John Rohrs is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and previously worked at T. Rowe Price for ten years before joining Merrill and Bank of America in 2026. 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.

Robert Dailey is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and 12 years of industry experience. He previously worked at AGIA and Valic Financial Advisors. Outside of advisory work, he is involved with non-securities insurance products through an agent role at AGIA. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad non-advisory financial services network.

Alexander Jurado is a financial advisor at Edward Jones in Annapolis, MD, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Thrivent Financial, Thrivent Investment Management Inc., Kent Manor FBS LLC, Hersha Hospitality Management, and Spire Hospitality. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Carey White is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has been with UBS since 2022. Prior to returning to the industry, she was a stay-at-home parent for eight years. Outside of her advisory work, she serves as secretary and board member for Hammond Park Recreation Inc., a private neighborhood swimming pool facility. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with a broad range of capital markets services.

Charles Mcneilly is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Cetera since 2021 and also leads Oak Court Wealth Management, a firm he has been associated with since 2014. Mcneilly serves as a board member for Services from the Heart, a nonprofit organization focused on food distribution and fundraising. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with diverse program structures and custodial relationships.

Dennis Oparaugo is a financial advisor with Charles Schwab in Bowie, MD, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has been with Charles Schwab since 2013. He is also a co-founder of Roundcomb, Inc., where he is involved in planning and administration. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment advice and access to discretionary separately managed accounts. The firm integrates advisory, brokerage, custody, and cash-sweep services within a large-scale and centralized operational structure.

Jeffrey Olsen is the president of OPR Investment Services, LLC and holds a Series 65 designation with three years of industry experience. He has been involved in his accounting firm, Olsen & Associates, LLC, since 1997, where he serves as owner and president providing tax preparation, planning, and management consulting. Olsen’s work with OPR primarily involves soliciting clients for third-party registered investment advisers rather than providing direct investment advice. OPR Investment Services, LLC functions as a solicitor, referring potential investors to third-party advisers and conducting due diligence on those firms. The company does not manage client accounts or custody assets, and it maintains written supervisory procedures and a Code of Ethics to address conflicts of interest related to referral compensation.

Scott Grebenstein is a financial advisor with Foresight Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. Prior to founding Foresight Financial Services in 2021, he spent 10 years at Mclaughlin Ryder Investments. Outside of his financial advisory work, he owns and operates an online sports memorabilia business. Foresight Financial Services is an independent firm serving clients from Laurel, MD.