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.

Josiah Wolf is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked for 17 years at Annapolis Area Christian School. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm provides written recommendations combining research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with client advisors.

Amante Decastro is a financial advisor with Ameriprise in Woodbridge, VA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Jessica Collazo is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Raymond James Financial Services, Sullivan & Associates, and T. Rowe Price. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including multi-manager and fund-of-funds structures.

Bennett Whitlock III is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1993 and worked with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, Whitlock holds ownership interests in a co-working space and a commercial real estate partnership, and serves on the boards of the Manassas Ballet Theatre and the Prince William County Chamber of Commerce. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Randy Lakes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC and RLMM Enterprises, LLC. 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 a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolios.

Jessica Light is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at LPL Enterprise. Her background includes roles at Prudential Insurance Company of America and Community Bank of the Chesapeake. In addition to her advisory work, she is an adjunct professor at the College of Southern Maryland and assists clients with Medicare Supplement and Drug Plan purchases through Retirement Light, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Paul Friese is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Wireless Advocates, and the University of Maryland University College. Outside of his advisory role, he sells items on eBay on a small scale. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative and algorithmic methods to construct portfolios from mutual funds, ETFs, and ETPs, and maintains regulatory registrations that are less common among large institutional peers.

Shaun Kline is a financial advisor at Edward Jones in La Plata, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent 12 years at American Girl. 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 advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Mark Walker is a financial advisor with Edward Jones in La Plata, MD. He holds the ChFC® designation and Series 66 license, and has 13 years of industry experience, having worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Alexandra Greathouse is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, she worked at Grove Point Investments LLC and has been affiliated with Lakes Investment Solutions Group and Lakes & Company, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research and various portfolio options.

Elizabeth Swann is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Thrivent and its related entities since 2003 and holds leadership roles outside of her advisory work, including serving as President of the La Plata Volunteer Fire Department Ladies Auxiliary and Treasurer for Trinity Episcopal Church. Additionally, she works as an Accounting Manager at the College of Southern Maryland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based analyses and written recommendations across various financial planning topics without discretionary trading authority.

Katharine Myers is a financial advisor with Morgan Stanley in La Plata, MD, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

Kelly Kaczmarek is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with Ameriprise and has held prior roles at Morgan Stanley, Bogart Wealth, LLC, and H. Beck, Inc. She has had multiple tenures at Ameriprise since 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies. The firm uses proprietary research and algorithmic tools to support its recommendations, which emphasize tax-aware withdrawal approaches and Social Security claiming options.

Richard Levy is a financial advisor with Equitable Advisors in Woodbridge, VA, holding a Series 66 designation and 26 years of industry experience. He has worked with Equitable Advisors since 2010 and previously with AXA Advisors, LLC. In addition to his advisory role, he operates as an independent certified public accountant. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers a range of advisory services tailored through a structured client intake process.

Brandon Hsia is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Lincoln Investment Planning and Hendershot Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Lisa Kennedy is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. She previously worked at PRUCO Securities, Thrivent Financial, and Thrivent Investment Management. Outside of her advisory role, Kennedy serves on the boards of two nonprofits, Harbor Christian Homeschool Group of Calvert County and Voices In Praise, and is a licensed notary. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm features an integrated platform combining adviser programs with sales of financial products, including insurance, and works with third-party portfolio strategists and asset managers.