Richard Rowan is a Series 66 licensed financial advisor with Raymond James & Associates in Rockville, MD, bringing 27 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Ronald Schwarz is a financial advisor with LPL Financial and holds a Series 66 license. He has 20 years of industry experience, having previously worked with firms including Grove Point Investments, Grove Point Advisors, IC Advisory Services, and The Investment Center. Outside of his advisory work, he serves on the board of directors for Symphony Park HOA and volunteers as a tutor helping public school fourth graders with math assignments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor tools and research capabilities.

Syed Rumin is a Financial Advisor affiliated with Merrill Lynch Wealth Management. With over 20 years of experience, he specializes in assisting executives, professionals, and business owners with coordinated financial decision-making. He focuses on areas such as equity compensation, retirement planning, tax considerations, estate planning, and major life or business transitions. Syed collaborates closely with clients' CPAs, attorneys, and other trusted advisors to ensure cohesive financial planning. He holds a Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from St Philomena's High School. Syed is multilingual, fluent in English, Hindi, Kannada, Urdu, Tamil, Telugu, and Punjabi. Outside his professional role, he participates in community organizations including the Beltway Cricket Club and Parkside Condominiums in Bethesda. Personal interests include billiards, boating, bowling, fishing, hunting, music, spending time with family, traveling, and watching movies.

Chamila Gunawardane is a financial advisor with Morgan Stanley in Potomac, MD, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Marlena Lameo is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. She works with individuals, families, and business owners to provide personalized wealth management strategies. Marlena focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Her areas of expertise include college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, women and wealth, and tax minimization. Marlena maintains a personalized planning approach to help clients understand their full financial picture and make informed decisions. Marlena holds a Bachelor's Degree from Auburn University and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She is a member of the Pi Beta Phi professional organization and actively involved with the Boys & Girls Club. Outside of work, she enjoys basketball, boating, cooking, football, pickleball, reading, traveling, and spending time with her family.

Malcolm Mc Coy is a financial professional with one year of industry experience, currently with Charles Schwab. He holds a Series 66 credential and has prior experience with firms including Cetera Investment Advisers LLC and Kinnect Advisors. Outside of advisory work, he is also involved in fixed insurance sales as an insurance agent. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account options. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by centralized operations and alternative investment options.

Paul Li is a CFA charterholder with eight years of experience at FHL Investment Management Company, LLC and twelve years at Brown Advisory. He serves as portfolio manager of the FHL Healthcare Fund, LP, a private placement fund focused on publicly traded equities. FHL Investment Management Company, LLC advises a small number of discretionary individual accounts and manages the FHL Healthcare Fund, LP, employing a long-only, bottom-up fundamental research approach. The firm offers both a diversified separately managed strategy for individuals and a healthcare-specialty strategy through the Fund.

Jean Yves Van Halle is a financial advisor with Financial Positioning System, Inc in Derwood, MD. He holds a Series 66 designation and has 21 years of industry experience, including prior roles at LPL Financial, Citigroup Global Markets, and Legg Mason Wood Walker. He also operates a business under the name GRYPHEN FINANCIAL SERVICES. Financial Positioning System, Inc provides investment advisory and financial planning services primarily to individual clients, focusing on portfolio management and ongoing reviews. The firm offers both asset-based and subscription-fee billing arrangements and publishes client newsletters as part of its service approach.

Katarzyna Kusmierz is a CFP® professional with 19 years of experience at Millennium Financial Services LLP in Rockville, MD, where she has worked since 1997. She also serves as the financial director of US Pharmacia International Inc., an export business, where she oversees business planning. Millennium Financial Services LLP is a small supported firm with two advisors.

William Lascelle is a CFP® professional with 19 years of experience, working at Millennium Financial Services LLP since 1997. He is based in Rockville, MD. Millennium Financial Services LLP is a supported firm with two advisors.