Jeffrey Perry is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 16 years of industry experience. Prior to his current role, he worked at Covenant Capital, Wealthcare Advisory Partners LLC, and LPL Financial. Outside of his advisory work, he serves as Treasurer at Trinity Church of Loudoun, where he collaborates on the church’s financial matters. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Horace Daniel Sr. is a financial advisor with Raymond James Financial Services Advisors Inc. based in Kensington, MD. He holds the Series 66 designation and has 14 years of industry experience. His previous roles include positions at LPL Financial and CUNA Mutual Group. Outside of financial advising, he has extensive experience as a real estate broker, owning Urban Homes Realty since 1997. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting clients through various advisory programs and institutional consulting services.

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.

Anthony Marx is a financial advisor with Ameriprise in Sterling, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its predecessor entity since 2009. Outside of his advisory role, he is a co-owner of Unity Squared, a pass-through entity associated with a team practice structure. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver these plans and also provides a broad range of advisory, brokerage, and insurance solutions.

Matthew Ondeck is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 13 years of industry experience. His career includes roles at Merrill, Edelman Financial Services, and EF Legacy Securities. Outside of his advisory work, he coaches little league soccer and softball in Loudoun County. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

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 with LPL Enterprise, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining LPL Enterprise, they held roles at Stonemor Inc, USP of Pittsburgh LLC, and Byrne-Houser L.L.C., among others. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

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.

Annie Davis is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She has held roles at Merrill from 2002 to 2020 before joining Wells Fargo Advisors in 2020. Davis holds a Series 66 designation and is involved with Davis Wealth Management, LLC, where she has a 20% ownership interest and serves as co-trustee for the firm's 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, with tailored recommendations supported by Wells Fargo research and planning tools.

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 Series 66 credentialed advisor with LPL Enterprise, LLC, based in North Bethesda, MD. He has held roles at multiple organizations since 2016, including Seventy2 Capital and Saggar & Rosenberg, P.C., and is currently affiliated with LPL Enterprise since 2026. Outside of financial services, his work history includes positions in education and the hospitality industry. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, delivering services through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products.

Dennis Reisher is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2009. In addition to his advisory role, he is also a producer licensed to sell long-term care insurance. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from LPL Research and third-party subadvisors.

Robert Dunn Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience. He specializes in working with families, corporate executives, and business owners to manage and grow their wealth. His approach includes comprehensive strategies for investment management, retirement planning, estate planning, and liability management tailored to clients' unique goals. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Robert earned a Bachelor's Degree from Villanova University. His areas of expertise include corporate retirement plans, strategies for restricted stock, access to alternative investments, and customized lending solutions. Outside of his professional career, Robert is actively involved in his community. He serves as a board member at Mater Dei School and participates in various committees at Georgetown Prep and Holy Redeemer. He also coaches lacrosse and volunteers in activities at his children's schools. His personal interests include boating, fishing, football, hunting, ice hockey, and spending time with his family.

Samuel De La Cruz is a financial advisor with LPL Financial in Gaithersburg, MD, holding Series 63 and 65 licenses and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC and Grove Point Investments, LLC, among other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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.

David Johnson is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and three years of industry experience. His previous roles include positions at Deutsche Bank and Allegro Securities, and he has operated as a self-employed advisor. Outside of finance, he is a general contractor and owner of a construction business, GR Nelson, where he is involved part-time. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and access to a broad range of investment products through its affiliations within the J.P. Morgan organization.

Sean Cable is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior career includes roles at Graham Holdings Company, Grove Point Investments, H Beck, and Citigroup. Outside of his advisory work, he volunteers as an elections officer for the Prince William County Elections Board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.