Peter Quoie is a CFP® and holds a Series 66 license with nine years of industry experience. He currently works at Wells Fargo Clearing and previously held roles at JP Morgan Securities, JP Morgan Chase Bank, Charles Schwab, Bank of America, and Merrill. 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.

Richard Rowan is a Series 66 licensed financial advisor with Raymond James & Associates in Rockville, MD, bringing 27 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Ronald Schwarz is a financial advisor with LPL Financial and holds a Series 66 license. He has 20 years of industry experience, having previously worked with firms including Grove Point Investments, Grove Point Advisors, IC Advisory Services, and The Investment Center. Outside of his advisory work, he serves on the board of directors for Symphony Park HOA and volunteers as a tutor helping public school fourth graders with math assignments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor tools and research capabilities.

Evan Noack is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. He has been with ClearView Wealth Advisors/MassMutual and MML Investors Services since 2021. Prior to his advisory career, he worked in various roles in retail and marketing. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client relationships as annual, collaborative engagements.

Syed Rumin is a Financial Advisor affiliated with Merrill Lynch Wealth Management. With over 20 years of experience, he specializes in assisting executives, professionals, and business owners with coordinated financial decision-making. He focuses on areas such as equity compensation, retirement planning, tax considerations, estate planning, and major life or business transitions. Syed collaborates closely with clients' CPAs, attorneys, and other trusted advisors to ensure cohesive financial planning. He holds a Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from St Philomena's High School. Syed is multilingual, fluent in English, Hindi, Kannada, Urdu, Tamil, Telugu, and Punjabi. Outside his professional role, he participates in community organizations including the Beltway Cricket Club and Parkside Condominiums in Bethesda. Personal interests include billiards, boating, bowling, fishing, hunting, music, spending time with family, traveling, and watching movies.

Chamila Gunawardane is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following eight years at Protege Partners, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery conversations and advanced modeling tools.

Andres Lopez is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at RPM Groups and Kane & Krowe, and spent five years affiliated with the University of Delaware. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes personalized risk assessment and matches clients with advisory models or discretionary managers, utilizing a combination of third-party and proprietary solutions.

Marlena Lameo is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. She works with individuals, families, and business owners to provide personalized wealth management strategies. Marlena focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Her areas of expertise include college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, women and wealth, and tax minimization. Marlena maintains a personalized planning approach to help clients understand their full financial picture and make informed decisions. Marlena holds a Bachelor's Degree from Auburn University and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She is a member of the Pi Beta Phi professional organization and actively involved with the Boys & Girls Club. Outside of work, she enjoys basketball, boating, cooking, football, pickleball, reading, traveling, and spending time with her family.

Malcolm Mc Coy is a financial professional with one year of industry experience, currently with Charles Schwab. He holds a Series 66 credential and has prior experience with firms including Cetera Investment Advisers LLC and Kinnect Advisors. Outside of advisory work, he is also involved in fixed insurance sales as an insurance agent. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account options. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by centralized operations and alternative investment options.

Erik Pedley is a financial advisor with Cetera, holding a Series 66 credential and over 11 years of industry experience. He has worked at several firms including First Allied Advisory Services and currently operates an independent financial services business, Portfolio Advisory Associates. He also serves as a board member of the University of Maryland Alumni Association. Cetera Investment Advisers LLC is an SEC-registered adviser offering a wide range of portfolio management and financial planning services through a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm employs a multi-manager platform with access to various investment strategies and program structures, overseeing approximately $256 billion in assets.

Steve Janvier is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017 and MetLife Securities from 2006 to 2017. His other business activity includes working as an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to provide detailed, collaborative planning without discretionary investment authority.

Deborah O'Neill is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009, currently working within the Morgan Stanley Services Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Paul Li is a CFA charterholder with eight years of experience at FHL Investment Management Company, LLC and twelve years at Brown Advisory. He serves as portfolio manager of the FHL Healthcare Fund, LP, a private placement fund focused on publicly traded equities. FHL Investment Management Company, LLC advises a small number of discretionary individual accounts and manages the FHL Healthcare Fund, LP, employing a long-only, bottom-up fundamental research approach. The firm offers both a diversified separately managed strategy for individuals and a healthcare-specialty strategy through the Fund.

Jean Yves Van Halle is a financial advisor with Financial Positioning System, Inc in Derwood, MD. He holds a Series 66 designation and has 21 years of industry experience, including prior roles at LPL Financial, Citigroup Global Markets, and Legg Mason Wood Walker. He also operates a business under the name GRYPHEN FINANCIAL SERVICES. Financial Positioning System, Inc provides investment advisory and financial planning services primarily to individual clients, focusing on portfolio management and ongoing reviews. The firm offers both asset-based and subscription-fee billing arrangements and publishes client newsletters as part of its service approach.

Scott Grebenstein is a financial advisor with Foresight Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. Prior to founding Foresight Financial Services in 2021, he spent 10 years at Mclaughlin Ryder Investments. Outside of his financial advisory work, he owns and operates an online sports memorabilia business. Foresight Financial Services is an independent firm serving clients from Laurel, MD.

Katarzyna Kusmierz is a CFP® professional with 19 years of experience at Millennium Financial Services LLP in Rockville, MD, where she has worked since 1997. She also serves as the financial director of US Pharmacia International Inc., an export business, where she oversees business planning. Millennium Financial Services LLP is a small supported firm with two advisors.

William Lascelle is a CFP® professional with 19 years of experience, working at Millennium Financial Services LLP since 1997. He is based in Rockville, MD. Millennium Financial Services LLP is a supported firm with two advisors.

Jean Elizabeth Hubbard is a CFP® and holds a Series 66 license, with 26 years of industry experience. She has been with NorthStar Wealth Management, Inc. since 2005 and also maintains a longstanding affiliation with Lasalle St Securities, L.L.C. Outside of her advisory roles, she is involved with Windmill Point Real Estate. NorthStar Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm focuses on individualized portfolio management and ongoing advisory relationships to deliver tailored investment oversight.