Ozgur Karaosmanoglu is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James & Associates since 1993. He serves on the Finance and Investment Committee of the Zeta Psi Fraternity Educational Foundation, contributing to investment portfolio reviews. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Joseph Hayden is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and in admissions at St. Mary's College of Maryland. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm tailors investment plans using proprietary research and model-based asset allocations.

Sean Lydon is a financial advisor at Cetera with 15 years of industry experience. He holds the PFS™ and Series 66 credentials. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and 1ST Global Advisors, and he is a partner at the CPA firm Lydon Fetterolf Corydon, where he has provided accounting and tax services since 2001. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management strategies and program options, supported by a large nationwide network of advisors and over $256 billion in assets under management.

Craigory Brown Jr. is a financial advisor with Edward Jones in Takoma Park, MD, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Automotive Management Services, Inc. and the U.S. Department of State. He serves as president of the US Naval Academy South Florida Parents Club, an unpaid volunteer position within the network of parent organizations affiliated with the US Naval Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs. The firm is notable for its large advisor network, diverse service offerings including discretionary and non-discretionary strategies, and affiliated capabilities such as a trust company and proprietary mutual funds.

Ariana Faghani is a financial advisor at Ameriprise with a Series 66 credential. She has been with Ameriprise since 2023 and has a varied background including work with Mary Noone - Nice Girls Ink and experience at the University of Maryland, College Park. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored advice through a centralized consulting team.

Alessandra Rosa Tassara is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 65 designations and has worked with several firms including National Life, MassMutual, and Suites Team. Outside of her advisory work, Tassara supervises Airbnb rental properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs.

John Miller is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2014 and previously was with VOYA Financial Advisors and UBS Financial Services. Outside of his advisory work, he manages beehives at a farm in Germantown, MD. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

John Buck Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 42 years of industry experience. Prior to joining Raymond James in 2020, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is the owner of Lagniappe Financial Inc., a support company established primarily for administrative purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools to model potential investment outcomes, and supports various advisory programs across a large network of advisors.

Vincent Parrett is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for seven years before joining Wells Fargo in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a comprehensive range of financial planning services, including specialty areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to develop tailored recommendations.

Charles Burguieres is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. He has worked with Prudential Insurance Company of America since 2019 and has experience in the hospitality sector with PM Group Hospitality. Burguieres also has entrepreneurial involvement related to Platinum Point Financial, offering financial planning and property and casualty services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs, with notable involvement in non-securities products and affiliated insurance services.

Yeena Liu is a financial advisor at Morgan Stanley with 24 years of industry experience. She has held positions at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Liu holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

William Koren Jr. is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds his Series 63 and Series 65 designations and has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Adriana Munoz is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 65 and Series 63 licenses. She has 12 years of industry experience, previously working at Wells Fargo Clearing and Wells Fargo Bank, N.A., before joining Truist and then J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with client decision-making authority retained.

Anish Gupta is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to his advisory career, he worked at the University of Maryland College Park from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Stanley Chronowski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at M&T Securities for 15 years, Citicorp Investment Services for one year, and Truist Investment Services, Inc. for three years. He is based in Damascus, MD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Elizabeth Rahn is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Fidelity Investments since 2011. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she co-consults on a skin care business with her husband, hosting events to support the enterprise. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

William Pappert is a CFP® with 29 years of experience in the financial services industry. He is currently with Morgan Stanley, having previously worked at Bank of America and Merrill. Outside of his advisory role, he is the managing partner of Fourtunits LLC, an investment-related real estate and finance business based in Rockville, Maryland. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm offers diverse investment services alongside its extensive financial planning capabilities.

Riley Clark is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following four years at Morgan Stanley. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Kelly Dimaggio is a financial advisor at UBS Financial Services with 13 years of industry experience and a Series 66 designation. She has been with UBS since 2012. In addition to her advisory role, she works as a Patient Care Technician III at Baltimore Washington Medical Center. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Christopher Thompson is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 1997 and currently holds a leadership role where he works closely with clients to address their financial concerns and help them understand their options. Over his more than 25 years at Fidelity Investments, Christopher has gained extensive experience in financial markets and client relationship management. His career progression at Fidelity includes roles as Financial Representative from 1997 to 2004, Financial Planning Consultant from 2004 to 2010, and Vice President Financial Consultant from 2010 to the present. Christopher emphasizes listening and careful planning in his approach to financial consulting. No additional information on education, credentials, personal interests, or community involvement has been provided.