Daniel Ronis is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with LPL Financial and has previously worked at Janney Montgomery Scott, Chapin Davis, Bank of America, and Merrill. His other business activities include insurance sales in Maryland. 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 financial planning and investment management services, including model portfolios and third-party asset management, supported by a broad platform combining advisory and non-advisory financial activities.

Dylan Branson is a Financial Advisor with Merrill Lynch Wealth Management. He collaborates with individuals and families to provide personalized financial planning, investment management, and tax mitigation strategies. Dylan focuses on areas such as equity compensation services, managing new wealth, tax minimization, and retirement income. He holds a Bachelor's Degree in Economics from the University of Maryland, College Park, and an Associate's Degree from Montgomery College. Dylan has earned the Personal Investment Advisor (PIA) designation. Raised in Montgomery County, Maryland, he works closely with clients before and through retirement to address their financial needs and goals. Outside of his professional work, Dylan engages in adventure sports, chess, and skiing.

Michael Brezovec is a financial advisor with LPL Financial in Gaithersburg, MD, holding Series 63 and Series 65 licenses and 32 years of industry experience. Before joining LPL Financial in 2023, he spent 16 years with Ameriprise Financial Services and Ameriprise Advisor Services. Outside of his advisory work, he is a firearms instructor and holds a deer management permit at Phillips Farm. 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 range of advisory and brokerage services using various portfolio management strategies and supports its advisors with advanced operational and research tools.

Nicole Martin is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at Capital Bank for four years and has held positions in lending and mortgage services. Outside of advising, she owns long-term rental properties in Washington, DC, and Denver, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Daphne Wright is a CFP® professional with over 33 years of experience in financial advising, currently affiliated with LPL Financial since 2002. She previously worked at Independent Financial Partners from 2017 to 2019. Outside of advisory work, Wright is involved in financial education through seminar presentations and blogging for a nonprofit focused on financial literacy, and she teaches biblically-based financial management and empowerment classes. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad suite of financial services.

Chukwuemeka Njere is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Njere’s work history also includes roles outside finance at Amazon.com and Bowie State University. Fidelity’s Strategic Advisers LLC, where Njere is employed, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in advisory roles less common among large institutional peers.

Jennifer Sevier is a CFP® professional with 25 years of experience in the financial advisory industry. She has been with Edelman Financial Engines and its predecessor entities since 2009. Her credentials also include Series 63 and Series 65 licenses. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment solutions.

Eric Felsenfeld is a financial advisor at Ameriprise with 23 years of industry experience and holds a Series 66 designation. His prior roles include positions at Chalice Capital Partners, Niagara International Capital Limited, Chalice Wealth Advisors, and H.Beck Inc. Outside of advising, he is co-owner of Chesapeake Innovations, an engineering and product design company, and KJ CREATIONS LLC, which publishes puzzle and children's books through Amazon KDP. Ameriprise offers specialized retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide annual, non-discretionary retirement income recommendations delivered through a centralized consulting team.

Christopher Rockey is a CFP® professional with 22 years of experience in financial advising. He is currently with OSAIC and has held prior roles at Woodbury Financial Services and Capital One, among others. Rockey is a partner at Capital Harvest Wealth Partners, where he provides financial planning and investment services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with tools for asset allocation and portfolio optimization.

Gabriel Ali is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Bank of America and Merrill. He has also been involved with the BlackRock Center for the Arts in a professional capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and uses advanced tools to support its extensive network of over 22,800 advisors.

Matthew Kramer is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior experience includes roles at Fidelity, Charles Schwab, and Edward Jones. He is also associated with Lee, Sipe and Associates and Serving Those Who Serve, where he works as a financial advisor. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, offering non-discretionary, tailored advice supported by analytical tools and a broad advisor network.

Esther Searles is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant and Planning Consultant at Fidelity Investments from 2020 to 2023. Her experience also includes working as a Financial Consultant at TD Ameritrade from 2019 to 2020 and as a Licensed Insurance Agent at New York Life from 2018 to 2019. Esther focuses on collaborating with clients to develop financial plans tailored to their individual needs and goals. She resides in Northern Virginia with her husband and three children. Outside of her professional work, Esther enjoys interests such as food, skiing, and yoga.

Thomas Henry is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2003, following four years at Nathan & Lewis Securities, Inc. 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 including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Duncan is a financial advisor with RBC Capital Markets in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at City National Bank since 2020 and has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through both in-house and third-party managers, combining portfolio management, financial planning, custody, and brokerage services.

Jessica Brady is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools to create tailored plans.

Kevin Wenger is a financial advisor with Ameriprise in Ellicott City, MD, holding Series 63 and Series 65 credentials and three years of industry experience. He previously worked at T. Rowe Price and has experience in multiple sectors including energy services and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes collaboration between a centralized service team and financial advisors, utilizing proprietary research and algorithmic tools to address asset allocation and withdrawal strategies within a distinctive investment framework.

Scott Hollander is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 1989 and has since accumulated over three decades of experience in the financial services industry. Scott offers clients a comprehensive approach to managing their wealth, focusing on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, and socially responsible investing. He emphasizes understanding each client's personal goals to tailor solutions effectively. Scott has lived in the Bethesda, Maryland area throughout his life and holds a High School Diploma/GED from the University of Maryland. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional role, Scott enjoys fishing, gardening, and golfing. He also values spending time with family and friends and remains active in his community.

Annette Jackson Jolly is a financial advisor with Primerica Advisors in Hyattsville, MD, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. She has worked with PFS Investments Inc. since 2001 and Primerica Financial Services since 2000. Outside of her advisory role, she participates as a team leader and walker in the Avon Walk for Breast Cancer. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while offering a tiered percentage-based fee model.

Andrew Freedenberg is a CFP® and CFA® with 13 years of experience in financial services. He currently serves as a financial advisor at Morgan Stanley, where he has worked since 2022. Prior to joining Morgan Stanley, he held positions at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

George Khalsa is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 40 years of industry experience. His prior positions include roles at Ameriprise Financial Services Inc, IC Advisory Services, Inc., The Investment Center, Inc., and Mass Mutual Investors Services. 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.