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.

Timothy Ernst is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 25 years. Outside of his advisory role, he coaches middle school soccer in an after-school program. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to multiple investment programs through an extensive multi-advisor platform.

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.

Andrew Villafranca is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at XML Securities, LLC, XML Financial Group, Wells Fargo Advisors, and Morgan Stanley. He is also licensed to sell various types of life insurance. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Alexis Martinez is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and 66 licenses and has been with Edward Jones since 2006. Outside of his advisory role, Martinez leads seminars for federal employees using NITP materials in Rockville, MD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

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.

Duncan Mcclure is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Laura S. Jenkins, P.C., D'AMURA and ZAIDMAN, and Chaplin and Associates. 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 model portfolios spanning mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies.

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.

James Garner is a CFP®-credentialed financial advisor with 20 years of industry experience, currently practicing at LPL Financial since 2024. His previous experience includes roles at Janney Montgomery Scott LLC, Financial Engines Advisors, TIAA-CREF, Morgan Stanley, and other firms. Outside of advisory work, he is a co-owner of a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Kenneth Liu is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked previously at Avantax Investment Services and 1st Global Advisors, among other firms. Liu is also a CPA and owns a tax and accounting services business, and serves as treasurer for the Ashburn Crossroads Condominium Unit Owner Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Dahri Jahn is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with business owners to help secure their wealth and maximize the value of their exit strategies. Dahri and his team utilize Merrill's Proprietary Financial Modeling Tool, the Personal Wealth Analysis, to assist clients in planning for business transitions, advanced tax mitigation, philanthropic planning, and protecting their family wealth. Dahri's areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and tax minimization. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated from the University System of Maryland with a Bachelor's Degree and resides in Bethesda, MD. Dahri's personal interests include hiking, reading, running, and traveling.

Michael Imoh is a CFP® professional affiliated with Edward Jones, where he has worked since 2013, totaling 13 years of industry experience. He holds a Series 66 license and is based in Ashburn, VA. Outside of his advisory role, he is involved in real estate ventures including ownership and partnership in several property-related businesses. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Trinity Hammerschmidt is a financial advisor at LPL Enterprise with a Series 66 license and two years of industry experience. Prior to joining LPL Enterprise, she held roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory work, she is involved in horse braiding in Montpelier, VA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of financial planning, consulting, and asset management services.

Carlos Ruiz is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2021. Prior to this, he was with M&T Securities for eight years and has been affiliated with M&T Bank since 2000. Outside of his advisory work, he is involved in residential property ownership. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided primarily by investment adviser representatives using a range of strategies.

Ann Taylor is a financial advisor with Charles Schwab in Gaithersburg, MD, holding a Series 66 designation and 26 years of industry experience. Her prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. She serves as the treasurer for the local unit of United Methodist Women, a nonprofit volunteer position. Charles Schwab serves a large client base primarily composed of 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 offers a combined advisory, brokerage, custody, and cash-sweep platform with both non-discretionary and discretionary investment management options.

Theophilus Baidoo Jr. is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial sector, he worked at Waffle House, Inc. for four years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers financial planning, access to external asset managers, and insurance product facilitation through affiliated entities.

Daniel Campos is a ChFC® and Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Osaic since 2024 and previously held positions at Securities America Advisors, RBC Capital Markets, and UBS Financial Services. Campos serves on several nonprofit boards, including De Profundis, Inc. and Child Justice, Inc., and is involved in workforce diversification initiatives through the SEEC Business Advisory Council. Osaic Wealth serves a broad range of retail and institutional clients, providing brokerage and advisory services across multiple platforms. The firm’s investment process centers on model-based asset allocation and portfolio optimization, with access to managed portfolios, third-party managers, and alternative investments.

Samuel Strasser is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, specializing in creating personalized financial strategies. He focuses on aligning his advice with each client's unique goals and simplifying complex financial concepts to provide clear, actionable guidance. His approach emphasizes understanding clients' financial situations and goals to deliver tailored advice that supports informed decision-making. With expertise in long-term wealth management and financial planning, Samuel serves individuals, families, and businesses. His client focus areas include Corporate Executive Services, Divorce Transition Planning, Education Planning, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Tax Minimization. He holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Samuel earned a Bachelor's Degree in Economics from the University of Maryland and is a member of the Alpha Sigma Phi fraternity. In his personal time, he enjoys boating, golfing, and spending time with his family.

Nigel Smith is a financial advisor at Edward Jones in Silver Spring, MD, with two years of industry experience. Prior to joining Edward Jones in 2024, he held roles in strategy and innovation consulting at Value Exchange Catalysts LLC and was involved with Zurena LLC, a beverage supply business. At Value Exchange Catalysts, he authored white papers on the impact of new technologies and regulations in medically underserved communities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of approximately 23,701 financial advisors.