Antonio Marshall is a Series 66-licensed advisor with LPL Financial, bringing 24 years of industry experience. He previously worked at Next Financial Group Inc for 16 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Mark Phillips is a financial advisor with Wells Fargo Advisors in Columbia, MD, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Merrill and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial product offerings and referral channels.

Namita Kathuria is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined eight years. Outside of finance, she has been involved with Krav Maga Maryland and Peacock SkinCare. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Christine Jaeger is a financial advisor with RBC Capital Markets in Rockville, MD. She holds a Series 66 designation and has been with RBC Capital Markets since 1997. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Mark Corbett is a CFA® charterholder with the Series 66 designation and has 10 years of industry experience. He has been with Edward Jones in Gaithersburg, MD since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Alexander Groff is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Financial Consultant from 2019 to 2022 and as an Investment Consultant from 2018 to 2019, all within Fidelity Investments. In his role, Alexander works closely with clients to develop customized financial plans tailored to their unique family needs. He emphasizes forming strong client relationships and aims to be a primary trusted advisor by maintaining trust, reliability, and competency. Further information about his education, credentials, personal interests, or community involvement was not provided.

Thomas Burke is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in holistic wealth management, creating tailored investment portfolios and financial plans based on each client's unique needs. His client base includes business owners and corporate executives, for whom he develops strategies to accumulate wealth and transition that wealth into retirement income. Beyond investment management, he also addresses estate planning and insurance considerations to prepare clients for various scenarios. Thomas provides ongoing advice to local families, business owners, and retirees, focusing on growing and preserving wealth efficiently. His areas of expertise include college education planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. His approach involves one-on-one collaboration to develop personalized financial strategies aligned with individual long-term goals. He holds a Bachelor's degree in Finance from Salisbury University and carries the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Thomas enjoys basketball, boating, football, golfing, and skiing.

Kevin Gallagher is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 20 years of industry experience. He worked at Lincoln Investment Planning Inc. for 18 years before joining LPL Financial in 2025. Gallagher is also an author of investment-related content. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Justin Bowmaker is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2009 to 2017. Outside of his advisory role, he is involved in automobile racing. 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, using detailed client data and firm-approved analytical tools to provide written financial recommendations.

Timothy Heidenberg is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has worked as a team attendant and ballboy for the Washington Wizards and Washington Mystics. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automation to deliver tailored retirement income advice.

Robert Boyles is a financial advisor with MassMutual Investors Services in Elkridge, MD, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with MetLife Securities from 2014 to 2017. Outside of his advisory role, Boyles is also an insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-oriented planning without discretionary investment authority.

Laurette Dearden is a CFP® with 29 years of industry experience, currently serving as an advisor at Cetera. She has held roles at several firms, including Avantax and The Guardian Life Insurance Company of America. In addition to her advisory work, she owns a CPA practice specializing in tax preparation and accounting. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of portfolio management and financial planning services to individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm operates a multi-manager platform with access to affiliated and third-party managers, serving over 800,000 clients and managing assets exceeding $256 billion.

David Johnston is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as co-trustee for family-related investment trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Garrett Conn is a financial advisor with Mass Mutual Investors Services in Columbia, MD, holding Series 65 and Series 63 credentials and eight years of industry experience. Prior to joining Mass Mutual Investors Services in 2018, he worked for Northwestern Mutual and Enterprise Holdings. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers various asset management programs alongside educational seminars.

Grace Wang is a financial advisor with J.P. Morgan Securities in Rockville, MD, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining J.P. Morgan, she worked at Citibank and Aeon Life Insurance Company Ltd. Outside of her advisory role, she is employed in an adult care service assisting senior individuals with physical and mental well-being. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Luis Otero Lopez is a financial advisor with Wells Fargo Clearing based in Columbia, MD. He holds Series 65 and Series 63 licenses and has experience working at firms including J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, he has been involved with LSJC Services since 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines research from its Investment Institute with third-party analytics to guide investment selection and portfolio diversification.

Mark Zabst is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 2007 and previously participated in the Georgetown Business Networking Group. Outside of his advisory role, Zabst is Vice President of Financial 360, LLC, a support company where he also provides financial advisory services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non‑HNW clients, pension and profit‑sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non‑discretionary investment consulting, emphasizing tailored financial plans and a range of implementation options, with a notable focus on non‑discretionary advisory services.

Macaughlan Byrne Houser is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining LPL Enterprise, they held roles at Stonemor Inc, USP of Pittsburgh LLC, and Byrne-Houser L.L.C., among others. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Jason Turnbull is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds a Series 66 credential and has worked at several firms, including Raymond James Financial Services Advisors, Richmond Financial Group, and Cetera. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations.

Richard Appling is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior work includes roles at JPMorgan Chase Bank, LPL Financial, and CUNA Brokerage Services. He is also involved with Atlantic Union Financial Consultants, LLC/AUB Wealth Management as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad affiliate network and emphasizes advisory and implementation-support services.