Grant La Gasse is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and has been affiliated with Financial Advantage since 2018. Prior to his financial services career, he spent 13 years at the U.S. Food and Drug Administration. In addition to his advisory work, La Gasse serves as an instructor on retirement planning at Montgomery College. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Joseph Davis Jr. is a financial advisor at LPL Financial with 54 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Ic Advisory Services Inc, The Investment Center Inc, H. Beck, Inc., and his own firm, Davis Advisory Services, Inc. He is involved with The Living Capital Group and serves in a fiduciary capacity for The Michael E. Purcell Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. Its offerings include financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Thomas Lee is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial since 2002. Outside of his advisory role, he serves as a trustee for EZ Federal Benefits and is a partner in GIVE LLC, a business where he has managerial and promotional responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports a large network of advisors and affiliated firms.

Edward Railey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both non-discretionary and discretionary investment management options.

Ryan Troxell is a financial advisor with LPL Financial in Rockville, MD, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, T. Rowe Price, and Fidelity Investments. 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, supported by a large network of investment adviser representatives.

Barry Shapiro is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He co-founded the Sorkin Shapiro Unikel Group, overseeing a team of six professionals dedicated to serving the diverse financial goals of their clients. Barry began his career in financial services in 1996 and joined Merrill Lynch in 2008. He works primarily with corporate retirement plans and high-net-worth families to enhance their financial well-being. Barry specializes in a range of services including retirement income planning strategies, wealth transfer, insurance services, and philanthropic strategies. As a Retirement Benefits Consultant, he is part of an elite group of advisors qualified to address complex retirement investing challenges, assisting corporations with retirement plan enhancement, needs assessments, investment analysis, menu selection, and employee education. He holds a bachelor's degree in business from the University of Maryland College Park and holds the Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE) designations. Barry emphasizes personal service and objective advice, aiming to build enduring relationships with clients through disciplined investment management and comprehensive financial guidance.

Donald Glab is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 39 years of industry experience. His prior roles include positions at UBS Financial Services and Citigroup Global Markets. Outside of his advisory work, he is involved with Evergreen Christian School’s finance committee and his spouse owns a retail household store called The Family Room. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its offerings.

Jason Martin is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Prior to this, he was employed at UBS Financial Services for one year. Outside of his advisory work, he volunteers with the CFA Institute by reviewing examination content and assisting with standards and grading. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning approach involves structured discovery conversations and advanced modeling tools, focusing on advisory support without individual security recommendations as part of standalone planning.

Young Kim is a Series 66-licensed financial advisor at Osaic with eight years of industry experience. He previously worked at Lincoln Financial Advisors and MCB Consulting LLC. In addition to his advisory role, Kim provides consulting services to business owners on operations and business strategies and works part-time as a home caregiver. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and risk management tools.

Dominic Lo Piccolo is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, with a break during which he served on the investment committee of the Zeta Psi Educational Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools.

David Brown Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has held various roles including consulting and education with Resilient Kids, where he assists in training new employees. 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 both model-based and discretionary investment strategies for a range of individual and institutional clients.

Katherine Clark is a financial advisor at RBC Capital Markets with 48 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at City National Bank. Clark has served on the boards of The Excel Institute, a training program for underprivileged young adults, and the National Park Trust, a nonprofit focused on land acquisitions near U.S. national parks and children’s educational programs. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning through a variety of advisory programs, leveraging both in-house and third-party investment managers.

Casey Coffman is a financial advisor with UBS Financial Services, holding the Series 66 designation and eight years of industry experience. Prior to joining UBS in 2024, he worked at Morgan Stanley for seven years, as well as at PenFed Credit Union and Energy Federal Credit Union. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research to tailor investment strategies.

Michelle Owens is a financial advisor with Ameriprise in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, Owens serves on the Board of Directors for a nonprofit community development corporation in Washington, DC, and is Treasurer for Utility Advisory, Inc. She also oversees the investment advisor and portfolio for the United Religions Initiative. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research-driven modeling and tax-efficiency analysis to support client income strategies, while emphasizing the use of Ameriprise-managed accounts and affiliated investment products.

Alvin Costa is a financial advisor with Merrill in Germantown, MD, holding a Series 66 license and one year of industry experience. His prior roles include positions at Bank of America, Wells Fargo Bank, and PNC Bank, as well as teaching at the University of Maryland-College Park and Montgomery College. 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Michael Brick is a Series 66-credentialed financial advisor with 27 years of industry experience. He has been with UBS Financial Services in Bethesda, MD since 2005. Outside of his advisory work, he serves as a board member for the Boys and Girls Clubs of Greater Washington Maryland Region, contributing to fundraising and youth activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Mauricio Maldonado is a financial advisor with Morgan Stanley in Rockville, MD, holding Series 65 and Series 63 licenses and having nine years of industry experience. Prior to his current role starting in 2024, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2012 to 2024. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, including tailored financial planning that uses firm-approved tools and models to assist clients in planning, with approximately $2.74 trillion in assets under management.

Meagan Sexton is a CFP® and ChFC® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked with The Greater Bethesda Chamber of Commerce and was involved with A & J Hospitality Corp / Eco Caters. Additionally, she has taught classes in Rockville, MD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,700 advisors.

Allan Zendel is a CFP®-designated financial advisor with 42 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He previously worked for A. G. Edwards & Sons, Inc. for 12 years. He serves clients from Bethesda, MD, and holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and applies research-driven investment strategies, including modern portfolio theory, across a broad range of financial services.

Ronnie Franks is a financial advisor at Osaic with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Osaic in 2025, he worked at Bailey Wealth Advisors and UpSlope Advisors, Inc. He serves as an advisory board member for the Greater Washington Community Foundation in Montgomery County, a nonprofit organization. Osaic Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.