Robert Hausman is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 40 years of industry experience. He holds Series 63 and Series 65 licenses and has served at Raymond James since 2012. Outside of advising, he is a partner and owner in several accounting and CPA practices based in Rockville, MD. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using analytical and risk-profiling tools, and supports advisory programs through a large network of advisors.

Tatyana Riley is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets, LLC and City National Bank since 2018 and 2019, respectively. Outside of her advisory role, she serves on the Board of Directors for the Barnesville School of Arts and Sciences. 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 and customizes investment strategies using both in-house and third-party managers.

Lorenzo Harrison is a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He aims to empower clients with the knowledge and tools to take control of their financial lives and choose the platform that best fits their needs. He holds professional designation as a Personal Investment Advisor (PIA) and has earned both a Bachelor's and a Master's Degree from the University System of Maryland. Lorenzo specializes in getting to know clients to understand what is important to them, helping develop strategies to pursue their financial goals. His expertise includes general investing, retirement planning, and saving for the unexpected. Outside of his professional work, Lorenzo is involved with DeMatha Catholic High School Football.

Juan Silva Villamil is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work history includes positions at Bank of America and Harris Teeter. 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, retirement plans, corporations, and charitable organizations.

Randolph Nittoli is a financial advisor with Edward Jones in Olney, MD, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at the U.S. Department of State for eight years and at Kritisk Consulting, Inc. for two years. He also serves as a contract instructor for Rescue One Training for Life and is a member of the Maryland Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Rosemarie Cohen is a CFP® with 37 years of industry experience. She currently works at OSAIC and has previously been affiliated with Woodbury Financial Services and Capital One Advisors. She also serves as President of Presidio Wealth Advisors and is a managing partner at Symmetry Financial Partners, where she is involved in insurance sales and financial planning. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple third-party solutions to offer tailored portfolio management and financial planning.

Michael Aves is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining LPL Financial in 2017, he worked at VOYA Financial Advisors from 2014 to 2017. Outside of his advisory work, he is also active as a musician and performer. 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 financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by various operational tools.

James Fitze Jr. is a financial advisor with Mass Mutual Investors Services in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His career includes roles at MassMutual Life Insurance Co. and Applied Network Solutions, Inc. since 2013. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. Their approach involves collaborative, annual planning engagements using firm-approved analytical tools to develop written recommendations, focusing on investment strategies rather than specific product selections.

William Wallace is a financial advisor with Primerica Advisors in Ashburn, VA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in the sale of home security and automation products, as well as loan product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

James Wehr is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has worked with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2001. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various investment programs tailored to client goals.

Brandon Brown is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked for the Nuclear Regulatory Commission and Toy Castle. Merrill, along 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 plans, corporations, and charitable organizations.

Joseph Cassella is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with PFS Investments, Inc. since 2011. Cassella is also involved in sales of loan products and home-related services through affiliated companies of PFS Investments, Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with nearly 3,700 advisors and focuses on delivering advisory services primarily through model-driven investment strategies managed by third parties.

John Stohlman is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and bringing 34 years of industry experience. Prior to joining LPL Financial in 2025, he was associated with firms including Grove Point Advisors, Federal Navigators, and Securities Service Network. He serves on the board of Cedarbrook Community Church and is also an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by extensive technology and operational tools.

Sherali Shermohamad is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes eight years at Stargates Inc and six years at 3 T International Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and a wrap program, along with affiliated trust and insurance services.

Victor Concha is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity Investments in 2022 as a Financial Consultant and has built his career in financial advisory roles for over a decade. Victor has experience working with a range of clients to develop customized financial plans that align with their short-term and long-term goals. Prior to his current role, Victor served as a Financial Advisor at GEBA Wealth Management from 2020 to 2022 and as a Wealth Management Advisor at TIAA from 2018 to 2020. He also worked as a Private Banking Advisor at Wells Fargo Advisors and PNC Wealth Management between 2012 and 2018, and began his career as a Financial Analyst at PNC Institutional Investments from 2008 to 2012. Outside of his professional work, Victor has interests in cooking and baking, enjoys food-related activities, participates in soccer, values parenthood, and engages in volunteering within his community.

Scott Mann is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Andrea Vice is a financial advisor with Morgan Stanley in Potomac, MD, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Merrill, Bank of America, PNC Wealth Management, Fidelity, Deutsche Bank Securities, and Citigroup. Outside of her advisory work, she supports a family-owned online business selling vintage Americana and antiques by providing marketing and social media assistance. Morgan Stanley Wealth Management offers a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes but does not provide individual security recommendations as part of standalone plans.

Daniel Kurtz is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities, and First Command Financial Planning. His other business activities include involvement with a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach, offers access to third-party asset managers and wrap programs, and is notable for its offerings in affiliated trust services, insurance products, and lending programs.

Shawn Barnes is a CFA® charterholder and holds a Series 63 license, with 27 years of experience in the financial industry. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Yapheth Norris is a financial advisor at Raymond James & Associates with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Bank, and Impaq International. Norris also operated Norris Sports & Recreation in 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, and municipal entities with a range of financial planning and investment consulting services.