James Mcneill is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2015, following 14 years at Lincoln Investment. Outside of his advisory role, he is active in community leadership, serving as president of the 4 County Lions Club and as a board member and president of the Greater Mount Airy Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies alongside access to third-party advisers.

Peter Berneburg is a CFP® professional with 30 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services and Capital One affiliates, as well as ShareBuilder 401K. He also works as a wealth advisor and financial planner at Symmetry Financial Partners on an outside basis. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering comprehensive financial planning and a variety of advisory and brokerage services. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and a range of managed account programs.

Scott Sweitzer is a financial advisor with LPL Financial in Bethesda, MD. He holds a Series 65 designation and has experience in legal and settlement services through prior roles at Prime Settlement, Inc. and his own law practice, Scott T. Sweitzer Esq. PC. 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 broad range of advisory services, including financial planning and access to third-party asset management, supported by extensive operational tools and a wide network of investment adviser representatives.

William Barrett is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has worked with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and economic modeling in its financial planning process.

Tambria Thacker is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. Her work history includes long-term roles at Primerica Financial Services and PFS Investments Inc., as well as a brief tenure at Oasis Plus Social Services, Inc. Outside of advisory activities, she is an owner of T. Thacker & Associates and also works as an Uber driver. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates with a significant scale of advisors, offices, and assets under management.

Robert Hill III is a financial advisor with Stifel, holding a Series 66 designation and 15 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2014 and previously spent three years at Morgan Stanley. Outside of his advisory role, he is the president and sole member of Exaireo Capital Funding LLC and operates an art business, Two Palms and a Hammock Studios, selling original artwork. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

Erick Quiroz is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. Erick provides guidance on general investing, retirement planning, and preparing for unexpected expenses. Additionally, he facilitates access to Bank of America specialists in areas such as banking, credit, home financing, and small business solutions. Erick's experience encompasses managing diverse financial needs, including saving for education, caring for elderly parents, and addressing healthcare requirements. He approaches financial advising by collaborating one-on-one with clients to define their goals and tailor portfolio strategies accordingly. He provides ongoing advice and adapts strategies as clients' situations evolve. He holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Sherwood High School. Erick is proficient in both English and Spanish.

Daniel Gomes is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in helping individuals, business owners, and entrepreneurs build, preserve, and grow their wealth through personalized financial strategies. Daniel's expertise encompasses areas such as corporate benefits, executive compensation, institutional investment consulting, portfolio management, and small business strategies. Daniel holds a bachelor's degree in Accounting from Universidad Católica Andrés Bello in Caracas, Venezuela, and an MBA from San Francisco State University. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and also holds designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional background includes roles at Morgan Stanley, KPMG, and leadership positions in private companies, providing him with a comprehensive perspective on financial planning and management. Active in the community, Daniel serves on the Board of Directors of the Greater Washington Hispanic Chamber of Commerce and has been involved with the National Association of Hispanic Real Estate Professionals (NAHREP) in the Washington, DC area. He volunteers with organizations including Catholic Charities USA and the Knights of Columbus. Daniel resides in Rockville, Maryland, with his wife and three daughters, and speaks Spanish, Portuguese, and English.

Daniel Twomey is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client decision-making.

Patrick Kavanaugh is a financial advisor with Merrill in North Bethesda, MD. He holds a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, he held roles at institutions including The Catholic University of America and the Colorado School of Mines Foundation. 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, pension plans, corporations, and charitable organizations.

Ryan Tillery is a financial advisor with LPL Financial in Rockville, MD, holding the Series 66 designation and has three years of industry experience. He has previously worked with Private Advisor Group and Global Advisor Group and has a background that includes graduate and undergraduate education. Tillery provides administrative support to independent investment advisory firms in addition to his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

Joseph Dunn Jr. is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes 28 years at H. Beck, Inc., followed by four years at Grove Point Investments and Grove Point Advisors. He is also the owner of a non-variable insurance business. 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 that include financial planning, model portfolios, third-party asset management, and institutional platforms.

Miguel Dominguez Jimenez is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and previously worked at Capital One Bank before joining Merrill and Bank of America in 2018. Outside of his advisory role, he is developing an online clothing business to be sold through a personal website as well as platforms like Amazon and eBay. Merrill, together 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 to individuals, high-net-worth clients, and institutional investors.

Martina Beckum is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edelman Financial Engines and EF Legacy Securities, LLC. Outside of her advisory role, she is involved with support activities at Lee Sipe and Associates and Serving Those Who Serve, focusing on client service and paperwork processing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutions. The firm provides tailored non-discretionary planning and utilizes a range of analytical tools to assist clients in goal-based investment decisions.

Aiman Alosta is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' unique financial goals and aspirations. With over 20 years of experience, Aiman provides ongoing guidance and advice to high net-worth individuals and businesses, focusing on areas such as college education planning, equity compensation services, family wealth management, personal retirement planning, tax minimization, and retirement income. He is adept at analyzing complex financial situations and implementing strategies designed to streamline finances and pursue clients' objectives. Aiman holds a Bachelor's Degree from George Mason University and holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Arabic, he works to help clients define what matters most to them and build flexible strategies aligned with today’s changing market conditions, integrating investment insights from Merrill and banking solutions from Bank of America. Outside of his professional work, Aiman enjoys adventure sports, bowling, horseback riding, music, and watching movies. He also values spending quality time with his children and supporting their sports and fundraising activities.

Richard Kilroy is a financial advisor with Raymond James & Associates in Clarksburg, MD. He holds a Series 66 designation and has six years of industry experience, including prior roles at Morgan Stanley, Wells Fargo Clearing, and Burke & Herbert Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base—including individuals, institutions, pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional consulting supported by a range of portfolio management styles and affiliated research.

Michael Brennan is a CFP® professional with 28 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at UBS Financial Services from 1998 to 2006. Outside of his financial advisory role, Brennan is active in acting, participating in local theater productions and projects in television, radio, and film. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages over $600 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Benjamin Hausman is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2020, he was a partner at Hausman, CPAs LLC, where he focused on accounting, tax preparation, and consulting from 2017 to 2020. He also worked at Cohnreznick LLP between 2015 and 2017. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting implementation through advisory programs and other providers.

Robert Hausman is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 40 years of industry experience. He holds Series 63 and Series 65 licenses and has served at Raymond James since 2012. Outside of advising, he is a partner and owner in several accounting and CPA practices based in Rockville, MD. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using analytical and risk-profiling tools, and supports advisory programs through a large network of advisors.

Tatyana Riley is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets, LLC and City National Bank since 2018 and 2019, respectively. Outside of her advisory role, she serves on the Board of Directors for the Barnesville School of Arts and Sciences. 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 and customizes investment strategies using both in-house and third-party managers.