John Miller is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2014 and previously was with VOYA Financial Advisors and UBS Financial Services. Outside of his advisory work, he manages beehives at a farm in Germantown, MD. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Deion Boateng is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and previously worked at Westfield Bank and Ghisallo Capital Management. His background also includes roles outside finance, such as working for Uber Eats and Robert Half. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to affiliated discretionary portfolios and offers a centralized structure for advisory, brokerage, custody, and cash management services.

Vincent Parrett is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for seven years before joining Wells Fargo in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a comprehensive range of financial planning services, including specialty areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to develop tailored recommendations.

Charles Burguieres is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. He has worked with Prudential Insurance Company of America since 2019 and has experience in the hospitality sector with PM Group Hospitality. Burguieres also has entrepreneurial involvement related to Platinum Point Financial, offering financial planning and property and casualty services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs, with notable involvement in non-securities products and affiliated insurance services.

Megan Breneman is a financial advisor with Wells Fargo Clearing based in Columbia, MD. She holds Series 63 and Series 65 licenses and has 23 years of industry experience, including eight years at M&T Securities, Inc. prior to joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Yeena Liu is a financial advisor at Morgan Stanley with 24 years of industry experience. She has held positions at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Liu holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

William Koren Jr. is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds his Series 63 and Series 65 designations and has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Noah Bergey is a Series 66-licensed financial advisor with Equitable Advisors, based in Columbia, MD. He has one year of industry experience and joined Equitable Advisors in 2024. Prior to his advisory role, his work history includes positions in the food service industry and education. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory programs and focuses on matching clients to appropriate investment models based on their risk tolerance and personal information.

Griffin Pitarra is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His work history includes roles at Coppermine: Copper Union and Hayfields Country Club. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Joshua Schwartz is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2006 and Bank of America, N.A. since 2011. Schwartz serves as a power of attorney in fiduciary roles for family members. 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 model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anish Gupta is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to his advisory career, he worked at the University of Maryland College Park from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Stanley Chronowski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at M&T Securities for 15 years, Citicorp Investment Services for one year, and Truist Investment Services, Inc. for three years. 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Elizabeth Rahn is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Fidelity Investments since 2011. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she co-consults on a skin care business with her husband, hosting events to support the enterprise. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

William Pappert is a CFP® with 29 years of experience in the financial services industry. He is currently with Morgan Stanley, having previously worked at Bank of America and Merrill. Outside of his advisory role, he is the managing partner of Fourtunits LLC, an investment-related real estate and finance business based in Rockville, Maryland. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm offers diverse investment services alongside its extensive financial planning capabilities.

Riley Clark is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following four years at Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Kelly Dimaggio is a financial advisor at UBS Financial Services with 13 years of industry experience and a Series 66 designation. She has been with UBS since 2012. In addition to her advisory role, she works as a Patient Care Technician III at Baltimore Washington Medical Center. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Mibenge Sumaili is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Select Quote, Graceway Logistics, and First Citizens Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Mark Kramer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients, including executives, business owners, and families, to provide personalized financial advice and guidance tailored to their unique needs and goals. His approach emphasizes forming meaningful relationships that extend beyond investment transactions and supporting clients through various personal and financial milestones. Mark holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from Yeshiva University. Mark values understanding clients as both individuals and investors to develop financial strategies that align with their long-term objectives. In addition to his advisory role, Mark engages with the community by volunteering with local organizations, continuing the Merrill tradition of community participation.

Donald Dearie is a financial advisor with Wells Fargo Advisors based in Bethesda, MD, holding CFP® and Series 66 designations and bringing 15 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. He is also the owner of 3RD KNIGHT, LLC, an investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Nicolas Ulvert is a Series 66-licensed financial advisor with Morgan Stanley in Potomac, MD, where he has worked since 2015. He has 15 years of experience in the financial industry. Outside of his advisory role, he has been involved with DC Brau Brewing and provided local task outsourcing services through TaskRabbit. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment models.