Catherine Russell is a financial advisor at Edward Jones in Crofton, MD, holding a Series 66 designation. She has been with Edward Jones since 2024 and has prior experience at Scarborough Capital, RBC, and Interior Concepts Inc. She also spent several years working at Davis Pub and as a student before beginning her financial advisory career. 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 and investment strategies through a nationwide network of financial advisors and branch offices.

Ndamzi Lumati is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2018 and Wells Fargo Bank NA since 2014. Outside of finance, Lumati serves as an office administrator for a healthcare staffing company and has self-published books on personal empowerment. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Robert Pfeifer is a financial advisor with LPL Financial in Olney, MD, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Mark Kutz is a financial advisor at Cetera with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Cetera and its affiliates since 2016. Prior to that, he was with Investors Capital Corp. for 21 years. In addition to his advisory role, he is an insurance agent specializing in life, health, annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

William Compere is a financial advisor with Primerica Advisors in Crofton, MD, holding a Series 65 designation and 14 years of industry experience. His work history includes roles at Digi Financial, GPS Insight, and multiple technology firms, alongside a long tenure with Primerica and PFS Investments. Outside of advising, he has worked as a part-time driver for a rideshare company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers, uses a tiered wrap fee structure, and delegates trading responsibilities to BNY Mellon Advisors.

Edward Gray III is a financial advisor at Fidelity with over 34 years of industry experience. His career includes roles at T. Rowe Price Investment Services, TD Ameritrade, and Scottrade before rejoining Fidelity. He holds Series 63 and Series 66 licenses. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm integrates proprietary research with quantitative analysis and systematic portfolio construction, utilizing algorithmic methods and AI in its investment process.

Emma Lalley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Steward Partners Investment Solutions, Steward Partners Investment Advisory, and Steward Partners Global Advisory. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with a notable focus on public finance and municipal work.

Simone Alston is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in working with women, families, and high net worth millennials, guiding them through financial decisions related to growth, protection, and intentional money use over time. Her approach emphasizes clarity and emotional discipline, particularly when clients face changes in compensation, career, and family circumstances. Simone's expertise includes retirement income planning, education funding, estate and legacy planning, and tax-aware investment strategies. She adopts a goal-based planning process to develop personalized strategies that address investment management, retirement planning, education funding, and long-term wealth building. Fluent in English and Spanish, she supports clients through transitions and increasing complexity. She holds a Bachelor's Degree from the University System of Maryland and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Simone is involved with professional organizations such as Braven and the University of Maryland Alumni Association, and participates in community service through Braven and Jersey Cares. She resides in Maryland with her husband and two children and enjoys cooking, music, reading, running, soccer, swimming, tennis, traveling, and watching movies.

Sarah Godfrey is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. Her background includes roles at Fidelity and Bank of America, along with experience at Georgetown University’s McDonough School of Business. She also worked at Red Butte Garden & Arboretum from 2016 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and systematic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of algorithmic methods and formal governance procedures.

Adriana Guzman is a financial advisor with Ameriprise in Bethesda, MD, holding a Series 66 designation and 12 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she works as a dog walker with Wag! Inc. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Eric Han is a financial advisor with Merrill in Silver Spring, MD, holding Series 66 and Series 63 licenses and two years of industry experience. He previously worked at NYLIFE Securities LLC, New York Life Insurance Company, and WireBarley America, Inc. Han volunteers as a Korean language instructor with the Korean American Education Foundation, teaching Korean language and culture to students. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, and other institutional clients.

Russell Brown is a financial advisor at Merrill with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2008 and Bank of America, N.A. since 2011. Merrill provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

David Yarn is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also serves as President of CF Services Group, Inc., an insurance and benefits firm. Yarn is a volunteer Squadron Commander with the Civil Air Patrol. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Mikah Calp is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds the Series 66 designation and has previously worked at Citi Bank, Bank of America/Merrill Lynch, Bank of America, M&T Bank, and Wells Fargo. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large participant base through both advisor-led and online offerings.

Jennifer Dammeyer is a Financial Consultant currently employed at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant at Fidelity Investments from 2022 to 2023. Jennifer's career in the financial services industry spans over a decade, beginning with her role as a Portfolio Accountant at T. Rowe Price from 2006 to 2007. She progressed through various positions at T. Rowe Price, including Investment Specialist (2007-2010), Financial Consultant (2010-2018), and Financial Advisor (2018-2022). Throughout her career, Jennifer has focused on developing personalized financial plans tailored to individual client needs, emphasizing the importance of building strong client relationships. Her experience across multiple roles has provided her with a comprehensive understanding of investment strategies and financial consulting. No information regarding Jennifer's education, credentials, personal interests, or community involvement has been provided.

Brady Bassford is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform that combines adviser programs with active financial product sales.

Hannah Scheps is a Series 66-licensed financial advisor at Morgan Stanley in Bethesda, MD, with five years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Boxwood Winery and the University of Kent. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support its advisory process, serving clients through both direct and corporate financial planning agreements.

James Urich is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He is also associated with BFJ Wealth Management, LLC and Bell, Frech & Jacobs, LLC, where he provides tax preparation, bookkeeping, and other tax and accounting consulting services. 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Charles Kabeiseman is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 1999 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Melissa St. Louis is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been employed since 2003. She serves as a Financial Advisor with The Baker - Ellis - Pappert Group based in Bethesda, Maryland. Her approach focuses on delivering a robust planning process and developing customized strategies tailored to individual client needs to help pursue their financial goals. With over 25 years of experience in the financial services industry, Melissa holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's Degree from George Mason University. A native of Northern Virginia, Melissa lives in Rockville, Maryland with her family. She participates in community volunteer activities and enjoys personal interests such as cooking, music, traveling, and yoga.