Christine Koy is a financial advisor with Transamerica Financial Advisors in Rockville, MD, holding Series 65 and Series 63 licenses and seven years of industry experience. She has been with Transamerica Financial Advisors since 2018 and has additional experience with World Financial Group. Outside of advisory work, she occasionally helps manage inquiries related to a rental property owned jointly with her husband. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary models and third-party money managers.

Jeffrey Conn is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Goldman Sachs in 2021, he spent 11 years at The McLean Group and Mclean Securities, LLC. He serves as a board member at Avantalytics Corporation, a software and consultancy firm based in Arlington, VA. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services through integrated teams and affiliated entities.

Stephanie Boddiford is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and two years of industry experience. She has worked with Bankers Life and related entities since 2021 and previously held positions at T Rowe Price and Holland and Sherry. In addition to her advisory role, she is an appointed insurance agent authorized to sell Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and ongoing portfolio management using a mix of fundamental, technical, and cyclical analysis.

Stephen Daly is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe in 2025, he worked for The Family Firm from 2014 to 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a rigorous manager due-diligence process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Adam Sauri is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked for SOL Capital Management Company for 13 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Solmaz Azar is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. She has worked previously at Wells Fargo Clearing and Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm is notable for its large institutional scale, in-house research capabilities, and roles as a swap dealer and futures commission merchant.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Dexter Walker is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of his advisory role, he is a 40% owner of Washington DC Inferno, LLC, a professional women's squash franchise. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and firm-approved tools but does not provide individual security recommendations as part of standalone planning.

Andrew Brand is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked with Cetera and its affiliated entities since 2023 and was previously with Financial Advantage and Minnesota Life/Securian Financial Services from 2013. Outside of his advisory role, he owns a real estate rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program and custodial options.

Terry Reinhart is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 29 years of industry experience. His career includes roles at Grove Point Investments, H. Beck, Inc., Calhoun & Ward, LLC, and ownership of Reinhart & Associates, PC, a tax preparation and accounting firm he has operated since 1971. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technology-driven strategies.

Sara Bove is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Equitable Advisors in 2022, she held roles at Nepenthe Home Brew LLC and Sliders Bar and Grill, LLC, and worked with the Howard County Public School System. Outside of advising, she is involved with Nepenthe Brewing Co. as a bartender. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and third-party asset management services. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging multiple program sponsors and third-party managers to deliver advisory and brokerage solutions.

Brian Henry is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to develop financial plans aimed at achieving their financial goals. He joined Fidelity Investments in 2022 and has held several roles within the company, including Financial Representative and Relationship Manager, before assuming his current position in 2024. His experience spans various aspects of financial planning and client relationship management.

Anne London is a CFP® with 28 years of industry experience, currently serving at Equitable Advisors since 1999. She was previously associated with Axa Advisors, LLC for over two decades. Outside of her advisory role, she is involved as an investment committee member and honorary National Vice President of the National Council of Jewish Women and serves on the board of the Hebrew Burial and Social Services Society in Baltimore. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model utilizing third-party asset managers and offers both advisory and brokerage/insurance channels to clients.

Patricia Kazumba is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at Cambridge Investment Research Advisors since 2015. She also maintains an independent insurance agency under the name Legacy Financial. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, tailored to client objectives across multiple custody platforms.

Patrick Lively is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1993, he has focused on helping clients make informed financial decisions to manage risk throughout their financial lives. He specializes in areas including college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, portfolio management, socially responsible investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Patrick holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning and earned a bachelor's degree in Finance with a minor in Economics from Fairfield University. He is also a Personal Investment Advisor (PIA). A lifelong resident of the Washington D.C. area, Patrick and his wife, Jane, live in Kensington, Maryland with their three children. Outside of his professional role, he is involved in coaching and cancer fundraising activities within the community.

Annmarie Bilger is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, including her current role at Morgan Stanley Private Bank, N.A. since 2017. She serves as a board member of the Howard County Chamber of Commerce. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm provides advisory programs to individuals and institutions with a financial planning process that utilizes firm-approved tools and modeling techniques to tailor plans for clients.

Matthew Steward is a Series 66 licensed financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan, he worked at UBS Financial and Morgan Stanley. His earlier background includes roles at the University of Maryland and ChristianaCare Union Hospital. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers non-discretionary services with clients retaining final decision-making authority.

Suzanne Spano is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as a trustee for an investment-related trust in Vienna, Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its services.

Brian Waak is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including 18 years at Cuso Financial Services and ongoing service at NASA Federal Credit Union. Waak also offers investment products and services through NASA Federal Investment Services, a trade name used in connection 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 nationwide. The firm provides a range of advisory programs and financial planning services with access to model portfolios, third-party subadvisors, and advanced technologies.

Gavin Alwine is a financial advisor at Equitable Advisors with a Series 66 credential and approximately one year of experience in the industry. His prior work experience includes roles at Keystone Bean LLC, PetSmart, Chick-fil-A, Crescent Industries, and Embry-Riddle Aeronautical University. 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 that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.