Brad Davis is a financial advisor with Ameriprise in Owings Mills, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its predecessor firm since 2002. Outside of his advisory role, Davis is active in youth sports coaching, serving as head coach for a 12-and-under football team and coaching a boys’ 7th grade travel basketball team. Ameriprise provides retirement-income planning services targeting clients nearing or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficient strategies to deliver customized recommendations, supported by a centralized retirement-income consulting team.

Alexa Fleming is a financial advisor at Equitable Advisors with two years of industry experience. She holds Series 63 and Series 66 licenses and is based in Columbia, MD. Prior to joining Equitable Advisors, her work history includes roles in hospitality and library services. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Harry Slade IV is a CFP® with 11 years of experience in financial advising. He has worked at Edward Jones for nine years before joining Ameriprise, where he has been since 2023. He serves on the board of directors for Friends of Patapsco Valley State Park. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Lawrence Gordon is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with LPL Financial and previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, H. Beck, Inc., and SII Investments, Inc. Gordon is also an agent for non-variable insurance through Gordon Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

Ryan Davis is a financial advisor with OSAIC Wealth, Inc. based in Ellicott City, MD. He holds a Series 66 designation and has one year of industry experience. His prior roles include multiple periods at StoneBridge Advisors and a position at HCPSS. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple platforms, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of tools and strategies for portfolio construction and supports both discretionary and non-discretionary account management.

Connor Vogelsang is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as six years at Target Corporation. Outside of advising, he is involved in sales of loan products and referrals for home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies delivered by a large network of advisors and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Paul Buck is a financial advisor at Edward Jones in Mt Airy, MD, holding the CFP® and Series 66 designations with 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he has provided consulting services in programming during a professional transition. Edward Jones is a full-service wealth management firm serving more than 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Chavis is a financial advisor at Cetera with 25 years of industry experience and a Series 66 designation. He has held roles at Avantax and currently serves as an accounting manager at Daco Construction Corporation and as a trustee of the Seska Peck Ramberg Irrevocable Trust. Chavis also maintains an active legal and accounting practice as an attorney and CPA. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager investment platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Eric Ross is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and two years of industry experience. Before joining Primerica Advisors in 2024, he served eight years in the U.S. Air Force. He is also involved in activities related to the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies managed by third-party asset managers and supports trade execution and custody through established custodians.

William Slade is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFP® certification and the Series 63 license and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dylan Walters is a financial advisor at Ameriprise in Owings Mills, MD with a Series 66 credential. He has less than one year of industry experience. Prior to joining Ameriprise, he held various positions at Brandeis University and the Gilman School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Dennis White is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through roles including Investment Consultant, Planning Consultant, and Investment Solutions Representative. Prior to joining Fidelity, Dennis worked at AXA Advisors as a Financial Consultant from 2018 to 2019. In his role, Dennis focuses on partnering with clients to co-create financial plans, aiming to develop strategies that instill confidence and provide peace of mind. He strives to ensure clients feel heard and understood throughout the financial planning process. Outside of his professional life, Dennis enjoys activities such as camping, skiing, traveling, exploring food, listening to music, and engaging in parenthood.

Carlos Fonseca Rodriguez is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. He has worked at Merrill and Bank of America, N.A., as well as several other companies including Cava and BurgerFi. 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.

Andriel Matthews is a financial advisor with Primerica Advisors in Ellicott City, MD, holding Series 63 and Series 65 credentials and 27 years of industry experience. Matthews has been with Primerica Advisors since 1997 and Primerica Financial Services since 1995. Outside of advisory work, Matthews is involved with Matthews Monarchies & Associates, Inc., an investment-related entity formed for Primerica business purposes. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program using model-delivery strategies created by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Sean Rippen is a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since joining the firm in 2006. He is a qualified Portfolio Manager who provides clients with tailored wealth management plans designed to achieve their long-term financial objectives. Sean builds and manages personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Through Merrill's Investment Advisory Program, he manages client strategies on a discretionary basis. Sean holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™. He also holds FINRA Series 7, 66, and 31 securities registrations and a State of Maryland insurance license. Sean earned a Bachelor of Arts degree in Economics from the University of Maryland's Scholars Program in College Park. His client focus areas include college education planning, executive compensation, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Outside of his professional pursuits, Sean enjoys playing piano and guitar, physical fitness, golf, woodworking, and spending time with his family. He resides in Brookeville, Maryland, with his wife Christine and their two sons, Beau and Austin.

Joan White Mccain is a financial advisor at LPL Financial with 39 years of industry experience. She holds the ChFC® designation and has worked at LPL Financial since 2008, previously serving at Osaic FS, Inc. and Equitable Advisors. Mccain is also engaged in insurance sales, including life, health, disability, and long-term care insurance. 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 supports a broad range of investment strategies and integrates technology tools to assist advisors, managing over $819 billion in discretionary assets.

Willie Tate is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in guiding millionaires and high net worth families through the accumulation, growth, and preservation of their financial assets. His areas of expertise include retirement planning, estate and legacy planning, tax efficiency, college education planning, divorce transition planning, executive compensation, family wealth management strategies, and philanthropic planning among others. Willie holds professional designations including Accredited Asset Management Specialist (AAMS), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Georgetown University and an MBA from the University System of Maryland. Willie is proficient in English and French and engages with several professional organizations such as Alpha Phi Alpha Fraternity Inc., Georgetown University Alumni Association Black Alumni Council, and the Urban Financial Services Coalition. Outside of his professional work, Willie participates in community involvement with organizations including Good Shepherd Housing and Family Services Inc., Leveling The Playing Field, and Northern Virginia Football Officials Association. His personal interests include basketball, chess, football, golfing, singing, spending time with family, and watching movies.

Bill Polizos is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments LLC, Capital One Advisors, LLC, Capital One Investing, LLC, and Morgan Stanley. Outside of his advisory role, he maintains involvement with Marniso Wealth Advisors Inc., a business entity used for tax and investment purposes. 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 advisory services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Kyle Murphy is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and also maintains a longstanding relationship with Midland National Life as an independent insurance agent. He operates Murphy Financial Group as an independent insurance agency. Cambridge Investment Research Advisors is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of portfolio solutions including proprietary and third-party strategies tailored to client objectives.

Stephanie Livingston Alper is a financial advisor at LPL Financial in Owings Mills, MD, holding Series 63 and Series 65 credentials with 10 years of industry experience. She worked at INVEST Financial Corp. from 2015 to 2018 before joining LPL Financial. Outside of her advisory role, she is the managing partner of EliteProcure, LLC, an equipment supplier for contractors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of investment adviser representatives with various advisory platforms, including model portfolios, third-party asset management, and institutional programs.