Charles Markson is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2010. Outside of his advisory role, he is involved in CBM Holdings, LLC, which he owns and manages. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with comprehensive financial planning and investment services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Joshua Johnson Journet is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients, focusing on wealth management and financial planning. His professional responsibilities include assessing client financial needs and developing tailored investment strategies. Specific details regarding his areas of expertise, prior experience, education, credentials, personal interests, or community involvement have not been provided.

Hizikiel Holloman is a financial advisor at Fidelity with Series 63 and Series 66 designations and less than one year of industry experience. Prior to joining Fidelity, Holloman held various roles including positions related to military research and academic work at North Carolina A&T State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research tools, and its advisory role to multiple registered investment companies.

Linda Sims is a Series 66-licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, she worked at Ashfield Health Care from 2016 to 2017. 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 strategies, including both discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Gerald Pardo is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and the PRADA Group. He has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and planning services.

Brian Bink is a Financial Consultant at Fidelity Investments, where he works with clients to develop customized financial plans tailored to their specific objectives. He emphasizes building strong, collaborative relationships with clients and adapting strategies as their needs evolve. Prior to joining Fidelity Investments in 2024, Brian held the position of Manager at Bain & Company from 2021 to 2024. He also served as an Investment Advisor for the Yale Advisory Committee on Investor Responsibility between 2018 and 2020. Outside of his professional work, Brian engages in activities such as cars, family activities, outdoor adventures, pets, traveling, and volunteering.

Mitchell Hailey is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Prior to that, he was with Citigroup Global Markets for 16 years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates various analytical tools and investment committee insights.

Jennifer Kling is a financial advisor at Edward Jones in La Plata, MD, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2020 and concurrently serves in the DC Air National Guard, where she works as a flight attendant transporting U.S. leaders and supervises six troops. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts and affiliated funds.

Carlos Velasco II is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has previously worked at Capital One Bank, SunTrust Bank, and Dulles Drywall Inc. Outside of his advisory role, he is a general partner and managing member of Brasileirei, a limited liability company in Woodbridge, Virginia, where he assists with inventory, business management, and finance. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Laurie Hughes is a financial advisor at Robert Baird & Co. with 25 years of industry experience. Her prior work includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied Company, L.P. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services.

Steve Kavgioulas is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he is a portfolio manager at GBB LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Cheyenne Ostrander is a financial advisor with LPL Enterprise and holds a Series 66 designation. Ostrander began their advisory career in 2024 and has prior work experience spanning various roles, including positions in athletics and business administration at Doane University. Outside of finance, Ostrander has worked in transportation and retail sectors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Richard Tanis is a financial advisor with Edward Jones in Alexandria, VA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Climb On / Mitchell Bernstein and has experience in education with Alexandria City Public Schools and Bishop O'Connell High School. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers various investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Andrew Arnold is a Financial Consultant at Fidelity Investments, where he supports clients with financial planning, investing, and service needs. He focuses on forming lasting relationships with clients and helping shape their financial picture over time. Andrew has held various roles at Fidelity Investments since 2024, including Financial Representative, Planning Consultant, and currently Financial Consultant. Through these positions, he has gained experience in financial planning and client service. Outside of his professional role, Andrew's personal interests include cooking and baking, fitness, movies, and soccer.

Linda Haycock is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She has worked at Edward Jones since 2023 and concurrently manages business operations at Haycock Foot and Ankle Center, where she has served as business manager since 2006. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Patricia Penn is a CFP® with 32 years of experience, currently serving as a financial advisor at Morgan Stanley in Alexandria, VA. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and models but places implementation responsibility with clients, generally acting in an advisory capacity rather than as an ERISA fiduciary unless otherwise engaged.

Liam McCracken is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He began his career at Fidelity as a Relationship Manager in 2023 before transitioning to an Investment Consultant position in 2024. In his current role, Liam partners with clients through the financial planning process to develop plans that are appropriate and understandable, focusing on goals such as retirement and other financial objectives. His approach emphasizes collaboration throughout each phase of the client's financial journey. Outside of his professional work, Liam has personal interests that include cars, cooking and baking, football, social events with friends, golf, and music.

Ernesto Espejo is a financial advisor with Edward Jones in White Plains, MD, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Edward Jones since 2004. Espejo serves as a board member for Spring Dell Center, Inc., a nonprofit organization in La Plata, MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Charmaine Cheng is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she works closely with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. She focuses on empowering clients with knowledge and tools to help manage their financial lives effectively. Charmaine holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her Bachelor's degree from the University of Wisconsin System and a Master's degree from George Mason University. Her professional philosophy centers on helping clients identify what matters most to them and their families to develop strategies that pursue their financial goals.

Cecilia Zurita is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2006. Outside of her advisory role, she is involved in several business activities including managing a publishing company and serving as a managing member in multiple real estate-related LLCs. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.