Darlene Green Connor is a financial advisor with Primerica Advisors in Ellicott City, MD, holding Series 65 and Series 63 licenses and 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001 and has also been involved with 3D Accounting & Tax Services since 1993. Additionally, she has been affiliated with Strayer University since 2009. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based recommendations managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Lamont Corprew Sr. is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TIAA-CREF, JP Morgan Securities, LLC, and Morgan Stanley. Corprew serves on the board of a regional cancer care charity. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, and government entities, with a notable presence in municipal and public finance.

Kyle Dry is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individuals and families to create personalized financial strategies. He focuses on areas including executive compensation, equity compensation services, family wealth management strategies, endowments, foundations and non-profits, legacy planning, liquidity management, managing new wealth, small business strategies, tax minimization, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Kyle earned his Bachelor's Degree from the University of Tennessee. Outside of his professional work, Kyle has interests in basketball, fishing, football, golfing, and sewing.

Cameron Duncan is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services, utilizing both in-house and third-party investment managers to tailor strategies according to each client’s risk profile.

Bobby Morton is a CFP® with nine years of industry experience, currently serving at Raymond James Financial. His prior roles include positions at Strategic Financial Associates, NYLIFE Securities LLC, Mariner Wealth, and Cresset Asset Management, among others. Morton also served in the Army National Guard for 12 years. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and state and municipal entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and maintains a notable presence in municipal and public finance.

John Kelly is a financial advisor at Morgan Stanley with 12 years of industry experience. He has held various positions within Morgan Stanley since 2015, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Kelly holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Steven Grassl is a financial advisor with Morgan Stanley in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm’s financial planning process involves structured discovery and advanced planning tools, serving clients through personalized strategies and various institutional arrangements.

Olga Achapkin is a financial advisor at Morgan Stanley with one year of experience in the industry. She holds a Series 66 designation and has worked at Merrill since 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies to support its clients’ financial goals.

Tiffany Violante is a financial advisor with Raymond James Financial in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Raymond James and its affiliated entities since 2001. Tiffany is the owner of a support company, Capital Wealth Management Group, which handles office expenses and salaries for her Raymond James office. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with an emphasis on tailored financial plans developed through client collaboration and supported by extensive research and resources.

Jianna Acevedo is a financial advisor with Fidelity Investments, holding a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2024, she worked at several organizations including Loyola University Maryland and Care.com. Outside of her advisory role, she is involved with Submerged, Inc., a scuba diving shop where she works as a retail associate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Winston Imwalle serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been part of Fidelity since 2013, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Westminster Financial Companies as a Portfolio Management Group Associate from 2011 to 2013. With over 14 years of industry experience, including more than 12 years at Fidelity, Winston partners with individuals and families to assist with important financial decisions, aiming to provide holistic guidance. He leverages his extensive experience alongside Fidelity's resources to support wealth planning. Outside of his professional work, Winston enjoys family activities, golf, and traveling.

Keith Lindsey is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds the Series 66 designation and has worked previously at Capital Harvest Wealth Partners, Hometap Equity Partners LLC, NVR Mortgage, and Road Runner Sports. Outside of his advisory role, Lindsey is involved in marketing and fixed annuity sales through Capital Harvest Wealth Partners. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, institutional clients, and charitable organizations. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to various managed account platforms, employing tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Dawnette Edgerton Cameron is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise in 2025, she worked at Edward Jones from 2018 to 2025 and has held roles outside the financial industry, including at Coca-Cola Refreshments. She serves on the Board of Directors for the United Way of Central Maryland's Anne Arundel County RUN Board and is a member of the Retired Racehorse Project Strategic Advisory Council. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Philip Meyers is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC, and Grove Point Investments for over three decades. In addition to his advisory work, Meyers is involved with Out Of The Cave Technology, an outside employment engagement unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network, utilizing both discretionary and non-discretionary management with access to extensive research and model portfolios.

Edith Bonilla is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 65 and Series 63 licenses and having two years of industry experience. She previously worked at J.P. Morgan Securities and Bank of America. Outside of finance, she owns and operates Emperma LLC, a cosmetic tattooing business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Michelle Stitely is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley continuously since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include 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 structured planning process utilizing firm-approved tools and modeling techniques.

Connor Delaney is a financial advisor with LPL Financial in Columbia, MD, holding a Series 66 designation and six years of industry experience. His prior roles include positions at BFJ Wealth Management, Avantax Investment Services, and Dynamic Capital Consulting. Outside of advising, he has been involved with Wellspring Health, Inc. since 2018. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Meeshan Reid is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise, Meeshan worked at firms including Commonwealth Financial Network, Morgan Stanley, E*Trade Securities, Capital One Investing, Massmutual, and Pinnacle Investments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Denika Tokunaga is a financial advisor at LPL Financial with 18 years of industry experience and holds the Series 66 designation. She has been with LPL Financial since 2014. In addition to her advisory role, she is involved as a life coach and serves as a board member and committee member for Project Culture. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Obrien is a financial advisor at Wells Fargo Clearing with credentials including Series 63 and Series 65 and four years of industry experience. He has held multiple roles within Wells Fargo and its affiliates since 2016. Outside of his advisory work, he has occasionally worked as a delivery driver for DoorDash. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.