Alizeh Afzal is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2020. Prior to that, she held positions at Royal Bank of Canada, Afiniti, Allied Integrated Marketing, Davidoff Hutcher & Citron, and New York University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Toma Belizaire is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked previously at SunTrust Investment Services, RBC Capital Markets, and Wells Fargo Advisors. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Sean Sweeney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2012 and has more than eight years of experience in the financial services industry. Prior to Merrill Lynch, Sean served as Regional Vice President for an investment fund based in Philadelphia, specializing in Exchange Traded Funds and Exchange Traded Notes. In that role, he managed the Boston office and held regional responsibility for sales and marketing in New England. Sean holds a Bachelor's Degree in Finance from the University of Delaware. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Certified Investment Management Analyst (CIMA) credential. While attending the University of Delaware, Sean played football and was a member of the 2003 NCAA Division 1AA National Championship team.

Jeremy Mullaney is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior work includes various roles outside the financial sector, including positions in the food service and beverage industries, as well as a year with Eat the Change. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Anthony Nettles is a financial advisor with Mass Mutual Investors Services in Bethesda, MD. He holds Series 65 and Series 63 licenses and began his advisory career in 2025. Prior to entering the financial industry, he worked at the General Services Administration and served in the United States Army. Nettles also has experience as a student and staff member at Georgetown University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Molly Bray is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by the Global Investment Committee’s research to guide client plans.

Seamus Moran is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, he held positions at Re:Cognition Health, Georgetown University School of Medicine, and George Washington Medical Faculty Associates. He has also been involved with community organizations and small business operations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

David Gordon is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and contributed to Seeking Alpha. His background also includes roles at the University of Maryland and other educational and community organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

Juan Vasconez is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Merwiey Farhat is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and small businesses to develop personalized wealth management strategies that align with their financial goals and life priorities. His approach includes coordinating with estate attorneys on wills and trusts, and leveraging the resources of Bank of America specialists for personal and commercial banking and lending solutions. Farhat’s areas of focus include family wealth management, legacy planning, retirement income, portfolio management, tax minimization, and small business strategies. He emphasizes building strong client relationships to create tailored financial plans designed around clients’ needs and aspirations. Holding the Professional Investment Advisor (PIA) designation, Farhat completed his high school education at Trinity Christian Academy and attended Florida State College of Jacksonville. Active in his community, Farhat is a member of the South Jacksonville Rotary Club and participates in the Business Network International. Outside of work, he enjoys spending time with his family, golfing, working out, traveling, and various recreational activities including basketball, billiards, boating, chess, fishing, football, and music.

Nils Vidal is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm’s approach incorporates structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Kristopher Morin is a financial advisor at Raymond James & Associates with prior experience at PNC Private Bank and Furey, Doolan & Abell, LLP. He holds a Series 66 designation and is based in Washington, DC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Sheldon Stewart is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Joshua Brown is a financial advisor at Merrill with Series 63 and Series 66 credentials and six years of industry experience. He previously worked at J.P. Morgan Chase, Apple Federal Credit Union, and Wells Fargo. Outside of his advisory role, Brown is the sole owner of a rental property in Alexandria, VA. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christiana Carlini is a Financial Consultant at Fidelity Investments, a position she has held since 2021. Her approach involves understanding what matters most to her clients and their unique situations to develop tailored financial plans that align with their individual goals. Christiana has been with Fidelity Investments since 2015, holding various roles including High Net Worth Representative, Financial Representative, Relationship Manager, and Investment Consultant prior to her current position. This progression reflects her extensive experience within the firm and familiarity with diverse aspects of financial consulting. Outside of her professional work, Christiana's personal interests include attending concerts, exploring culinary experiences, practicing Pilates, solving puzzles, and traveling.

Susan Kline is a financial advisor with Merrill in Washington, DC, holding Series 63 and Series 65 credentials and 42 years of industry experience. She has worked at Merrill since 1984 and has been associated with Bank of America, N.A. since 2009. Outside of her advisory role, she owns a summer rental cottage in Edgartown, Massachusetts. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Dana Sorrentino is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates and Instacart. 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 financial plans to clients’ goals and risk tolerances. The firm operates as both a wealth manager and an institutional trading entity, providing a broad range of capital markets and advisory services.

James Brown III is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Northwestern Mutual and its affiliates for over a decade before joining MassMutual in 2023. Outside of his advisory role, he manages the sale of inherited land through an LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options as well as educational seminars.

William Breen is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 credential and has worked at firms including Morgan Stanley, John Hancock, Bank of America, Merrill, and ProShare Advisors. He has also been affiliated with The Catholic University of America both as a staff member and in other roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients such as individuals, institutional investors, and charitable organizations. The firm offers services including financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research capabilities and a broad affiliate network.

L Rowe IV is a financial advisor with Mass Mutual Investors Services, holding Series 63, Series 65, and Series 66 designations and bringing 30 years of industry experience. His career includes long-term roles at Primerica Advisors and Guardian Life Insurance Co. of America prior to joining Mass Mutual. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-based planning.