Kevin Davidson is a financial advisor with Cambridge Investment Research Advisors in Gaithersburg, MD. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including 17 years with Allstate Insurance Co. He is also involved as an agent with Tomasetti Wealth, operating under Montgomery Financial Partners. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Jared Violante is a financial advisor with Raymond James Financial Services Advisors, Inc. in Rockville, MD, holding a Series 66 designation and having 10 years of industry experience. He has been with Raymond James since 2016 and is also involved with Capital Wealth Management Group in a non-client-facing capacity. 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, institutions, and nonprofit organizations. The firm offers non-discretionary planning tailored to client goals and supports a range of advisory programs, incorporating technology and advanced analytical tools in its offerings.

Dan Raube is a Financial Consultant at Fidelity Investments, where he has been working since 2021 in various consulting roles. He currently holds the position of Financial Consultant since 2024, having progressed through roles including Financial Consultant I, Investment Consultant, and Planning Consultant within the firm. Dan's professional experience spans financial planning and investment consulting, with previous roles in insurance as an Agent, Account Manager, and Agency Field Specialist at State Farm Insurance. His career reflects a focus on providing personalized, goal-based financial planning to clients. Outside of his professional work, Dan has interests in beach activities, football, hiking, parenthood, pets, and running.

Corey Vance 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 the Federal Bureau of Investigation for five years and held roles within the United States Senate and various organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Samuel Kim is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2025, he held roles at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research.

Ethel Treister is a financial advisor at Cetera with 25 years of experience. She holds the PFS™ and Series 66 designations and has also worked as a CPA since 1992 and as a flight instructor from 1997 to 2018. In addition to her advisory role, she provides tax planning and preparation through her CPA practice. Cetera Investment Advisers LLC is an SEC‑registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with access to multiple program platforms and third‑party managers.

Matthew Gagnon is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Edward Jones, New York Life Insurance, and Turnberry Solutions. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with an emphasis on collaborative, annual planning engagements using firm-approved analytical tools.

Linda French is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She previously worked at Navy Federal Brokerage Services and Navy Federal Financial Group from 2010 to 2022. Outside of her advisory role, she is involved in real estate rental ownership in DelRay Beach, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Karen Holmes is a CFP® professional with 28 years of experience in the financial services industry. She has worked at LPL Financial since 2018 and previously held roles at 1st Global Insurance Services, Inc. and 1st Global Advisors, Inc. Holmes is also the owner of Holmes and Associates Accounting Services, providing tax preparation and bookkeeping services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 supported by LPL Research and third-party subadvisors.

Nicholas Serenyi is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Jacob Scarbath is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at Equitable Advisors and involvement with the Howard County Arts Council. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Lisa Hunt is a financial advisor at Charles Schwab with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Charles Schwab since 1992, including a thirteen-year period at Charles Schwab Bank. Hunt serves on the Board of Directors at SIFMA and participates in financial literacy programs; she is also involved in educational initiatives with the Shanghai Advanced Institute of Finance and the University System of Maryland Foundation. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Keyan Abrishamkar is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked at Woodbury Financial Services and Capital One Advisors. He is also the owner of Keynow LLC, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, leveraging both proprietary and third-party research and technology.

Grant La Gasse is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and has been affiliated with Financial Advantage since 2018. Prior to his financial services career, he spent 13 years at the U.S. Food and Drug Administration. In addition to his advisory work, La Gasse serves as an instructor on retirement planning at Montgomery College. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Joseph Davis Jr. is a financial advisor at LPL Financial with 54 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at H. Beck, Inc. and his own firm, Davis Advisory Services, Inc. He is involved with The Living Capital Group in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Scott Aune is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at LPL Financial and Northwest Financial Group LLC for a decade. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm uses analytical tools and non-discretionary services tailored to client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Thomas Lee is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial since 2002. Outside of his advisory role, he serves as a trustee for EZ Federal Benefits and is a partner in GIVE LLC, a business where he has managerial and promotional responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports a large network of advisors and affiliated firms.

Trent Smith is the Vice President and Branch Leader at Fidelity Investments' Reston, Virginia Investor Center. In this role, he leads a team of Financial Consultants focused on delivering client-centric experiences through holistic planning and guidance. He aims to foster an empowering and motivating environment to support associates in achieving their long-term personal and professional objectives. Smith has held various positions at Fidelity Investments since 2013, including Assistant Branch Leader, Workplace Guidance Manager, Guidance Support Specialist, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. This progression reflects his experience across multiple facets of financial services and leadership within the organization.

Edward Railey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both non-discretionary and discretionary investment management options.

Jahaad Martin is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities, JP Morgan Chase Bank, and Merrill. Outside of his advisory role, he owns a rental property in Houston, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the expertise of its Financial Advisors and Estate Planning Strategies Group.