Ryan Fabian is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at multiple firms including M&T Bank, World Equity Group, and Wealthvest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Jordan Mc Farland is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Raymond James Financial with three years of industry experience. His work history includes roles at Raymond James Financial Services, Inc. and Financial 360, LLC, where he is also engaged in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align investment recommendations with client goals.

Christopher Cox is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial since 2014 and is also associated with Maryland Financial Group, Inc. and The Monitor Group, LLC. Outside of his advisory roles, he owns Washington Karate Academy, a non-investment related business in Washington, DC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, credit unions, 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, supported by research and model portfolios from both internal and third-party sources.

Kaon Nelson is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Raymond James & Associates in Rockville, MD since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Manish Mukhi is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and Choreo, LLC. 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 financial planning, advisory programs, and retirement consulting services, utilizing model portfolios and research from multiple sources.

Jason Pitts is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He previously worked for Cambridge Investment Research Advisors, Inc. for ten years. Outside of his advisory role, he owns a fishing charter business and serves as secretary of a condominium association. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized areas such as business-owner transition and special-needs analysis.

Raul Coronado Mardonez is a Financial Consultant at Fidelity Investments, where he currently collaborates with clients to develop tailored financial plans that address their unique family needs. His approach emphasizes building strong, lasting relationships based on trust, reliability, and knowledge to serve as a trusted advisor for his clients. Raul has held various roles within Fidelity Investments since 2021, including Investment Consultant and Planning Consultant. Prior to joining Fidelity, he gained experience in banking roles such as Priority Relationship Manager at Citibank and Personal Banker positions at Suntrust Bank and Wells Fargo. This diverse background has contributed to his expertise in financial planning and client relationship management. Outside of his professional work, Raul has personal interests that include family activities, music, parenthood, photography, running, and soccer.

Michael Rodriguez is a financial advisor at Edelman Financial Engines with a Series 65 designation and experience at multiple firms since 2018. His prior roles include positions at Fiduciary Decisions and Facet Wealth, as well as work at First United Land Transfer and Kutztown University of Pennsylvania. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services to other financial institutions, and supports a large participant base through both advisor-led and online offerings.

Mitchell Disler is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at several firms including Fidelity Investments, JPMorgan Chase Bank, and Edward Jones prior to joining Cetera. Disler also serves as a Wealth Management Associate with Lydon Financial Advisors LLC, assisting in financial planning and investment strategies for individual clients. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a large nationwide network of independent advisors, serving a broad client base from individuals to institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Thomas Lydon III is a financial advisor with Cetera and holds the Series 66 designation. He has 19 years of industry experience, including prior roles at Avantax and 1st Global Advisors. In addition to his advisory work, he is a practicing attorney and has been self-employed in legal services since 2005. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with extensive resources and affiliations.

Dmitrii Portyko is a financial advisor at Merrill with a Series 66 designation and three years of experience at the firm. He has prior work experience at Bank of America, N.A., and a 13-year tenure at Teploenergoservis. 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, and institutional investors.

Tyler Gillies is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Securian Financial Services, Financial Advantage Associates, and Minnesota Life Insurance Company. Gillies has been with Cetera and its affiliated entities since 2023. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that combines affiliated model portfolios, third-party managers, and customized strategies.

Jennifer Calara is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. She has seven years of industry experience, including prior roles at Farmers Financial Solutions and Allstate Insurance. Outside of her advisory work, she owns and operates The Calara Agency, which provides property and casualty insurance as well as Medicare insurance services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative client relationships and goal-based recommendations.

Nathaniel George is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he manages rental properties in Virginia. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Richard Rowan is a Series 66 licensed financial advisor with Raymond James & Associates in Rockville, MD, bringing 27 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Chamila Gunawardane is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following eight years at Protege Partners, LLC. 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 financial planning services supported by structured discovery conversations and advanced modeling tools.

Malcolm Mc Coy is a financial professional with one year of industry experience, currently with Charles Schwab. He holds a Series 66 credential and has prior experience with firms including Cetera Investment Advisers LLC and Kinnect Advisors. Outside of advisory work, he is also involved in fixed insurance sales as an insurance agent. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account options. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by centralized operations and alternative investment options.

Katarzyna Kusmierz is a CFP® professional with 19 years of experience at Millennium Financial Services LLP in Rockville, MD, where she has worked since 1997. She also serves as the financial director of US Pharmacia International Inc., an export business, where she oversees business planning. Millennium Financial Services LLP is a small supported firm with two advisors.

William Lascelle is a CFP® professional with 19 years of experience, working at Millennium Financial Services LLP since 1997. He is based in Rockville, MD. Millennium Financial Services LLP is a supported firm with two advisors.