Rochelle Brown is a CFP®-certified financial advisor with Edward Jones in Bowie, MD, where she has worked since 2002, accumulating 23 years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, Brown co-owns Abundant Life Resources LLC, a faith-based ministry focused on seminars, counseling, and writing. She also serves as treasurer and finance chair for the Salvation Army of the Sandhills and is a financial team member at The Shepherd's House International Christian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Molowa is a financial advisor with Mass Mutual Investors Services in Bethesda, MD, holding the CFP® designation and a Series 66 license. He has 11 years of industry experience, including roles at Goldman Sachs, CETERA Advisor Networks, United Capital Financial Advisers, and Stifel. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering strategies that focus on investment categories rather than specific product selections.

Julia Jorss is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Haverford Trust Securities Inc. before joining RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies using both in-house and third-party managers, along with integrated financial planning and brokerage services.

Juan Oechsle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he operates a limited crab harvesting business in the Chesapeake Bay. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Caroline Hulting is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and previously worked at Scarborough Capital Management and Solomonwood. Outside of her advisory role, she is involved with River Hills Consulting Services, LLC as a case manager and paraplanner. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Andrew Phillips is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and nine years of industry experience. He previously worked at Foresters Financial Services and Live Nation before joining Ameriprise. Phillips also manages an advisory business through River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party analysis.

Jessie Sims is a financial advisor at Merrill with Series 63 and Series 66 registrations and three years of industry experience. Her prior roles include positions at Bank of America, J.P. Morgan Securities, and Banco Santander. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexandra White is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates. Outside of finance, she operated Annapolis Dog Walkers for a year. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summaries, with implementation options offered through its brokerage or advisory programs.

Sean O'Neill is a CFP® professional with 27 years of industry experience, currently serving at RBC Capital Markets since 2009. He is based in Annapolis, MD, and holds Series 63 and Series 65 registrations. Outside of his advisory role, he serves on several local nonprofit and community boards, including the Annapolis Musicians Fund for Musicians, the City Dock Action Committee, and the Anne Arundel Estate Planning Council, where he is president. RBC Wealth Management, a division of RBC Capital Markets, provides a range of advisory programs and services to individual investors, institutions, and other clients. The firm offers tailored investment strategies through a combination of in-house and third-party managers, incorporating options such as tax management and responsible investing.

Thomas Pasta is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial. His prior roles include 20 years at Ameriprise and Ameriprise Financial Services, Inc. He is also a notary and manages a separate business entity, Tuono LLC, for tax and investment purposes unrelated to his advisory work. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research-backed model portfolios and advanced technologies.

Mc Kenna Nolan is a Series 66 licensed financial advisor with Edward Jones in Annapolis, MD, bringing two years of industry experience. Prior to joining Edward Jones, Nolan worked at Lord Abbett and Morgan Stanley. Outside of finance, Nolan managed operations at RJ Bentleys Sports Bar for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Ibrahim Bah is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' individual priorities to develop strategies that address short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unforeseen expenses. Additionally, he facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ibrahim holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Illinois System and communicates fluently in English and Arabic. Outside of his professional duties, Ibrahim is involved with the charitable organization Feed My Starving Children.

Candida Sampson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her work history includes roles at Merrill and multiple dental-related organizations before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, applying proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Sonya Logan is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Spire Investment Partners, TD Ameritrade, and Scottrade. Outside of finance, she was the owner of a candle-making business, Lydon's Creative Concepts. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm offers a variety of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Karen Williams is a financial advisor with Edward Jones in Severna Park, MD, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she spent seven years at Wells Fargo Home Mortgage. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Michelle Kruhm is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has been with LPL Financial since 2011. In addition to her advisory role, she is a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and various technologies.

Woodroe Leach is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His prior work includes more than three decades at Money Concepts Capital Corp and ongoing roles at Chesapeake Life. Leach is also involved in entrepreneurial activities, owning Leach Wealth Management Group and The Woodlyn LLC, and he works as an independent insurance agent. Additionally, he plans to offer clients access to estate planning documents through the Estate Guru platform. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers a range of portfolio management options, including proprietary models and third-party strategies, delivered across multiple platforms with both discretionary and non-discretionary investment implementations.

Jocelyn Smith is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, she worked for Deloitte for 11 years. She is also self-employed. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Anthony Johnson is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley and Traders, as well as entrepreneurial work with Crow Entertainment, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale, delivering advisory services primarily through model-based strategies managed by third-party asset managers.

Kevin Byrne is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.