Gregory Rooney is a financial advisor at Ameriprise with six years of industry experience. He previously worked at the US Army Audit Agency and James Allen. Rooney serves on the Board of Directors for Carroll Manor Elementary School PTA and is Vice President of the Tuscarora Junior Titans. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Scott Hollander is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 1989 and has since accumulated over three decades of experience in the financial services industry. Scott offers clients a comprehensive approach to managing their wealth, focusing on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, and socially responsible investing. He emphasizes understanding each client's personal goals to tailor solutions effectively. Scott has lived in the Bethesda, Maryland area throughout his life and holds a High School Diploma/GED from the University of Maryland. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional role, Scott enjoys fishing, gardening, and golfing. He also values spending time with family and friends and remains active in his community.

Michael Achatz is a financial advisor with MassMutual Investors Services, holding ChFC® and securities licenses including Series 63, 65, and 66, and has 26 years of industry experience. He previously worked at METLIFE Securities Inc. for 14 years before joining MassMutual Investors Services in 2017. He is also an owner and partner of Metropolitan Wealth Advisors, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also conducts educational seminars.

Annette Jackson Jolly is a financial advisor with Primerica Advisors in Hyattsville, MD, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. She has worked with PFS Investments Inc. since 2001 and Primerica Financial Services since 2000. Outside of her advisory role, she participates as a team leader and walker in the Avon Walk for Breast Cancer. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while offering a tiered percentage-based fee model.

Michael Costigan is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. His other business activities include ownership of Advisor99, which supports his Ameriprise practice. Ameriprise provides a retirement-income planning service targeting clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kevin Cook is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC from 2016 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Robert Pellicoro Jr. is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with RBC Capital Markets since 2011 and also has experience at City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, combined with services such as financial planning, custody, and brokerage.

Natalie Vicchio is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Raymond James & Associates since 2016. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide advisor network.

Jennifer Pascal is a financial advisor at LPL Financial with 19 years of industry experience. Prior to joining LPL in 2025, she worked at Wells Fargo Clearing Services LLC for eight years and UBS Financial Services Inc for nine years. 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 variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research from multiple sources, and advanced technologies such as machine learning.

Brandon Hall is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has worked at firms including NYLIFE Securities LLC and Strategic Financial Associates, LLC prior to joining RBC in 2022. RBC Wealth Management serves a diverse client base, offering a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers. The firm provides comprehensive portfolio management, financial planning, custody, and brokerage services to individual investors, institutions, and charitable organizations.

Troy Fox is a financial advisor with RBC Capital Markets in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Yair Natanov is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Prudential Insurance Company of America and Pruco Securities, LLC. outside of his current role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, delivering investment advice primarily through its investment adviser representatives who utilize firm research and external portfolio strategists.

James Deligianis is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H. Beck, Inc. Deligianis is also an agent for Midland National, engaging in non-variable insurance activities. 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 brokerage services supported by diverse model portfolios and research.

Kara Fox is a financial advisor with Merrill in Columbia, MD, holding a Series 66 credential and 12 years of industry experience. She has worked at U.S. Trust Bank of America since 2014. Outside of her advisory role, she holds a power of attorney position for a separate entity. Merrill, along 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 with model-based and discretionary investment strategies.

Matthew Snyder is a financial advisor with Ameriprise in Baltimore, MD, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

William Kim is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Valic Financial Advisors, Truist Investment Services, T. Rowe Price Investment Services, and J.P. Morgan Securities. Outside of his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner guidance and online tools, emphasizing diversified, long-term investment strategies and manages approximately $326 billion for roughly 477,000 clients.

Cindy Hyde is a financial advisor at Morgan Stanley Wealth Management with nine years of industry experience. She holds a Series 66 designation and has previously worked at Wealth Enhancement Brokerage Services, LPL Financial, and Vintage Financial Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies.

John Shea is a financial advisor at LPL Financial in Baltimore, MD, holding a Series 66 designation with five years of industry experience. He has worked at LPL Financial since 2018, with a brief period of unemployment and time as a homemaker prior to that. Shea is involved with Cobblestone Wealth Management, LLC, and Row Home Financial, entities associated with his LPL business. 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 a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from both internal and third-party sources.

Charles Ransom is a CFP® professional with four years of industry experience, currently affiliated with MassMutual Investors Services. He has worked at MassMutual Investors Services since 2021 and also has experience with ClearView Wealth Advisors and NY Life Securities. Outside of finance, he is a part owner of Website Whales LLC, a website design business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and provides a variety of event-driven planning services.

Pratt Rexford is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. He previously worked at Lincoln Financial Advisors Corporation for four years. Rexford’s background also includes roles outside of financial advising at companies such as Whitely Steel and Sawgrass Country Club. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.