Erick Quiroz is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. Erick provides guidance on general investing, retirement planning, and preparing for unexpected expenses. Additionally, he facilitates access to Bank of America specialists in areas such as banking, credit, home financing, and small business solutions. Erick's experience encompasses managing diverse financial needs, including saving for education, caring for elderly parents, and addressing healthcare requirements. He approaches financial advising by collaborating one-on-one with clients to define their goals and tailor portfolio strategies accordingly. He provides ongoing advice and adapts strategies as clients' situations evolve. He holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Sherwood High School. Erick is proficient in both English and Spanish.

Daniel Gomes is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in helping individuals, business owners, and entrepreneurs build, preserve, and grow their wealth through personalized financial strategies. Daniel's expertise encompasses areas such as corporate benefits, executive compensation, institutional investment consulting, portfolio management, and small business strategies. Daniel holds a bachelor's degree in Accounting from Universidad Católica Andrés Bello in Caracas, Venezuela, and an MBA from San Francisco State University. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and also holds designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional background includes roles at Morgan Stanley, KPMG, and leadership positions in private companies, providing him with a comprehensive perspective on financial planning and management. Active in the community, Daniel serves on the Board of Directors of the Greater Washington Hispanic Chamber of Commerce and has been involved with the National Association of Hispanic Real Estate Professionals (NAHREP) in the Washington, DC area. He volunteers with organizations including Catholic Charities USA and the Knights of Columbus. Daniel resides in Rockville, Maryland, with his wife and three daughters, and speaks Spanish, Portuguese, and English.

Bobby Harris is a financial advisor at Ameriprise with 25 years of industry experience and holds a Series 66 designation. He has been with Ameriprise in various capacities since 2009. Outside of his advisory work, he is involved in several business ventures including co-ownership in retail ice cream establishments and participation in a film-related company, as well as contributing to The Art of Living Foundation, which offers yoga and meditation programs. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It provides a specialized Premier Retirement Income service that delivers tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Grubb is a Series 66-licensed financial advisor with Morgan Stanley, based in Bethesda, MD, and has 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through both direct engagements and corporate agreements.

Daniel Twomey is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client decision-making.

Patrick Kavanaugh is a financial advisor with Merrill in North Bethesda, MD. He holds a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, he held roles at institutions including The Catholic University of America and the Colorado School of Mines Foundation. 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 Sims is a Vice President and Financial Consultant at Fidelity Investments. He collaborates with high net worth clients to prioritize relationship-building and comprehensive planning, utilizing Fidelity's resources, technology, tools, and specialists to support clients' financial goals. Kevin's career at Fidelity Investments began in 2015, progressing through roles such as Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current position. Prior to joining Fidelity, he worked as an Account Representative at State Farm Insurance & Financial Services. Outside of his professional work, Kevin has interests in fitness, golf, and outdoor adventures.

Marie Joy Lomibao is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Wells Fargo Advisors in 2016. Outside of her advisory role, she is fully involved in 72JOYS LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with various financial product sales and referral channels.

Ryan Tillery is a financial advisor with LPL Financial in Rockville, MD, holding the Series 66 designation and has three years of industry experience. He has previously worked with Private Advisor Group and Global Advisor Group and has a background that includes graduate and undergraduate education. Tillery provides administrative support to independent investment advisory firms in addition to his advisory role. 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 broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

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.

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.

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.

Martina Beckum is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edelman Financial Engines and EF Legacy Securities, LLC. Outside of her advisory role, she is involved with support activities at Lee Sipe and Associates and Serving Those Who Serve, focusing on client service and paperwork processing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutions. The firm provides tailored non-discretionary planning and utilizes a range of analytical tools to assist clients in goal-based investment decisions.

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.

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.

Richard Kilroy is a financial advisor with Raymond James & Associates in Clarksburg, MD. He holds a Series 66 designation and has six years of industry experience, including prior roles at Morgan Stanley, Wells Fargo Clearing, and Burke & Herbert Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base—including individuals, institutions, pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional consulting supported by a range of portfolio management styles and affiliated research.

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.