regulatory requirements. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Tyler Milor is a financial advisor at Morgan Stanley in Frederick, MD, holding a Series 66 designation with nine years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Karen Corey is a financial advisor with UBS Financial Services in Gaithersburg, MD, holding a Series 66 designation and 20 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on nomination committees for the Northern Virginia Chamber of Commerce and the Association for Corporate Growth, and is a member of the Junior Achievement of Greater Washington Associate Leadership Council. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies to client goals.

Joseph Griffin is a financial advisor at Morgan Stanley in Rockville, MD, holding a Series 66 designation with 18 years of industry experience. He has been with Morgan Stanley since 2009 and also worked at Morgan Stanley Private Bank, National Association, since 2015. Griffin has served as an adjunct professor at Catholic University Law School and is a co-author with Carolina Academic Press. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 uses structured planning tools and models to assist clients in developing financial plans.

Justin Saloom is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2011, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Patric Barnhart is a Series 66-credentialed financial advisor with nine years of industry experience, currently serving clients at Ameriprise Financial Services LLC. His prior experience includes roles at LPL Financial LLC, Cetera Advisor Networks, and AXA Advisors LLC. Outside of his advisory work, he is involved in providing fixed insurance products such as life, health, disability, annuities, and long-term care. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement-income planning, focusing on dependable income sources and asset allocation strategies.

John Spahn is a financial advisor with Merrill in Frederick, MD, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Munno is a Financial Consultant at Fidelity Investments, where he collaborates with clients to create financial plans tailored to their individual goals and aspirations. He focuses on understanding unique client situations to develop personalized approaches and leverages both his local team and Fidelity's extensive resources to provide guidance and service. Christopher has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2024. His experience within the company encompasses various aspects of client relationship management and investment consulting. Outside of his professional work, Christopher's personal interests include baseball, family activities, fitness, football, gardening, and skiing.

Marco Soto is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo, PNC Bank, Merrill, and T. Rowe Price Advisory Services. Soto is based in Frederick, MD. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research with a forward-looking approach to build model asset allocations.

Bryan Kuskie is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He worked for Cantella & Co., Inc. for over two decades before joining Cambridge in 2022. Outside of his advisory role, he is involved in independent insurance services and participates in professional networking activities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management options.

Jonathan Rimmington is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Virginia, Inova, InstaCart, Uber, and other organizations. Strategic Advisers LLC, a Fidelity Investments company, 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, offering discretionary and non-discretionary advisory services as well as fund advisory and model portfolios.