Edward Tilghman is a CFP® professional at Ameriprise with 34 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

John Shifter is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Equitable Advisors, and has experience with business ventures including My Dry Master and Shift Motion Dance Education. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their financial planning process includes structured discovery and firm-approved tools, relying on modeling techniques such as Monte Carlo simulations without offering individual security recommendations as part of standalone planning.

David Yarn is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also serves as President of CF Services Group, Inc., an insurance and benefits firm. Yarn is a volunteer Squadron Commander with the Civil Air Patrol. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Perry Lazerus is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. He has worked at Securian Financial Services, Minnesota Life, and Financial Advantage, where he has also been involved in fixed insurance sales. In addition to his advisory role, he teaches a retirement planning course at Montgomery College. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management services and operates a multi-manager platform with access to various program structures and third-party managers.

Brady Bassford is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform that combines adviser programs with active financial product sales.

Kevin Bradley is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, and has 27 years of industry experience. He previously worked at Avantax in various roles from 1998 to 2025. Outside of advising, he serves as treasurer and board member for the Rockville Parks and Recreation Foundation, a nonprofit funding recreational activities, and owns a full-service accounting and tax preparation practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing over $256 billion in assets through more than 10,000 advisors.

Sarah Burton is a financial advisor with OSAIC in Rockville, MD, holding Series 65 and Series 63 licenses and 13 years of industry experience. She previously worked for Lincoln Financial Advisors for 12 years before joining OSAIC in 2025. Outside of her advisory role, she creates monetized YouTube content focused on Disney. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Andrew Poulos is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2019. Outside of his advisory role, he serves on the board of directors for SUPER LEADERS, a nonprofit organization focused on mentoring at-risk high school students. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management and tailors investment strategies to client risk profiles using both in-house and third-party managers.

Jason Topper is a financial advisor at Raymond James Financial Services Advisors, Inc. with 14 years of industry experience. He has previously worked at Turning Point Financial, Turning Point Benefit Group, Purshe Kaplan Sterling Investments, and Cambridge Investment Research Advisors. He operates his personal LLC, JTWM, LLC, as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Ariel Christopher is a financial advisor at Morgan Stanley with six years of industry experience. He has worked at multiple firms including Merrill, Wells Fargo Clearing Services, Truist Advisory Services, and First NBC Bank. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.

David Weinstein is a financial advisor with Ameriprise in Rockville, MD, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Devonte Gordon is a financial advisor with LPL Financial holding a Series 66 designation. He has one year of industry experience, including roles at Highlander Financial Group and Next Game Project LLC. Prior to his advisory career, he worked in sales and fan experience at Wake Forest University. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Matthew Davis is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Olney, MD, and has 26 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, NA. He is a majority owner and active in operations at Davis Wealth Management, LLC. 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 retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels.

Norris Brodsky is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He is currently with LPL Enterprise and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Brodsky serves on the board of the Baltimore Estates Planning Council. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance and lending products.

Allison McCarty is a CFP® with 19 years of industry experience, currently advising at Cetera in Rockville, MD. Her prior roles include positions at Minnesota Life, Securian Financial Services, and Financial Advantage Associates. She also teaches a retirement planning class at Montgomery College’s Lifelong Learning Institute. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and oversees more than $256 billion in assets.

Joanne Jaeger is a financial advisor at Edelman Financial Engines with seven years of industry experience. She holds a Series 65 designation and has previously worked at PNC Financial Services Group Inc and Howard County Public Schools. 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, and supports a large participant base through both advisor-led and online platforms.

Leonard Lupica II is a Series 66-licensed financial advisor with Ameriprise in Clarksburg, MD, and has 21 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. Outside of advising, he owns a business managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to develop tailored written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Fidel Carreon is a Series 66 licensed financial advisor with LPL Financial in Rockville, MD, where he has worked since 2009. He has 25 years of industry experience. In addition to his advisory role, he operates Fidel Carreon Accounting Services, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research and model portfolios, with both discretionary and non-discretionary management options.

John Stokes is a financial advisor at Merrill with a Series 66 credential and approximately one year of industry experience. His prior work history includes roles at Bankers Life & Casualty Co. and Morgan State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lavonne Patterson is a financial advisor at Edelman Financial Engines with seven years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. Patterson’s career also includes six years at Comcast. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.