Tejasvini Rao is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and five years of industry experience. Prior to Ameriprise, she worked at T Rowe Price and TD Ameritrade. Ameriprise Financial Services is a large institution servicing individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Puckett is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has prior work experience with Restoration Presbyterian Church and Princeville Presbyterian Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, portfolio management, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports its network of over 22,800 advisors with a range of advisory and non-advisory financial services.

Brad Davis is a financial advisor with Ameriprise in Owings Mills, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its predecessor firm since 2002. Outside of his advisory role, Davis is active in youth sports coaching, serving as head coach for a 12-and-under football team and coaching a boys’ 7th grade travel basketball team. Ameriprise provides retirement-income planning services targeting clients nearing or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficient strategies to deliver customized recommendations, supported by a centralized retirement-income consulting team.

Harry Slade IV is a CFP® with 11 years of experience in financial advising. He has worked at Edward Jones for nine years before joining Ameriprise, where he has been since 2023. He serves on the board of directors for Friends of Patapsco Valley State Park. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Lawrence Gordon is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Grove Point Investments, H. Beck, Inc., and SII Investments, Inc. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Ryan Davis is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at StoneBridge Advisors and HCPSS before joining OSAIC Wealth, Inc. in 2025. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process focused on model-based asset allocation, portfolio optimization, and use of third-party managers.

Connor Vogelsang is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as six years at Target Corporation. Outside of advising, he is involved in sales of loan products and referrals for home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies delivered by a large network of advisors and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Paul Buck is a financial advisor at Edward Jones in Mt Airy, MD, holding the CFP® and Series 66 designations with 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he has provided consulting services in programming during a professional transition. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Chavis is a financial advisor at Cetera with 25 years of industry experience and a Series 66 designation. He has held roles at Avantax and currently serves as an accounting manager at Daco Construction Corporation and as a trustee of the Seska Peck Ramberg Irrevocable Trust. Chavis also maintains an active legal and accounting practice as an attorney and CPA. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager investment platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Geoffrey Tomasetti is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cambridge in 2015, he worked at CUNA Brokerage Services, Banc of America Investment Services, BB&T Investment Services, Blue Vase Securities, M&T Securities, and IFMG Securities. Tomasetti is president of Tomasetti Wealth Management LLC, an independent insurance agency and advisory firm. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Eric Ross is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has two years of industry experience and prior service in the U.S. Air Force spanning eight years. Additionally, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies managed by third parties and supports account custody and trade execution through established financial services providers.

Dylan Walters is a financial advisor at Ameriprise in Owings Mills, MD with a Series 66 credential. He has less than one year of industry experience. Prior to joining Ameriprise, he held various positions at Brandeis University and the Gilman School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Andriel Matthews is a financial advisor with Primerica Advisors in Ellicott City, MD, holding Series 63 and Series 65 credentials and 27 years of industry experience. Matthews has been with Primerica Advisors since 1997 and has additional experience with Primerica Financial Services dating back to 1995. Outside of advising, Matthews is involved with Matthews Monarchies & Associates, Inc., an investment-related business formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and operates at significant scale with nearly 4,000 advisors and approximately $15.5 billion in assets under management.

Joan White Mccain is a financial advisor at LPL Financial with 39 years of industry experience. She holds the ChFC® designation and has worked at LPL Financial since 2008, previously serving at Osaic FS, Inc. and Equitable Advisors. Mccain is also engaged in insurance sales, including life, health, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment strategies and integrates technology tools to assist advisors, managing over $819 billion in discretionary assets.

Bill Polizos is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments LLC, Capital One Advisors, LLC, Capital One Investing, LLC, and Morgan Stanley. Outside of his advisory role, he maintains involvement with Marniso Wealth Advisors Inc., a business entity used for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Kyle Murphy is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 11 years of industry experience, including roles at Cambridge Investment Research Advisors since 2017 and Midland National Life since 2010. Murphy also works as an independent insurance agent for various companies through Murphy Financial Group. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Stephanie Livingston Alper is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She worked at INVEST Financial Corp. from 2015 to 2018 before joining LPL Financial, where she has been since 2018. Outside of her advisory role, she is the owner and president of Livingston Tax Solutions and a managing partner of EliteProcure, LLC, an equipment supplier for contractors. 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 services including financial planning and model portfolio programs, utilizing both proprietary and third-party strategies.

Kenneth Graves is a financial professional at Cetera with over 32 years of industry experience. He has held roles at multiple firms, including Avantax and 1ST Global Advisors, and currently operates Paved Wealth Partners, LLC. Graves is also affiliated with NL Healthcare Advisory Accounting & Tax LLC, a CPA firm serving as the sponsor for the Avantax relationship. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, providing services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with extensive program options and over $256 billion in assets under management.

Christopher Brazfield is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2012 and also has ongoing experience with the Department of Defense since 2011. Outside his advisory role, he is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.

Michael Peters is a financial advisor at LPL Financial with 30 years of industry experience. His background includes roles at Avantax Advisory Services, 1st Global Advisors, and operating his own accounting firm, Michael G. Peters, PA. He holds Series 63 and Series 66 licenses. 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 including financial planning, model portfolios, and institutional platforms, supported by technology tools and extensive non-advisory financial activities.