James Kerasiotes is a financial advisor with Ameriprise in Columbia, MD, holding Series 65 and Series 66 credentials and having 29 years of industry experience. He has been with Ameriprise and its affiliates since 1997. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing annual retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Sally Ann Pauw is a Series 66-licensed financial advisor with Merrill in North Bethesda, MD, with four years of industry experience. Prior to joining Merrill in 2021, she worked as an independent consultant and held a position with AKLDP - USAID. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Stephen Koorey is a financial advisor with LPL Financial in Linthicum, MD, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior roles include positions at Pruco Securities, Prudential Insurance Company of America, Mutual of Omaha, Merrill, and PNC Wealth Management. He is also involved with Tower Federal Credit Union and Tower Wealth Management. 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 portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Jeffrey Santos is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill since 2011. His prior experience includes roles at Bank of America, Citigroup Global Markets, and Convergent Wealth Advisors. 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 strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Bailey is a financial advisor at LPL Financial with 33 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Grove Point Investments, LLC, Grove Point Advisors, LLC, Maple Tree Financial, and H. Beck, Inc. 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, third-party asset management, and institutional platforms.

Alexa Fleming is a financial advisor at Equitable Advisors with two years of industry experience. She holds Series 63 and Series 66 licenses and is based in Columbia, MD. Prior to joining Equitable Advisors, her work history includes roles in hospitality and library services. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Yevgeny Popovich is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party managers.

Jordan Smith is a CFP® professional with eight years of industry experience. He currently works at LPL Financial and was previously with Edward Jones for six years. Outside of his advisory role, Smith is involved in a non-variable insurance activity in Maryland. 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, third-party asset management, and institutional platforms.

Harry Slade IV is a CFP® with 11 years of experience in financial advising. He has worked at Edward Jones for nine years before joining Ameriprise, where he has been since 2023. He serves on the board of directors for Friends of Patapsco Valley State Park. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Zachary Head is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jamie Price is a financial advisor with Ameriprise in Hanover, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on several boards, including as Treasurer and initial board member of Ride Allegheny and President of the Patapsco Ridge Homeowners Association Board of Directors, and participates in local finance and community organizations. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient withdrawal strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Lawrence Gordon is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Grove Point Investments, H. Beck, Inc., and SII Investments, Inc. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Surendra Dave is a CFP® with 31 years of industry experience, currently serving at Edelman Financial Engines since 2026. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, Edelman Financial Services, and Fidelity. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios with disciplined rebalancing through both discretionary and non-discretionary advisory services.

Ryan Davis is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at StoneBridge Advisors and HCPSS before joining OSAIC Wealth, Inc. in 2025. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process focused on model-based asset allocation, portfolio optimization, and use of third-party managers.

Alvand Fakhari is a Financial Advisor at Merrill Lynch Wealth Management. He works with affluent families and business owners to help them achieve their financial goals by providing services such as wealth planning, investment management, retirement planning, tax-efficient strategies, estate and legacy planning, and customized lending and banking solutions through Bank of America. Utilizing Merrill's resources, he offers tailored financial solutions to his clients. With nearly five years of industry experience, Alvand specializes in serving small business owners, medical professionals, and high-net-worth families. He focuses on various client areas including International Wealth Management, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Women and Wealth. Alvand holds a Bachelor's Degree from Towson University and the Personal Investment Advisor (PIA) designation. He is multilingual, speaking Farsi, Spanish, and English. Outside of his professional work, he enjoys boating, camping, cooking, hiking, ice hockey, photography, skiing, spending time with his family, tennis, and traveling.

Brian Ewers serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1998 and joined Merrill Lynch in 2008. As a CERTIFIED FINANCIAL PLANNER® certificant and Chartered Retirement Planning Counselor™ (CRPC™), Brian specializes in goals-based wealth management and relationship management, focusing on areas such as liquidity management, personal retirement planning, tax minimization, and retirement income. Brian holds a Bachelor's degree in Business Marketing from Frostburg State University. He is a Maryland native and lives in Rockville, MD with his wife Michelle and their three sons. Through his work with The EGE Group, Brian supports clients by simplifying financial decisions and tailoring strategies that align with their unique needs, leveraging extensive industry experience and access to Bank of America Global Resources.

Paul Sexton is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, Sexton serves as a board member for the Connecticut Bel-Air Pool in Wheaton, MD. 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 and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Thomas Walsh is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with LPL Enterprise LLC and previously worked at Cambridge Investment Research Advisors and Mass Mutual Investors Services. Outside of his advisory work, Walsh serves on the advisory board of Potomac Community Resources and the board of the Old Farm Swim and Paddle Tennis Club, and he is also active as a voiceover artist and creator of promotional items. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs a model-driven investment approach using portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Adrian Calame is a financial advisor with Edward Jones in Bethesda, MD, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Engineering, Solutions and Products LLC (ESP) from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Eyasu Theodros is a Financial Advisor at Merrill Lynch Wealth Management. He brings a decade of experience in the financial industry, having worked in various roles across different financial institutions. His expertise centers on financial planning and wealth management, aiming to help individuals, families, and business owners navigate financial complexities through personalized strategies and informed decisions. Eyasu holds a Bachelor's Degree from George Mason University and a Master of Business Administration from the University of Maryland University College. He is a Personal Investment Advisor (PIA) and is currently pursuing a CFP certification from the CFP Board. Outside of his professional work, Eyasu enjoys spending time with his wife and three children. He often cooks with his children after work.