Russell Brooking is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and McAdam LLC. Outside of his advisory work, he previously held roles in the hospitality industry and worked in education before entering finance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Neziah Osayi is a financial advisor at Charles Schwab with a Series 66 credential and experience beginning in 2026. Prior to joining Schwab, Osayi worked at H&R Block and has an academic background connected to the University of Rochester. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management along with integrated brokerage and custody services.

Jason Henderson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to develop, implement, and monitor customized financial strategies aligned with their unique goals. With over 17 years of experience, he leverages Fidelity's advanced tools and resources to provide guidance that helps clients make confident financial decisions. Prior to his current position, Jason was a Financial Consultant at Fidelity Investments from 2022 to 2025. He also served as Vice President and Premier Banker at Truist from 2016 to 2022, and as Assistant Vice President and Financial Center Manager at Bank of America from 2009 to 2016. Jason holds a California Insurance License. Outside of his professional work, his personal interests include fitness, football, museums, outdoor adventures, reading, and traveling.

Samara Lewinson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked at firms including Avantax Investment Services and LPL Financial. In addition to her advisory role, she provides legal and accounting services as a CPA/legal assistant at Hornstein Law Offices. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Anthony Malone is a financial advisor with Primerica Advisors in Beltsville, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1998. In addition to advisory work, he receives compensation for sales and referrals related to mortgage, home security, and home automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm offers model-based investment strategies managed by unaffiliated asset managers and operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Karl Campbell is a financial advisor with Ameriprise in Columbia, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is the owner of CampusNIL Corporation, a student savings platform that provides financial benefits and discounts to college students across the U.S. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, including tax-aware withdrawal strategies and Social Security options, delivered through a collaborative, non-discretionary process.

Geoffrey Mcclenney is a Wealth Management Advisor with 12 years of experience, currently affiliated with Merrill Lynch Wealth Management. He specializes in delivering a comprehensive, client-centered approach to wealth management that focuses on understanding clients’ financial situations and personal priorities. Geoffrey helps develop customized strategies that are adaptable to changing client needs and market conditions, leveraging investment insights from Merrill and banking and lending solutions from Bank of America. His areas of expertise include services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income planning. Geoffrey holds a Bachelor's degree and a Master's degree from the University of Baltimore. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He follows the Merrill tradition of community participation and spends time volunteering with local organizations. Outside of his professional activities, Geoffrey has interests in basketball, chess, and traveling.

Tara Orendorff is a financial advisor with Raymond James & Associates in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at Wells Fargo Clearing from 2010 to 2016 and has been with Raymond James since 2016. Additionally, she serves as co-trustee of her parents' trust. Raymond James & Associates, Inc. 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 clients, and municipal entities, offering tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Jeffrey Link is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he has ownership interests in several private companies, including Armada Capital, LLC, and Shufly, LLC, which he co-owns with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, supported by Wells Fargo’s research and planning tools.

James Adair III is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 24 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2002 to 2019 before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both model portfolios and customized strategies.

Naj Altaf is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 66 designation and has held roles at firms including Woodbury Financial Services, Capital One Investment Services, and Chevy Chase Financial Services. Outside of his advisory work, he is a partner at Capital Harvest Wealth Partners, an investment advisory LLC. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm uses a model-based investment process featuring asset allocation, portfolio optimization, and multiple managed account programs delivered through a broad affiliate network.

J. Evans Jr. is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and proprietary modeling tools.

Kathryn Badger is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in financial services after graduating from Boston College, initially working at New England Securities in Boston before joining Merrill in Washington, D.C., in 1990. With over 30 years of experience, Kathryn serves a diverse client base including associations, corporations, business owners, athletes, and entertainers, focusing on designing customized strategies for wealth creation, management, and distribution, particularly retirement income planning. Kathryn holds multiple professional designations such as Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), Certified 401(k) Professional (C(k)P®), Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor® (CPFA™), and Chartered Retirement Planning Counselor™ (CRPC™). She emphasizes an educational approach to wealth management, tailoring strategies to individual client needs and leading a team committed to client care. In addition to her professional work, Kathryn is actively involved in community organizations including Jack and Jill of America, Incorporated, and The Cottagers, Inc. of Martha’s Vineyard. She enjoys spending time with her family, attending her children's sports events, cooking, playing tennis, and traveling.

Briana Tillman is a Financial Advisor at Merrill Lynch Wealth Management, where she focuses on retirement planning, legacy building, and financial strategies for women. She works with high-net-worth individuals, business owners, retirees, and young professionals to create clear, customized financial plans that address their unique goals and priorities. Briana aims to make financial planning clear and personal, helping clients feel confident in their decisions today and for the future. Her expertise includes retirement planning, family wealth management strategies, small business strategies, tax minimization, and individual and corporate investment strategy. Briana holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She completed an Accredited Certificate Program from the University of Arkansas System. Outside of her professional work, Briana enjoys spending time with her family and traveling. Her personal interests also include adventure sports, basketball, cooking, dancing, football, music, swimming, and tennis.

Passant Abbas is an Investment Consultant at Fidelity Investments, a position held since 2026. Prior to this role, Passant worked as a Planning Consultant at Fidelity Investments from 2025 to 2026. Before joining Fidelity, Passant served as an ADP Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2023 to 2025, and was a Registration Candidate in the same role from 2022 to 2023. Passant focuses on partnering with clients to develop financial plans that align with their values, goals, and lifestyle. Their approach involves listening and understanding what matters most to clients, aiming to educate, support, and guide them in making confident financial decisions, whether they are working toward retirement, pursuing a legacy, or planning for the future. Outside of professional responsibilities, Passant enjoys family activities, traveling, and volunteering.

Diego Dominguez is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the North Bethesda Financial Center in Maryland. He focuses on providing goal-based wealth management services to affluent families, accomplished professionals, and successful business owners. His work includes developing flexible, short- and long-term financial strategies that organize clients' personal and business finances. Diego specializes in a range of areas including investment management, defined contribution plans, commercial banking, private business sales, credit and lending, retirement planning, wealth transfer planning, and executive compensation plan management. He has expertise in Corporate Executive Services, Divorce Transition Planning, Employee Benefits Planning, Executive Compensation, Equity Compensation Services, Family Wealth Management Strategies, Institutional and Corporate Benefit Services, and Services for Defined Benefit Plans. Diego holds a High School Diploma from Reservoir High and a Bachelor's Degree from the University of Maryland Global Campus. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Diego engages in biking, fishing, hiking, rock climbing, running, and scuba diving.

Keilan Mathews is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nolan Walchko is a financial advisor at OSAIC with two years of industry experience and holds a Series 66 designation. His prior roles include positions at Lincoln Financial Advisors, StoneBridge Advisors, and Harborside Group, as well as experience at Loyola University Maryland. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supported by a range of discretionary and non-discretionary strategies, and is notable for its scale and complex affiliate network.

Alexander Johnson is a CFP®-certified financial advisor with nine years of industry experience, currently with UBS Financial Services since 2021. He previously worked at The Vanguard Group, Inc. for four years and Dakota Funds Group for one year. Johnson also attended Saint Joseph's University from 2013 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and capital markets operations.

Deirdre Mc Elroy is a CFP®-designated financial advisor with LPL Financial, based in Columbia, MD, and has 25 years of industry experience. She has worked at LPL Financial since 2007 and previously held positions at Citigroup Global Markets and Legg Mason Wood Walker. Outside of her advisory work, she is involved in reselling as a hobbyist on Poshmark. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment approaches, including model portfolios and third-party asset management, while also offering various non-advisory financial services and overseeing substantial discretionary assets.