James Farally is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked with AXA Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s advisory approach includes risk assessment and matching clients to third-party program models or discretionary managers, offering a range of investment options and ERISA fiduciary services.

Tom Quirk is a CFP®-certified financial advisor with 32 years of industry experience, currently with LPL Financial since 2018. He has prior experience at Raymond James Financial and Citigroup Global Markets. Quirk also serves as an instructor at the Community College of Baltimore County. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including advisory platforms supported by advanced operational and research tools.

Bo Zhang is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies, supported by integration with Bank of America affiliates and a broad capital-markets platform.

Mark Randall is a financial advisor with Merrill based in North Bethesda, MD, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Merrill since 2011 and has been with Bank of America, N.A. since 2017. Prior to Merrill, he was with Convergent Wealth Advisors, LLC from 2008 to 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rickey Post is a Series 65 licensed financial advisor with nine years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at firms including Turning Point Financial, Regulus, LLC, Regal Investment Advisors, LLC, Jolles Insurance and Financial, and Prudential Advisors. Outside of his advisory career, he has been involved with the NCAA since 2012 and the OHSAA from 2012 to 2021. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party sub-advisors.

Ching Kai Fei is a CFP® professional with 23 years of industry experience, currently affiliated with OSAIC since 2024. His prior roles include positions at Woodbury Financial Services, Raymond James Financial Services, Charles Schwab, and USAA Financial Planning Services. Outside of his advisory work, he is involved with Planwell Financial Planning, focusing on financial education. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan participants, charities, and corporations. The firm offers brokerage and advisory services with an emphasis on model-based asset allocation, portfolio optimization, and a wide range of investment programs supported by affiliated broker-dealer and RIA relationships.

Gina Harper is a financial advisor with Morgan Stanley Wealth Management in Columbia, MD, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes positions at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Merrill prior to joining Morgan Stanley Smith Barney LLC in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range 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 research.

Sooyoung Cho is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2021 before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Stephen Defeo is a financial advisor at Wells Fargo Clearing with 35 years of industry experience and holds Series 63 and Series 65 designations. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a caregiver for his daughter. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Natasha Mc Donald is a Financial Advisor at Merrill Lynch Wealth Management. With over 13 years of experience in the banking and finance industry, she focuses on helping clients develop and pursue their short-, mid-, and long-term financial goals. Natasha takes the time to understand what is important to each individual, serving as a resource for a range of financial matters including general investing, retirement planning, and saving for unexpected events. Her expertise includes corporate benefits, divorce transition planning, education planning, institutional investment consulting, liquidity management, personal retirement planning, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. She also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions, offering ongoing advice as clients' needs evolve. Natasha holds a Masters of Business Administration from Lincoln University and a Personal Investment Advisor (PIA) designation. She maintains her NMLS ID 1415421. Outside of her professional work, Natasha enjoys cooking, dancing, hiking, interior decorating, knitting and crocheting, music, reading, traveling, and watching movies.

David Plasse is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, M&T Securities, and Suntrust Advisory Services. In addition to his advisory role, he is involved with Lafayette Credit Union in a financial institution capacity. 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, pension plans, corporations, and charitable organizations. The firm utilizes tailored, non-discretionary planning and advanced analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Finn Parkinson is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2026, he has worked in education at various institutions including St. Mary's County Public Schools and St. Mary's College of Maryland. Outside of advisory work, he is involved with the Breton Bay Golf & Country Club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm’s investment approach is largely model-driven, employing portfolios developed by LPL’s Research Department and third-party strategists, with additional services including financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Margaret Knight is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on wealth building, preservation, and succession planning to establish multi-generational financial stability. She works closely with clients to align their financial strategies with their long-term goals and priorities. Her client focus areas include education planning, executive compensation, legacy planning, liquidity management, managing new wealth, and tax minimization. Margaret holds a bachelor's degree in Finance from the University of Maryland, Robert H. Smith School of Business, as well as an associate's degree from Frederick Community College and a high school diploma from Linganore High School. She has earned the Chartered Retirement Planning Counselor (CRPC), Accredited Portfolio Management Advisor (APMA), and Personal Investment Advisor (PIA) designations. Outside of her professional pursuits, Margaret has a background in competitive Irish dancing, having competed at the world, national, and regional levels over 17 years. She resides in Arlington, VA, with her fiancé, Carson. Her personal interests include golfing, pickleball, and running.

Marshall Kayda is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Bank of America N.A. and TechTronic Industries. 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 various institutional investors.

Brian Jolles is a financial advisor with Cambridge Investment Research Advisors holding the ChFC® designation and Series 63 and 66 licenses. He has 36 years of industry experience, including prior roles at Turning Point Financial, Regulus Financial Group, Questar Asset Management, and his own firm, Jolles Financial. Jolles is also a board member of NAIFA and serves as president of a health-focused nonprofit organization, We Promote Health, Inc. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory through a large network of financial professionals and multiple platform options.

Brad Baker is a Financial Consultant at Fidelity Investments, where he has worked since 2023 in various roles spanning from Financial Service Representative to his current position. He collaborates closely with clients to understand their financial goals and preferences, aiming to provide clear and purposeful financial planning. Throughout his tenure at Fidelity Investments, Brad has gained experience in financial consulting, planning, and client relationship management. His approach emphasizes simplicity and partnership in the financial planning process, working alongside clients to pursue their objectives. Outside of his professional role, Brad has interests in baseball, football, running, skiing, and traveling.

Therese Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at LPL Financial since 2009 and has been associated with Global Retirement Partners, LLC since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with advisory services provided by representatives who may use discretionary or non-discretionary strategies.

Christopher Mooney is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2008, previously associated with AXA Advisors LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm offers a range of advisory programs, relying on both proprietary and third-party asset management solutions.

Michael Riley is a CFP®-designated financial advisor at RBC Capital Markets with 22 years of industry experience. He previously worked at Ferris, Baker Watts, LLC for five years before joining RBC in 2009. Outside of his advisory role, he owns and actively manages a business involved in horse breeding and showing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a range of in-house and third-party managers.

Aashish Goel is a financial advisor at Morgan Stanley with 26 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 2000 to 2009. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models but generally acts in an advisory capacity without providing individual security recommendations as part of its standalone planning services.