Daniel Kurtz is a CFP® professional with 12 years of industry experience. He currently works at LPL Enterprise and has prior experience with firms including The Prudential Insurance Company of America, Pruco Securities, LLC, Ameritas Advisory Services, and First Command Financial Planning. His other business activities include involvement with Prudential-sponsored non-variable insurance products. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

Shawn Barnes is a CFA® charterholder and holds a Series 63 license, with 27 years of experience in the financial industry. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Yapheth Norris is a financial advisor at Raymond James & Associates with credentials including Series 65 and Series 63, and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Bank, and Impaq International. He also operated a sports and recreation business in 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Jason Richards is a financial advisor with LPL Financial in Ashburn, VA, holding the CFP® designation and Series 63 and 66 licenses. He has 28 years of industry experience and has been with LPL Financial since 2009. Richards also engages in insurance brokerage activities involving term and fixed life insurance. 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 a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

William Erskine is a financial advisor at Edward Jones in Olney, MD, holding CFP® and ChFC® designations with seven years of industry experience. His prior roles include positions at Preferred Home Loans, Inc., T. Rowe Price, Atlantic Financial, Inc., and NewDay USA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of advisors and branches and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Ernest Massenberg III is a CFP® with 25 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. for four years and Lincoln Financial Advisors Corporation for eleven years. Outside of his advisory work, he is a keyboardist in the Deja Gruv band. OSAIC Wealth, Inc. serves a wide range of clients, including individual investors, pension plans, corporations, and nonprofits, through a large network of financial advisers and multiple advisory platforms. The firm employs firm-provided asset-allocation tools and offers integrated brokerage and advisory services, unified managed accounts, and access to third-party money managers.

Jonas De Bem is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and entrepreneurial ventures such as Wizard De Bem Idiomas. 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 for individuals, high-net-worth clients, and institutions.

Carla Lindblad is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for seven years. Outside of her advisory role, she is involved in operational and client service support at two local organizations in Rockville, MD. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to help clients understand potential outcomes, supporting implementation through advisory programs or other providers.

Justin Gore is a financial advisor at RBC Capital Markets in Rockville, MD, with one year of industry experience. He holds a Series 66 designation and previously worked at Jones Lang LaSalle for nine years. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Dhanuka Buddhakorala is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and CIBC. Outside of his advisory role, he volunteers as a program manager and bookkeeper for Transition Philippines, a nonprofit organization. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Robert Feisee is a CFP® professional with 25 years of industry experience. He is currently with Cambridge Investment Research Advisors and has been with the Cambridge group since 2017. Prior to this, he spent eight years at National Planning Corporation and practices law through Insight Law, PLLC. He is also involved in a marketing business, L35, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform options.

Geoffrey Newman is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Inc., SMI Financial, LLC, and H.Beck, Inc. Outside of financial advising, he serves as Vice President and Board Member of Newman Funeral Homes and is involved in several nonprofit and fraternal organizations, including serving as President of the DC Society, Sons of the American Revolution, and as an associate board member for Shriners Children's Hospital in Philadelphia. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing a variety of tools and third-party solutions to construct portfolios across multiple asset classes.

Nadzeya Adamovich is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has previously worked in various roles including at United States Creative Ideas LLC and Civitta. Outside of her financial advisory work, she operates a private life coaching practice in Bethesda, MD, conducting webinars, group workshops, and individual coaching sessions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated services. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Kyle Dry is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individuals and families to create personalized financial strategies. He focuses on areas including executive compensation, equity compensation services, family wealth management strategies, endowments, foundations and non-profits, legacy planning, liquidity management, managing new wealth, small business strategies, tax minimization, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Kyle earned his Bachelor's Degree from the University of Tennessee. Outside of his professional work, Kyle has interests in basketball, fishing, football, golfing, and sewing.

Cameron Duncan is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services, utilizing both in-house and third-party investment managers to tailor strategies according to each client’s risk profile.

Bobby Morton is a CFP® with nine years of experience in the financial services industry. He is currently an advisor with Raymond James Financial Services Advisors, Inc. He has held roles at several firms, including Strategic Financial Associates, NYLIFE Securities LLC, Mariner Wealth, and Cresset Asset Management. Morton served in the Army National Guard for 12 years. 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, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports its offerings with municipal advisory services and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

John Kelly is a financial advisor at Morgan Stanley with 12 years of industry experience. He has held various positions within Morgan Stanley since 2015, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Kelly holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Olga Achapkin is a financial advisor at Morgan Stanley with one year of experience in the industry. She holds a Series 66 designation and has worked at Merrill since 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies to support its clients’ financial goals.

Tiffany Violante is a financial advisor with Raymond James Financial in Rockville, MD, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2001 and Raymond James Financial since 2009. Violante owns a support company, Capital Wealth Management Group, which handles office expenses and salaries but does not interact with clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers.

Jianna Acevedo is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various roles including retail associate at Submerged, Inc., a scuba diving shop in Rockville, Maryland. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles with multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.