Sooyoung Cho is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2021 before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Natasha Mc Donald is a Financial Advisor at Merrill Lynch Wealth Management. With over 13 years of experience in the banking and finance industry, she focuses on helping clients develop and pursue their short-, mid-, and long-term financial goals. Natasha takes the time to understand what is important to each individual, serving as a resource for a range of financial matters including general investing, retirement planning, and saving for unexpected events. Her expertise includes corporate benefits, divorce transition planning, education planning, institutional investment consulting, liquidity management, personal retirement planning, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. She also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions, offering ongoing advice as clients' needs evolve. Natasha holds a Masters of Business Administration from Lincoln University and a Personal Investment Advisor (PIA) designation. She maintains her NMLS ID 1415421. Outside of her professional work, Natasha enjoys cooking, dancing, hiking, interior decorating, knitting and crocheting, music, reading, traveling, and watching movies.

Matthew Owens is a CFP® professional with seven years of experience in financial advising, currently with Edward Jones since 2019. Prior to joining Edward Jones, he spent nine years at PGC Landscape. He serves as a board member at the Delaplaine Arts Center in Frederick, MD, where he supports the organization’s community engagement efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Finn Parkinson is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2026, he has worked in education at various institutions including St. Mary's County Public Schools and St. Mary's College of Maryland. Outside of advisory work, he is involved with the Breton Bay Golf & Country Club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm’s investment approach is largely model-driven, employing portfolios developed by LPL’s Research Department and third-party strategists, with additional services including financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Margaret Knight is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in assisting business owners and high-level executives with wealth building, preservation, and succession planning to establish multi-generational financial stability. Ms. Knight focuses on client needs such as education planning, executive compensation, legacy planning, liquidity management, managing new wealth, and tax minimization. She applies a process that addresses complex financial questions related to investing, taxation, and sustainable wealth to help clients achieve financial freedom and flexibility. Ms. Knight holds a Bachelor's Degree in Finance from the University of Maryland, Robert H. Smith School of Business, and an Associate's Degree from Frederick Community College. She also has a High School Diploma from Linganore High School. Her professional designations include Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Prior to her career in finance, she spent 17 years as a competitive Irish Dancer, competing at the worlds, national, and regional championships. Outside of her professional work, Ms. Knight lives in Arlington, VA with her fiancé, Carson. She enjoys golfing, pickleball, and running.

Marshall Kayda is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Bank of America N.A. and TechTronic Industries. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Brad Baker is a Financial Consultant at Fidelity Investments, where he has worked since 2023 in various roles spanning from Financial Service Representative to his current position. He collaborates closely with clients to understand their financial goals and preferences, aiming to provide clear and purposeful financial planning. Throughout his tenure at Fidelity Investments, Brad has gained experience in financial consulting, planning, and client relationship management. His approach emphasizes simplicity and partnership in the financial planning process, working alongside clients to pursue their objectives. Outside of his professional role, Brad has interests in baseball, football, running, skiing, and traveling.

Therese Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at LPL Financial since 2009 and has been associated with Global Retirement Partners, LLC since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with advisory services provided by representatives who may use discretionary or non-discretionary strategies.

Michael Riley is a CFP®-designated financial advisor at RBC Capital Markets with 22 years of industry experience. He previously worked at Ferris, Baker Watts, LLC for five years before joining RBC in 2009. Outside of his advisory role, he owns and actively manages a business involved in horse breeding and showing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a range of in-house and third-party managers.

Aashish Goel is a financial advisor at Morgan Stanley with 26 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 2000 to 2009. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models but generally acts in an advisory capacity without providing individual security recommendations as part of its standalone planning services.

Jason Cohen is a financial advisor with LPL Financial in Rockville, MD, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including prior roles at Stratos Wealth Partners, Ltd and Uvest Financial Services Group, Inc. Cohen is also involved with Medicare Ph.D., an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Sally Ann Pauw is a Series 66-licensed financial advisor with Merrill in North Bethesda, MD, with four years of industry experience. Prior to joining Merrill in 2021, she worked as an independent consultant and held a position with AKLDP - USAID. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Steven Cavagnaro is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes positions at M and T Securities, Truist Investment Services, Chevy Chase Financial Services, and Citicorp Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of advisors and advanced operational tools.

Brian Bailey is a financial advisor at LPL Financial with 33 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Grove Point Investments, LLC, Grove Point Advisors, LLC, Maple Tree Financial, and H. Beck, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Zach Plaster is a Financial Consultant with Fidelity Investments, where he has been serving since 2025. Prior to this role, he held positions as a Planning Consultant and Relationship Manager at Fidelity Investments from 2023 to 2025. He also worked as a Financial Consultant with Equitable Advisors in 2023. Zach helps local families and individuals create personalized financial plans centered on their unique objectives. He collaborates closely with clients to understand their goals and develop strategies aimed at achieving financial success. Having grown up and spent much of his professional life in Northern Virginia, Zach is committed to supporting his local community. He holds a California Insurance License. Outside of his professional work, Zach enjoys bowling, attending social events with friends, playing musical instruments, reading, and playing tennis.

Yevgeny Popovich is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party managers.

Jordan Smith is a CFP® professional with eight years of industry experience. He currently works at LPL Financial and was previously with Edward Jones for six years. Outside of his advisory role, Smith is involved in a non-variable insurance activity in Maryland. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Silvia Arrue Carcamo is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. Her prior work history includes roles at Raymond James Financial Services, Pro Services, LLC, Liberty University, and J Crew. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipalities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Matthew Misiaszek is a financial advisor with Equitable Advisors in Frederick, MD, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked with Equitable Advisors since 2010, including its predecessor, Axa Advisors LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of advisory models, including third-party TAMPs and proprietary programs, and offers ERISA fiduciary services to qualified plans.

Yehudah Fein is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and has prior experience with Contemporary Insurance Services, Inc. and various educational and community organizations. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and extensive resources.