Bratati Mukherjee is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Maryland Financial Group, PNC Investments, M&T Securities, Banc of America Investment Services, and Truist Investment Services. 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 portfolios, third-party asset management, and institutional platforms.

Camden Butler is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior professional background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Northwestern Mutual Insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s approach emphasizes model-driven investment implementation, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.

Aaron Troup is a CFP®-certified financial advisor with Ameriprise, based in Arnold, MD, and has 21 years of industry experience. His prior roles include positions at Raymond James Financial Services and EZ Federal Benefits Education. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with significant investable assets, offering detailed written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic tools to support its advisory process.

Diana Leon is a Series 66-credentialed financial advisor with 16 years of industry experience. She is currently with OSAIC, having joined the firm in 2024, and previously worked at Woodbury Financial Services, Capital One Advisors, Capital One Investing, and Merrill. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and model-based portfolio management.

Shamli Mamgain is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 65 and Series 63 licenses and four years of industry experience. She has worked at Wells Fargo Bank, nA and Wells Fargo Clearing since 2022, and has also been involved with the University of Baltimore since 2020. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

James Lee is a financial advisor with MassMutual Investors Services in Columbia, MD, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has held roles at Metropolitan Life Insurance Company and MetLife Securities Inc. since 1999 and has been with MassMutual Investors Services since 2017. Outside of advising, he is an agent involved in life and health insurance and owns Metropolitan Wealth Advisors, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning relationships and provides specialized event-driven planning, including estate settlement and divorce planning.

Nicole Mc Donald is a Financial Advisor with Merrill Lynch Wealth Management. She partners with individuals, families, and organizations to develop personalized financial strategies aimed at pursuing long-term goals by aligning money with clients' values and aspirations. Nicole's experience includes a background in the hospitality industry, which contributes to her focus on listening and delivering tailored financial guidance. She provides support in areas such as retirement planning, wealth preservation, liquidity management, portfolio management services, and financial strategies for business owners and mission-driven organizations. Nicole holds the designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Howard University and is involved in community service through the Howard University Alumni Club and the Phi Sigma Chapter of Sigma Gamma Rho Sorority, Inc. Nicole's personal interests include basketball, hiking, music, photography, spending time with family, and traveling.

Michael Peters is a financial advisor at LPL Financial with 30 years of industry experience. His background includes roles at Avantax Advisory Services, 1st Global Advisors, and operating his own accounting firm, Michael G. Peters, PA. He holds Series 63 and Series 66 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by technology tools and extensive non-advisory financial activities.

Eugene Grenham is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at McAllister & Quinn and Highlander Financial Group. Outside of his advisory work, he operates an eBay store called "davidbooksnthings," aimed at teaching children about business and commerce. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

David Murray is a financial advisor with Cambridge Investment Research Advisors in Potomac, MD, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and also with Cambridge Investment Research, Inc. since 2010. In addition to his advisory role, he has experience as an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Mark Sheinkopf is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 44 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 50 years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Jacob Amsellem is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked at Rosenblatt Securities and has a background that includes roles in education. He is also involved with Financial Advantage Associates, where he works as a financial advising employee assisting clients alongside an investment team. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account management through a nationwide network of over 10,000 advisors.

Stacee Crittenden is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 2009 and holds the title of Senior Vice President. She began her financial advisory career in 1999 at Legg Mason Wood Walker. Stacee specializes in retirement, estate planning, and investment strategies for individuals and businesses, helping clients integrate corporate benefit programs such as equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans into long-term financial plans. Stacee graduated cum laude from Spelman College in 1990 with a Bachelor of Arts in History and earned her Juris Doctorate from Georgetown University Law School in 1993. Prior to her career in financial services, she served as an Assistant State Attorney in Miami Dade County and as Executive Director of the Carver YMCA. She holds the Chartered Retirement Planning Counselor™ designation and is also a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is a member of several professional and community organizations, including Alpha Kappa Alpha Sorority Inc., the Florida Bar Association, the Potomac Chapter of Girl Friends Inc., the Washington DC Chapter of Carrousels, Inc., Jack and Jill of America (Montgomery County, MD chapter), and the Spelman College Alumnae Association. Stacee serves on the board of the Lady Von Scholarship Fund and has been active in leadership roles such as Co-Chair of the Greater Maryland Women's Exchange and member of the Black African American Council for Merrill Lynch. She is married with two children and enjoys skiing, traveling, and spending time with her family.

Joseph Bell is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Avantax Advisory Services, BFJ Wealth Management, and Ameriprise. He also maintains a CPA firm, Bell, Frech & Jacobs, which provides tax preparation and accounting services. 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 comprehensive advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,000 advisors.

Ryan Fabian is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and six years of industry experience. His prior work includes roles at M&T Bank, World Equity Group, Inc., Wealthvest, and The Leaders Group Inc. 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 institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Brendan Smith is a financial advisor at Equitable Advisors with five years of industry experience and holds the Series 66 designation. His prior work experience includes positions at Merrill Lynch and The Concourse Group, along with multiple roles associated with Clemson University. Equitable Advisors serves individual clients across a range of wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs, utilizing a variety of third-party advisory platforms and proprietary solutions.

Ronnie Rounds II is a financial advisor with Equitable Advisors holding a Series 66 credential and no prior industry experience. His background includes roles at CWCapital and academic work at Louisiana State University. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs through Investment Adviser Representatives, utilizing both proprietary and third-party investment models and advisory programs.

Jordan Mc Farland is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Raymond James Financial with three years of industry experience. His work history includes roles at Raymond James Financial Services, Inc. and Financial 360, LLC, where he is also engaged in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align investment recommendations with client goals.

Michael Balakirsky is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2007, following three years at Ameriprise. 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 provides a range of advisory and brokerage services, employing various investment strategies and technologies, and oversees more than $819 billion in discretionary assets through a network of over 22,800 advisors.

Kevin Hutt is a CFP® with 31 years of experience in the financial industry. He is currently with Cetera and has held roles at Avantax and Onyx Asset & Wealth Management over his career. Outside of advisory work, he serves on the boards of several nonprofit organizations, including the Celebration Community Development Corporation and the National Children’s Center, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supporting over 10,000 advisors and approximately 800,000 clients.