Michael Mooney is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Lincoln Financial Securities Corporation, Osaic FS, Inc., and Equitable Advisors. In addition to his advisory role, he is involved with Family First Life Capital in non-variable insurance. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by various operational and research tools.

Harry Slade III is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 27 years before joining Ameriprise in 2023. Outside of his advisory role, he is involved in independent insurance brokering and manages a farm in Woodbine, Maryland. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brandon Phillip Cheeks is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and T. Rowe Price. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through advisory programs focused on asset allocation advice, investment manager searches, and customized performance reporting. Their process combines quantitative and qualitative research with an ESG eligibility framework and includes broader derivatives and commodities capabilities.

John Dove is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously owned Love Dove Farms LLC from 2010 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

James Pender is a financial advisor with Raymond James Financial, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at CUSO Financial Services, SunTrust Investment Services, LPL Financial, Access National Bank, and Investment Professionals, Inc. Outside of his advisory work, he serves as Vice President of the DC Society Sons of the American Revolution, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using detailed analytical tools and supports municipal and public finance advisory work through a unique affiliation.

Douglas Haller is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Morgan Stanley in 2022, he held positions at Blue Collar Scholars, Damascus Enterprise, and in government, as well as roles in education and the private sector. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Christopher Biddison is a Series 66 licensed financial advisor with Equitable Advisors in Columbia, MD, where he has worked since 2005. He has 21 years of industry experience and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved as a member and co-owner of Lee Creek Farm, LLC, which manages a property in Cambridge, Maryland. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm offers various investment programs through a network of advisers and third-party sponsors, focusing on personalized risk assessment and model selection without relying on hypothetical performance in advertising.

Princess Taylor is a financial advisor with Wells Fargo Clearing in Columbia, MD. She holds Series 63 and Series 65 licenses and began her advisory career in 2025. Her prior experience includes roles at Navy Federal Credit Union, Matheson, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions informed by research and modern portfolio theory.

John Seitz III is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he leads The Seitz | Bosley Group, focusing on providing financial guidance that aligns with clients' specific goals. He emphasizes clear communication and client service within his team while maintaining a commitment to ongoing professional education. John's professional background includes managing personalized investment strategies that may incorporate individual stocks, bonds, Merrill model portfolios, and third-party investment strategies. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He was recognized as one of Forbes/SHOOK's "Best-In-State Wealth Advisors" for six consecutive years through 2023. He holds a bachelor's degree in economics from St. Lawrence University in Canton, New York, and a master's degree from Loyola College in Baltimore. John resides in Glenwood, Maryland, with his family. His personal interests include golfing, spending time with family, and traveling.

Matthew Koppelman is a CFP® licensed financial advisor with five years of industry experience. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, and Windsor Communities. Outside of his advisory role, he is involved with Precision Wealth Planners, a business related to his LPL activities. LPL Enterprise, LLC 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 model-driven investment approaches with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust and lending services.

Joel Greenberg is a Series 66-licensed financial advisor with 15 years of industry experience, currently working at LPL Enterprise since 2024. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Eagle Strategies (NY Life), and Securian Financial Services, Inc. He also engages in Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

David Baker is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Citigroup Global Markets. Baker also serves as an administrator or executor of estates and trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of third-party advisory models and proprietary tools, offering services through a large network of Investment Adviser Representatives.

Franklin Rinko is a financial advisor at Merrill in Bethesda, MD, holding a Series 66 credential with four years of industry experience. He has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Outside of advising, he has served as an independent contractor with Vector Marketing, focusing on sales of Cutco kitchen knives. 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 a range of clients including individuals, pension plans, and charitable organizations.

Michael Branthover is a CFP® professional with 11 years of industry experience, currently serving as an advisor at LPL Financial since 2016. He previously worked with Hergenroeder Financial Advisors, Inc. and holds a Series 66 license. Outside of his advisory role, he is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

Miguel Zayas is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following prior experience at Wachovia Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Gabriel Plazola Martinez is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Raymond James Financial, where he has worked since 2023, and he also serves as Chief Operating Officer at Financial 360, LLC, a support company based in Rockville, MD. Martinez has held roles at both firms since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools to project potential outcomes and supports both wrap-fee advisory programs and institutional consulting.

Thad Bisselle is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Chalice Capital Partners, Chalice Wealth Advisors, and Morgan Stanley Private Bank. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mei Mei Chow is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and 21 years of industry experience. She has worked at RBC Capital Markets since 2020 and was previously with Wells Fargo Clearing from 2016 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

James Battle IV is a CFP® with 14 years of industry experience, currently advising at Cetera in Rockville, MD. His prior roles include financial planning and consulting with several organizations focused on federal employee benefits. Outside of his advisory work, he is involved in educational consulting and provides general education on federal benefits through multiple independent contracting roles. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Roni Murshed is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he owns AML Capital Advisors, LLC, a separate investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad array of planning options including retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with various financial product offerings and referral channels.