Cameron Duncan is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services, utilizing both in-house and third-party investment managers to tailor strategies according to each client’s risk profile.

Bobby Morton is a CFP® with nine years of experience in the financial services industry. He is currently an advisor with Raymond James Financial Services Advisors, Inc. He has held roles at several firms, including Strategic Financial Associates, NYLIFE Securities LLC, Mariner Wealth, and Cresset Asset Management. Morton served in the Army National Guard for 12 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports its offerings with municipal advisory services and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

John Kelly is a financial advisor at Morgan Stanley with 12 years of industry experience. He has held various positions within Morgan Stanley since 2015, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Kelly holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Brandon Olinger is a financial advisor with Ameriprise in Potomac, MD, holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Bernstein Companies and Dataprise, Inc., as well as teaching and administrative work at the University of Maryland, College Park, and Montgomery County Public Schools. Ameriprise provides a retirement-income planning service targeting clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Olga Achapkin is a financial advisor at Morgan Stanley with one year of experience in the industry. She holds a Series 66 designation and has worked at Merrill since 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies to support its clients’ financial goals.

Tiffany Violante is a financial advisor with Raymond James Financial in Rockville, MD, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2001 and Raymond James Financial since 2009. Violante owns a support company, Capital Wealth Management Group, which handles office expenses and salaries but does not interact with clients. 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 entities. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers.

Gary Frey is a Certified Financial Planner (CFP®) with 36 years of experience. He has been with Raymond James Financial Services Advisors since 2010 and previously worked at The Kavits/Frey Group, LLC. He is also the owner of The Frey Group, LLC, a support company based in Reston, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client decision-making and maintains unique capabilities in municipal and public finance advising.

James Paragamian is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. Paragamian serves as a committee member at St. Albans School, where he participates in votes on investments for the school's endowment and short-term funds. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, brokerage, and custody services, tailoring strategies to each client’s risk profile and utilizing a range of investment managers and program features.

Jianna Acevedo is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various roles including retail associate at Submerged, Inc., a scuba diving shop in Rockville, Maryland. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles with multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

Winston Imwalle serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been part of Fidelity since 2013, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Westminster Financial Companies as a Portfolio Management Group Associate from 2011 to 2013. With over 14 years of industry experience, including more than 12 years at Fidelity, Winston partners with individuals and families to assist with important financial decisions, aiming to provide holistic guidance. He leverages his extensive experience alongside Fidelity's resources to support wealth planning. Outside of his professional work, Winston enjoys family activities, golf, and traveling.

Keith Lindsey is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds the Series 66 designation and has worked previously at Capital Harvest Wealth Partners, Hometap Equity Partners LLC, NVR Mortgage, and Road Runner Sports. Outside of his advisory role, Lindsey is involved in marketing and fixed annuity sales through Capital Harvest Wealth Partners. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, institutional clients, and charitable organizations. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to various managed account platforms, employing tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Philip Meyers is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC, and Grove Point Investments for over three decades. In addition to his advisory work, Meyers is involved with Out Of The Cave Technology, an outside employment engagement unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network, utilizing both discretionary and non-discretionary management with access to extensive research and model portfolios.

Elijah Kaufman is a financial advisor with MassMutual Investors Services holding a Series 66 credential and one year of industry experience. His work history includes roles at Fidelity Personal & Workplace Advisors, Fidelity Brokerage Services LLC, and Andersen Tax. Outside of financial services, he has been active as a delivery driver for DoorDash since 2019. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements and provides specialized services including estate settlement and employer-sponsored planning programs.

Michelle Stitely is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley continuously since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Denika Tokunaga is a financial advisor at LPL Financial with 18 years of industry experience and holds the Series 66 designation. She has been with LPL Financial since 2014. In addition to her advisory role, she is involved as a life coach and serves as a board member and committee member for Project Culture. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Carlos Molina is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Adriana Colback is a financial advisor with Edward Jones in Potomac, MD. She holds the ChFC® and Series 66 designations and has 14 years of industry experience, having been with Edward Jones since 2011. She serves as a board member and secretary for a hospice organization in Ottumwa, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Cornelia Mallari is a financial advisor at Charles Schwab with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by dedicated research and alternative investment offerings.

Peter Rosenfelder is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Edelman Financial Engines and its affiliated entities since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Jeffrey Deckelbaum is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and previously worked for Morgan Stanley Private Bank for over a decade. Outside of his advisory role, he works as a lacrosse referee with the Southern Lacrosse Officials Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.