Benjamin Matthews is a financial advisor with Primerica Advisors in Frederick, MD. He holds Series 63 and Series 65 licenses and has been working in financial services since 2020, with prior experience at AECOM and CSX Transportation. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

Luis Lopez Portillo is a Series 66 licensed financial advisor with LPL Enterprise LLC, based in North Bethesda, MD. He began his career at Rethos, where he worked for 20 years before joining Beall Enterprises Inc. and LPL Enterprise in 2025 and 2026, respectively. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Aidan Leighton is a financial advisor at Morgan Stanley in Potomac, MD, with two years of industry experience. He previously worked at U.S. Bancorp Investments and U.S. Bank, and has experience outside finance working at Mustards Last Stand and the University of Colorado Boulder. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning using structured discovery processes 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 with employers.

Kristin Alexander is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, supported by structured discovery processes and firm-approved planning tools.

Kevin Di Manna is a financial advisor with Merrill in North Bethesda, MD, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America since 2017 and was previously employed at Arthur J. Gallagher from 2015 to 2017. Outside of his advisory role, he coaches younger baseball players through sports camps and clinics as an independent contractor. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Arey III is a financial advisor with Primerica Advisors in Eldersburg, MD, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2005 and concurrently with Northrop Grumman Corporation since 2004. Outside of his advisory role, he is the owner of Game On, Inc. and serves as a field manager for the Kickball League of Baltimore. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, using BNY Mellon Advisors for model implementation and Pershing and Primerica Brokerage Services for custody and trade execution.

Jennifer Heebink is a financial advisor at Morgan Stanley with 26 years of industry experience. She has held positions at Ameriprise Financial Services and Keel Point, LLC prior to joining Morgan Stanley in 2019. Heebink holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, incorporating the Global Investment Committee’s return estimates and simulation models.

Kent Showler is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Lee, Sipe and Associates and PNC Investments. Outside of his advisory role, he refurbishes and sells used baseball gloves as a hobby and volunteers in the maintenance of a local neighborhood park. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm offers non-discretionary planning tailored to client goals, employing risk profiling and modeling tools, and supports advisory programs along with specialized municipal and consulting services.

Arjun Venu is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Mariah Lightfoot is a Series 66-licensed financial advisor with LPL Financial, based in Gaithersburg, MD, and has eight years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Co, MGM National Harbor, and Capella University. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions and supports its advisors with proprietary research, third-party strategies, and various operational tools.

Scott Kreger is a financial advisor with RBC Capital Markets in Rockville, MD, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously spent eight years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides tailored advisory programs combining in-house and third-party investment management with various portfolio management options.

Robert Pfeifer is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2005. 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.

Carla Britton Ramsey is a CFP® professional with four years of industry experience, currently affiliated with Edward Jones. Her prior roles include positions at Raymond James Financial Services Advisors, T Rowe Price Investment Services, and The Vanguard Marketing Corporation. She has also operated Carla Ramsey Financial Coaching LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies supported by a large network of financial advisors and branch offices nationwide.

John Shifter is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Equitable Advisors, and has experience with business ventures including My Dry Master and Shift Motion Dance Education. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their financial planning process includes structured discovery and firm-approved tools, relying on modeling techniques such as Monte Carlo simulations without offering individual security recommendations as part of standalone planning.

David Yarn is a Series 66-credentialed financial advisor with 12 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2014. He is also the president of CF Services Group, Inc., where he is involved in insurance, benefits, and human resources. In addition, Yarn serves as a volunteer squadron commander for the Civil Air Patrol. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and manages a multi-billion dollar asset base while providing access to multiple platforms, third-party advisers, and proprietary model strategies.

Perry Lazerus is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. He has worked at Securian Financial Services, Minnesota Life, and Financial Advantage, where he has also been involved in fixed insurance sales. In addition to his advisory role, he teaches a retirement planning course at Montgomery College. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management services and operates a multi-manager platform with access to various program structures and third-party managers.

Brady Bassford is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Christin Shifflett is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has held previous roles at Lord Abbett Distribution and 24 Hour Fitness. Outside of her advisory practice, she owns and operates several children’s fitness centers in Maryland. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Kevin Bradley is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, and has 27 years of industry experience. He previously worked at Avantax in various roles from 1998 to 2025. Outside of advising, he serves as treasurer and board member for the Rockville Parks and Recreation Foundation, a nonprofit funding recreational activities, and owns a full-service accounting and tax preparation practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing over $256 billion in assets through more than 10,000 advisors.

Nicole Treiber is a Series 66-licensed financial advisor at Osaic with nine years of industry experience. She previously worked at XML Financial, LLC and XML Securities, LLC (formerly Lara, May & Associates, LLC). Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.