Nala King is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Her prior roles include leadership and educational involvement with organizations such as the Washington Urban Debate League, Math Language, and the Civic Leadership Project. She has also contributed to political and community initiatives including Bridget Fleming for Congress and the Mandela-Washington Program. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles with registered investment companies and fund-of-funds.

Tanmika Hysmith is a Series 66–licensed financial advisor with 15 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2011. 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. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Randolf Scritchfield is a CFP® professional with 42 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Securities America Advisors and Securities America Inc from 2015 to 2024 and has been involved with Montgomery Financial Group since 1990, where he also holds the position of president. Outside of his advisory role, he serves as chair emeritus and board member of the Gaithersburg-Germantown Chamber of Commerce and sits on the board of the Mid Atlantic Federal Credit Union. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple third-party solutions to construct customized portfolios across various asset classes.

Fang Gu is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Gu previously worked at Metlife Securities, Inc for 16 years and has been with Mass Mutual-related firms since 2016. Outside of advisory work, Gu is also an insurance broker specializing in life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented client relationships and a range of event-driven planning services.

Olivia Lundstrom is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked in various roles at M&T Bank and its affiliated securities firm, as well as at Securian Financial Services and Diamond State Financial. Olivia also spent four years at the University of Delaware before entering the financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

Ignacio Calles is a financial advisor at Mass Mutual Investors Services with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Eldenstreet Financial. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses a collaborative, software-supported approach to deliver written financial recommendations without discretionary authority.

Benjamin Matthews is a financial advisor with Primerica Advisors in Frederick, MD. He holds Series 63 and Series 65 licenses and has been working in financial services since 2020, with prior experience at AECOM and CSX Transportation. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

Luis Lopez Portillo is a financial advisor with LPL Enterprise LLC and holds the Series 66 designation. He has over 20 years of industry experience, including two decades at Rethos prior to joining LPL Enterprise. He is also involved with Beall Enterprises Inc. Luis is based in North Bethesda, Maryland. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, access to model portfolios, third-party asset management, and a broad range of brokerage and insurance products through its integrated advisory and brokerage platform.

Aidan Leighton is a financial advisor at Morgan Stanley in Potomac, MD, with two years of industry experience. He previously worked at U.S. Bancorp Investments and U.S. Bank, and has experience outside finance working at Mustards Last Stand and the University of Colorado Boulder. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Kristin Alexander is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, supported by structured discovery processes and firm-approved planning tools.

Jennifer Heebink is a financial advisor at Morgan Stanley with 26 years of industry experience. She has held positions at Ameriprise Financial Services and Keel Point, LLC prior to joining Morgan Stanley in 2019. Heebink holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, incorporating the Global Investment Committee’s return estimates and simulation models.

Kent Showler is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Lee, Sipe and Associates and PNC Investments. Outside of his advisory role, he refurbishes and sells used baseball gloves as a hobby and volunteers in the maintenance of a local neighborhood park. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm offers non-discretionary planning tailored to client goals, employing risk profiling and modeling tools, and supports advisory programs along with specialized municipal and consulting services.

Arjun Venu is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Mariah Lightfoot is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2019. Prior to that, she was with Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2017 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Scott Kreger is a financial advisor with RBC Capital Markets in Rockville, MD, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously spent eight years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides tailored advisory programs combining in-house and third-party investment management with various portfolio management options.

Carla Britton Ramsey is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones. Her prior positions include roles at Raymond James Financial Services Advisors, T Rowe Price Investment Services, and The Vanguard Marketing Corporation. She also operated Carla Ramsey Financial Coaching LLC. 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 supported by a nationwide network of more than 23,000 financial advisors.

John Shifter is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Equitable Advisors, and has experience with business ventures including My Dry Master and Shift Motion Dance Education. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their financial planning process includes structured discovery and firm-approved tools, relying on modeling techniques such as Monte Carlo simulations without offering individual security recommendations as part of standalone planning.

Perry Lazerus is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. He has worked at Securian Financial Services, Minnesota Life, and Financial Advantage, where he has also been involved in fixed insurance sales. In addition to his advisory role, he teaches a retirement planning course at Montgomery College. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management services and operates a multi-manager platform with access to various program structures and third-party managers.

Brady Bassford is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform that combines adviser programs with active financial product sales.

Kevin Bradley is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, and has 27 years of industry experience. He previously worked at Avantax in various roles from 1998 to 2025. Outside of advising, he serves as treasurer and board member for the Rockville Parks and Recreation Foundation, a nonprofit funding recreational activities, and owns a full-service accounting and tax preparation practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing over $256 billion in assets through more than 10,000 advisors.