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.

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.

Grace Wang is a financial advisor with J.P. Morgan Securities in Rockville, MD, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining J.P. Morgan, she worked at Citibank and Aeon Life Insurance Company Ltd. Outside of her advisory role, she is employed in an adult care service assisting senior individuals with physical and mental well-being. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Mark Zabst is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James Financial Services since 2007 and was involved with the Georgetown Business Networking Group from 2013 to 2018. Zabst also holds a role as Vice President at Financial 360, LLC, where he dedicates significant time supporting clients outside of his advisory duties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to offer tailored, non-discretionary advice and maintains capabilities in municipal and public finance advisory services.

Macaughlan Byrne Houser is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, Houser held roles at several companies, including Stonemor Inc, USP of Pittsburgh LLC, and Byrne-Houser L.L.C. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Morgan Russo is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has worked at several firms including Grove Point Advisors, Mass Mutual Investors Services, and Mutual of Omaha. 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 portfolios, third-party asset management, and institutional platforms.

Jason Turnbull is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds a Series 66 credential and has worked at several firms, including Raymond James Financial Services Advisors, Richmond Financial Group, and Cetera. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations.

Richard Appling is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase Bank and LPL Financial. Appling is also involved with Atlantic Union Financial Consultants, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Brian Grimes is a CFP® professional with 30 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2015. He is based in Rockville, MD, and also operates as an independent insurance agent through GuideMark Strategic Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services delivered through a network of independent financial professionals.

Supriyo Bose is a Financial Advisor with Merrill Lynch Wealth Management. He has over 18 years of experience in the financial industry and is committed to his clients' financial well-being by developing plans and strategies tailored to their individual goals. His expertise includes financial and retirement planning, investment management, risk management, planning major purchases, managing debts, and education and college planning. Mr. Bose employs a disciplined approach to assess his clients' financial needs, set and prioritize goals, and deliver customized financial strategies and recommendations. He holds a Master of Business Administration (MBA) degree from the University of Calcutta and has earned the Personal Investment Advisor (PIA) designation. He currently resides in Germantown, Maryland, with his spouse, son, and golden Labrador named Milo. Outside of his professional work, he is a sports and music enthusiast who enjoys following English and European soccer and playing the chromatic harmonica during his leisure time.

Debra Russell is a financial advisor at Morgan Stanley with 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 certifications. Outside of her financial career, she is an author of a young adult novel titled *The Eye of the Goddess*. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Anthony Spano is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients. Specific details about his experience, expertise areas, education, credentials, personal interests, or community involvement were not provided.

Dennis Reisher is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory role, he is involved as a producer in the sale of long-term care insurance through LTCi Partners and Crump Life Insurance Services. 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.

Robert Dunn Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Merrill since 1995 and with Bank of America, N.A. since 2011. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America’s banking and capital markets platforms.

Samuel De La Cruz is a financial advisor with LPL Financial based in Gaithersburg, MD, holding Series 63 and Series 65 licenses and with seven years of industry experience. His prior roles include positions at Grove Point Advisors, LLC, H. Beck, Inc., and Medallion Financial Group. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary research and third-party subadvisors across various strategies.

Alexandra Nolan Jamros is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2019, previously working at Stifel Nicolaus & Co Inc from 2016 to 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse clientele including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with customized portfolio management and financial planning services tailored to clients’ risk profiles.

Sean Cable is a financial advisor at LPL Financial with a Series 66 designation and 21 years of industry experience. His prior roles include positions at Graham Holdings Company, Grove Point Investments, H Beck, CITIGROUP, PNC Wealth Management, United Brokerage Services, and A.G. Edwards & Sons. Outside of his advisory work, he volunteers as an elections officer with the Prince William County Elections Board and works as a bartender. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Carson Knight is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in serving executives, business owners, and entrepreneurs, focusing on their unique wealth management needs that arise from balancing professional and personal goals. Carson works closely with clients experiencing significant liquidity events or transition planning, helping to develop and execute coordinated strategies alongside attorneys, CPAs, and family stakeholders. Carson's expertise includes pre-liquidity planning, ownership optimization, tax-aware liquidity and investment strategies, portfolio construction after liquidity events, and long-term planning across family, entities, and multigenerational goals. He holds the Certified Exit Planning Advisor (CEPA®) and Chartered Retirement Planning Counselor™ (CRPC™) designations and is a member of the Alliance of Merger & Acquisition Advisors and the Exit Planning Institute. Carson began his advisory career at Morgan Stanley, with previous experience in investment banking. He graduated cum laude from the University of Maryland’s Robert H. Smith School of Business with a B.S. in Finance. Carson resides in Rockville, Maryland, and enjoys golfing, traveling, and spending time with his family and friends.