Vanessa Echeverria is a CFP® professional with nine years of experience in the financial services industry. She is currently with LPL Enterprise and previously worked at Ameriprise Financial LLC and Stoneford Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various non-securities products and services through affiliated entities.

Jennifer Smith is a CFP® with nine years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior roles include positions at UBS Financial Services and Convergent Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutional clients through a large network of investment adviser representatives. The firm offers a range of solutions, including financial planning, model portfolio programs, and institutional platforms, supporting both discretionary and non-discretionary investment strategies.

Paul Arbo is a ChFC® with 45 years of experience in the financial industry, currently serving at Cambridge Investment Research Advisors since 2020. His previous roles include positions at Four Points Capital Partners LLC and MHA Financial Corp., and he also serves as president of Financial Brokerage Services, Inc., an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi‑billion dollar asset base across multiple platforms and custodians.

Gordon Stier is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Stier serves as Vice President of the University of Bridgeport Alumni Association board. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Bratati Mukherjee is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Maryland Financial Group, PNC Investments, M&T Securities, Banc of America Investment Services, and Truist Investment Services. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Samuel Winkler is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds Series 65 and Series 63 licenses and previously served 24 years in the United States Army. Outside of advising, he owns a business producing custom patriotic apparel for military organizations and occasionally provides food delivery services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Camden Butler is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior professional background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Northwestern Mutual Insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s approach emphasizes model-driven investment implementation, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.

Diana Leon is a Series 66-credentialed financial advisor with 16 years of industry experience. She is currently with OSAIC, having joined the firm in 2024, and previously worked at Woodbury Financial Services, Capital One Advisors, Capital One Investing, and Merrill. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and model-based portfolio management.

Eugene Grenham is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at McAllister & Quinn and Highlander Financial Group. Outside of his advisory work, he operates an eBay store called "davidbooksnthings," aimed at teaching children about business and commerce. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

David Murray is a financial advisor with Cambridge Investment Research Advisors in Potomac, MD, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and also with Cambridge Investment Research, Inc. since 2010. In addition to his advisory role, he has experience as an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Mark Sheinkopf is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 44 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 50 years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, 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 wrap programs.

Jacob Amsellem is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked at Rosenblatt Securities and has a background that includes roles in education. He is also involved with Financial Advantage Associates, where he works as a financial advising employee assisting clients alongside an investment team. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account management through a nationwide network of over 10,000 advisors.

Stacee Crittenden is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 2009 and holds the title of Senior Vice President. She began her financial advisory career in 1999 at Legg Mason Wood Walker. Stacee specializes in retirement, estate planning, and investment strategies for individuals and businesses, helping clients integrate corporate benefit programs such as equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans into long-term financial plans. Stacee graduated cum laude from Spelman College in 1990 with a Bachelor of Arts in History and earned her Juris Doctorate from Georgetown University Law School in 1993. Prior to her career in financial services, she served as an Assistant State Attorney in Miami Dade County and as Executive Director of the Carver YMCA. She holds the Chartered Retirement Planning Counselor™ designation and is also a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is a member of several professional and community organizations, including Alpha Kappa Alpha Sorority Inc., the Florida Bar Association, the Potomac Chapter of Girl Friends Inc., the Washington DC Chapter of Carrousels, Inc., Jack and Jill of America (Montgomery County, MD chapter), and the Spelman College Alumnae Association. Stacee serves on the board of the Lady Von Scholarship Fund and has been active in leadership roles such as Co-Chair of the Greater Maryland Women's Exchange and member of the Black African American Council for Merrill Lynch. She is married with two children and enjoys skiing, traveling, and spending time with her family.

Ryan Fabian is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and six years of industry experience. His prior work includes roles at M&T Bank, World Equity Group, Inc., Wealthvest, and The Leaders Group Inc. He is based in Damascus, MD. 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 advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Jordan Mc Farland is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Raymond James Financial with three years of industry experience. His work history includes roles at Raymond James Financial Services, Inc. and Financial 360, LLC, where he is also engaged in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align investment recommendations with client goals.

Christopher Cox is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Maryland Financial Group, Inc., The Monitor Group, LLC, Financial Concepts Unlimited, Inc., and Citicorp Investment Services. Outside of his advisory work, he owns a karate academy in Washington, DC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides various advisory services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Kaon Nelson is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. His prior experience includes roles at Morgan Keegan & Company, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. 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 clients, and municipal entities, providing tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Demitri Paidas is a financial advisor with Wells Fargo Advisors in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2009 and previously spent four years at Legg Mason Wood Walker, Incorporated. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm utilizes Wells Fargo research and planning tools to deliver tailored recommendations across various planning areas, including niche services such as business-owner transition and special-needs planning.

Neil Schmerling is a CFP® and PFS™ professional with 26 years of experience in financial advising. He is currently with Cetera and has previously worked with Avantax Advisory Services and led his own firms, including Schmerling Financial Group and The Schmerling Group. Outside of his advisory work, he serves as president of Rodef Sholom Congregation, overseeing its operations alongside volunteers and staff. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Robert Babcock is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Marsh McLennan Insurance, and teaching positions at Elon University and Joel Barlow High School. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, offering access to third-party asset managers and a range of financial planning and consulting services.