Mary Bottella is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of her advisory role, she manages a rental property in Naples, Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, providing a combination of non-discretionary and discretionary investment options along with integrated brokerage, custody, and financial planning services.

Angelena Hayes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at 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 IPS-driven advisory process incorporates modern portfolio theory and includes unique offerings like insurance-related vehicles and bank deposit sweep options.

Scott Cannon is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and is based in Ellicott City, MD. In addition to his advisory work, he owns Chesapeake Tax Services, LLC, which provides tax preparation services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized services, including municipal and public finance advisory.

Eric Graffe Ostos is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity, including Investment Consultant in 2024 and High Net Worth Service Associate from 2022 to 2024. Prior to joining Fidelity, Eric was a Financial Adviser at Edward Jones Investments from 2019 to 2021. His professional experience spans multiple facets of financial consulting, focusing on creating tailored financial plans that align with clients' unique goals and aspirations. Eric aims to simplify financial concepts and empower clients to feel optimistic about their financial futures. Outside of his professional work, Eric has interests in art, soccer, and traveling.

Aaron Shapo is a Series 66 licensed financial advisor with Equitable Advisors in Columbia, MD. He joined the firm in 2025 and has prior experience working with Communities First Inc. and the Bender JCC of Greater Washington. He also held various roles during his time at Michigan State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

John Lasheski is a financial advisor at Morgan Stanley with 22 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. In addition to his advisory role, he serves as an executor for an estate in Brookeville, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and models.

Mark Searles is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has previously worked at Grove Point Advisors, Grove Point Investments, SSN Advisory, and Medallion Financial Group. Outside of his advisory role, he is involved with Safe Money Concepts, 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Angela Kuzmeskus is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 65 registrations and has worked with firms including Morgan Stanley, CUNA Brokerage Services, and Tower FCU, where she has been since 2005. Kuzmeskus is also involved with Tower Wealth Management, a business related to her LPL activities. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Lyssa Tavel is a financial advisor at Morgan Stanley with 12 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2016 and also operates Lyssa Tavel Interior Design LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Thomas Searles is a CFP® with 42 years of industry experience, currently an advisor at LPL Financial since 2025. He previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC, among other firms. Outside of finance, he is an author and musician with ongoing creative projects including several authoring roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory services, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Eli Ben Zev is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley. He is involved part-time in selling health insurance through the Maryland Health Exchange and acts in a fiduciary capacity for individual clients. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Kristin Kornemann is a CFP® with 28 years of industry experience, currently affiliated with Cetera. She has held roles at several firms, including Financial Advantage Associates and Minnesota Life, and has been involved in fixed insurance sales with Erie Insurance and Financial Advantage Associates. She is also active in her community as a homeowners association president. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Robert Toczylowski is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, Inc. and Capital One Advisors, LLC. Outside of his advisory role, he is a partner at Symmetry Financial Partners, focusing on insurance and financial planning. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Kent Jasperse is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Bank NA and Wells Fargo Clearing Services since 2018, following five years at Equity Services, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Wesley Stansel is a financial advisor at Morgan Stanley in Rockville, MD, holding a Series 66 designation with five years of industry experience. He previously worked at First Command Insurance Services, Inc. and related entities from 2018 to 2019. Outside of finance, he was involved with Pazzo Pomodoro for nine years and employment at George Mason University for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and modeling in its advisory services.

Kevin Davidson is a financial advisor with Cambridge Investment Research Advisors in Gaithersburg, MD. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including 17 years with Allstate Insurance Co. He is also involved as an agent with Tomasetti Wealth, operating under Montgomery Financial Partners. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Jared Violante is a financial advisor with Raymond James Financial Services Advisors, Inc. in Rockville, MD, holding a Series 66 designation and having 10 years of industry experience. He has been with Raymond James since 2016 and is also involved with Capital Wealth Management Group in a non-client-facing capacity. 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, institutions, and nonprofit organizations. The firm offers non-discretionary planning tailored to client goals and supports a range of advisory programs, incorporating technology and advanced analytical tools in its offerings.

David Solomon is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside his advisory role, Solomon serves on the board of The Lucky Duck Foundation, Inc. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Karen Holmes is a financial advisor with LPL Financial, holding a CFP® designation and Series 63 and 65 licenses, with 28 years of experience in the industry. Her prior experience includes roles at 1st Global Insurance Services, Inc., 1st Global Advisors, Inc., and 1st Global Capital Corp. She is also the owner of Holmes and Associates Accounting Services, which provides tax preparation and bookkeeping services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and technology tools, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Nicholas Serenyi is a financial advisor with Morgan Stanley who holds Series 63, Series 65, and Series 66 licenses and has 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including customized financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.