Jacob Amsellem is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked at Rosenblatt Securities and has a background that includes roles in education. He is also involved with Financial Advantage Associates, where he works as a financial advising employee assisting clients alongside an investment team. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account management through a nationwide network of over 10,000 advisors.

Stacee Crittenden is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 2009 and holds the title of Senior Vice President. She began her financial advisory career in 1999 at Legg Mason Wood Walker. Stacee specializes in retirement, estate planning, and investment strategies for individuals and businesses, helping clients integrate corporate benefit programs such as equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans into long-term financial plans. Stacee graduated cum laude from Spelman College in 1990 with a Bachelor of Arts in History and earned her Juris Doctorate from Georgetown University Law School in 1993. Prior to her career in financial services, she served as an Assistant State Attorney in Miami Dade County and as Executive Director of the Carver YMCA. She holds the Chartered Retirement Planning Counselor™ designation and is also a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is a member of several professional and community organizations, including Alpha Kappa Alpha Sorority Inc., the Florida Bar Association, the Potomac Chapter of Girl Friends Inc., the Washington DC Chapter of Carrousels, Inc., Jack and Jill of America (Montgomery County, MD chapter), and the Spelman College Alumnae Association. Stacee serves on the board of the Lady Von Scholarship Fund and has been active in leadership roles such as Co-Chair of the Greater Maryland Women's Exchange and member of the Black African American Council for Merrill Lynch. She is married with two children and enjoys skiing, traveling, and spending time with her family.

Ryan Fabian is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at multiple firms including M&T Bank, World Equity Group, and Wealthvest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Jordan Mc Farland is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Raymond James Financial with three years of industry experience. His work history includes roles at Raymond James Financial Services, Inc. and Financial 360, LLC, where he is also engaged in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align investment recommendations with client goals.

Christopher Cox is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial since 2014 and is also associated with Maryland Financial Group, Inc. and The Monitor Group, LLC. Outside of his advisory roles, he owns Washington Karate Academy, a non-investment related business in Washington, DC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from both internal and third-party sources.

Kaon Nelson is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Raymond James & Associates in Rockville, MD since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Demitri Paidas is a financial advisor with Wells Fargo Advisors in Rockville, MD, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is involved in operating a financial services business in Rockville. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo’s research and planning tools.

Robert Babcock is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Marsh McLennan Insurance, and Elon University. Babcock is also involved with MainBridge Wealth, a DBA related to his LPL business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Raul Coronado Mardonez is a Financial Consultant at Fidelity Investments, where he currently collaborates with clients to develop tailored financial plans that address their unique family needs. His approach emphasizes building strong, lasting relationships based on trust, reliability, and knowledge to serve as a trusted advisor for his clients. Raul has held various roles within Fidelity Investments since 2021, including Investment Consultant and Planning Consultant. Prior to joining Fidelity, he gained experience in banking roles such as Priority Relationship Manager at Citibank and Personal Banker positions at Suntrust Bank and Wells Fargo. This diverse background has contributed to his expertise in financial planning and client relationship management. Outside of his professional work, Raul has personal interests that include family activities, music, parenthood, photography, running, and soccer.

Michael Rodriguez is a financial advisor at Edelman Financial Engines with a Series 65 designation and experience at multiple firms since 2018. His prior roles include positions at Fiduciary Decisions and Facet Wealth, as well as work at First United Land Transfer and Kutztown University of Pennsylvania. 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 to other financial institutions, and supports a large participant base through both advisor-led and online offerings.

Mitchell Disler is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at several firms including Fidelity Investments, JPMorgan Chase Bank, and Edward Jones prior to joining Cetera. Disler also serves as a Wealth Management Associate with Lydon Financial Advisors LLC, assisting in financial planning and investment strategies for individual clients. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a large nationwide network of independent advisors, serving a broad client base from individuals to institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Thomas Lydon III is a financial advisor with Cetera and holds the Series 66 designation. He has 19 years of industry experience, including prior roles at Avantax and 1st Global Advisors. In addition to his advisory work, he is a practicing attorney and has been self-employed in legal services since 2005. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with extensive resources and affiliations.

Tyler Gillies is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Securian Financial Services, Financial Advantage Associates, and Minnesota Life Insurance Company. Gillies has been with Cetera and its affiliated entities since 2023. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that combines affiliated model portfolios, third-party managers, and customized strategies.

Jennifer Calara is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. She has seven years of industry experience, including prior roles at Farmers Financial Solutions and Allstate Insurance. Outside of her advisory work, she owns and operates The Calara Agency, which provides property and casualty insurance as well as Medicare insurance services. 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, focusing on collaborative client relationships and goal-based recommendations.

Patrick Gibbons is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL in 2019, he worked for Northwestern Mutual in various capacities from 2003 to 2019. He serves as finance committee chairperson for Emory Church and is involved with nonprofit boards including the Construction Finance Association. 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 through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and technology-enhanced strategies.

Jeffrey Byrnes is a Senior Financial Advisor at Merrill Lynch Wealth Management and a co-founder of The Byrnes, Hollander Group, a boutique-style multi-generational wealth management team. He specializes in helping clients navigate complex financial decisions with clarity and confidence, focusing on wealth accumulation, preservation, and legacy planning for future generations. His team's services encompass a range of areas including wealth planning, investment management, income and liquidity management, credit and lending, estate planning, social security maximization, wealth transfer, and philanthropy. Jeffrey holds a Bachelor's degree from Salisbury University, where he studied Finance and Information Systems and participated as a student-athlete on the men's soccer team. He carries professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Over his career, he has been recognized on Forbes' Best-in-State Wealth Advisors and Best-in-State Next Generation Wealth Advisors lists for multiple consecutive years, as well as on the Best-in-State Wealth Management Teams list as a member of The Byrnes, Hollander Group. In addition to his professional work, Jeffrey is involved in community service, including support for a dog shelter. He speaks both English and Spanish and is engaged in several professional organizations such as the Bloomberg Essentials Training Program, Financial Management Association, National Society of Leadership & Success, Salisbury University Men's Soccer Alumni, and the Student-Athlete Mentorship Program. He resides in Bethesda, MD, with his family and enjoys activities including traveling, golf, and supporting local sports teams.

Frank Eilbacher is a financial advisor with Primerica Advisors in Eldersburg, MD, holding Series 63 and Series 65 licenses with eight years of industry experience. His work history includes roles at Cornell Technical Services, PFS Investments, Inc., Primerica Financial Services, Inc., and GDIT. He is also involved in the sale of non-investment products through affiliates of PFS Investments Inc., including loan products and home-related services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

Richard Rowan is a Series 66 licensed financial advisor with Raymond James & Associates in Rockville, MD, bringing 27 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Syed Rumin is a Financial Advisor affiliated with Merrill Lynch Wealth Management. With over 20 years of experience, he specializes in assisting executives, professionals, and business owners with coordinated financial decision-making. He focuses on areas such as equity compensation, retirement planning, tax considerations, estate planning, and major life or business transitions. Syed collaborates closely with clients' CPAs, attorneys, and other trusted advisors to ensure cohesive financial planning. He holds a Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from St Philomena's High School. Syed is multilingual, fluent in English, Hindi, Kannada, Urdu, Tamil, Telugu, and Punjabi. Outside his professional role, he participates in community organizations including the Beltway Cricket Club and Parkside Condominiums in Bethesda. Personal interests include billiards, boating, bowling, fishing, hunting, music, spending time with family, traveling, and watching movies.

Chamila Gunawardane is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following eight years at Protege Partners, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery conversations and advanced modeling tools.