Brian Grimes is a CFP® professional with 30 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2015. He is based in Rockville, MD, and also operates as an independent insurance agent through GuideMark Strategic Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services delivered through a network of independent financial professionals.

Andrew Miller is a Series 66 licensed financial advisor with Equitable Advisors in Columbia, MD, bringing three years of industry experience. Prior to joining Equitable Advisors, he worked at Charter Financial Group and has ongoing involvement with Honeywood Rentals, a party and event rental business where he manages inventory and installation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored and other endorsed platforms.

Annie Davis is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She has held roles at Merrill from 2002 to 2020 before joining Wells Fargo Advisors in 2020. Davis holds a Series 66 designation and is involved with Davis Wealth Management, LLC, where she has a 20% ownership interest and serves as co-trustee for the firm's 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, with tailored recommendations supported by Wells Fargo research and planning tools.

Supriyo Bose is a Financial Advisor with Merrill Lynch Wealth Management. He has over 18 years of experience in the financial industry and is committed to his clients' financial well-being by developing plans and strategies tailored to their individual goals. His expertise includes financial and retirement planning, investment management, risk management, planning major purchases, managing debts, and education and college planning. Mr. Bose employs a disciplined approach to assess his clients' financial needs, set and prioritize goals, and deliver customized financial strategies and recommendations. He holds a Master of Business Administration (MBA) degree from the University of Calcutta and has earned the Personal Investment Advisor (PIA) designation. He currently resides in Germantown, Maryland, with his spouse, son, and golden Labrador named Milo. Outside of his professional work, he is a sports and music enthusiast who enjoys following English and European soccer and playing the chromatic harmonica during his leisure time.

John Cox Jr. is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory work, he engages in freelance writing and art, submitting short stories, poetry, and artwork for contests and publication. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Debra Russell is a financial advisor at Morgan Stanley with 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 certifications. Outside of her financial career, she is an author of a young adult novel titled *The Eye of the Goddess*. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Anthony Spano is a Series 66 credentialed advisor with LPL Enterprise, LLC, based in North Bethesda, MD. He has held roles at multiple organizations since 2016, including Seventy2 Capital and Saggar & Rosenberg, P.C., and is currently affiliated with LPL Enterprise since 2026. Outside of financial services, his work history includes positions in education and the hospitality industry. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, delivering services through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products.

Dennis Reisher is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2009. In addition to his advisory role, he is also a producer licensed to sell long-term care insurance. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from LPL Research and third-party subadvisors.

Robert Dunn Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience. He specializes in working with families, corporate executives, and business owners to manage and grow their wealth. His approach includes comprehensive strategies for investment management, retirement planning, estate planning, and liability management tailored to clients' unique goals. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Robert earned a Bachelor's Degree from Villanova University. His areas of expertise include corporate retirement plans, strategies for restricted stock, access to alternative investments, and customized lending solutions. Outside of his professional career, Robert is actively involved in his community. He serves as a board member at Mater Dei School and participates in various committees at Georgetown Prep and Holy Redeemer. He also coaches lacrosse and volunteers in activities at his children's schools. His personal interests include boating, fishing, football, hunting, ice hockey, and spending time with his family.

Samuel De La Cruz is a financial advisor with LPL Financial in Gaithersburg, MD, holding Series 63 and 65 licenses and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC and Grove Point Investments, LLC, among other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Alicia Mosebrook is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and having six years of industry experience. Her background includes roles at Axa Advisors, Clearone Advantage, and Johns Hopkins Hospital. Outside of finance, she serves as Vice President of the Thunderbolt Society and works part-time as a banquet server at Wyndham Gettysburg. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing both advisory and brokerage channels to tailor services according to client goals and risk tolerance.

Alexandra Nolan Jamros is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2019, previously working at Stifel Nicolaus & Co Inc from 2016 to 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse clientele including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with customized portfolio management and financial planning services tailored to clients’ risk profiles.

Colin Roddy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Merrill, Heritage Financial Consultants, and City Life Community Builders. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Sean Cable is a financial advisor with LPL Financial and holds the Series 66 designation. He has 20 years of industry experience, with prior roles at Graham Holdings Company, Grove Point Investments, Grove Point Advisors, H Beck, Inc., and Citigroup. Outside of advising, he volunteers as an elections officer for the Prince William County Elections Board and works as a bartender. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by diverse investment research and technology.

Rita Russell is a financial advisor with Wells Fargo Clearing in Baltimore, MD, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with various Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Carson Knight is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in serving executives, business owners, and entrepreneurs, focusing on their unique wealth management needs that arise from balancing professional and personal goals. Carson works closely with clients experiencing significant liquidity events or transition planning, helping to develop and execute coordinated strategies alongside attorneys, CPAs, and family stakeholders. Carson's expertise includes pre-liquidity planning, ownership optimization, tax-aware liquidity and investment strategies, portfolio construction after liquidity events, and long-term planning across family, entities, and multigenerational goals. He holds the Certified Exit Planning Advisor (CEPA®) and Chartered Retirement Planning Counselor™ (CRPC™) designations and is a member of the Alliance of Merger & Acquisition Advisors and the Exit Planning Institute. Carson began his advisory career at Morgan Stanley, with previous experience in investment banking. He graduated cum laude from the University of Maryland’s Robert H. Smith School of Business with a B.S. in Finance. Carson resides in Rockville, Maryland, and enjoys golfing, traveling, and spending time with his family and friends.

Samuel Kushner is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Advisors, T. Rowe Price, and teaching experience at the University of Maryland and McDonogh School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Jared Simmons is a Planning Consultant at Fidelity Investments, where he has been working since 2025. In this role, he collaborates with clients to build comprehensive financial plans that help them prepare for and pursue their fullest retirement. Prior to his current position, Jared served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. He holds a California Insurance License.

Anna Squier is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has prior experience with firms including Vintage Financial Partners, Babbington Inc, Gallagher Kies & Company, and Keller Williams. Outside of her advisory role, she is a business owner of Sharp Turn Products, LLC, and is also a notary. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

James Straut is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, tailoring investment solutions to plan objectives and risk tolerances while acting as an ERISA fiduciary.