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.

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.

Jason Turnbull is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 20 years of industry experience. He has previously worked at firms including Cetera, Merc-Capital, Richmond Financial Group, and Raymond James Financial Services Advisors. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis. Advisors use Wells Fargo research and tools to develop tailored recommendations, with implementation options available through the firm's brokerage or advisory programs.

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® with 30 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Lincoln Investment and Osaic FA, Inc. He also operates as an independent insurance agent through GuideMark Strategic Advisors. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management across multiple platforms, utilizing proprietary model strategies under the Founders Gate Capital brand.

Annie Davis is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 18 years before joining Wells Fargo Advisors in 2020. In addition to her advisory role, she is a co-trustee for the Davis Wealth Management LLC 401(k). 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, with tailored recommendations developed using proprietary 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 Financial Advisor with Merrill Lynch Wealth Management. He works with individuals and families to simplify complex financial decisions and develop clear, structured approaches to achieving their financial goals. Anthony focuses on understanding what matters most to each client and helps them stay organized and intentional as their needs evolve. Anthony joined Merrill Lynch Wealth Management after graduating magna cum laude from the University of South Carolina with degrees in Finance and International Business. He has continued his professional development by earning the Chartered Retirement Planning Counselor™ designation and the Maryland Life and Health Insurance License. His expertise includes college education planning, family wealth management strategies, and retirement income. Outside of work, Anthony enjoys ice hockey, swimming, tennis, and traveling.

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 at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Grove Point Advisors, H. Beck, and Alexander Capital, among others. Outside of his advisory role, he is involved with Medallion Financial Group and Safe Money Concepts LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various advisory tools.

Alexandra Nolan Jamros is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds the Series 66 designation and has worked previously at Stifel Nicolaus & Co Inc and Morgan Stanley. 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 advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

David Johnson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Deutsche Bank and Allegro Securities, as well as self-employed financial work. Outside of his advisory role, he is involved as an owner and partner in a general contracting business. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative and qualitative due diligence to develop model asset allocations and includes capabilities in derivatives and commodities.

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 serves the unique wealth management needs of executives, business owners, and entrepreneurs, focusing on helping clients navigate complex financial situations related to family wealth management, personal retirement planning, philanthropic planning, and tax minimization. Carson collaborates with attorneys, CPAs, and family stakeholders to develop and execute tailored strategies for clients experiencing significant liquidity events or transition planning. Carson began his advisory career at Morgan Stanley and has prior experience in investment banking. He graduated cum laude from the University of Maryland's Robert H. Smith School of Business with a Bachelor of Science in Finance. He holds professional designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Carson is affiliated with professional organizations such as the Alliance of Merger & Acquisition Advisors, Association for Corporate Growth, and the Exit Planning Institute. A Maryland native, Carson resides in Rockville with his wife, Maggie. He enjoys golfing, traveling, and spending time with family.

Anna Squier is a Series 66-licensed financial advisor with LPL Financial, based in Rockville, MD, and has one year of industry experience. Her career includes roles at Vintage Financial Partners, Babbington Inc, Gallagher Kies & Company, Keller Williams, and Carmen Schools for Science and Technology. Outside of advising, she is a licensed notary and owns Sharp Turn Products, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of investment options and platforms, combining extensive resources with a broad range of financial services.

Cory Grant is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in banking. He specializes in helping clients build wealth, secure their future, and achieve their financial goals through personalized financial strategies. Cory's expertise includes divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment financial planning, individual and corporate investment strategy, tax minimization, and retirement income. A proud Pittsburgh native, Cory earned his Bachelor's Degree in Business Marketing from Howard University. He holds the Personal Investment Advisor (PIA) designation, reflecting his commitment to client-focused financial solutions. Cory emphasizes working closely with clients to set realistic expectations and milestones to keep their financial plans on track. Outside of his professional work, Cory coaches little league baseball and enjoys basketball, biking, cooking, football, music, reading, spending time with his family, and watching movies.

Nicole Dayball is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2022. Prior to her advisory role, she spent time at Salisbury University and Chesapeake High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.