Channing Blevins is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Prior to joining Fidelity, Blevins held various positions including roles at several golf clubs and Radford University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and AI-driven research.

Conor Mullee is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior work includes roles with the Chicago Cubs and New York Yankees, as well as experience in sports training with Diamond Sports Training. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Anne Byerly is a Planning Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Financial Advisor at Edward Jones from 2018 to 2025. She holds a California Insurance License. Anne focuses on building personal relationships with clients by understanding their unique financial needs. She collaborates closely with clients to develop plans aimed at protecting, managing, and growing their wealth. Outside of her professional work, Anne enjoys spending time at the beach, engaging in family activities, social events with friends, reading, traveling, and volunteering.

Adama Diallo is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2019 and previously spent six years with Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tinotenda Nyawata is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and NewWave Trading LLC. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and research-driven investment guidance.

Stephanie Summers is a financial advisor at OSAIC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at FSC Securities Corp and Kramer Financial. Outside of her advisory role, she teaches financial education sessions for the Communication Service for the Deaf, working with materials from the SIFMA Foundation and assisting with the development of an ASL interpreter financial training program. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a broad network of advisers. The firm offers integrated brokerage and advisory services with a range of investment options and portfolio management tools.

Gerald Radican is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Mass Mutual and its affiliates since 1994. Outside of his advisory role, he serves as an advisor involved with life settlements and viatical settlements through Veritas and is engaged in wealth consulting activities. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships utilizing firm-approved analytical tools.

Michael Oswald is a Series 66 licensed advisor at Charles Schwab with nine years of industry experience. His prior roles include positions at Edward Jones, Pruco Securities LLC, and The Prudential Insurance Company of America. He is currently based in Leesburg, VA. 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 combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Rockline Noyer Ngu is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Primerica, Ngu worked at Thomson Reuters and Volkswagen. Outside of advising, Ngu is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment services.

Esterlyn Fernandez is a Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2023. In this role, she partners with clients and their families to develop and maintain financial plans tailored to their unique financial goals, emphasizing a relationship built on trust. Esterlyn's experience spans several roles within Fidelity Investments, including Financial Consultant, Planning Consultant, Relationship Manager, and Central Relationship Manager, dating back to 2016. Prior to joining Fidelity, she worked as a Universal Branch Associate at Capital One Bank from 2014 to 2016. Outside of her professional responsibilities, Esterlyn has interests in cooking and baking, family activities, gardening, parenthood, and softball.

Taryn Marshall is a Series 66 credentialed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill, she worked at Victory Housing, Inc. and has experience in educational roles at Furman University and Christian Heritage 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, pension plans, corporations, and charitable organizations.

Michael Bonnell is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Sagepoint Financial Advisors for 12 years. Bonnell is also President of InvestOne Wealth Management, Inc., a firm involved in sales and office management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools and offers access to third-party money managers and a variety of investment products.

Ellen Police is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Her career includes positions at Wells Fargo Advisors, Wells Fargo Clearing, Morgan Stanley Smith Barney, RBC Capital Markets, Moore Wealth, LLC, and Virtual Partners Group, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition planning and sports & entertainment planning.

Artur Durro is a financial advisor at Merrill with 11 years at the firm and 4 years of industry experience. He holds the Series 66 designation and is based in North Bethesda, MD. Outside of his advisory role, he is the sole owner of a rental property business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Sandra Presgraves is a CERTIFIED FINANCIAL PLANNER™ professional with 34 years of industry experience. She is currently associated with Raymond James Financial Services Advisors, Inc. since 2023 and also works with LS Associates. Presgraves holds roles as a financial advisor and relationship manager at both organizations. She is involved with Serving Those Who Serve, a support company, where she serves as a financial advisor and relationship manager. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary planning and consulting using comprehensive analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Trung Vu is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 licenses and 29 years of industry experience. He worked previously with American Express Financial Advisors and IDS Life Insurance Company for 19 years before joining LPL Financial in 2016. Outside of his advisory role, Vu is an author and involved with Vu Entertainment LLC, which produces television content. 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, model portfolios, third-party asset management, and institutional platforms.

Kevin Rowe is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1995. Prior to joining Merrill Lynch, he spent two years at Morgan Stanley. Kevin focuses on providing clients with full transparency, clear communication, and education to build strong advisor-client relationships. He holds the Chartered Retirement Planning Counselor (CRPC™) designation from the College for Financial Planning Institutes Corp and a Bachelor’s degree in History from the University of Vermont. Kevin’s areas of expertise include college education planning, divorce transition planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. Kevin grew up in Rockville, Maryland, where he currently lives with his wife, Joanie, and their four children. He is an avid Washington Commanders football and University of Maryland Terrapins basketball fan. Outside of his professional work, Kevin enjoys spending time with his family—especially at the beach—coaching youth sports, playing golf, and serving on the boards of his community, church, children's schools, and the Lilabean Foundation.

Jesse Rivas is a financial advisor with LPL Enterprise holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, National Life Group, and Hill International. 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 utilizes model-driven investment approaches and offers access to third-party asset managers and insurance products through affiliated entities.

Ronald Fuchsman is a financial advisor with Raymond James & Associates in Rockville, MD, holding Series 63 and Series 66 licenses with 27 years of industry experience. He worked previously at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years before joining Raymond James. Raymond James & Associates 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management options and municipal advisory capabilities.

Christopher Smith is a Financial Consultant currently working with clients to develop, implement, and manage customized financial plans. He focuses on simplifying and personalizing the investing process to align investments with clients' future goals for themselves and their families. He has been a Financial Consultant at Fidelity Investments since 2022. Prior to this role, he served as Regional Vice President at ProFunds Distributors, Inc. from 2018 to 2022, Regional Sales Specialist at Pioneer Investment Management, Inc. from 2016 to 2018, and Registered Representative at Pruco Securities, LLC from 2015 to 2016. Outside of his professional work, Christopher enjoys playing golf.