Sharon Chapman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Raymond James Financial Services, Inc. since 1996 and has been involved with Capital Wealth Management Group LLC since 2011. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning and supports municipal and public-finance work through its affiliation with a municipal advisor.

Douglas Ulrich is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is based in Rockville, MD. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques within its advisory process.

Richard Vert Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, with prior roles at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Jacob Keller is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch after graduating cum laude from Penn State University's Smeal College of Business with a degree in Finance. He began his career with the firm as an intern and transitioned to a full-time advisory role following graduation, progressing through the advisor development program. Jacob holds the Chartered Retirement Planning Counselor (CRPC) and Accredited Wealth Management Advisor (AWMA) designations, as well as a Personal Investment Advisor (PIA) designation. He focuses on providing thoughtful and personalized wealth management services, assisting individuals and families with complex financial decisions. His areas of expertise include education planning, executive and equity compensation services, family wealth management strategies, liquidity management, retirement income, tax minimization, and portfolio management. Residing in the Dupont Circle neighborhood of Washington, DC, Jacob pursues various recreational interests including biking, swimming, running, hiking, and traveling to explore new countries and cultures.

Kelly Kreis is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. She has worked with Thrivent Financial and Wells Fargo in various capacities since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial analyses and planning without discretionary trading authority. The firm integrates planning with managed-account programs through its WealthPlan option while maintaining separate services.

Nicholas Mamakos is currently serving as a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team that prioritizes building relationships and assisting clients, reflecting his longstanding focus in the financial services industry. Prior to his current role, Nicholas was a Registered Team Manager at Merrill from 2018 to 2025. His career has been centered on fostering strong client relationships and supporting his team in delivering financial services aligned with these values.

Andrew Seested is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Truist Wealth, Wells Fargo Bank, BNY Mellon Wealth Management, PNC Wealth Management, UBS Financial Services, and Citigroup Global Markets. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rebecca Blaschak is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She previously worked at Buttonwood Financial Advisors, Inc. for five years and has experience in a small business setting with Sofi's Crepes. In addition to her advisory role, she holds relationship management positions at Lee, Sipe and Associates and Serving Those Who Serve. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a tailored, non-discretionary approach supported by analytical tools and offers specialized programs such as municipal and public finance advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Donald Burklo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Cambridge since 2015 and is also involved with Bauer & Burklo Enterprises. Outside of his advisory role, he operates as an independent insurance agent and serves as an advisory representative for multiple firms. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management approaches and platform arrangements.

Andrea Franklin is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2017. Prior to that, she was with SunTrust Advisory Services and SunTrust Investment Services from 2008 to 2017. Outside of her advisory role, Franklin assists with her husband’s custom woodworking business by handling accounting, social media, and participation in craft shows, and she is also involved in direct sales of make-up and skincare products through SeneGence. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Biodun Ayo Durojaiye is a financial advisor with Primerica Advisors in Frederick, MD, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has been with Primerica Advisors since 2015 and has worked with Primerica Financial Services since 2009. Outside of his advisory role, he serves as Vice President of the AWE Descendants Union of North in Damascus, MD. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Cheng Zhao is a financial advisor at Ameriprise in Alexandria, VA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Ameriprise in 2025, Zhao worked for Capital One N.A. for 16 years. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brady Allen is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Before joining Equitable Advisors, he participated in The Fulbright Program and has a varied background including roles in education and environmental research. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes personalized advice through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and offering ERISA fiduciary services for qualified plans.

Tamana Nawroozzada is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. Her work history includes roles at Bank of America, the University of Maryland Global Campus, Macy's, and Best Buy. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

John Ferguson is a financial advisor with Cambridge Investment Research Advisors in Ashburn, VA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and serves as treasurer and scholarship committee member for GW Community School, a private high school in Springfield, VA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of discretionary and non-discretionary strategies across multiple custody platforms.

Sean Connolly is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2026. Prior to this role, he worked at Financial Engines Advisors L.L.C. for seven years and has held positions at Raymond James Financial Services, TIAA, and several firms focused on federal employee benefits. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process alongside planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Ye Zang is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Cetera in 2025, Ye was associated with Avantax Advisory Services and Avantax Investment Services. She is also the owner and sole proprietor of Elizabeth Ye Zang, CPA, LLC, which provides tax preparation and accounting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Jared Vance is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2017 and previously at Pessin Katz Law PA. Outside of his advisory role, Jared serves on the IAABO Board 214 in Frederick County, Maryland, a recreational labor/service organization. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Jeffrey Garner is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney since 2009. Prior to that, he was associated with Citigroup Global Markets starting in 2000. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that include economic scenario modeling, with clients responsible for plan implementation and updates.

Kimberly Friedman is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for 14 years. Kimberly is also a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.