William Thompson is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1999 and joined Long Financial Services, Inc. in 2014. Thompson serves as a member of the Finance and Investment Committee at Calvary United Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary advice using risk profiling and modeling tools and supports a broad advisor network with specialized municipal finance and SIMPLE IRA advisory programs.

James Denora is a CFP® with 24 years of industry experience and has been with Cambridge Investment Research Advisors since 2010. He serves as CFO of the Certified Financial Planner Board of Standards Inc., overseeing its financial activities. Denora is also Treasurer of the Anne Arundel Conflict Resolution Center and is active as a community volunteer with Epping Forest, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party investment strategies tailored to client objectives.

Kyle Dixon is a financial advisor with RBC Capital Markets in Annapolis, MD, holding a Series 66 designation and 14 years of industry experience. He has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with strategies tailored to each client’s Advisory Risk Profile.

Eric Hothem is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ira Turpin Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Summit Financial Group Inc and Summit Brokerage Services Inc for nine years each before joining LPL Financial in 2018. Outside of his advisory work, he is an author and is involved with All The Glory Ministries. 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 various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Gracyn Maretta Bertucci is a financial advisor at UBS Financial Services in Washington, DC, holding a Series 66 designation. She has been with UBS since 2022, with prior experience at BCA Private Wealth and various roles in other industries. Her work history includes positions outside of finance at organizations such as Southern Pressed Juicery and Aramark. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Sheri Lesh is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and 24 years of industry experience. She has worked at Morgan Stanley since 2016 and at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Secular Return Estimates and Monte Carlo simulations.

Peter Evans is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads a team of four members providing services to families, small businesses, and non-profits across 40 states. Peter specializes in portfolio management services, personal retirement planning, education planning, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, tax minimization, and retirement income. Peter joined Merrill Lynch Wealth Management in 2002. He holds a Bachelor of Science in Business from Miami University in Oxford, Ohio, and a Master of Business Administration from Johns Hopkins University in Baltimore, Maryland. He has been recognized by Forbes annually from 2022 through 2026 on the Best-in-State Wealth Advisors list. Peter is a qualified Portfolio Manager and holds multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Peter resides in Crownsville, Maryland with his wife Sarah and their two children, Sophie and Ben. He serves on the Board of Trustees for the Light House Shelter in Annapolis and the Annapolis Symphony Orchestra. Additionally, Peter volunteers regularly with Habitat for Humanity and has participated on various committees at St. Anne's School of Annapolis and Severn School. Peter and his family are also sponsor family for a Naval Academy Midshipman.

David Hall is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Truist, BB&T Securities, and Morgan Stanley Wealth Management. He is also associated with the State Employee Credit Union of Maryland. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Stephen Coffey is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following four years at Bank of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Craigory Brown Jr. is a financial advisor with Edward Jones in Takoma Park, MD, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Automotive Management Services, Inc. and the U.S. Department of State. He serves as president of the US Naval Academy South Florida Parents Club, an unpaid volunteer position within the network of parent organizations affiliated with the US Naval Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs. The firm is notable for its large advisor network, diverse service offerings including discretionary and non-discretionary strategies, and affiliated capabilities such as a trust company and proprietary mutual funds.

Linnette Quick is a financial advisor with Primerica Advisors in Crofton, MD, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked with Primerica Advisors since 2004 and has held roles at Aleut Federal LLC, LBYD Federal LLC, Chickasaw National Industries Inc., and Contemporaries Inc. In addition to her advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts. The firm operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management.

David Shepard is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2022, he worked for five years at the Bishop John T. Walker School for Boys and twelve years at St. Albans School. 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 broad client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Sophia Grazioli is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors LLC, Jeffrey Tindall, and State Farm Insurance. Outside of her advisory role, she serves as an assistant lacrosse coach for a local women's travel team. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

David Donnelly is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds the Series 66 designation and has worked previously at SunTrust Advisory Services, Prudential Insurance Company of America, and Pruco Securities LLC. Outside of advising, he is involved in Prudential Sponsored Non-Variable Insurance activities. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform combining advisory programs with brokerage and insurance sales.

Chris Greenberg is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2020. His earlier work includes positions at the University of South Carolina, Columbia Country Club, and Walt Whitman High School. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in developing their financial plans.

Jackson Ruckman is a financial advisor with LPL Financial based in Edgewater, MD. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked in education for eight years and has served as an assistant varsity boys soccer coach at St. Mary’s High School. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Melissa Caprice is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Geometric Wealth Advisors, Scarborough Capital Management, Independent Financial Group, Ameriprise, and Online Trading Academy. Outside of her advisory role, she is a proprietor of an investment property in Canada. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Angela Ellison is a Wealth Management Advisor at Merrill Lynch Wealth Management based in the Washington D.C. office. She holds the titles of Vice President and Senior Financial Advisor. Angela supports individuals, families, and professionals in structuring and clarifying their long-term financial decision making by providing personalized guidance combined with Merrill's investment insights and Bank of America's banking services. Her expertise includes long-term investment strategies, multigenerational planning, retirement preparation and income considerations, cash flow and liquidity planning, education planning, and assisting clients in navigating life transitions. Angela holds a bachelor's degree from Michigan State University and holds several professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). She began her career in the defense contracting industry before joining Merrill Lynch Wealth Management in 2016. Angela is a member of the Junior League of Washington where she volunteers. Residing in Chevy Chase, D.C., Angela enjoys spending time with her husband and exploring the local area. Her personal interests include cooking, hiking, interior decorating, and traveling. She is active in her community, including participation at Blessed Sacrament and the Junior League.

Jeffrey Gregorio is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2013, he has provided clients with personalized wealth management strategies focused on a comprehensive understanding of their financial situations. He offers advice on risk management, investments, asset allocation, retirement planning, and generational wealth transfer for individuals and families. Jeff's practice also supports non-profit organizations in developing and adhering to Investment Policy Statements to reduce fiduciary risk. Jeff has worked in financial services since earning his B.A. in International Relations from the University of Pennsylvania in 2001. Prior to Merrill Lynch, he spent eight years as a private client advisor at Bernstein Global Wealth Management in New York City and Washington, DC. He holds professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Living in McLean, Virginia with his wife Liz and their two children, Jeff remains active in the University of Pennsylvania baseball community, where he was a varsity team captain. Outside of work, he enjoys golf, fishing, cooking, wine, and travel. He volunteers with local community organizations consistent with the Merrill tradition of community involvement.