Michael Brezovec is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 14 years. In addition to his advisory work, he serves as a firearms instructor and is involved in deer management through Phillips Farm in Adamstown, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supporting both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Nicole Martin is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at Capital Bank for four years and has held positions in lending and mortgage services. Outside of advising, she owns long-term rental properties in Washington, DC, and Denver, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Clifford Boyle Jr. is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1993. 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 and tailored financial planning using structured discovery conversations and proprietary planning tools.

Keyoor Brahme is a financial advisor with Primerica Advisors in Gaithersburg, MD, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has concurrently worked with PFS Investments Inc. since 2015, Primerica Financial Services since 2014, and Equinoxys since 2013. Outside of his advisory roles, he is the founder and treasurer of Prabalta Inc., a non-investment-related business. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm provides advisory services through a wrap-fee asset management program, relying largely on model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Eric Felsenfeld is a financial advisor at Ameriprise with 23 years of industry experience and holds a Series 66 designation. His prior roles include positions at Chalice Capital Partners, Niagara International Capital Limited, Chalice Wealth Advisors, and H.Beck Inc. Outside of advising, he is co-owner of Chesapeake Innovations, an engineering and product design company, and KJ CREATIONS LLC, which publishes puzzle and children's books through Amazon KDP. Ameriprise offers specialized retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide annual, non-discretionary retirement income recommendations delivered through a centralized consulting team.

Gabriel Ali is a financial advisor at LPL Financial with two years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, and involvement with arts organizations such as the BlackRock Center for the Arts and the Harold & Sylvia Greenberg Theatre. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside model portfolios and research from various sources.

Matthew Kramer is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior experience includes roles at Fidelity, Charles Schwab, and Edward Jones. He is also associated with Lee, Sipe and Associates and Serving Those Who Serve, where he works as a financial advisor. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, offering non-discretionary, tailored advice supported by analytical tools and a broad advisor network.

Ryan Supplee is a financial advisor with Morgan Stanley in Leesburg, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that integrates Global Investment Committee estimates and scenario modeling.

Esther Searles is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant and Planning Consultant at Fidelity Investments from 2020 to 2023. Her experience also includes working as a Financial Consultant at TD Ameritrade from 2019 to 2020 and as a Licensed Insurance Agent at New York Life from 2018 to 2019. Esther focuses on collaborating with clients to develop financial plans tailored to their individual needs and goals. She resides in Northern Virginia with her husband and three children. Outside of her professional work, Esther enjoys interests such as food, skiing, and yoga.

David Duncan is a financial advisor with RBC Capital Markets in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at City National Bank since 2020 and has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through both in-house and third-party managers, combining portfolio management, financial planning, custody, and brokerage services.

Jessica Brady is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools to create tailored plans.

Andrew Freedenberg is a CFP® and CFA® charterholder with 12 years of industry experience. He currently advises clients at Morgan Stanley, where he has worked since 2022, following prior roles at Bank of America and Merrill. Outside of his advisory work, he is involved as a partner in family and rental property businesses in the Delaware and Maryland areas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and investment advisory services supported by structured planning tools and models.

Mary Elizabeth Galvan is a financial advisor at Edward Jones in Purcellville, VA, holding a Series 66 designation with seven years at the firm and one year of industry experience overall. Prior to joining Edward Jones in 2019, she worked at George Mason Mortgage from 2014 to 2018. 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, including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Makayla Greene is a financial advisor at Morgan Stanley in Rockville, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, her work history includes roles at Ulta Beauty, Buffalo Wild Wings, and Enterprise Holdings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate investment modeling but typically do not include individual security recommendations.

Robert Pellicoro Jr. is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with RBC Capital Markets since 2011 and also has experience at City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, combined with services such as financial planning, custody, and brokerage.

Austin Riedel is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Justin Lee is a CFP® professional affiliated with Charles Schwab, with four years of industry experience. He has held roles at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2023, and prior to that worked at McAdam LLC. Outside of finance, he has experience in the restaurant industry and academic settings. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a centralized operational structure.

David Olson is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Timothy Mathews Jr. is a Series 66 credentialed advisor at Fidelity with one year of industry experience. His prior work history includes roles at Andersen Tax, Stanley Black and Decker, and Jet Services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory roles with multiple registered investment companies and fund-of-funds.

Ethan Cross is a financial advisor at Morgan Stanley in Rockville, MD, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked in various roles including grounds crew at a Maryland golf course and positions at Comcast and Empire Parking Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies to support client goals.