Grant La Gasse is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and has been affiliated with Financial Advantage since 2018. Prior to his financial services career, he spent 13 years at the U.S. Food and Drug Administration. In addition to his advisory work, La Gasse serves as an instructor on retirement planning at Montgomery College. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Pamela Nehemia is a financial advisor with Wells Fargo Advisors in Marriotsville, MD, holding a Series 66 license and two years of industry experience. Her prior roles include work at the Stoler Early Learning Center and time spent as a homemaker and stay-at-home mom. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, with recommendations supported by Wells Fargo research and planning tools.

Thomas Lee is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial since 2002. Outside of his advisory role, he serves as a trustee for EZ Federal Benefits and is a partner in GIVE LLC, a business where he has managerial and promotional responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports a large network of advisors and affiliated firms.

Ryan Troxell is a financial advisor with LPL Financial who holds the Series 66 designation and has five years of industry experience. His prior work includes roles at Bank of America, Merrill, T Rowe Price, and Fidelity Investments. 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, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Young Kim is a financial advisor at OSAIC with a Series 66 designation and eight years of industry experience. Prior to joining OSAIC in 2025, Kim worked at Lincoln Financial Advisors for seven years and MCB Consulting LLC for seven years, where he currently provides consulting services to business owners on operations and business strategies. He is also employed part-time as a home caregiver. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various tools such as asset-allocation models and automated rebalancing to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

David Brown Jr. is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, portfolio management services, tax minimization, and retirement income. David works closely with individuals, families, and business owners to develop financial strategies that emphasize tax-efficient planning, disciplined growth, and prudent asset preservation. His approach focuses on long-term partnership, helping clients manage their wealth through life changes and market fluctuations. David holds a Bachelor's Degree from the University System of Georgia and has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His work centers on providing clear, manageable financial guidance to help clients make informed decisions and achieve long-term financial stability. Outside of his professional role, David participates in community activities such as Habitat for Humanity. He also enjoys various personal interests including billiards, boxing, camping, chess, golfing, hiking, music, pickleball, running, and traveling.

Alvin Costa is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 license and has held positions at Bank of America, Wells Fargo Bank, PNC Bank, and has teaching experience at the University of Maryland–College Park and Montgomery College. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mauricio Maldonado is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials and eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, with a combined tenure of over 12 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Meagan Sexton is a CFP® and ChFC® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked with The Greater Bethesda Chamber of Commerce and was involved with A & J Hospitality Corp / Eco Caters. Additionally, she has taught classes in Rockville, MD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,700 advisors.

Brian Sharp is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been building his career since 2008. He and his team provide wealth management services that integrate various aspects of clients' finances, including retirement, education, travel funding, gifting, and legacy planning, to help clients focus on their priorities. He has expertise in investment management, including alternative investments such as private equity and private credit, which have been employed to assist clients in navigating different market conditions. Brian earned a bachelor's degree in finance and marketing from Villanova University and holds the Personal Investment Advisor (PIA) designation. He has been recognized multiple times by Forbes, including listings on the "America's Top Next-Generation Wealth Advisors" and "Best-In-State Wealth Advisors" lists. Brian has advanced through several roles at Merrill Lynch, attaining titles including Managing Director and Senior Vice President. He lives in Potomac, Maryland, with his wife and three children. Brian is active in his community, involved with Catholic Charities and Our Lady of Mercy, and participates in youth sports, coaching his children's teams. Outside of his professional and community commitments, he enjoys playing golf.

Eli Pridonoff is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He works with families, executives, and professionals to help them navigate financial complexity and make decisions grounded in clarity, discipline, and personal values. His practice focuses on wealth management strategies such as education planning, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and tax minimization. Eli collaborates closely with clients’ CPAs and estate attorneys to ensure a cohesive approach to managing their financial lives. Eli holds a Bachelor of Science in Accountancy from Miami University and an MBA from The George Washington University School of Business. He has pursued additional studies at Harvard University, Georgetown University, and the University of Cincinnati. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Originally from Cincinnati, Eli now lives in Silver Spring, Maryland, with his wife and three children. Outside of his professional role, he enjoys staying active through swimming and biking, having completed a half-Ironman triathlon. He also has an interest in baseball, music, reading, traveling, and is involved with Little League International.

Lawrence Raigrodski is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes long-term roles at Avantax, spanning from 1999 to 2025, before joining Cetera in 2025. He is also a CPA and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a variety of portfolio management options, financial planning services, and access to third-party managers.

John Oettinger is a CFP®-designated financial advisor with LPL Financial, based in Rockville, MD, with 27 years of industry experience. He has worked at LPL Financial since 2007 and previously spent five years with Stratos Wealth Partners, Ltd (doing business as Vintage Financial Partners). Outside of his advisory role, he is a part-owner of Vintage Insurance Partners and participates in an online book referral business as an Amazon Associate. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various specialized strategies.

Herbert Ortega is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and research. The firm offers services both directly and through Corporate Financial Planning agreements with employers, managing approximately $2.74 trillion in client assets.

Patrick Haney is a financial advisor with LPL Financial who holds the ChFC® designation and Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at MML Investors Services and Mass Mutual Life Insurance Company prior to joining LPL Financial in 2019. He is also involved in The Haney Company, an insurance agency he has operated since 1990. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and research resources.

Michael Stebner is a financial advisor with Primerica Advisors in Eldersburg, MD, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has worked at Pfs Investments Inc since 2002 and Primerica Financial Services since 2000. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and offers a range of portfolio management options supported by BNY Mellon Advisors and Pershing custody services.

George Enone is a CFP® with 25 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. for eight years and Capital One Investing, LLC for three years. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party managers to construct diversified portfolios with a range of investment options.

Michael Moriarty is a Certified Financial Planner (CFP®) with 32 years of industry experience. He has been with Fidelity since 2021, previously working at Ameriprise and Bronfman E.L. Rothschild. He holds Series 65 and Series 63 licenses. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Jonathan Abbett is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has held leadership roles at multiple firms including Financial Advantage Associates Inc., where he is president and CEO. Outside of his advisory work, he is a partner in a tax accounting firm and involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various discretionary and non-discretionary program structures.

Evan Wilson is a Series 66-credentialed financial advisor with Morgan Stanley in Rockville, MD, where he has worked since 2016. He has 10 years of industry experience and is also involved in volunteer coaching with the First Tee of Greater DC, a charity focused on golf. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets through a structured planning process and diverse investment offerings.