Annalise Haywood is a financial advisor with LPL Financial in Rockville, MD. She holds the Series 66 designation and has one year of industry experience. Her previous roles include positions at Mission Group and Cardinal Group Companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wendy Quattrochi is a financial advisor at OSAIC with 33 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC in 2024, she worked for American Portfolios Financial Services for 23 years. Outside of her advisory role, she is a licensed insurance agent providing long-term care insurance solutions and also serves as a notary public. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

Jeffrey Cohen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cetera since 2005 and also operates a tax preparation practice through Jeff Cohen CPA, LLC. In addition, he serves as an audit manager at the Department of Health and Human Services, specializing in Medicaid audits for the federal government. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Michael Williams is a financial advisor with Merrill in North Bethesda, MD, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2012. Outside of his advisory role, he holds power of attorney for an entity based in Doylestown, Pennsylvania. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathon Rogers is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Northwestern Mutual Investment Services, and Deutsche Bank Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Matthew Dunigan is a financial advisor with Edward Jones in Catonsville, MD, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory work, he serves as a youth soccer referee with the Harford Sports Officials Association. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of over 23,700 financial advisors and 15,000 branch offices nationwide.

Garrett Southern is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and six years of industry experience. He has worked exclusively with Ameriprise since 2018, following brief roles at Planning Solutions Group and Loftus Masonary. Outside of his advisory role, he is involved with CAWM Services, LLC as a paraplanner, managing advisory business activities. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, typically those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Zachary Szczybor is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has previously worked at StoneBridge Advisors, Inc and LGS Financial. Prior to his advisory career, he spent eight years working at Bill's Seafood & Catering. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate structure, and multi-advisor platform.

Courtney Massey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She previously worked at Merrill, ClearOne Advantage, Lonzo Warren State Farm, Maryland Management Company, and Darden Restaurants. Massey also works as an independent contractor for a travel agency, focusing on trip booking, marketing, and itinerary planning. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Douglas Meyer is a financial advisor at OSAIC with 44 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 23 years before joining OSAIC in 2024. He holds Series 63 and Series 65 licenses and has occasionally written life insurance and long-term care insurance. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm uses model-based asset allocation and portfolio optimization tools and provides access to various investment strategies and third-party managers.

Frank Alexander is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He provides comprehensive financial planning services, focusing on coordinating clients' entire financial picture, including investment management, tax minimization, estate planning services, and banking. Frank works with clients through difficult financial transitions and decisions, helping them maintain their goals and adjust their investment approach as life and market conditions change. He begins his process by understanding clients' families, financial situations, risk tolerance, time horizons, liquidity needs, goals, and priorities to design customized investment strategies. His areas of client focus include executive compensation, equity compensation services, legacy planning, personal retirement planning, portfolio management services, and tax minimization. Frank holds a Bachelor's Degree from The Catholic University of America, an Associate's Degree from Dutchess Community College, and a High School Diploma from John Jay Senior High School. He has earned professional designations including Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). When not working with clients, Frank enjoys spending time with his family, playing with his dog Nala, and attending Washington DC sporting events such as baseball, golfing, and ice hockey.

Andrew Hall is a Series 66-credentialed financial advisor with Merrill, based in North Bethesda, MD. He has four years of experience with Merrill and two years with Bank of America, N.A., and previously worked in corporate roles at Nestle Nespresso USA and Starbucks, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth investors, and institutional accounts, utilizing model-based and discretionary investment strategies developed by internal and third-party managers.

Stanley Rodbell is a financial advisor with LPL Financial, holding a Series 66 designation and over 30 years of industry experience. Prior to joining LPL Financial in 2024, he spent 27 years at Lincoln Financial Advisors Corporation. He is also an attorney with a legal practice dating back to 1966. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, including access to third-party subadvisors and institutional platforms.

Charles Fuller Jr. is a financial advisor with LPL Financial in Catonsville, MD, holding a Series 66 designation and bringing 20 years of industry experience. His prior firms include Raymond James Financial Services and SunTrust Advisory Services. Outside of his advisory work, he has a longstanding association with Uber spanning over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by technology tools and oversight of over $819 billion in discretionary assets.

Megan Kessler is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and in medical and veterinary clinics. She is involved with the DC Alumni Chapter for Fairfield University, participating in event planning for local alumni. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by offering a range of wrap fee advisory programs. The firm provides customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Daniel Rosa is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Morris Insurance Services, Inc. and Illinois Mutual. Outside of his finance career, he has been involved with Saint Joseph Catholic Church in the Archdiocese of Baltimore for four years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Eric Ashmont is a financial advisor with Edward Jones in North Bethesda, MD, holding CFP® and Series 66 credentials and eight years of industry experience. He has worked at Edward Jones since 2018, with prior experience at Lowes Home Improvement and in broadcasting with KFMA-FM / Arizona Lotus Broadcasting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Daniel Rooner is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked with Equitable Advisors since 2008, including its predecessor AXA Advisors LLC. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both in-house and third-party advisory models.

David Saffran is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with LPL Financial, where he has worked since 2021. His prior experience includes roles at M&T Securities and M&T Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Kristin Rodriguez is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Cambridge since 2012. Outside of her advisory role, she volunteers as a speaker for the National Endowment for Financial Education. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.