John Buck Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 42 years of industry experience. Prior to joining Raymond James in 2020, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is the owner of Lagniappe Financial Inc., a support company established primarily for administrative purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools to model potential investment outcomes, and supports various advisory programs across a large network of advisors.

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.

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.

Adriana Munoz is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 65 and Series 63 licenses. She has 12 years of industry experience, previously working at Wells Fargo Clearing and Wells Fargo Bank, N.A., before joining Truist and then J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with client decision-making authority retained.

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.

Brian Sander is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His previous roles include positions at Fidelity Investments, LPL Financial, and Hudson Valley Credit Union. Outside of financial services, he owns Shea Soleil, a business that produces and sells hand-made body butter products. Charles Schwab & Co., Inc. serves a large client base consisting mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services integrated with custody and brokerage functions.

Joseph Robinson is a financial advisor with Merrill in Reston, VA, holding Series 63 and Series 65 credentials and 41 years of industry experience. His career includes positions at Citigroup Global Markets from 1994 to 2008 and Bank of America, NA since 2009. He has been with Merrill Lynch since 2008. 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 individual and institutional clients.

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.

Christopher Thompson is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 1997 and currently holds a leadership role where he works closely with clients to address their financial concerns and help them understand their options. Over his more than 25 years at Fidelity Investments, Christopher has gained extensive experience in financial markets and client relationship management. His career progression at Fidelity includes roles as Financial Representative from 1997 to 2004, Financial Planning Consultant from 2004 to 2010, and Vice President Financial Consultant from 2010 to the present. Christopher emphasizes listening and careful planning in his approach to financial consulting. No additional information on education, credentials, personal interests, or community involvement has been provided.

Brandon Price is a Financial Consultant who works with families and individuals to help them pursue their financial goals. He focuses on understanding clients' unique financial aspirations and collaborates with them to develop tailored investment plans that align with their specific goals and risk tolerance. His approach aims to assist clients in navigating the complexities of the financial industry. Brandon has held multiple roles at Fidelity Investments, including Financial Representative in 2022, Planning Consultant in 2023, and Relationship Manager in 2023. These positions have contributed to his experience in financial planning, investment strategies, and client relationship management. Outside of his professional work, Brandon engages in family activities, fitness, football, social events with friends, parenthood, and softball.

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.

William Fort is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2009. Fort serves on the board of the Mario St. George Foundation, which focuses on empowering youth through academics and athletics. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering tailored portfolio management and advisory programs through a variety of in-house and third-party investment managers.

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.