Robyn Crossan is a financial advisor with Thrivent Investment Management in Germantown, MD, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her career includes roles at Thrivent Financial and XML Financial Group. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written financial plans without implementation, and allowing clients to combine planning with managed-account programs under a consolidated WealthPlan billing option.

Nicole Harrison is a CFP® with 16 years of industry experience currently affiliated with Cetera. She has held positions at Minnesota Life and Securian Financial Services Inc., and has been with Financial Advantage since 2009. Harrison serves as a volunteer board member for the Collaborative Project of Maryland. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers.

Laura Stohlman is a CFP® professional with 42 years of experience in the financial services industry. She is currently with LPL Financial and has previously worked at firms including Grove Point Investments, H. Beck, and Federal Navigators. Outside of her advisory work, she is an author and volunteers with the National and Maryland State Society Daughters of the American Revolution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Geoffrey Tomasetti is a financial advisor with Cambridge Investment Research Advisors in Frederick, MD, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Cambridge Investment Research Advisors since 2015. Tomasetti is also president of Tomasetti Wealth Management LLC and operates as an independent insurance agent under Montgomery Financial Partners. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing proprietary and third-party investment strategies with multiple platform and custody options.

Andrew Leimenstoll is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 credential and previously worked at Eaton Vance Management and Eaton Vance Distributors, Inc. for ten years. He serves on the board and investment committee of Ronald McDonald House Charities of Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and various advisory programs, managing approximately $2.74 trillion in client assets.

Kelly Batey is a financial advisor with LPL Financial in Frederick, MD, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various management strategies.

Deborah Frey is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and Cetera Advisor Networks. She is based in Frederick, MD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.

Beth Mason is a financial advisor with Morgan Stanley in Frederick, MD, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley since 2015. Outside of advising, she is a notary, providing document verification services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment modeling but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Scott Leishear is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory work, he teaches finance courses as an adjunct instructor at the University of Phoenix and Johns Hopkins University and serves as a Little League umpire. 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 brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jordan Ibrahimi is a financial advisor at Fidelity with a Series 66 designation and one year of experience. Prior to joining Fidelity, he worked at Riptydz and Gentlemen Jim's Restaurant and attended Coastal Carolina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kyle Murphy is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 10 years of industry experience and has worked with Cambridge Investment Research Advisors since 2017. In addition to his advisory role, he is an independent insurance agent affiliated with Midland National Life and operates Murphy Financial Group in Sykesville, MD. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals.

Jean Joyce is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Morgan Stanley, she worked at Citigroup Global Markets. Outside of her advisory role, she is a partner in Jover Fine Art Productions, a retail and online art business based in Frederick, Maryland. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Bratati Mukherjee is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2023, she worked at Maryland Financial Group, Inc. dba Prosperity Advisors and PNC Investments. Mukherjee is also involved with Prosperity Advisors, a non-variable insurance business, and manages a family investment trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with access to research and model portfolios.

Samuel Winkler is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to his advisory role, he served 24 years in the United States Army. Outside of his advisory work, he owns a business selling patriotic apparel for military organizations and occasionally works as a food delivery driver. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations on various planning topics without portfolio management or discretionary trading authority.

Christopher Brazfield is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has been with Primerica Advisors since 2012 and also has concurrent experience with the Department of Defense since 2011. Outside of his advisory role, Brazfield has involvement in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, operating at scale with nearly 3,700 advisors and $15.5 billion in assets under management. The firm’s program emphasizes model-based investment strategies overseen by third-party managers and focuses on individual investors rather than institutional clients.

Diana Leon is a financial advisor at OSAIC with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services, Inc. and Capital One Advisors, LLC. Outside of advising, she is the owner of Santa Fe Financial Services LLC, a business entity for tax and investment purposes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios utilizing asset-allocation tools, efficient-frontier analysis, and access to third-party managers.

Eugene Grenham is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Highlander Financial Group and McAllister & Quinn. Outside of his advisory work, he operates an eBay store called "davidbooksnthings," which is primarily set up to teach children about business and commerce. 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, with access to model portfolios and research from internal and third-party sources.

David Vogelsang is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His work history includes roles at Starry Associates, PFS Investments Inc., and Primerica Financial Services. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jacob Amsellem is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked at Rosenblatt Securities and has a background that includes roles in education. He is also involved with Financial Advantage Associates, where he works as a financial advising employee assisting clients alongside an investment team. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account management through a nationwide network of over 10,000 advisors.

Ryan Fabian is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at multiple firms including M&T Bank, World Equity Group, and Wealthvest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.