Arthur Mc Grath III is a financial advisor with Ameriprise in Kensington, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and also maintains a longstanding association with Temps & Co since 1997. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, non-discretionary advice based on detailed analysis and proprietary tools.

Louis Sitnik is a financial advisor at RBC Capital Markets with 35 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a FINRA arbitrator and is involved with the Alliance College Alumni Association as a board member and treasurer. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations with a range of advisory programs and portfolio management services tailored to clients’ risk profiles.

Ryan Mcgonigal is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2025, he worked at Park Avenue Securities and Guardian Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Kirk Brooks Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Rockville, MD, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Morgan Stanley and Suntrust Advisory Services. Outside of his advisory work, he is involved as an associate at two non-investment support companies, Lee, Sipe and Associates, and Serving Those Who Serve. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary advisory services using risk profiling and analytical modeling and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Mount is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Robert W. Baird for 15 years before joining Raymond James in 2022. 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 through a range of portfolio management styles and affiliated research resources.

Cynthia Mcgee is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo in various capacities from 2012 to 2022 before joining Merrill in 2022. Outside of her advisory work, she serves as a board treasurer for the Philippine Humanitarian Coalition and is a board director for AREAA – DC Metro, a trade organization for real estate professionals. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

Sean Hudson is a financial advisor at Morgan Stanley with a Series 66 designation. He began his advisory career in 2024 and has previous experience working in education and small business roles. Outside finance, he has been involved with JusCollege and Kammler Painting. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and advisory programs supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Michael Magruder is a CFP® with over 32 years of experience in financial advisory and tax preparation. He has served in various roles at Avantax and Cetera since 2002 and currently operates his own tax preparation and accounting business. He is affiliated with Cetera Investment Advisers LLC, a large SEC-registered advisory firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services.

Justin Feldman is a financial advisor with Morgan Stanley in Rockville, MD, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at LogicMonitor and was a professional golfer from 2019 to 2021. Morgan Stanley Wealth Management serves individuals and institutional clients by providing various advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Morgan Romero is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Morgan has worked in various capacities within Fidelity Investments, including as a Planning Consultant from 2023 to 2025, a Relationship Manager from 2021 to 2023, and a Financial Representative from 2020 to 2021. Morgan focuses on collaborative financial planning and education to help clients work toward their financial goals. Emphasizing building trust and ensuring that every client feels heard and supported throughout their financial journey, Morgan applies experience gained through progressive roles within the company.

Matias Rodlauer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. He previously worked at Baird and Harbour Capital Advisors before joining Raymond James. 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 solutions with a range of portfolio management styles and affiliated research.

George Feys is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has been with Raymond James Financial since 2008 and was previously affiliated with Seneca Wealth Strategies, LLC. Outside of his advisory role, he owns and operates a sustainable family farm in Beallsville, MD. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting across a large advisor network, with unique capabilities including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting program.

Thomas Rowan is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Morgan Stanley, and involvement with University of South Carolina Athletics. Outside of finance, he has been affiliated with Columbia Country Club and the Sutherland Christmas Tree Market. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sin Kwoun is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. Outside of advisory work, he has ownership interests in family-owned and other real estate investment entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Joseph Purvis is a financial advisor with Morgan Stanley in Rockville, MD, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a partner in Turner and Addie, LLC, a soap business based in North Potomac, MD. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools without providing individual security recommendations in its standalone planning offerings.

Michael Rozofsky is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs with an emphasis on structured financial planning supported by proprietary tools and research from its Global Investment Committee.

Joan Giacomini is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at SmartBrief Inc. for 14 years. 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 using model-based and discretionary investment strategies.

Jordan Gault is a Financial Consultant at Fidelity Investments, where they collaborate with clients to develop personalized financial plans aligned with their unique goals. Drawing on Fidelity's extensive resources, Jordan works closely with clients to support their financial aspirations. Jordan's experience at Fidelity includes roles as a Planning Consultant, Relationship Manager, and Financial Representative, all contributing to a comprehensive understanding of financial services and client needs. This progression reflects a commitment to client partnership and financial planning. Outside of their professional role, Jordan has interests in art, music, parenthood, photography, soccer, and yoga.

Waheed Siddiqui is a financial advisor at Cetera with 22 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he worked at CITIGROUP for 10 years. He is also a co-owner of Prestige Global Private Wealth, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. 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 a network of more than 10,000 advisors.

Stephen Lo is a financial advisor with Charles Schwab in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank Ssb since 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and order-routing services.