David Greene is a financial advisor with Osaic Wealth, Inc. based in Potomac, MD, holding Series 63, Series 65, and Series 66 designations and more than 33 years of industry experience. His career includes roles at Woodbury Financial Services and Capital One Advisors and Investing. He also serves as an industry arbitrator on FINRA dispute resolution panels. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to construct portfolios comprising various investment types, and supports both discretionary and non-discretionary account management.

Aruzhan Ablyazova is a financial advisor at Merrill with Series 66 credentials and less than one year of industry experience. Prior to joining Merrill, she held positions at Bank of America, Citibank, and Uniqlo. Outside of finance, she is involved with Beauty by Aidana / MKP. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Kristopher Cotton is a Financial Consultant currently working at Fidelity Investments since 2024. He has held financial advisory roles since 2016, including positions as Partner and Financial Advisor at Clarity Wealth Plan (2022-2024) and Financial Advisor at North Florida Wealth Advisors (2016-2022). Cotton focuses on understanding his clients' priorities and assisting them in developing tailored financial plans. Outside of his professional work, he has interests in food, football, hiking, motorcycles, outdoor adventures, and traveling.

Analili Kilroy is a financial advisor at Raymond James Financial with a Series 66 designation and five years of industry experience. Her career includes roles at Raymond James affiliates since 2020 and prior positions in the hospitality sector at The Ritz Carlton Hotel, Mandarin Oriental DC, and Marriott International. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm uses comprehensive risk profiling and modeling tools to tailor non-discretionary planning and encourages implementation through various advisory programs, supporting a wide network of advisors and specialized services such as municipal advising and SIMPLE IRA consulting.

Gregory Hills is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he serves as Treasurer and Director on the Board of The Milligan-Hills Farm Company in Cedar Rapids, Iowa. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Garrett Frye is a financial advisor with Morgan Stanley in Potomac, MD, holding a Series 66 license and nine years of industry experience. He has been with Morgan Stanley since 2016, including time at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and modeling techniques but typically acts in an advisory capacity without providing individual security recommendations.

Michael Zisko is a financial advisor with Thrivent Investment Management in Ashburn, VA, holding Series 63 and Series 66 designations and two years of industry experience. He previously worked at Wells Fargo Bank for 17 years. Outside of his advisory role, he owns a sole proprietorship conducting home occupancy inspections. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across various financial planning topics without implementing strategies directly. The firm offers integrated planning and managed-account options under a consolidated billing system while maintaining separation between these services.

John Gracyalny is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 35 years of industry experience. His prior roles include long-term positions at Financial Advantage Associates, Inc., and Securian Financial Services. He is also a partner at Financial Advantage Tax LLC, an accounting firm. Cetera Investment Advisers LLC is a national SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform featuring affiliated and third-party managers.

Kelli Waclawski is a financial advisor at Charles Schwab with 10 years of industry experience and holds Series 63 and Series 66 licenses. Her prior roles include positions at BancWest Investment Services, Bank of the West, and TD Ameritrade. Charles Schwab serves a large client base primarily composed of 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 offers a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Charles Olson is a financial advisor with Morgan Stanley in Potomac, MD, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include broad retail and institutional offerings as well as relationships with investment companies and private funds.

Stephanie Yoingco is a financial advisor with LPL Financial in Rockville, MD, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial, she worked at firms including MML Investors Services, MassMutual Life Insurance, Waterford Wealth Management, and PNC Wealth Management. Outside of her advisory role, she is employed as a server in the hospitality industry. 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 advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Randall Greene is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 26 years. Greene operates a sole proprietorship as an insurance agent, providing fixed annuity renewals, long-term care policies, and life insurance quotes. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with portfolio construction utilizing asset-allocation tools, risk-tolerance assessments, and multiple investment options.

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.

Amanda Brooks is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has progressed through various roles within Fidelity, including Benefits & Planning Consultant and multiple levels of Workplace Planning Consultant since 2022, demonstrating her commitment to the firm and growth in financial planning expertise. Prior to joining Fidelity, Amanda worked as a Client Relationship Specialist at Charles Schwab from 2020 to 2021. Amanda focuses on helping clients build their financial future by understanding their unique stories, goals, and concerns. She collaborates with families to create and monitor financial plans that reflect their priorities and navigate the everyday challenges of life. Outside of her professional work, Amanda enjoys spending time at the beach, cooking and baking, attending social events with friends, playing instruments, parenting, and caring for pets.

Tucker Speak is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and less than one year of industry experience. Prior to joining Raymond James, he held various roles in education and retail, including positions at Mary Baldwin University and Lowe's. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm delivers tailored, non-discretionary advice using risk profiling and modeling tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christine Jaeger is a financial advisor with RBC Capital Markets in Rockville, MD. She holds a Series 66 designation and has been with RBC Capital Markets since 1997. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Mark Corbett is a CFA® charterholder with the Series 66 designation and has 10 years of industry experience. He has been with Edward Jones in Gaithersburg, MD since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Alexander Groff is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Financial Consultant from 2019 to 2022 and as an Investment Consultant from 2018 to 2019, all within Fidelity Investments. In his role, Alexander works closely with clients to develop customized financial plans tailored to their unique family needs. He emphasizes forming strong client relationships and aims to be a primary trusted advisor by maintaining trust, reliability, and competency. Further information about his education, credentials, personal interests, or community involvement was not provided.

Jeffrey Perry is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 16 years of industry experience. Prior to his current role, he worked at Covenant Capital, Wealthcare Advisory Partners LLC, and LPL Financial. Outside of his advisory work, he serves as Treasurer at Trinity Church of Loudoun, where he collaborates on the church’s financial matters. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Anthony Marx is a financial advisor with Ameriprise in Sterling, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its predecessor entity since 2009. Outside of his advisory role, he is a co-owner of Unity Squared, a pass-through entity associated with a team practice structure. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver these plans and also provides a broad range of advisory, brokerage, and insurance solutions.