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 with Osaic Wealth, holding Series 66 and Series 63 licenses and bringing four years of industry experience. Prior to joining Osaic in 2025, he worked at Forvis Mazars LLP and NYLIFE Securities LLC/New York Life Insurance Co. He has entrepreneurial experience through UnisBrands LLC and Unis Footwear and is involved in real estate management as the owner of Unis Real Estate Management LLC. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Terrell Matthews is a financial advisor with Primerica Advisors in Calverton, MD, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2012 and has also worked at the U.S. Patent & Trademark Office since 2005. Matthews owns Matt-Hew Consulting LLC, where he operates as a Certified Divorce Financial Analyst. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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 at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Centaurus Financial, and Reese Yeatman. Molina is a partner in Reese Yeatman Financial, LLC. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization across various programs, including financial planning, Unified Managed Accounts, and retirement plan consulting.

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, holding Series 63 and Series 65 licenses and over 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of advising, he is involved in entrepreneurial activities related to merchant cash and stock agreements. 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 strategies, utilizing proprietary research and tools to develop tailored recommendations for clients.

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 credentials and bringing 27 years of industry experience. He has worked with Avantax firms for over two decades before joining Cetera in 2025. Outside of advisory work, he is a certified public accountant and operates a tax preparation and accounting practice. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.

Hayley Glantz is a financial advisor with Raymond James & Associates in Chevy Chase, MD, holding a Series 66 credential and four years of industry experience. Her work history includes roles at Raymond James Financial Services, Inc., Agency One, and The Capital Grille. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Irene Tata is a financial advisor with Ameriprise in Rockville, MD, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she serves as an agent named in health care directives and as a standby trustee and executor. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Denis Mc Groddy is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade, Inc., and Scottsdale Securities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by centralized custody and operational infrastructure.

So Myong Kim is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and MB Financial Bank, N.A. since 2015. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Oettinger is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial in Rockville, MD. He has previously worked at Stratos Wealth Partners, Uvest Financial Services Group, and Merrill. Oettinger is a 34% owner of Vintage Insurance Partners and is involved with an insurance agency called Medicare PhD. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Eugene Mc Vey is a financial advisor with LPL Financial and holds a Series 66 designation. He has five years of industry experience, including roles at firms such as Merrill, TD Bank, and MassMutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms.

Herbert Ortega is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and research. The firm offers services both directly and through Corporate Financial Planning agreements with employers, managing approximately $2.74 trillion in client assets.

Patrick Haney is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has previously worked at MML Investors Services, Mass Mutual Life Insurance Company, Kestra Investment Services, Osaic FA, Inc., and The Advisors Group, Inc. Haney also operates The Haney Company, an insurance agency. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting a large network of advisors with both discretionary and non-discretionary investment strategies.