Zachary Nerenberg is a CFP® with nine years of industry experience, currently serving at LPL Enterprise since 2024. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of affiliated financial services.

Carla Lindblad is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for seven years. Outside of her advisory role, she is involved in operational and client service support at two local organizations in Rockville, MD. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to help clients understand potential outcomes, supporting implementation through advisory programs or other providers.

Justin Gore is a financial advisor at RBC Capital Markets in Rockville, MD, with one year of industry experience. He holds a Series 66 designation and previously worked at Jones Lang LaSalle for nine years. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jack Rogers is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked for Lincoln Financial Advisors Corporation for eight years and has been affiliated with StoneBridge Financial Advisors and the University of Maryland for over a decade. OSAIC serves a wide range of retail and institutional clients through a large network of advisors and multiple platforms, offering integrated brokerage, financial planning, and advisory services. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management, with access to third-party managers and alternative investments.

Eladio Santiago is a financial advisor with LPL Financial, holding a Series 66 designation and 28 years of industry experience. His career includes prior roles at Cambridge Investment Research Advisors, UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and Merrill. Santiago is also president and CEO of Strategic Investments Corp, operating as an independent insurance agent. 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 services including financial planning, model portfolio programs, and institutional platforms, employing various investment strategies supported by research and technology tools.

Shannon Peterson is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns a rental real estate holding company with her spouse. 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 services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Darlene Green Connor is a financial advisor with Primerica Advisors in Ellicott City, MD, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2001 and has been involved with 3D Accounting & Tax Services since 1993. Additionally, she has served as an instructor at Strayer University since 2009. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third-party asset managers and operates a large network of advisors and offices with approximately $15.5 billion in assets under management.

Eric Bonner is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. He has worked at LPL Financial since 2009 and has an additional work history at Tower Federal Credit Union dating back to 2005. Outside of his advisory role, he works as a waiter at Phoenix Upper Main in Ellicott City, MD. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives through a variety of discretionary and non-discretionary strategies.

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 experience in the financial services industry. He is currently an advisor with Raymond James Financial Services Advisors, Inc. He has held roles at several firms, including Strategic Financial Associates, NYLIFE Securities LLC, Mariner Wealth, and Cresset Asset Management. Morton served in the Army National Guard for 12 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports its offerings with municipal advisory services and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

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 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Legg Mason Wood Walker, and Capital Financial. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning arrangements.

Olga Achapkin is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. She previously worked at Merrill for 17 years before joining Morgan Stanley. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Tiffany Violante is a financial advisor with Raymond James Financial in Rockville, MD, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2001 and Raymond James Financial since 2009. Violante owns a support company, Capital Wealth Management Group, which handles office expenses and salaries but does not interact with clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers.

Jianna Acevedo is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various roles including retail associate at Submerged, Inc., a scuba diving shop in Rockville, Maryland. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles with multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

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 at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Grove Point Advisors, LLC and Grove Point Investments. Outside of his advisory role, Meyers is involved with Out Of The Cave Technology in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Edith Bonilla is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work history includes positions at J.P. Morgan Securities, JP Morgan Chase Bank, and Bank of America. In addition to her advisory work, Bonilla owns and operates a cosmetics business specializing in cosmetic tattooing. 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 combines internal research and third-party analytics to support its investment approach and offers a broad range of brokerage and advisory solutions.