Robert Pfeifer is a financial advisor with LPL Financial in Olney, MD, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Carla Britton Ramsey is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones. Her prior positions include roles at Raymond James Financial Services Advisors, T Rowe Price Investment Services, and The Vanguard Marketing Corporation. She also operated Carla Ramsey Financial Coaching LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Mark Kutz is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera and its affiliates since 2016. He is also an agent for fixed insurance products, including life, health, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary account structures.

Edward Gray III is a financial advisor at Fidelity with over 34 years of industry experience. His career includes roles at T. Rowe Price Investment Services, TD Ameritrade, and Scottrade before rejoining Fidelity. He holds Series 63 and Series 66 licenses. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm integrates proprietary research with quantitative analysis and systematic portfolio construction, utilizing algorithmic methods and AI in its investment process.

Simone Alston is a Wealth Management Advisor specializing in working with women, families, and high net worth millennials. She provides guidance through real world decisions associated with building and managing wealth, focusing on investment management, retirement planning, education funding, and long-term wealth building. Simone and her team develop personalized strategies that include services such as retirement income planning, tax-aware investment strategies, estate and legacy planning, and managing assets during career transitions. Simone holds a Bachelor's Degree from the University System of Maryland and maintains professional designations including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is fluent in English and Spanish and is affiliated with professional organizations such as Braven and the University of Maryland Alumni Association. Simone is also involved with community organizations including Braven and Jersey Cares. Based in Maryland, Simone lives with her husband and two children. She enjoys activities such as cooking, music, reading, running, soccer, swimming, tennis, traveling, and watching movies.

David Yarn is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also serves as President of CF Services Group, Inc., an insurance and benefits firm. Yarn is a volunteer Squadron Commander with the Civil Air Patrol. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Perry Lazerus is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. He has worked at Securian Financial Services, Minnesota Life, and Financial Advantage, where he has also been involved in fixed insurance sales. In addition to his advisory role, he teaches a retirement planning course at Montgomery College. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management services and operates a multi-manager platform with access to various program structures and third-party managers.

Jennifer Dammeyer is a Financial Consultant currently employed at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant at Fidelity Investments from 2022 to 2023. Jennifer's career in the financial services industry spans over a decade, beginning with her role as a Portfolio Accountant at T. Rowe Price from 2006 to 2007. She progressed through various positions at T. Rowe Price, including Investment Specialist (2007-2010), Financial Consultant (2010-2018), and Financial Advisor (2018-2022). Throughout her career, Jennifer has focused on developing personalized financial plans tailored to individual client needs, emphasizing the importance of building strong client relationships. Her experience across multiple roles has provided her with a comprehensive understanding of investment strategies and financial consulting. No information regarding Jennifer's education, credentials, personal interests, or community involvement has been provided.

Christin Shifflett is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 credential and has worked at LPL Financial since 2019. Outside of finance, Shifflett owns and operates several children’s fitness centers, including CR Fit Kids, My Gym Crofton, and C&C Kids Gym. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to research and model portfolios.

Kevin Bradley is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, and has 27 years of industry experience. He previously worked at Avantax in various roles from 1998 to 2025. Outside of advising, he serves as treasurer and board member for the Rockville Parks and Recreation Foundation, a nonprofit funding recreational activities, and owns a full-service accounting and tax preparation practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing over $256 billion in assets through more than 10,000 advisors.

James Urich is a Series 66-licensed financial advisor with LPL Financial in Columbia, MD, and has six years of industry experience. He is also involved with BFJ Wealth Management, LLC and Bell, Frech & Jacobs, LLC, where he provides tax preparation, bookkeeping, and accounting consulting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, 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, utilizing models and research from multiple sources along with various portfolio management options.

Nicole Treiber is a financial advisor at OSAIC with nine years of industry experience. She holds the Series 66 designation and has worked previously at XML Financial, LLC and XML Securities, LLC (formerly Lara, May & Associates, LLC). OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various asset allocation and risk management tools, supporting both discretionary and non-discretionary account management.

Sarah Burton is a financial advisor with OSAIC in Rockville, MD, holding Series 65 and Series 63 licenses and 13 years of industry experience. She previously worked for Lincoln Financial Advisors for 12 years before joining OSAIC in 2025. Outside of her advisory role, she creates monetized YouTube content focused on Disney. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Andrew Poulos is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2019. Outside of his advisory role, he serves on the board of directors for SUPER LEADERS, a nonprofit organization focused on mentoring at-risk high school students. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management and tailors investment strategies to client risk profiles using both in-house and third-party managers.

Ashlyn Hood is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with Jemma Investment Advisors LLC and MS Howells & Co. Hood also owns rental property in Baltimore, MD. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Charles Kabeiseman is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 1999 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Ariel Christopher is a financial advisor at Morgan Stanley with six years of industry experience. He has worked at multiple firms including Merrill, Wells Fargo Clearing Services, Truist Advisory Services, and First NBC Bank. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.

Daniel Miller is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC., where he gained extensive experience in insurance and securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio management, third-party asset management, and access to various brokerage and insurance products through an integrated advisory and brokerage platform.

David Weinstein is a financial advisor with Ameriprise in Rockville, MD, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Glenn Woolschlager is a financial advisor with Wells Fargo Clearing in Gaithersburg, MD, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations across a broad range of products, performance reporting, and participant education, acting as an ERISA fiduciary when providing investment advice.