Peter Chen is a financial advisor with TIAA-CREF, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated structure that includes affiliated funds.

Christine Koy is a financial advisor with Transamerica Financial Advisors in Rockville, MD, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. She has been with Transamerica Financial Advisors since 2018 and has additional experience with World Financial Group, Inc. since 2015. Outside of advising, she is involved in managing a rental property she co-owns. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a mix of proprietary and third-party model portfolios, providing discretionary and non-discretionary investment programs.

Adam Sauri is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Cerity Partners in 2026, he worked for SOL Capital Management Company from 2012 to 2025. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles, utilizing proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Hassan Al Kadhimi is a financial advisor with LPL Financial based in Rockville, MD, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior experience includes roles at J.P. Morgan Securities LLC, JP Morgan Chase Bank, N.A., and TD Bank. 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 and access to model portfolios, and supports its advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Andrew Brand is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked with Cetera and its affiliated entities since 2023 and was previously with Financial Advantage and Minnesota Life/Securian Financial Services from 2013. Outside of his advisory role, he owns a real estate rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program and custodial options.

Michael Ament is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior experience includes over a decade at H. Beck, Inc. and several roles within Cambridge Investment Research and Cetera firms. Outside of his advisory work, he is employed by TAG Advisors in an investment-related role. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and offers a range of proprietary and third-party investment strategies.

Patrick Lively is a financial advisor with Merrill, holding a Series 66 designation and based in North Bethesda, MD. He has been with Merrill and Bank of America since 2025 and has prior experience working with Big Fish Restaurant Group and educational institutions including Boston College and Gonzaga College High School. 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 institutional accounts.

Lisa Carpenter is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets Corporation since 2009. Outside of her advisory role, she serves on the Board of Directors and as Secretary for Shepherd's Care Children's Center, Inc., a nonprofit preschool affiliated with her church. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management and financial planning services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Terry Glendenning Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having 21 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he sublets part of his office suite to a construction management company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Germaine Motanga Nelson is a Series 66-registered financial advisor with Merrill, based in Olney, MD, and has eight years of industry experience. She has been with Merrill and Bank of America, N.A. since 2011. Merrill 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.

Jared Bjornberg is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2021, progressing through various positions including Investment Consultant, Planning Consultant, and Workplace Planning Consultant. Jared's professional experience encompasses financial consulting and planning, with a focus on helping clients build tailored financial strategies. Throughout his tenure at Fidelity Investments, Jared has worked closely with individuals to co-create financial roadmaps aligned with their unique lifestyles and goals. His approach centers on supporting clients through significant financial decisions to foster better financial futures. Outside of his professional responsibilities, Jared has interests in fitness, food, outdoor adventures, reading, and running.

Caroline Palm is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Her work history includes roles at Fidelity Investments and Valic Financial Advisors, as well as teaching positions at several schools. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic methods including AI in its research.

Mara Da Silva is a CFP® and Series 66-designated financial advisor with 14 years of experience at RBC Capital Markets, where she has worked since 2012 in Rockville, MD. She is affiliated with RBC Wealth Management, a division of RBC Capital Markets, LLC, which serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Erica Nolan is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Citigroup Global Markets, and Grove Point Investments. Nolan was with Securities America Advisors and Securities America Inc for nine years before joining OSAIC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process that includes asset allocation, portfolio optimization, and access to third-party money managers and proprietary models.

Cynthia Fisher is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2011. Her roles have included positions at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios across multiple fund structures and employs systematic methodologies alongside oversight of sub-advisers and proxy-voting procedures.

Heath Chavis is a CFP® with 13 years of experience in financial advisory roles, currently with Cetera. His prior experience includes positions at Avantax Advisory Services, Triad Advisors, and H.D.Vest Advisory Services. In addition to his advisory work, he owns The IBC Group, a full-service tax and accounting firm providing services to small businesses and individuals. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with access to affiliated and third-party investment managers and manages over $256 billion in assets.

Wei Luo is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services, H. Beck, Inc., and Ameriprise. Outside of his advisory role, he owns Wayland Financial Group LLC, a marketing DBA through which he provides financial and healthcare insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that utilize a model-based investment approach incorporating asset allocation, portfolio optimization, and third-party money manager programs.

David Mccabe is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s services include financial planning, access to third-party asset managers, and model-driven investment strategies developed by internal and external portfolio strategists.

Alvin Hailstorks is a CFP® professional with 28 years of industry experience, currently advising at LPL Financial since 2018. He previously worked with 1 St Global Advisors, Inc. and 1 St Global Capital Corp for nine years and has operated Holmes And Associates Accounting Services, a tax preparation and accounting firm, for 17 years. 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, including financial planning and access to various portfolio management strategies, supported by extensive technology and a network of over 22,800 advisors.

Stefan Jakubowski is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at SmithBucklin for seven years and was briefly involved with Raising the Floor-International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.