Isabella Brunk is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 designations. She has 19 years of industry experience, including prior roles at Primerica Advisors and Guardian Life Insurance Company. Outside of her advisory work, she is an insurance broker offering life and fixed annuity products and serves as a power of attorney for a family member. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and offers specialized programs such as divorce planning, estate settlement, and employer-sponsored planning.

Joseph Dunn Jr. is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes 28 years at H. Beck, Inc., followed by four years at Grove Point Investments and Grove Point Advisors. He is also the owner of a non-variable insurance business. 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 that include financial planning, model portfolios, third-party asset management, and institutional platforms.

Nathan Chen is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and three years of industry experience. He has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Raymond James & Associates. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory to serve its clients.

Allie Gamble Taylor is a financial advisor at LPL Financial with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Janney Montgomery Scott. 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, utilizing both proprietary and third-party investment strategies across various platforms.

Boriana Bakaltcheva is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. She has been with Merrill since 2014. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Ebel is a Certified Financial Planner (CFP®) holding a Series 66 license with 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a variety of advisory programs to individual and institutional clients, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and economic modeling in its financial planning process.

Jonathan Dickey is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory work, he is involved in agricultural ventures and serves on the board of a nonprofit horse rescue organization, as well as on the board and audit committee of a regional bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm emphasizes tailored, non-discretionary planning and supports its clients through various advisory programs and specialized services such as municipal advising and SIMPLE IRA employer consulting.

Ann Etergino is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has worked at RBC Capital Markets since 2008 and also serves at City National Bank since 2017. Outside of her advisory role, she is involved with several nonprofit organizations, including serving on the boards of Collegiate Directions, Women for Women, and Martha’s Table, as well as participating on the investment committee for National Cathedral School. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and investment services to individual and institutional clients, using a combination of in-house and third-party investment managers, with tailored strategies based on each client’s advisory risk profile.

Miguel Dominguez Jimenez is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and previously worked at Capital One Bank before joining Merrill and Bank of America in 2018. Outside of his advisory role, he is developing an online clothing business to be sold through a personal website as well as platforms like Amazon and eBay. 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 to individuals, high-net-worth clients, and institutional investors.

Daniel Toubiana is a financial advisor at Raymond James & Associates with one year of industry experience. He previously served in the Israeli Defense Force and has worked at United Health Care. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by extensive research and portfolio management resources.

Brett Marchand is a CFP® professional with 25 years of experience in the financial services industry. He has been with LPL Financial since 2005 and also has an ongoing role at Tower Federal Credit Union since 2002. Marchand operates Tower Wealth Management as a business activity related to his advisory work. 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, supported by a large network of investment adviser representatives.

Aiman Alosta is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' unique financial goals and aspirations. With over 20 years of experience, Aiman provides ongoing guidance and advice to high net-worth individuals and businesses, focusing on areas such as college education planning, equity compensation services, family wealth management, personal retirement planning, tax minimization, and retirement income. He is adept at analyzing complex financial situations and implementing strategies designed to streamline finances and pursue clients' objectives. Aiman holds a Bachelor's Degree from George Mason University and holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Arabic, he works to help clients define what matters most to them and build flexible strategies aligned with today’s changing market conditions, integrating investment insights from Merrill and banking solutions from Bank of America. Outside of his professional work, Aiman enjoys adventure sports, bowling, horseback riding, music, and watching movies. He also values spending quality time with his children and supporting their sports and fundraising activities.

Ana Andonie is a financial advisor with Charles Schwab, holding a Series 66 designation and nine years of industry experience. She has worked in various roles at Charles Schwab and TD Ameritrade since 2017. Ana is based in Bethesda, MD. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and research-based guidance.

Alexander Rice is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held various positions in retail and hospitality. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and institutional clients. The firm offers a range of advisory programs delivered through a network of representatives and third-party asset managers, covering mutual funds, ETFs, separately managed accounts, and other investment options.

Andrea Perrone is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Bethesda, MD. She has 21 years of industry experience, including five years at TD Wealth Management Services Inc. and over ten years with Wells Fargo Clearing. Perrone also serves as a notary public in the state of Maryland. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Bryan Karsner is a financial advisor at Cetera with 22 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Voya Financial Advisors and BRK Financial, LLC, which he owns. Outside of his advisory work, he coaches youth tee ball, baseball, and soccer teams in Severna Park, MD. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and financial planning services through a nationwide network of independent advisors and supports multiple portfolio management approaches including model portfolios and bespoke strategies.

Alex Rock is a CFP®-certified financial advisor with 11 years of industry experience. He currently serves clients at Morgan Stanley and has prior experience with Edward Jones and ProShares. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of investment and financial solutions.

Chad Klages is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has worked at Merrill since 2019 and previously held positions at T. Rowe Price and Castlewood Consulting LLC. 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, and institutions, incorporating strategic asset allocation and tax-aware approaches.

Thomas Whitlock II is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Bank of America and Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Elaine Flanigan is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of capital markets and advisory solutions.