Amelia Hogle is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and one year of industry experience. Prior to Ameriprise, she worked in various roles including positions at the Maryland General Assembly and the University of Maryland. Outside of her advisory work, she serves on the Board of Directors for Voices for Children and co-owns ArtMelia, a business involved in illustrating children's books and designing university club t-shirts. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jason Wright is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Capital One Investment Services, and Chevy Chase Financial Services. Wright is also a partner at Capital Harvest Wealth Partners, an LLC involved in non-variable insurance business. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Jesse Rivas is a financial advisor at LPL Enterprise with a Series 66 designation and eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, National Life Group, and Hill International. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with active product sales.

Ronald Fuchsman is a financial advisor with Raymond James & Associates in Rockville, MD, holding Series 63 and Series 66 licenses with 27 years of industry experience. He worked previously at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years before joining Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management options and municipal advisory capabilities.

Christopher Smith is a Financial Consultant currently working with clients to develop, implement, and manage customized financial plans. He focuses on simplifying and personalizing the investing process to align investments with clients' future goals for themselves and their families. He has been a Financial Consultant at Fidelity Investments since 2022. Prior to this role, he served as Regional Vice President at ProFunds Distributors, Inc. from 2018 to 2022, Regional Sales Specialist at Pioneer Investment Management, Inc. from 2016 to 2018, and Registered Representative at Pruco Securities, LLC from 2015 to 2016. Outside of his professional work, Christopher enjoys playing golf.

Maximilliano Saavedra is a Series 66-credentialed financial advisor with Ameriprise, based in Potomac, MD, and has 21 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he co-owns a bookkeeping business and manages an LLC that handles Ameriprise-related business expenses. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Mohamed Ben Yahia is a financial advisor with Ameriprise in Fairfax, VA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Benjamin Maynard is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity Investments, he worked at JVJ Solutions and spent time at Boston College and Wilmington High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and it maintains oversight of sub-advisers and share class selections.

Daniel Mc Geever is a financial advisor with Ameriprise in Gaithersburg, MD, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in owning and managing a commercial real estate LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing comprehensive written recommendations that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary retirement advice, primarily focused on assets managed within Ameriprise.

Carlos Romero is a financial advisor with LPL Financial in Rockville, MD, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2013 and previously operated CRG Financial Services. Outside of advisory services, he is involved in residential real estate as a licensed agent and provides tax preparation services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Andrew Alvey is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has worked in both financial services and other sectors, including automotive retail and healthcare. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies, incorporating both in-house and third-party managers to meet client-specific risk profiles.

Ryan Shuler is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked at Bank of America and Merrill Lynch before joining UBS in 2022. He serves as an advisory board member for Make-A-Wish® Mid-Atlantic, a nonprofit organization focused on granting wishes to children with life-threatening medical conditions. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering a range of products including fee-based financial planning, discretionary portfolio management, and alternative investments.

Anita Acevedo is a financial advisor with Primerica Advisors in Gaithersburg, MD, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Primerica Advisors since 2013 and has worked with Primerica Financial Services since 1998. Outside of advisory activities, she is involved in sales of home security and automation products as well as loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

William Mason IV is a financial advisor at Edward Jones with 39 years of industry experience. He has held his position at Edward D. Jones & Co., L.P. since 1986. 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 discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Micheal Lipshultz is a financial advisor at Morgan Stanley with 29 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. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools to develop financial plans, managing approximately $2.74 trillion in client assets.

Elisa Mullisi is a financial advisor at Morgan Stanley with a Series 66 credential and no prior industry experience. Her work background includes roles at The Energy Authority, Cantor Fitzgerald, and the University of North Florida, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and investment modeling.

Michelle Balfe is a financial advisor with Mass Mutual Investors Services in Rockville, MD, holding Series 63 and Series 65 credentials and with 24 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of her advisory role, Balfe serves as a board member of the Bowie, MD Green Team Executive Committee and is an independent insurance agent for group disability and group dental coverage. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, educational seminars, and specialized services such as divorce planning and estate-settlement programs.

Ruben Banerjee is a CFP®-designated financial advisor with Raymond James Financial, based in Rockville, MD, and has three years of industry experience. His work history includes roles at Raymond James Financial Services and Financial 360, LLC, where he also serves as an associate and registered representative. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Bryan Hale is a financial advisor with LPL Financial in Sterling, VA, holding a Series 66 credential and three years of industry experience. He previously worked at Edward Jones and has additional background in real estate-related roles. Outside of advising, he manages several real estate investment and rental entities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Daniel Searles is a CFP®-certified financial advisor with four years of industry experience, currently with LPL Financial. Prior to joining LPL Financial in 2025, he worked with Grove Point Advisors LLC and Grove Point Investments LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.