Tommie Roberson III is a financial advisor with Merrill in Silver Spring, MD, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America since 2016 and previously at National Agents Alliance. Outside of finance, he manages staff at Bobby McKeys Dueling Piano Bar, a role he has held since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jordan Ibrahimi is a financial advisor at Fidelity with a Series 66 designation and one year of experience. Prior to joining Fidelity, he worked at Riptydz and Gentlemen Jim's Restaurant and attended Coastal Carolina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Vanessa Echeverria is a CFP® with nine years of industry experience, currently affiliated with LPL Enterprise. Her prior experience includes roles at Ameriprise Financial LLC and The Prudential Insurance Company of America. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm provides financial planning, model portfolio programs, third-party asset management arrangements, and access to various brokerage and insurance products.

Jennifer Smith is a CFP® professional with nine years of experience in the financial services industry. She has worked at UBS Financial Services, Inc. for five years before joining LPL Financial LLC, where she has been an advisor for one year. Jennifer is based in Rockville, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

Paul Arbo is a financial advisor with Cambridge Investment Research Advisors in Great Falls, VA, holding the ChFC® designation and Series 63 and 66 licenses. He has 45 years of industry experience, including prior roles at Four Points Capital Partners LLC, MHA Financial Corp., and Financial Brokerage Services, Inc., where he serves as president and independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a range of portfolio management and model-based solutions.

Gordon Stier is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as Vice President of the University of Bridgeport Alumni Association board of directors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products on an integrated platform.

Bratati Mukherjee is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2023, she worked at Maryland Financial Group, Inc. dba Prosperity Advisors and PNC Investments. Mukherjee is also involved with Prosperity Advisors, a non-variable insurance business, and manages a family investment trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with access to research and model portfolios.

Samuel Winkler is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to his advisory role, he served 24 years in the United States Army. Outside of his advisory work, he owns a business selling patriotic apparel for military organizations and occasionally works as a food delivery driver. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations on various planning topics without portfolio management or discretionary trading authority.

Camden Butler is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Diana Leon is a financial advisor at OSAIC with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services, Inc. and Capital One Advisors, LLC. Outside of advising, she is the owner of Santa Fe Financial Services LLC, a business entity for tax and investment purposes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios utilizing asset-allocation tools, efficient-frontier analysis, and access to third-party managers.

Eugene Grenham is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Highlander Financial Group and McAllister & Quinn. Outside of his advisory work, he operates an eBay store called "davidbooksnthings," which is primarily set up to teach children about business and commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios and research from internal and third-party sources.

David Murray is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He has held positions at Cambridge Investment Research Advisors since 2011 and at Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and a range of investment strategies.

Mark Sheinkopf is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC, spanning over five decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by research, model portfolios, and third-party asset management 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 at LPL Financial with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at multiple firms including M&T Bank, World Equity Group, and Wealthvest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial since 2014 and is also associated with Maryland Financial Group, Inc. and The Monitor Group, LLC. Outside of his advisory roles, he owns Washington Karate Academy, a non-investment related business in Washington, DC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from both internal and third-party sources.

Kaon Nelson is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Raymond James & Associates in Rockville, MD since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Demitri Paidas is a financial advisor with Wells Fargo Advisors in Rockville, MD, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is involved in operating a financial services business in Rockville. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo’s research and planning tools.