David Olson is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Timothy Mathews Jr. is a Series 66 credentialed advisor at Fidelity with one year of industry experience. His prior work history includes roles at Andersen Tax, Stanley Black and Decker, and Jet Services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory roles with multiple registered investment companies and fund-of-funds.

Ethan Cross is a financial advisor at Morgan Stanley in Rockville, MD, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked in various roles including grounds crew at a Maryland golf course and positions at Comcast and Empire Parking Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies to support client goals.

Brandon Hall is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has worked at firms including NYLIFE Securities LLC and Strategic Financial Associates, LLC prior to joining RBC in 2022. RBC Wealth Management serves a diverse client base, offering a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers. The firm provides comprehensive portfolio management, financial planning, custody, and brokerage services to individual investors, institutions, and charitable organizations.

Samantha Kaindi is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC, T. Rowe Price, and TD Ameritrade. Outside of her advisory role, she is a partner involved in office administration for a livery transportation business in Maryland. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Troy Fox is a financial advisor with RBC Capital Markets in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

James Deligianis is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 22 years of industry experience. His career includes roles at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and MSI Financial Services. He is also an insurance agent with Midland National. 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.

Charles Maloney III is a financial advisor with Ameriprise in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, Maloney serves as chairman of the board for Conversations at Oatlands and is involved in his family-owned business, ROYCO, Inc., which operates non-residential properties. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Malcolm Jews is a CFP® professional with four years of industry experience, currently with LPL Financial. His prior roles include positions at M&T Bank, United Brokerage Services, Truist Investment Services, Wells Fargo, and Morgan Stanley. He serves on the board of The Smart Cookie Foundation, a nonprofit supporting scholarships and grants for higher education. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Muhammad Khan is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at HSBC Bank USA, N.A. In addition to his advisory role, he owns Elijah Pret LLC, an online business selling commodity and household products. 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.

Justin Martin is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has a background in financial advisory services, with prior experience at Robert W Baird from 2020 to 2026 and Merrill Lynch from 2017 to 2020. His professional focus is on helping clients achieve financial clarity and security, addressing the human aspects of financial planning beyond just numerical considerations. Justin works with individuals navigating career changes, preparing for retirement, or managing care for aging loved ones, aiming to co-create financial plans tailored to clients' goals. His approach emphasizes understanding the purpose behind clients' financial efforts. Outside of his professional work, Justin engages in activities such as camping, fitness, kayaking, outdoor adventures, snowboarding, and traveling.

Nathan Mc Laughlin is a Series 66-credentialed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

Brandon Westerfield is a CFP® and ChFC® affiliated with Charles Schwab, with four years of industry experience. Prior to joining Schwab, he worked at Fidelity Investments and held roles at WL Holdings, Instacart, and Grubhub. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment advisory services supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Shaviaea Williams is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior work includes roles at T. Rowe Price, ODU Security, TowneBank, and several other organizations. She has also worked in delivery services and legal support, and spent five years at Norfolk State University. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

Ugwumsinachi Ihearahu is a financial advisor with Charles Schwab in Gaithersburg, MD, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Charles Schwab, Ihearahu worked at T. Rowe Price and TD Ameritrade. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts using multi-asset model portfolios and an established alternative-investment platform.

Gregory Stuart is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and Morgan Stanley since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs supported by structured discovery processes and firm-approved planning tools.

Christopher Richardson is a financial advisor with Cambridge Investment Research Advisors in Leesburg, VA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2012 and has been associated with HMS Financial Services Inc. since 1998. In addition to his advisory roles, he serves as Director of Business Development for Aurora Healthcare Resources Inc. and owns RRG Inc., where he provides financial and insurance services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals and employs a range of investment strategies and platform arrangements tailored to client objectives.

Timothy Stocker is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2017. Outside of his advisory role, he serves as an officer and volunteer for the Knights of Columbus, assisting with facility operations and fundraising initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with personalized advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and offers various options for portfolio customization and tax management.

Edlin Figueroa is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at Merrill for four years and spent six years at Marstudio, Inc. before joining Morgan Stanley. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and modeling tools to assist clients in planning.

Mary Lynes is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds the CERTIFIED FINANCIAL PLANNER (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor (CRPC) designation. She also holds the Personal Investment Advisor (PIA) designation. Mary graduated from Georgetown University with a bachelor's degree and earned her master's degree at George Washington University, majoring in finance. She began her career in investments and financial markets in 1982. Her areas of focus include education planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. At Merrill Lynch, Mary and her team work with families and small business owners to assist in every aspect of their financial lives. They build structured plans based on clients' priorities to help achieve their financial goals. Outside of work, Mary enjoys cooking, dancing, fishing, gardening, hiking, music, spending time with her family, traveling, and yoga.