Finn Parkinson is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has worked at LPL Enterprise since 2026 and has a background in education, including positions at St. Mary's County Public Schools and several Maryland schools from 2016 to 2025. Outside of his advisory role, Parkinson is involved with the Breton Bay Golf & Country Club. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm integrates advisory programs with brokerage and insurance products through an extensive platform.

Margaret Knight is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in assisting business owners and high-level executives with wealth building, preservation, and succession planning to establish multi-generational financial stability. Ms. Knight focuses on client needs such as education planning, executive compensation, legacy planning, liquidity management, managing new wealth, and tax minimization. She applies a process that addresses complex financial questions related to investing, taxation, and sustainable wealth to help clients achieve financial freedom and flexibility. Ms. Knight holds a Bachelor's Degree in Finance from the University of Maryland, Robert H. Smith School of Business, and an Associate's Degree from Frederick Community College. She also has a High School Diploma from Linganore High School. Her professional designations include Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Prior to her career in finance, she spent 17 years as a competitive Irish Dancer, competing at the worlds, national, and regional championships. Outside of her professional work, Ms. Knight lives in Arlington, VA with her fiancé, Carson. She enjoys golfing, pickleball, and running.

Marshall Kayda is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Bank of America N.A. and TechTronic Industries. 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, and various institutional investors.

Brad Baker is a Financial Consultant at Fidelity Investments, where he has worked since 2023 in various roles spanning from Financial Service Representative to his current position. He collaborates closely with clients to understand their financial goals and preferences, aiming to provide clear and purposeful financial planning. Throughout his tenure at Fidelity Investments, Brad has gained experience in financial consulting, planning, and client relationship management. His approach emphasizes simplicity and partnership in the financial planning process, working alongside clients to pursue their objectives. Outside of his professional role, Brad has interests in baseball, football, running, skiing, and traveling.

Michael Riley is a CFP®-certified financial advisor with 21 years of industry experience, currently with RBC Capital Markets since 2009. Based in Rockville, MD, he holds a Series 66 license and has been active in the horse breeding and showing business since 2023. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized advisory programs with discretionary and non-discretionary portfolio management through a combination of in-house and third-party investment managers.

Aashish Goel is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.

Jason Cohen is a CFP® professional with 25 years of experience in financial advising. He is currently with LPL Financial, where he has worked since 2007, and previously spent five years at Stratos Wealth Partners, Ltd. Cohen is also involved in several related business activities, including managing a life and health insurance practice and operating an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios and research from in-house and third-party sources.

Sally Ann Pauw is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2021 and has previously worked as an independent consultant and with AKLDP - USAID. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Steven Cavagnaro is a financial advisor with LPL Financial, based in Clarksburg, MD, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes a role at M and T Securities where he has been since 2015. 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 a variety of advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by research and model portfolios.

Zach Plaster is a Financial Consultant with Fidelity Investments, where he has been serving since 2025. Prior to this role, he held positions as a Planning Consultant and Relationship Manager at Fidelity Investments from 2023 to 2025. He also worked as a Financial Consultant with Equitable Advisors in 2023. Zach helps local families and individuals create personalized financial plans centered on their unique objectives. He collaborates closely with clients to understand their goals and develop strategies aimed at achieving financial success. Having grown up and spent much of his professional life in Northern Virginia, Zach is committed to supporting his local community. He holds a California Insurance License. Outside of his professional work, Zach enjoys bowling, attending social events with friends, playing musical instruments, reading, and playing tennis.

Yevgeny Popovich is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party managers.

Jessica Perry is a CFP®-certified financial advisor with two years of industry experience, currently affiliated with LPL Financial. She has previously worked at Bank of America, Merrill, and Sandy Spring Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and nonprofit organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Jordan Smith is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial. Prior to joining LPL Financial, he worked six years at Edward Jones and spent two years with the Urban Teacher Center, Inc. He is based in North Bethesda, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory and financial planning services, utilizing both discretionary and non-discretionary management and providing access to model portfolios, third-party research, and advanced technology solutions.

Matthew Misiaszek is a financial advisor with Equitable Advisors in Frederick, MD, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked with Equitable Advisors since 2010, including its predecessor, Axa Advisors LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of advisory models, including third-party TAMPs and proprietary programs, and offers ERISA fiduciary services to qualified plans.

Yehudah Fein is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and has prior experience with Contemporary Insurance Services, Inc. and various educational and community organizations. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and extensive resources.

Lauren Birkins is currently serving as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2021. In this role, she leads a team of wealth planners focused on providing a client-centered financial planning experience tailored to individual goals. Lauren emphasizes partnerships, trust, and adherence to the company's Standards of Care to support clients and associates. Her tenure at Fidelity Investments spans over a decade, including roles as Assistant Branch Leader from 2018 to 2021, Financial Consultant from 2012 to 2018, Investment Consultant from 2011 to 2012, Relationship Manager from 2010 to 2011, and Financial Representative from 2007 to 2009. Throughout her career, she has gained extensive experience in wealth management and client relationship development.

Patrick Trainor is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Citigroup Global Markets for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

John Vert is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at The Vanguard Group for four years. Outside of finance, he has experience in interior design through his time at Barrel and Stone Interiors. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Paul Buck is a financial advisor at Edward Jones in Mt Airy, MD, holding the CFP® and Series 66 designations with 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he has provided consulting services in programming during a professional transition. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Brunner is a CFP®-designated financial advisor with 24 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Safe Money Concepts LLC, Grove Point Advisors, and H. Beck, Inc. He is also involved with Medallion Financial Group, where he has maintained a longstanding role since 2004. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and multiple investment strategies.