Jonas Rodriguez Jones is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2018, and previously spent 18 years at Fidelity Investments. Jones holds Series 63 and Series 66 licenses. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Adam Proger is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2019. Outside of his advisory role, he serves as Treasurer and board member of the Jewish Foundation for Group Homes, where he is involved in finance and investment committees. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate, charitable, and government clients. The firm offers tailored financial plans and asset-allocation analyses through both non-discretionary and discretionary advisory programs, with a notable presence in public finance and municipal services.

Duane Rollins is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Capital One, Seed Spot, and 18F. Outside of his advisory work, he is a co-producer involved in fundraising for theater, film, and TV productions through Score 3 Partners. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative, annual financial planning engagements using firm-approved software tools, with implementation of recommendations requiring separate arrangements.

Michael Brodnik is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Securities Company, LLC, Bank of America, N.A., and Merrill. 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 advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Olivia Carson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, Merrill Lynch Wealth Management, and NewDay USA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ryan Shuler is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He previously worked at Bank of America and Merrill for six years before joining UBS in 2022. Outside of his advisory role, Shuler serves on the advisory board of Make-A-Wish® Mid-Atlantic, a nonprofit organization supporting children with life-threatening medical conditions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a wide range of services, including discretionary portfolio management, financial planning, and capital markets solutions.

Kara Fransted is a financial advisor with LPL Financial in Bethesda, MD, holding a Series 66 designation and bringing eight years of industry experience. She has been associated with KMH Financial Services, LLC, an LPL business, since 2015. Outside of her advisory role, she owns a bakery in Rockville, MD, and delivers talks on leadership, productivity, and professional skills based on her military experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 services, incorporating model portfolios, third-party research, and advanced portfolio management technologies.

William Mason IV is a financial advisor at Edward Jones with 39 years of industry experience. He has held his position at Edward D. Jones & Co., L.P. since 1986. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gregory Wagner is a CFP® and ChFC® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He is involved in teaching retirement planning through the National Institution of Transition Planning, working with government agencies to assist federal employees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs, investment strategies, and affiliated financial services with approximately $1.01 trillion in assets under management.

Howard Ulmer III is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 65 credentials and 36 years of industry experience. Prior to joining Raymond James in 2019, he worked at Wells Fargo Clearing Services for 14 years. Outside of his advisory work, he is also a musician, performing as a guitarist and singer. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities, with a focus on tailored, non-discretionary advisory solutions and risk-based financial reviews.

Kevin Link is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Cetera and its affiliates since 2021 and previously spent seven years at VOYA Financial Advisors. He is also the president and owner of Link Financial Corp and volunteers with the St. Agnes Hospital Charitable Foundation’s finance committee. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary strategies across multiple program structures and custodial relationships.

Bridget O'Carroll is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Her prior roles include positions at The Meakem Group, Folger Nolan Fleming Douglas Inc., and various educational and corporate organizations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations, often serving in an advisory capacity rather than as a delegated manager.

Rodney Gillespie is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Charles Schwab Bank since 2023 and Charles Schwab and Co., Inc. since 2022, with prior experience at TD Ameritrade from 2013 to 2022. 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 combined advisory and brokerage platform with both non‑discretionary and discretionary investment options, supported by centralized operations and a formal process for alternative investments.

Kevin Shultis is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 credential and has previously worked at UBS Financial Services and Merrill. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, with client implementation options across brokerage and advisory programs.

Wylie Rice is a financial advisor at Equitable Advisors in Columbia, MD, holding a Series 66 designation with eight years of industry experience. Prior to joining Equitable Advisors in 2018, Rice worked at AXA Advisors LLC and was employed at Johns Hopkins University and its Department of Cognitive Neurology. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Anthony Crisalli is a financial advisor with Morgan Stanley, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that incorporates firm-approved tools and modeling techniques.

David Morton is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 credentials and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in the family business, holding a 95% ownership stake in James A Morton & Sons Funeral Home and serving in corporate strategy. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Eliff is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm and established the Ewers | Griggs | Eliff Group in 2015. Brian's primary role within the group involves identifying and establishing new client relationships that align with both client needs and Merrill Lynch's financial solutions. He is a CERTIFIED FINANCIAL PLANNER® certificant, having earned the certification in 2020. Brian focuses on a wealth management process that integrates financial planning, investment management, banking, lending, and estate planning, with an emphasis on prioritizing client goals and implementing tailored strategies. Brian holds a Bachelor's degree from Gettysburg College and is affiliated with the Gettysburg College Alumni and Alpha Tau Omega Fraternity. He is originally from Wyomissing, Pennsylvania, and currently resides in Kensington, Maryland, with his wife Reed and son Brooks.

Keith Unikel serves as Senior Resident Director at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2006 and joined Merrill Lynch in 2009. Since 2016, he has held the role of Resident Director of the Bethesda office, where he focuses on creating tailored wealth management strategies for individual and family clients. Keith’s approach emphasizes understanding the true purpose of clients’ wealth and addressing their complex financial and investment needs through customized planning. His expertise includes college education planning, family wealth management, legacy planning, retirement income, portfolio management, and socially responsible investing, among other areas. He holds multiple professional designations, including the Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Keith earned a bachelor’s degree in finance from the University of Maryland. He lives in Potomac, Maryland, with his wife and two sons.

Andrew Gibson is a financial advisor with Ameriprise in Washington, DC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.