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.

Eyob Eyob is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America from 2017 to 2025 and has additional experience in retail from Macy’s. Merrill, along 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 institutional investors.

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.

Paul Chisholm is a financial advisor with Edward Jones in Catonsville, MD, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. Prior to joining Edward Jones in 2019, he worked at firms including AXA Advisors LLC, Merrill Lynch Pierce Fenner & Smith Inc, Bank of America NA, Wells Fargo Clearing Services LLC, and BB&T Investments. Outside of his advisory role, he is involved with Elev8 youth sports as a coach and commissioner and is a member of the Greater Catonsville Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and maintains affiliated capabilities including a trust company and proprietary mutual funds.

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 at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including RPM Groups and Kane & Krowe. Prior to his advisory career, he spent five years at the University of Delaware. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

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 at Financial Positioning System, Inc with 20 years of industry experience. He holds a Series 66 designation and has operated his independent advisory firm since 2013. He also maintains a separate 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 arrangements and publishes newsletters for its clients.

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.

Charles Nemphos is a financial advisor with NorthStar Wealth Management, Inc. in Elkridge, MD, holding a Series 63 designation and over 38 years of industry experience. He has worked at NorthStar Wealth Management since 2005 and Lasalle St. Securities, L.L.C. since 1998. Outside of financial services, Nemphos has been involved with Yale Sportwear Inc. since 1988. NorthStar Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on individualized portfolio management and periodic account reviews. The firm maintains a small team, allowing clients to interact directly with senior personnel and receive tailored investment oversight.

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.