James Brown III is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Northwestern Mutual and its affiliates for over a decade before joining MassMutual in 2023. Outside of his advisory role, he manages the sale of inherited land through an LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options as well as educational seminars.

William Breen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, ProShare Advisors LLC, John Hancock, Morgan Stanley, Avenue Capital Group, and The Catholic University of America. He currently maintains a position at The Catholic University of America alongside his advisory role. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized advisory services such as municipal advisory and employer plan consulting.

L Rowe IV is a financial advisor with Mass Mutual Investors Services, holding Series 63, Series 65, and Series 66 designations and bringing 30 years of industry experience. His career includes long-term roles at Primerica Advisors and Guardian Life Insurance Co. of America prior to joining Mass Mutual. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-based planning.

Stephanie Mcgeever is a CFP®, ChFC®, and holds a Series 66 license with 22 years of industry experience. She has been with Ameriprise since 2006, serving in her current role for six years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Danny Embrey is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Morgan Stanley in 2025, he worked at Bank of America, Merrill, and Suntrust Advisory Services. Embrey serves as a board member of the Poolesville Athletic Association, a community organization in Poolesville, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process utilizing firm-approved tools and modeling.

Samara Lewinson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked at firms including Avantax Investment Services and LPL Financial. In addition to her advisory role, she provides legal and accounting services as a CPA/legal assistant at Hornstein Law Offices. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Eric Meyers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior roles include positions at Grove Point Advisors, Meyers Hurvitz Abrahams LLC, GEM Financial Services, and H. Beck, Inc. He is based in Rockville, 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Gerard Ransing is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Additionally, he operates as an independent insurance agent specializing in fixed annuities. Mass Mutual 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, using firm-approved tools to provide written recommendations in collaborative, annual planning engagements.

Anthony Malone is a financial advisor with Primerica Advisors in Beltsville, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1998. In addition to advisory work, he receives compensation for sales and referrals related to mortgage, home security, and home automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm offers model-based investment strategies managed by unaffiliated asset managers and operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Christian Barrett is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2010. He brings 27 years of experience in the financial services industry, working with various organizations to support clients in their financial planning and investment needs. His career includes roles such as Relationship Officer at Fidelity Brokerage Services and positions with firms including Northwestern Mutual Investment Services, Citigroup Global Markets, and Robert W. Baird Co. Throughout his career, Christian has held multiple financial advisory and representative positions, gaining expertise in equity advising and client relationship management. He emphasizes a client-focused approach that aligns with his core beliefs and values, working with Fidelity's resources to assist families in achieving better financial outcomes. Outside of his professional life, Christian has interests in fitness, football, music, pets, and tennis.

Louis Wilson is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Morgan Stanley and has previously held roles at OSAIC, Lincoln Financial Advisors Corporation, Equitable Advisors, AXA Advisors, LLC, and Falcon Square Capital. 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 methodologies.

Karl Campbell is a financial advisor with Ameriprise in Columbia, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is the owner of CampusNIL Corporation, a student savings platform that provides financial benefits and discounts to college students across the U.S. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, including tax-aware withdrawal strategies and Social Security options, delivered through a collaborative, non-discretionary process.

Geoffrey Mcclenney is a Wealth Management Advisor with 12 years of experience, currently affiliated with Merrill Lynch Wealth Management. He specializes in delivering a comprehensive, client-centered approach to wealth management that focuses on understanding clients’ financial situations and personal priorities. Geoffrey helps develop customized strategies that are adaptable to changing client needs and market conditions, leveraging investment insights from Merrill and banking and lending solutions from Bank of America. His areas of expertise include services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income planning. Geoffrey holds a Bachelor's degree and a Master's degree from the University of Baltimore. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He follows the Merrill tradition of community participation and spends time volunteering with local organizations. Outside of his professional activities, Geoffrey has interests in basketball, chess, and traveling.

Petya Balevska is a Series 66-licensed financial advisor with Ameriprise in Washington, DC, bringing 18 years of industry experience. She has been with Ameriprise and its related entities since 2010. Outside of her advisory role, she owns inherited commercial real estate properties with active tenants in Varna, Bulgaria. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized retirement recommendations, supported by a centralized consulting team.

Jean Adewale Tompihe is a financial advisor at Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 credentials. He has experience at several firms including Merrill and Sea Cap Inc., with a background that notably includes roles in health and wellness industries. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs supported by structured planning tools and broad retail and institutional offerings.

Ronald Rickert is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Woodmac, Inc. and other firms. Outside of his advisory role, he is also an insurance agent involved in fixed insurance sales and service. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers diverse portfolio management and planning services with a multi-manager platform that includes affiliated and third-party managers and a range of program structures.

John Hanson is a CFP® with 45 years of industry experience, currently serving with Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. for 14 years. Outside of his advisory work, he is involved in managing family trusts and serves on the finance committee of the First Church of Christ, Scientist in Washington, DC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines both brokerage and advisory solutions, supported by extensive research and analytics.

Michael Svec is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a member of the Green Committee at Columbia Country Club in Chevy Chase, Maryland. Morgan Stanley Wealth Management offers a broad range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate agreements.

James Adair III is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 24 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2002 to 2019 before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both model portfolios and customized strategies.

Shane Seaberry is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior experience at Babson College and The Maret School. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports through a centralized consulting team.