Thomas Henry is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2003, following four years at Nathan & Lewis Securities, 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.

Chris Cunningham is a Wealth Management Advisor at Merrill Lynch Wealth Management and serves as the Senior Resident Director of the Columbia, MD office. He has been assisting clients with disciplined investment and retirement planning since 1987. His work primarily focuses on corporate executives, business owners, and affluent families, providing personalized investment advice and guidance to balance their future needs with their current lifestyles. Chris's expertise encompasses a range of wealth management areas including corporate executive services, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and individual and corporate investment strategy. He also specializes in advanced planning such as pre- and post-IPO planning for executives, concentrated stock strategies, tax minimization, estate planning, private business succession, and planning for monetization and liquidity events. He holds a Bachelor of Science degree in Business from Mount Saint Mary's College and holds professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Chris resides in Glenwood, Maryland with his wife, Kathy, and their five children. Outside of his professional responsibilities, he enjoys golfing, sailing, tennis, and spending time with his family. He also supports various charitable endeavors.

David Duncan is a financial advisor with RBC Capital Markets in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at City National Bank since 2020 and has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through both in-house and third-party managers, combining portfolio management, financial planning, custody, and brokerage services.

Robert Holland is a financial advisor at Equitable Advisors in Columbia, MD, holding a Series 66 designation. He joined Equitable Advisors in 2026 and has prior experience in the hospitality industry as well as entrepreneurial work with Unwind on the Water. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Griffin Siegfried is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation. He began his advisory career in 2026 and previously worked at The Witherspoon Group. Outside of finance, his background includes roles in the hospitality industry at establishments such as Macky's Bayside Bar & Grille and Mike's Crabhouse. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and partners with third-party managers to deliver investment solutions.

Michael Sughroue is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and previously held roles at Bank of America, N.A. and Python Talent Advisors. Outside of finance, he is an employee and bartender at Stoney River Steakhouse and Grill in Annapolis, Maryland. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jessica Brady is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools to create tailored plans.

Kevin Wenger is a financial advisor with Ameriprise in Ellicott City, MD, holding Series 63 and Series 65 credentials and three years of industry experience. He previously worked at T. Rowe Price and has experience in multiple sectors including energy services and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes collaboration between a centralized service team and financial advisors, utilizing proprietary research and algorithmic tools to address asset allocation and withdrawal strategies within a distinctive investment framework.

Gregory Rooney is a financial advisor at Ameriprise with six years of industry experience. He previously worked at the US Army Audit Agency and James Allen. Rooney serves on the Board of Directors for Carroll Manor Elementary School PTA and is Vice President of the Tuscarora Junior Titans. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Scott Hollander is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 1989 and has since accumulated over three decades of experience in the financial services industry. Scott offers clients a comprehensive approach to managing their wealth, focusing on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, and socially responsible investing. He emphasizes understanding each client's personal goals to tailor solutions effectively. Scott has lived in the Bethesda, Maryland area throughout his life and holds a High School Diploma/GED from the University of Maryland. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional role, Scott enjoys fishing, gardening, and golfing. He also values spending time with family and friends and remains active in his community.

Michael Achatz is a financial advisor with Mass Mutual Investors Services in Columbia, MD, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 27 years of industry experience and previously worked at MetLife Securities Inc. He is also an owner and partner in Metropolitan Wealth Advisors, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.

Annette Jackson Jolly is a financial advisor with Primerica Advisors in Hyattsville, MD, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. She has worked with PFS Investments Inc. since 2001 and Primerica Financial Services since 2000. Outside of her advisory role, she participates as a team leader and walker in the Avon Walk for Breast Cancer. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while offering a tiered percentage-based fee model.

Andrew Freedenberg is a CFP® and CFA® with 13 years of experience in financial services. He currently serves as a financial advisor at Morgan Stanley, where he has worked since 2022. Prior to joining Morgan Stanley, he held positions at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Michael Costigan is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. His other business activities include ownership of Advisor99, which supports his Ameriprise practice. Ameriprise provides a retirement-income planning service targeting clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ramone Qureshi is an advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and less than one year of industry experience. His prior work includes roles at Wells Fargo Bank, Veritas Protection LLC, and several retail and educational institutions. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Pepe is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC offers investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Makayla Greene is a financial advisor at Morgan Stanley in Rockville, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, her work history includes roles at Ulta Beauty, Buffalo Wild Wings, and Enterprise Holdings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate investment modeling but typically do not include individual security recommendations.

Kevin Cook is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2016. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management services. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers, offering a range of mutual funds, ETFs, separately managed accounts, and alternative investments.

Robert Pellicoro Jr. is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with RBC Capital Markets since 2011 and also has experience at City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, combined with services such as financial planning, custody, and brokerage.

Austin Riedel is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.