Alexander Durant is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 designation and two years of industry experience. He has worked with J.P. Morgan Securities and JP Morgan Chase Bank N.A. since 2024. Outside of his advisory role, Durant is a partner in an e-commerce business focused on the online sale of consumer products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Peter Pitrelli is a Series 66-licensed advisor at Merrill with one year of industry experience. Prior to his current role, he worked at Roseville Wealth Management Group and Bank of America, N.A. He also has experience outside the financial industry, including a role at Bergen Pickleball Zone and time spent at Elizabethtown College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm’s integration with Bank of America allows access to a broad product platform and additional services.

Sabrina Van Straten is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with three years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2024 and has been with Morgan Stanley since 2022. Her prior experience includes a role at Comerica Bank. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Anna Cerqueira is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory services.

Robert Mccabe is a financial advisor with Cetera, holding Series 63 and Series 65 registrations and bringing 44 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and operates McCabe Investment Advisory, a fixed insurance and financial services business. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with a range of program options.

Julian Martini is a Planning Consultant at Fidelity Investments, where he collaborates with Investor Center Financial Consultants to assist clients in co-creating financial plans. He has been in this role since 2024. Prior to his current position, Julian served as a Relationship Manager at Fidelity Investments from 2022 to 2024, and as a Financial Representative from 2021 to 2022. This progression reflects his experience within the financial services industry at Fidelity Investments. No education, credentials, personal interests, or community involvement information has been provided.

Nicole Nydish is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and over 25 years of industry experience. She previously worked at UBS Financial Services and operated MN Design Group Inc., assisting in a non-investment-related capacity. Outside of her advisory work, she supports her husband's graphic design business through administrative tasks. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies, serving individuals, high-net-worth clients, and institutional investors as part of the Select Portfolio Solutions program.

Kayla Shockett is a financial advisor at Wells Fargo Clearing with a Series 66 credential and five years of industry experience. Prior to joining Wells Fargo in 2025, she worked at Merrill from 2020 to 2025. Her background also includes roles in education and compliance, as well as entrepreneurial experience with a landscaping business. 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.

Michael Nolan is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. Outside of his advisory role, he teaches financial workshops at senior centers through Anne Arundel Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branches.

Stephen Lucas is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has been with various Morgan Stanley entities since 2007. Outside of his advisory role, he is a sole proprietor involved in rental property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm employs structured financial planning tools and manages approximately $2.74 trillion in client assets.

Kyle Marotta is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at CIBC Private Wealth Advisors for 18 years before joining J.P. Morgan Securities and JPMORGAN Chase Bank in 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lee Demma is a financial advisor at LPL Financial with 16 years of industry experience. His prior roles include positions at M&T Securities, MetLife Securities, and Massachusetts Mutual Life Insurance Company. He holds Series 63 and Series 65 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutional clients, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Eric Bailey is a financial advisor at OSAIC with 41 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company for nearly three decades before joining OSAIC. Bailey is a board member of George B. Thomas Learning Academy, a nonprofit focused on educational programs for underserved youth. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk tolerance assessments, and third-party money managers to construct and manage portfolios tailored to client needs.

Vittorio Altavas is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting both discretionary and non-discretionary portfolio management.

Hannah Brooks is a financial advisor with Ameriprise in Washington, DC, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2017 and previously worked at East West Partners Club Management from 2014 to 2017. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Michael Schwartz is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 credential and three years of industry experience. He previously worked at First Republic Bank for ten years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Olivia Indelicato is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and four years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and centralized due diligence to deliver customized advice on a non-discretionary basis.

Brandin Peters is a financial advisor at Morgan Stanley in Washington, DC, with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at T. Rowe Price and M&T Bank. Outside of finance, Peters is employed by DoorDash in a service role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 supported by proprietary tools and market simulations.

Lawrence Feldmesser is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2008. Stifel serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, employing a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Caroline Dangel is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. Her work history includes multiple roles at Ameriprise as well as positions in the food service and academic sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.