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 at Morgan Stanley in Rockville, MD, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, spanning a combined 12 years before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by firm-approved tools and a structured process. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

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® with 41 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, compared to many large institutional advisers.

Ronnie Franks is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes positions at Bailey Wealth Advisors and UpSlope Advisors, Inc. He serves as an advisory board member for the Greater Washington Community Foundation in Montgomery County. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Corinne Dorey is a financial advisor at Edelman Financial Engines with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Fidelity Personal and Workplace Advisors and Edelman Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified, long-term oriented investment solutions across various account types.

Nicholas Unis is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Forvis Mazars LLP, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory role, he has been involved in entrepreneurial ventures including ownership of Unis Footwear and UnisBrands LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios across various investment types on discretionary or non-discretionary bases.

Terrell Matthews is a financial advisor with Primerica Advisors in Calverton, MD, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2012 and has been associated with the U.S. Patent & Trademark Office since 2005. Outside of his advisory role, he owns Matt-Hew Consulting LLC, where he serves as a Certified Divorce Financial Analyst. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Jerome Liebstein is a CFP® and ChFC® with 29 years of industry experience. He has been with Edelman Financial Engines since 2006, including prior roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Liebstein is based in Bethesda, MD. Edelman Financial Engines provides 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, offering both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term strategies.

Pablo Molina is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Securities America Advisors, Centaurus Financial, and Reese Yeatman. Molina is also a partner at Reese Yeatman Financial, LLC. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and corporations through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and managed portfolios that include a range of investment types and provide clients with flexible account management options.

Brian Sharp is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been building his career since 2008. He and his team provide wealth management services that integrate various aspects of clients' finances, including retirement, education, travel funding, gifting, and legacy planning, to help clients focus on their priorities. He has expertise in investment management, including alternative investments such as private equity and private credit, which have been employed to assist clients in navigating different market conditions. Brian earned a bachelor's degree in finance and marketing from Villanova University and holds the Personal Investment Advisor (PIA) designation. He has been recognized multiple times by Forbes, including listings on the "America's Top Next-Generation Wealth Advisors" and "Best-In-State Wealth Advisors" lists. Brian has advanced through several roles at Merrill Lynch, attaining titles including Managing Director and Senior Vice President. He lives in Potomac, Maryland, with his wife and three children. Brian is active in his community, involved with Catholic Charities and Our Lady of Mercy, and participates in youth sports, coaching his children's teams. Outside of his professional and community commitments, he enjoys playing golf.

Jon Lindenberg is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is involved in investment-related activities, including ownership of LLCs and rental properties. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations supported by Wells Fargo research and planning tools.

Eli Pridonoff is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He works with families, executives, and professionals to help them navigate financial complexity and make decisions grounded in clarity, discipline, and personal values. His practice focuses on wealth management strategies such as education planning, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and tax minimization. Eli collaborates closely with clients’ CPAs and estate attorneys to ensure a cohesive approach to managing their financial lives. Eli holds a Bachelor of Science in Accountancy from Miami University and an MBA from The George Washington University School of Business. He has pursued additional studies at Harvard University, Georgetown University, and the University of Cincinnati. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Originally from Cincinnati, Eli now lives in Silver Spring, Maryland, with his wife and three children. Outside of his professional role, he enjoys staying active through swimming and biking, having completed a half-Ironman triathlon. He also has an interest in baseball, music, reading, traveling, and is involved with Little League International.

Alexander Simet is a financial advisor at Wells Fargo Advisors with two years of industry experience. Prior to joining Wells Fargo in 2023, he worked at the University of Maryland from 2019 to 2023. In addition to his financial advisory role, he manages a family-owned restaurant, Il Basilico Trattoria, where he oversees kitchen and serving staff operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, covering areas such as retirement, education, and wealth-transfer planning, supported by proprietary research and planning tools.

Traci Richmond is a financial advisor with Raymond James Financial in Bethesda, MD, holding a Series 66 designation and 20 years of industry experience. Her career includes prior roles at Wells Fargo Clearing and ownership of Women Who Rock LLC from 2016 to 2023. She is also the owner of The Meakem Group, LLC, a non-variable insurance business. 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 utilizes advanced analytical tools, supporting clients through advisory programs and partnerships such as with the Society for Human Resource Management.

Jeanette Barrett is Vice President and Executive Planning Consultant at Fidelity Investments, where she has worked since 2006. She has held roles of increasing responsibility including Vice President Financial Planning Consultant before her current position. With nineteen years of experience working with high-net-worth families, Jeanette specializes in integrating workplace benefits into comprehensive wealth plans. She prioritizes client engagement and education, ensuring clients understand and participate in the creation of their financial strategies. Jeanette holds an Arkansas Insurance License. Outside of work, she enjoys concerts, family activities, fitness, football, social events with friends, and traveling.

Lawrence Raigrodski is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes long-term roles at Avantax, spanning from 1999 to 2025, before joining Cetera in 2025. He is also a CPA and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a variety of portfolio management options, financial planning services, and access to third-party managers.