Sarah Burton is a financial advisor with Osaic Wealth, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She previously spent 12 years with Lincoln Financial Advisors before joining Osaic in 2025. Outside of her advisory role, she creates Disney-related content on YouTube and recently became eligible for monetization. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools, and it is notable for its scale, complex affiliate network, and private-equity ownership.

Andrew Poulos is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2019. Outside of his advisory role, he serves on the board of directors for SUPER LEADERS, a nonprofit organization focused on mentoring at-risk high school students. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management and tailors investment strategies to client risk profiles using both in-house and third-party managers.

Jason Topper is a financial advisor at Raymond James Financial Services Advisors, Inc. with 14 years of industry experience. He has previously worked at Turning Point Financial, Turning Point Benefit Group, Purshe Kaplan Sterling Investments, and Cambridge Investment Research Advisors. He operates his personal LLC, JTWM, LLC, as an independent contractor. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Ariel Christopher is a financial advisor at Morgan Stanley with six years of industry experience. He has worked at multiple firms including Merrill, Wells Fargo Clearing Services, Truist Advisory Services, and First NBC Bank. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.

Daniel Miller is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

David Weinstein is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Devonte Gordon is a financial advisor with LPL Financial, holding the Series 66 designation and beginning his advisory career in 2025. He previously worked at Highlander Financial Group and is involved with Next Game Project LLC. His background includes experience at Wake Forest University in fan experience and sales. 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 advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by extensive operational and research tools.

Matthew Davis is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Olney, MD, and has 26 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, NA. He is a majority owner and active in operations at Davis Wealth Management, LLC. 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. The firm integrates advisory services with other financial products and referral channels.

Norris Brodsky is a financial advisor with LPL Enterprise LLC, holding the CFP® and PFS™ designations and possessing 29 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He serves as a board member of the Baltimore Estates Planning Council. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of services including financial planning, consulting, and insurance product sales through affiliated entities.

Lee Kramer is a CFP® with 40 years of industry experience, currently serving at OSAIC since 2023. He previously worked at FSC Securities Corporation for 18 years and has managed his own firm, Kramer Financial, LLC dba Kramer Wealth Managers, since 1985. Kramer is a council member for the Capital Group Able Advisory Committee, providing input on the ABLE America product. OSAIC Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Allison McCarty is a CFP® with 19 years of industry experience, currently advising at Cetera in Rockville, MD. Her prior roles include positions at Minnesota Life, Securian Financial Services, and Financial Advantage Associates. She also teaches a retirement planning class at Montgomery College’s Lifelong Learning Institute. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and oversees more than $256 billion in assets.

Joanne Jaeger is a financial advisor at Edelman Financial Engines with seven years of industry experience. She holds a Series 65 designation and has previously worked at PNC Financial Services Group Inc and Howard County Public Schools. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Leonard Lupica II is a Series 66-licensed financial advisor with Ameriprise in Clarksburg, MD, and has 21 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. Outside of advising, he owns a business managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to develop tailored written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Fidel Carreon is a Series 66-credentialed financial advisor with 25 years of industry experience, currently affiliated with LPL Financial since 2009. His prior roles include positions at Mutual Service Corporation, FSC Securities Corporation, and Capitol Wealth Management. In addition to his advisory work, he operates Fidel Carreon Accounting Services, providing tax preparation and planning. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Stokes is a financial advisor at Merrill with a Series 66 credential and approximately one year of industry experience. His prior work history includes roles at Bankers Life & Casualty Co. and Morgan State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Hynes is a CFP®-designated financial advisor with 40 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior work includes roles at Planmember Securities Corporation, SII Investments, Inc., and Lincoln Investment. Outside of advisory services, he serves as an independent insurance agent and is involved in real estate investment and development as a partner in Casa Bella, LLC. Cambridge Investment Research Advisors serves both individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Lavonne Patterson is a financial advisor at Edelman Financial Engines with seven years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. Patterson’s career also includes six years at Comcast. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Josue Marciano is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Woodbury Financial Services and Capital One Bank. Outside of his advisory role, he owns Marciano Wealth Management LLC, a business related to tax and investment purposes. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and retirement advice, supported by advanced research and operational tools.

Yomaris Pichardo Gonzalez is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. She has worked within Bank of America and Merrill since 2018 and has held roles at the University of Maryland 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Lydon is a financial advisor at Cetera with 15 years of industry experience. He holds the PFS™ and Series 66 credentials. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and 1ST Global Advisors, and he is a partner at the CPA firm Lydon Fetterolf Corydon, where he has provided accounting and tax services since 2001. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management strategies and program options, supported by a large nationwide network of advisors and over $256 billion in assets under management.