Marco Soto is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and PNC Bank. Soto is based in Ijamsville, MD. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Bryan Kuskie is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He has worked with Cantella & Co., Inc. for over 20 years before joining Cambridge in 2022. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management and platform options.

James Mcneill is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing 26 years of industry experience. He has been with Cambridge since 2015. In addition to his advisory work, Mcneill holds leadership roles as president in local community organizations, including the 4 County Lions Club and the Greater Mount Airy Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to institutional retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a mix of proprietary models and third-party strategies tailored to client objectives.

Noah Trone is a Financial Consultant at Fidelity Investments, where he currently works to help clients achieve their financial goals. His approach involves understanding the priorities of clients and their families to collaboratively create tailored financial plans. Noah has held several roles at Fidelity Investments since 2022, including Financial Representative, Relationship Manager, Investment Consultant, and Planning Consultant. This range of experience has contributed to his knowledge in financial planning and client relationship management. Outside of his professional work, Noah enjoys golf and spending time with his pets.

Peter Berneburg is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services Inc and Capital One Sharebuilder, Inc. Berneburg also practices financial planning and insurance services through Symmetry Financial Partners. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm provides integrated brokerage, investment advisory services, and access to multiple advisory platforms, utilizing firm-provided asset-allocation tools and third-party managed account solutions.

Rajena Guettler is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and no prior industry experience. Before joining Osaic, she held positions at Kramer Financial, LLC and worked at Gallaudet University and the Maryland School for the Deaf. Guettler is also involved with Guettler Company, LLC. Osaic Wealth, Inc. serves both retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with various investment solutions. The firm employs sophisticated asset-allocation tools and supports multiple advisory platforms, including third-party managed accounts and model portfolios.

Richard Jollon is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2014, including the Morgan Stanley Private Bank, National Association since 2015. He serves on the Investment Committee of the Community Foundation for Loudoun and Northern Fauquier Counties. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, delivering tailored financial planning and managing approximately $2.74 trillion in client assets.

William Barrett is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has worked with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and economic modeling in its financial planning process.

Tambria Thacker is a financial advisor with Primerica Advisors in Gaithersburg, MD, holding Series 65 and Series 63 licenses and 13 years of industry experience. She has worked at Primerica Financial Services since 2011 and PFS Investments Inc. since 2013. Outside of advisory work, she operates a business affiliated with Primerica and works as an Uber driver. Primerica Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-driven strategies and discretionary management, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Robert Hill III is a financial advisor with Stifel, holding a Series 66 designation and 15 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2014 and previously spent three years at Morgan Stanley. Outside of his advisory role, he is the president and sole member of Exaireo Capital Funding LLC and operates an art business, Two Palms and a Hammock Studios, selling original artwork. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

Kamille Larrabee is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes roles at Magellan Federal and the University of Denver, as well as a position at Coopers Hawk Winery and Restaurant. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios delivered to intermediary platforms.

Erick Quiroz is a Financial Advisor at Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works closely with clients to understand their financial priorities and develop strategies to pursue their short-, mid-, and long-term goals. Erick provides guidance on a wide range of financial topics, including general investing, retirement planning, and saving for unexpected expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Erick's expertise lies in helping clients manage their finances amidst competing demands such as buying a home, funding education, eldercare, and healthcare planning. He collaborates with clients to define their financial goals and design portfolio strategies tailored to their needs, offering ongoing advice and adjusting plans as their situations evolve. He holds the designation of Personal Investment Advisor (PIA) and is proficient in English and Spanish. Erick earned his High School Diploma from Sherwood High School.

Daniel Gomes is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in helping individuals, business owners, and entrepreneurs build, preserve, and grow their wealth through personalized financial strategies. Daniel's expertise encompasses areas such as corporate benefits, executive compensation, institutional investment consulting, portfolio management, and small business strategies. Daniel holds a bachelor's degree in Accounting from Universidad Católica Andrés Bello in Caracas, Venezuela, and an MBA from San Francisco State University. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and also holds designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional background includes roles at Morgan Stanley, KPMG, and leadership positions in private companies, providing him with a comprehensive perspective on financial planning and management. Active in the community, Daniel serves on the Board of Directors of the Greater Washington Hispanic Chamber of Commerce and has been involved with the National Association of Hispanic Real Estate Professionals (NAHREP) in the Washington, DC area. He volunteers with organizations including Catholic Charities USA and the Knights of Columbus. Daniel resides in Rockville, Maryland, with his wife and three daughters, and speaks Spanish, Portuguese, and English.

Daniel Twomey is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client decision-making.

Patrick Kavanaugh is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2025. Prior to his current role, his background includes positions at The Catholic University of America and the Colorado School of Mines Foundation. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and monitoring through multiple Program Strategy types and integrates with Bank of America affiliates to support a broad suite of trading, lending, and capital-markets activities.

Ryan Tillery is a financial advisor at LPL Financial with three years of industry experience and holds the Series 66 credential. Prior to joining LPL Financial in 2022, he has worked with firms including Private Advisor Group, LLC and Global Advisor Group. He also provides administrative support to Private Advisor Group, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Joseph Dunn Jr. is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 credentials and 35 years of industry experience. He previously worked at H. Beck, Inc. for 28 years and was affiliated with Grove Point Investments, LLC and Grove Point Advisors, LLC for four years. Outside of his advisory role, he is involved in non-variable insurance businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Miguel Dominguez Jimenez is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and previously worked at Capital One Bank before joining Merrill and Bank of America in 2018. Outside of his advisory role, he is developing an online clothing business to be sold through a personal website as well as platforms like Amazon and eBay. 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 to individuals, high-net-worth clients, and institutional investors.

Martina Beckum is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edelman Financial Engines and EF Legacy Securities, LLC. Outside of her advisory role, she is involved with support activities at Lee Sipe and Associates and Serving Those Who Serve, focusing on client service and paperwork processing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutions. The firm provides tailored non-discretionary planning and utilizes a range of analytical tools to assist clients in goal-based investment decisions.

Aiman Alosta is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' unique financial goals and aspirations. With over 20 years of experience, Aiman provides ongoing guidance and advice to high net-worth individuals and businesses, focusing on areas such as college education planning, equity compensation services, family wealth management, personal retirement planning, tax minimization, and retirement income. He is adept at analyzing complex financial situations and implementing strategies designed to streamline finances and pursue clients' objectives. Aiman holds a Bachelor's Degree from George Mason University and holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Arabic, he works to help clients define what matters most to them and build flexible strategies aligned with today’s changing market conditions, integrating investment insights from Merrill and banking solutions from Bank of America. Outside of his professional work, Aiman enjoys adventure sports, bowling, horseback riding, music, and watching movies. He also values spending quality time with his children and supporting their sports and fundraising activities.