Jonathan Stroebel is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with successful business owners and their employees to help them achieve a worry-free retirement through customized investment and planning processes that address the challenges posed by market volatility, inflation, taxes, and unforeseen healthcare expenses. Jonathan leverages the resources of a global institutional research firm and an experienced advisory team to provide clear and effective financial guidance to his clients. He holds a Bachelor's Degree from Washington and Lee University and maintains several professional designations including Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). Jonathan is a member of the CFA Society Washington, DC, Montgomery County Chamber of Commerce, and the Society of Financial Service Professionals. Outside of his professional work, Jonathan is involved in his community through All Saints Church in Chevy Chase, MD, coaching youth soccer with MSI Soccer, and supporting the National Multiple Sclerosis Society. He also enjoys boating, golfing, music, soccer, spending time with his family, and tennis.

Jason Goldstein is a financial advisor at Raymond James & Associates with 20 years of industry experience. He previously worked at Oppenheimer and Lehman Brothers Inc. He holds Series 65 and Series 66 licenses. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management strategies.

Grace Wang is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 designations. Outside of her advisory role, she is involved in an adult care service business assisting seniors with physical and mental wellness. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations.

Tolulope Adeyemi is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2018. Prior to that, he was with PNC Investments and PNC Bank from 2016 to 2018. Outside of his advisory work, he is a co-founder of Haulers LLC, a hauling and moving business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through various channels including its Financial Advisors and Estate Planning Strategies Group.

Timothy Tillman is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MassMutual Life Insurance Co, Ascension Financial Capital, and US Bank. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools to analyze client goals and provides collaborative, ongoing financial planning engagements.

Luis Otero Lopez is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 65 and Series 63 designations and over one year of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Whole Foods. He has also been involved with LSJC Services since 2021. 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 manages approximately $671 billion in assets through a network of more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Matthew Ondeck is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 13 years of industry experience. His career includes roles at Merrill, Edelman Financial Services, and EF Legacy Securities. Outside of his advisory work, he coaches little league soccer and softball in Loudoun County. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Macaughlan Byrne Houser is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, Houser held roles at several companies, including Stonemor Inc, USP of Pittsburgh LLC, and Byrne-Houser L.L.C. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Brian Neeley is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory work, he is a passive owner of Bethesda Blues & Jazz, LLC, a music venue and restaurant in Bethesda, MD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a structured planning process supported by firm-approved tools and modeling techniques.

Samuel Gottesman is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2014. Prior to that, he was affiliated with J.P. Morgan Chase Bank and J.P. Morgan Securities Inc. beginning in 2010. 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 and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies.

Doreen Candeias is a financial advisor with LPL Financial in Chevy Chase, MD, holding the Series 66 designation and having 14 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Williams Estate & Financial Group, Inc. She is also involved with Capital Financial Planners, a DBA for her LPL business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Richard Appling is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase Bank and LPL Financial. Appling is also involved with Atlantic Union Financial Consultants, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Alexis Lecouras is a CFP® and holds a Series 66 license, with 18 years of experience in the financial industry. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Brian Grimes is a CFP® with 30 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Lincoln Investment and Osaic FA, Inc. He also operates as an independent insurance agent through GuideMark Strategic Advisors. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management across multiple platforms, utilizing proprietary model strategies under the Founders Gate Capital brand.

Andrew Miller is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Charter Financial Group and has been involved with Honeywood Rentals, a party and event rental business, as an inventory manager and installer. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Mandeep Randhawa is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Morgan Stanley and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Peter Ocasio IV is a financial advisor at Edward Jones in Millersville, MD, holding CFP® and Series 66 designations with 10 years of industry experience. Prior to joining Edward Jones in 2016, he served in the U.S. Army at the Defense Logistics Agency - Army, TSC Central Maryland from 2010 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

Annie Davis is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 18 years before joining Wells Fargo Advisors in 2020. In addition to her advisory role, she is a co-trustee for the Davis Wealth Management LLC 401(k). 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, with tailored recommendations developed using proprietary research and planning tools.

Supriyo Bose is a Financial Advisor with Merrill Lynch Wealth Management. He has over 18 years of experience in the financial industry and is committed to his clients' financial well-being by developing plans and strategies tailored to their individual goals. His expertise includes financial and retirement planning, investment management, risk management, planning major purchases, managing debts, and education and college planning. Mr. Bose employs a disciplined approach to assess his clients' financial needs, set and prioritize goals, and deliver customized financial strategies and recommendations. He holds a Master of Business Administration (MBA) degree from the University of Calcutta and has earned the Personal Investment Advisor (PIA) designation. He currently resides in Germantown, Maryland, with his spouse, son, and golden Labrador named Milo. Outside of his professional work, he is a sports and music enthusiast who enjoys following English and European soccer and playing the chromatic harmonica during his leisure time.

John Cox Jr. is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory work, he engages in freelance writing and art, submitting short stories, poetry, and artwork for contests and publication. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.