Jacob Scarbath is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Equitable Advisors, Howard County Arts Council, and multiple other organizations. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and various advisory programs through a large network of representatives.

Keyan Abrishamkar is a financial advisor with LPL Financial in Rockville, MD, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Woodbury Financial Services, Capital One Advisors, and Chevy Chase Financial Services. Outside of his advisory work, he is the owner of a non-investment business entity, KeyNow LLC. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Grant La Gasse is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and has been affiliated with Financial Advantage since 2018. Prior to his financial services career, he spent 13 years at the U.S. Food and Drug Administration. In addition to his advisory work, La Gasse serves as an instructor on retirement planning at Montgomery College. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Pamela Nehemia is a financial advisor with Wells Fargo Advisors in Marriotsville, MD, holding a Series 66 license and two years of industry experience. Her prior roles include work at the Stoler Early Learning Center and time spent as a homemaker and stay-at-home mom. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, with recommendations supported by Wells Fargo research and planning tools.

Thomas Lee is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial since 2002. Outside of his advisory role, he serves as a trustee for EZ Federal Benefits and is a partner in GIVE LLC, a business where he has managerial and promotional responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports a large network of advisors and affiliated firms.

Ryan Troxell is a financial advisor with LPL Financial in Rockville, MD, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, T. Rowe Price, and Fidelity Investments. 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, supported by a large network of investment adviser representatives.

Young Kim is a Series 66-licensed financial advisor at Osaic with eight years of industry experience. He previously worked at Lincoln Financial Advisors and MCB Consulting LLC. In addition to his advisory role, Kim provides consulting services to business owners on operations and business strategies and works part-time as a home caregiver. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and risk management tools.

David Brown Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has held various roles including consulting and education with Resilient Kids, where he assists in training new employees. 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 both model-based and discretionary investment strategies for a range of individual and institutional clients.

Michelle Owens is a financial advisor with Ameriprise in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, Owens serves on the Board of Directors for a nonprofit community development corporation in Washington, DC, and is Treasurer for Utility Advisory, Inc. She also oversees the investment advisor and portfolio for the United Religions Initiative. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research-driven modeling and tax-efficiency analysis to support client income strategies, while emphasizing the use of Ameriprise-managed accounts and affiliated investment products.

Alvin Costa is a financial advisor with Merrill in Germantown, MD, holding a Series 66 license and one year of industry experience. His prior roles include positions at Bank of America, Wells Fargo Bank, and PNC Bank, as well as teaching at the University of Maryland-College Park and Montgomery College. 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Mauricio Maldonado is a financial advisor with Morgan Stanley in Rockville, MD, holding Series 65 and Series 63 licenses and having nine years of industry experience. Prior to his current role starting in 2024, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2012 to 2024. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, including tailored financial planning that uses firm-approved tools and models to assist clients in planning, with approximately $2.74 trillion in assets under management.

Meagan Sexton is a CFP® and ChFC® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked with The Greater Bethesda Chamber of Commerce and was involved with A & J Hospitality Corp / Eco Caters. Additionally, she has taught classes in Rockville, MD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,700 advisors.

Ronnie Franks is a financial advisor at Osaic with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Osaic in 2025, he worked at Bailey Wealth Advisors and UpSlope Advisors, Inc. He serves as an advisory board member for the Greater Washington Community Foundation in Montgomery County, a nonprofit organization. Osaic Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Corinne Dorey is a financial advisor at Edelman Financial Engines with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Fidelity Personal and Workplace Advisors and Edelman Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified, long-term oriented investment solutions across various account types.

Terrell Matthews is a financial advisor with Primerica Advisors in Calverton, MD, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2012 and has also worked at the U.S. Patent & Trademark Office since 2005. Matthews owns Matt-Hew Consulting LLC, where he operates as a Certified Divorce Financial Analyst. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jerome Liebstein is a CFP® and ChFC® with 29 years of industry experience. He has been with Edelman Financial Engines since 2006, including prior roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Liebstein is based in Bethesda, MD. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term strategies.

Pablo Molina is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Centaurus Financial, and Reese Yeatman. Molina is a partner in Reese Yeatman Financial, LLC. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization across various programs, including financial planning, Unified Managed Accounts, and retirement plan consulting.

Brian Sharp is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been building his career since 2008. He and his team provide wealth management services that integrate various aspects of clients' finances, including retirement, education, travel funding, gifting, and legacy planning, to help clients focus on their priorities. He has expertise in investment management, including alternative investments such as private equity and private credit, which have been employed to assist clients in navigating different market conditions. Brian earned a bachelor's degree in finance and marketing from Villanova University and holds the Personal Investment Advisor (PIA) designation. He has been recognized multiple times by Forbes, including listings on the "America's Top Next-Generation Wealth Advisors" and "Best-In-State Wealth Advisors" lists. Brian has advanced through several roles at Merrill Lynch, attaining titles including Managing Director and Senior Vice President. He lives in Potomac, Maryland, with his wife and three children. Brian is active in his community, involved with Catholic Charities and Our Lady of Mercy, and participates in youth sports, coaching his children's teams. Outside of his professional and community commitments, he enjoys playing golf.

Eli Pridonoff is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He works with families, executives, and professionals to help them navigate financial complexity and make decisions grounded in clarity, discipline, and personal values. His practice focuses on wealth management strategies such as education planning, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and tax minimization. Eli collaborates closely with clients’ CPAs and estate attorneys to ensure a cohesive approach to managing their financial lives. Eli holds a Bachelor of Science in Accountancy from Miami University and an MBA from The George Washington University School of Business. He has pursued additional studies at Harvard University, Georgetown University, and the University of Cincinnati. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Originally from Cincinnati, Eli now lives in Silver Spring, Maryland, with his wife and three children. Outside of his professional role, he enjoys staying active through swimming and biking, having completed a half-Ironman triathlon. He also has an interest in baseball, music, reading, traveling, and is involved with Little League International.

James De Moss III is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Wicked Sisters and General Dynamics Information Technology, and he serves in the United States Marine Corps Reserves. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.