Stanley Kosack III is a financial advisor at Raymond James Financial Services Advisors, Inc. with 20 years of industry experience and holds a Series 66 credential. His work history includes roles at Merrill Lynch, Bank of America, and NYLIFE Securities, among others. He is also involved with Atlantic Union Financial Consultants, LLC/AUB Wealth Management as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Richard Dimaio II is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. He serves as a board member for the Archdiocese of Washington DC Catholic Cemeteries. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and planning services through its extensive network of financial advisors.

Robert Keller is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Wells Fargo Clearing, SolarCity, Road Runner Sports, Waddell & Reed, Woodbury Financial Services, Merrill, and Morgan Stanley Dw Inc. Keller operates Keller Wealth Advisory, LLC as a business related to his work at LPL. 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 and model portfolio programs, supported by a network of advisors using LPL research, third-party subadvisors, and customized strategies.

Annalise Haywood is a financial advisor with LPL Financial in Rockville, MD. She holds the Series 66 designation and has one year of industry experience. Her previous roles include positions at Mission Group and Cardinal Group Companies. 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, third-party asset management, and institutional platforms.

Wendy Quattrochi is a financial advisor with Osaic, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. She previously spent 23 years with American Portfolios Financial Services before joining Osaic in 2024. In addition to her advisory role, she is a notary public and an appointed insurance agent licensed to provide long-term care insurance advice. Osaic Wealth, Inc. serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services across multiple platforms. The firm uses proprietary asset-allocation tools and access to third-party managers to construct portfolios that include a broad range of investment options.

Jeffrey Cohen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cetera since 2005 and also operates a tax preparation practice through Jeff Cohen CPA, LLC. In addition, he serves as an audit manager at the Department of Health and Human Services, specializing in Medicaid audits for the federal government. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Michael Williams is a financial advisor with Merrill in North Bethesda, MD, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2012. Outside of his advisory role, he holds power of attorney for an entity based in Doylestown, Pennsylvania. Merrill, together 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Dunigan is a financial advisor with Edward Jones in Catonsville, MD, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory work, he serves as a youth soccer referee with the Harford Sports Officials Association. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of over 23,700 financial advisors and 15,000 branch offices nationwide.

Garrett Southern is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and six years of industry experience. He has worked exclusively with Ameriprise since 2018, following brief roles at Planning Solutions Group and Loftus Masonary. Outside of his advisory role, he is involved with CAWM Services, LLC as a paraplanner, managing advisory business activities. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, typically those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Tara Tucker is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Anne Benson is a financial advisor at Wells Fargo Advisors with a Series 66 designation and three years of industry experience. Her prior work history includes roles at Wells Fargo Clearing, J.P. Morgan Securities, Northwestern Mutual Investment Services, Merrill Lynch Wealth Management, and a position with the United States Senate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

Zachary Szczybor is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has prior experience at StoneBridge Advisors, Inc, LGS Financial, and Bill's Seafood & Catering. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that include a range of investment products.

Cynthia Schollard is a financial advisor at Cetera with a Series 65 credential and three years of industry experience. She has worked at Cetera since 2025 and previously held roles at OSAIC and American Portfolios Advisors, Inc. Schollard is also the co-founder of Wexya LLC, where she provides financial education to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Ari Strait is a CFP® and Series 66 licensed financial advisor at Charles Schwab with 17 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services. The firm is notable for its large scale, integrated service model, and access to alternative investments through a formalized due diligence process.

Russell Rifkin is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Rifkin is involved with Montgomery College, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, providing a broad range of services supported by research and proprietary asset allocation models.

Nicholas Garcia is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at OTC Markets Group and Northland Controls, and has academic experience at American University Kogod School of Business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Rochelle Brown is a CFP®-certified financial advisor with Edward Jones in Bowie, MD, where she has worked since 2002, accumulating 23 years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, Brown co-owns Abundant Life Resources LLC, a faith-based ministry focused on seminars, counseling, and writing. She also serves as treasurer and finance chair for the Salvation Army of the Sandhills and is a financial team member at The Shepherd's House International Christian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jiali Chen is a Financial Consultant currently serving at Fidelity Investments since 2023. In this role, Jiali focuses on understanding clients' unique financial situations to provide tailored guidance in areas such as investments, retirement, and wealth planning. Prior to joining Fidelity Investments, Jiali held positions at prominent financial institutions, including Vice President and Private Client Advisor at J.P. Morgan Securities LLC from 2021 to 2023, and Assistant Vice President and Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2018 to 2021. These roles have contributed to a comprehensive background in financial advisory services. Outside of work, Jiali enjoys activities such as barre, board games, family activities, singing, traveling, and exploring food.

Douglas Meyer is a financial advisor at Osaic Wealth, Inc. with 44 years of industry experience. He has held the Series 63 and Series 65 designations and previously worked for American Portfolios Financial Services, Inc. for 23 years before joining Osaic in 2024. On rare occasions, he has written life insurance and long-term care insurance. Osaic Wealth, Inc. serves a range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers, utilizing a variety of asset-allocation tools and portfolio construction methods.

Frank Alexander is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He provides comprehensive financial planning services, focusing on coordinating clients' entire financial picture, including investment management, tax minimization, estate planning services, and banking. Frank works with clients through difficult financial transitions and decisions, helping them maintain their goals and adjust their investment approach as life and market conditions change. He begins his process by understanding clients' families, financial situations, risk tolerance, time horizons, liquidity needs, goals, and priorities to design customized investment strategies. His areas of client focus include executive compensation, equity compensation services, legacy planning, personal retirement planning, portfolio management services, and tax minimization. Frank holds a Bachelor's Degree from The Catholic University of America, an Associate's Degree from Dutchess Community College, and a High School Diploma from John Jay Senior High School. He has earned professional designations including Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). When not working with clients, Frank enjoys spending time with his family, playing with his dog Nala, and attending Washington DC sporting events such as baseball, golfing, and ice hockey.