Craig Martin is a CFP® with 14 years of industry experience. He is currently a financial advisor at Wells Fargo Advisors, having joined the firm in 2024. Prior to this, he worked at KAWG&F Financial Planning Group LLC and Harbor Investment Advisory, LLC. He serves as a trustee for a 401(k) plan and provides part-time support in tax and business operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

William Erskine is a financial advisor at Edward Jones in Olney, MD, holding CFP® and ChFC® designations with seven years of industry experience. His prior roles include positions at Preferred Home Loans, Inc., T. Rowe Price, Atlantic Financial, Inc., and NewDay USA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of advisors and branches and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Ernest Massenberg III is a CFP® with 25 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. for four years and Lincoln Financial Advisors Corporation for eleven years. Outside of his advisory work, he is a keyboardist in the Deja Gruv band. OSAIC Wealth, Inc. serves a wide range of clients, including individual investors, pension plans, corporations, and nonprofits, through a large network of financial advisers and multiple advisory platforms. The firm employs firm-provided asset-allocation tools and offers integrated brokerage and advisory services, unified managed accounts, and access to third-party money managers.

Jonas De Bem is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and entrepreneurial ventures such as Wizard De Bem Idiomas. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

John Benjamin is a CFP®-certified financial advisor with 11 years of industry experience. He has worked at Wells Fargo Advisors since 2017 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as the head coach for boys ice hockey at St. Johns College High School and works as a part-time teaching assistant there. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions using research-based tools and tailored client recommendations. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning.

Kyle Hublitz is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2023. Outside of his advisory role, he has majority ownership in HUBLITZ GP, LLC, a company formed to sell a minority stake to 72 Growth Partners. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers comprehensive financial planning services tailored to net-worth qualified clients, covering a range of areas including retirement, education, business-owner transition, and special-needs planning.

Max Freelander II is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2015. Outside of his advisory role, he owns and manages investment-related businesses, including PROSPER LLC and FREELANDER GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with banking and other financial products.

Carla Lindblad is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for seven years. Outside of her advisory role, she is involved in operational and client service support at two local organizations in Rockville, MD. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to help clients understand potential outcomes, supporting implementation through advisory programs or other providers.

Mohamed Shoukr is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including retirement, cash-flow, education, and specialized planning for business-owner transitions and other specific client needs.

Justin Gore is a financial advisor at RBC Capital Markets in Rockville, MD, with one year of industry experience. He holds a Series 66 designation and previously worked at Jones Lang LaSalle for nine years. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Dhanuka Buddhakorala is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and CIBC. Outside of his advisory role, he volunteers as a program manager and bookkeeper for Transition Philippines, a nonprofit organization. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Robert Feisee is a CFP® professional with 25 years of industry experience. He is currently with Cambridge Investment Research Advisors and has been with the Cambridge group since 2017. Prior to this, he spent eight years at National Planning Corporation and practices law through Insight Law, PLLC. He is also involved in a marketing business, L35, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform options.

Kathleen Kownacky is a Series 66-licensed advisor with Merrill, based in Bethesda, MD, and has 26 years of industry experience. She has been with Merrill since 2008 and previously worked at Bank of America N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional clients.

Geoffrey Newman is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Inc., SMI Financial, LLC, and H.Beck, Inc. Outside of financial advising, he serves as Vice President and Board Member of Newman Funeral Homes and is involved in several nonprofit and fraternal organizations, including serving as President of the DC Society, Sons of the American Revolution, and as an associate board member for Shriners Children's Hospital in Philadelphia. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing a variety of tools and third-party solutions to construct portfolios across multiple asset classes.

Nadzeya Adamovich is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has previously worked in various roles including at United States Creative Ideas LLC and Civitta. Outside of her financial advisory work, she operates a private life coaching practice in Bethesda, MD, conducting webinars, group workshops, and individual coaching sessions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated services. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Kaitlin Brancaccio is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 66 designation and has worked previously at Goldman Sachs & Co LLC and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and methodologies.

Christopher Vogel is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Congressional Country Club. He has also worked in diverse fields such as education and university administration. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it is noted for its use of systematic methodologies and formal advisory roles to multiple investment companies.

Kyle Dry is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individuals and families to create personalized financial strategies. He focuses on areas including executive compensation, equity compensation services, family wealth management strategies, endowments, foundations and non-profits, legacy planning, liquidity management, managing new wealth, small business strategies, tax minimization, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Kyle earned his Bachelor's Degree from the University of Tennessee. Outside of his professional work, Kyle has interests in basketball, fishing, football, golfing, and sewing.

Vitali Nazlymov is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 credential and previously worked at UBS Financial Services for 12 years. Outside of his advisory role, he serves as the Executive Director of NAZLYMOV Fencing, where he develops and teaches after-school and summer fencing programs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including personalized financial planning supported by firm-approved tools and a structured discovery process.

Caellen Roberts is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 credential. Roberts joined Morgan Stanley in 2026 after working at Maple Capital Management for three years. Prior to her finance career, she held various roles including management positions in the food service industry. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services primarily in an advisory capacity.