Geoffrey Magee is a financial advisor with Primerica Advisors in Gaithersburg, MD, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. In addition to advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee structure.

Alexander Freed is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he focuses on helping high-net-worth clients pursue their professional and personal wealth management goals. He joined Merrill in 2017 and serves clients in the DC, Maryland, and Virginia area. His practice centers on developing in-depth relationships to understand clients' current situations and future aspirations, offering financial planning, tax minimization strategies, estate planning, customized lending solutions, and other services. Prior to joining Merrill, Freed earned a Bachelor's degree from the University of South Carolina's Darla Moore School of Business, studying Finance and Risk Management. He holds several professional certifications including Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC™), and Personal Investment Advisor (PIA). His expertise encompasses areas such as college education planning, corporate benefits, executive compensation, family wealth management, retirement income, and more. A native of the Greater Washington Region, Freed understands the unique financial needs of his community. He is involved with organizations such as the Knights of Columbus and enjoys spending time with his family and engaging in activities like biking, bowling, fishing, football, golfing, hiking, and reading.

Edgar Marita is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2024 before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services that include financial planning through its Financial Advisors and Estate Planning Strategies Group.

Eli Kreger is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2019, with brief periods spent outside the industry. His prior work history includes roles at Pulse House of Fitness and Sherwood Hill Liquor Store. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with tailored investment strategies implemented through a combination of in-house and third-party managers.

Mary Bottella is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of her advisory role, she manages a rental property in Naples, Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, providing a combination of non-discretionary and discretionary investment options along with integrated brokerage, custody, and financial planning services.

Roland Laryea is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held various roles across several companies including Encora, Bytes, and Ocado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

John Lasheski is a financial advisor at Morgan Stanley with 22 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. In addition to his advisory role, he serves as an executor for an estate in Brookeville, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and models.

Timothy Calabrese is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Merrill since 2008 and concurrently at Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional investors.

Mark Searles is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has previously worked at Grove Point Advisors, Grove Point Investments, SSN Advisory, and Medallion Financial Group. Outside of his advisory role, he is involved with Safe Money Concepts, a non-variable insurance business. 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, third-party asset management, and institutional platforms.

Vladislav Romanov is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Romanov is also involved with Metro Financial & Benefits. 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 financial planning and portfolio management services, utilizing various investment strategies and advisor-support tools.

Lyssa Tavel is a financial advisor at Morgan Stanley with 12 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2016 and also operates Lyssa Tavel Interior Design LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Thomas Searles is a CFP® with 42 years of industry experience, currently an advisor at LPL Financial since 2025. He previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC, among other firms. Outside of finance, he is an author and musician with ongoing creative projects including several authoring roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory services, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Kristin Kornemann is a CFP® with 28 years of industry experience, currently affiliated with Cetera. She has held roles at several firms, including Financial Advantage Associates and Minnesota Life, and has been involved in fixed insurance sales with Erie Insurance and Financial Advantage Associates. She is also active in her community as a homeowners association president. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Robert Toczylowski is a Series 66-licensed financial advisor at OSAIC with 25 years of industry experience. He previously worked at Woodbury Financial Services, Capital One Advisors, Chevy Chase Financial Services, and Ameriprise. Outside of his advisory role, he is a partner at Symmetry Financial Partners, where he is involved in insurance sales and financial planning. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Wesley Stansel is a financial advisor at Morgan Stanley in Rockville, MD, holding a Series 66 designation with five years of industry experience. He previously worked at First Command Insurance Services, Inc. and related entities from 2018 to 2019. Outside of finance, he was involved with Pazzo Pomodoro for nine years and employment at George Mason University for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and modeling in its advisory services.

Kevin Davidson is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Allstate Insurance Company for 17 years, as well as at PNC Wealth Management and Ameriprise. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals.

Jared Violante is a financial advisor with Raymond James Financial Services Advisors, Inc. in Rockville, MD, holding a Series 66 designation and having 10 years of industry experience. He has been with Raymond James since 2016 and is also involved with Capital Wealth Management Group in a non-client-facing capacity. 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, institutions, and nonprofit organizations. The firm offers non-discretionary planning tailored to client goals and supports a range of advisory programs, incorporating technology and advanced analytical tools in its offerings.

Ethel Treister is a financial advisor at Cetera with 25 years of experience. She holds the PFS™ and Series 66 designations and has also worked as a CPA since 1992 and as a flight instructor from 1997 to 2018. In addition to her advisory role, she provides tax planning and preparation through her CPA practice. Cetera Investment Advisers LLC is an SEC‑registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with access to multiple program platforms and third‑party managers.

Karen Holmes is a financial advisor with LPL Financial, holding a CFP® designation and Series 63 and 65 licenses, with 28 years of experience in the industry. Her prior experience includes roles at 1st Global Insurance Services, Inc., 1st Global Advisors, Inc., and 1st Global Capital Corp. She is also the owner of Holmes and Associates Accounting Services, which provides tax preparation and bookkeeping services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and technology tools, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Nicholas Serenyi is a financial advisor with Morgan Stanley who holds Series 63, Series 65, and Series 66 licenses and has 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including customized financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.