Robert Dailey is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and 12 years of industry experience. He previously worked at AGIA and Valic Financial Advisors. Outside of advisory work, he is involved with non-securities insurance products through an agent role at AGIA. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad non-advisory financial services network.

Dylan Cantz is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Washington, DC, and has three years of industry experience. His prior work includes roles at JPMorgan Chase Bank and Western Asset LLC, as well as academic positions at the University of California, Berkeley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Brainard Warner is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at RBC Capital Markets and Ferris, Baker Watts, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Valerie Mayer Lopez is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services. Her background includes a period as a full-time student at George Mason University and various roles in the service industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Folasade Akingbade is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Prior to joining Merrill, she spent one year with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of her advisory role, she owns Hakonix Technologies LLC, a business focused on online sales of computer accessories. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexander Jurado is a financial advisor at Edward Jones in Annapolis, MD, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Thrivent Financial, Thrivent Investment Management Inc., Kent Manor FBS LLC, Hersha Hospitality Management, and Spire Hospitality. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Carey White is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has been with UBS since 2022. Prior to returning to the industry, she was a stay-at-home parent for eight years. Outside of her advisory work, she serves as secretary and board member for Hammond Park Recreation Inc., a private neighborhood swimming pool facility. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with a broad range of capital markets services.

Dennis Oparaugo is a financial advisor with Charles Schwab in Bowie, MD, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has been with Charles Schwab since 2013. He is also a co-founder of Roundcomb, Inc., where he is involved in planning and administration. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment advice and access to discretionary separately managed accounts. The firm integrates advisory, brokerage, custody, and cash-sweep services within a large-scale and centralized operational structure.

Aidan Castle is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 designation and four years of industry experience. He previously worked at Morgan Stanley for four years and has experience in various roles outside finance, including management positions in the food service industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research, and incorporates an ESG eligibility framework in its recommendations.

Jeffrey Olsen is the president of OPR Investment Services, LLC and holds a Series 65 designation with three years of industry experience. He has been involved in his accounting firm, Olsen & Associates, LLC, since 1997, where he serves as owner and president providing tax preparation, planning, and management consulting. Olsen’s work with OPR primarily involves soliciting clients for third-party registered investment advisers rather than providing direct investment advice. OPR Investment Services, LLC functions as a solicitor, referring potential investors to third-party advisers and conducting due diligence on those firms. The company does not manage client accounts or custody assets, and it maintains written supervisory procedures and a Code of Ethics to address conflicts of interest related to referral compensation.

Kathleen Finn is a CFP® with 19 years of industry experience, currently serving as an advisor at Catoctin Ridge Wealth Partners. She previously led Finn Financial Advisory Group, Inc. for 14 years and has operated Kathleen Finn, LLC since 2009. In addition to her advisory work, she provides tax preparation and planning services as an enrolled agent and offers insurance sales outside of her investment advisory role. Catoctin Ridge Wealth Partners offers investment advisory services to individuals, businesses, and retirement plans, focusing on diversified, longer-term strategies and fundamental security analysis. The firm provides both discretionary and non-discretionary management and incorporates unique features such as high client loads per advisor and the ability for advisors to implement insurance recommendations outside the firm.