Katherine Kohler is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds the Series 66 credential and has been with Thrivent and its affiliated entities since 2006. Outside of her advisory role, she serves as an adjunct faculty member at the University of Maryland Baltimore County, teaching an undergraduate course on Intercultural Communication. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a broad range of topics and integrates with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management services separate.

Robert Lembo is a financial advisor with Mass Mutual Investors Services in Rockville, MD, holding Series 63 and Series 65 licenses and 39 years of industry experience. His career includes longstanding roles at Guardian Life Insurance Co. of America, National Life, MetLife Securities, and Massachusetts Mutual Life Insurance Company. He also works as an independent insurance agent specializing in dental and group disability income, fixed annuities, long-term care, life, accident, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved analytical tools and offers asset management, wrap and money-manager programs, and educational seminars.

Nicholas Garcia is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2018, following five years at Scottrade, Inc. He also spent a year at the Robert H. Smith School of Business at the University of Maryland. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s model includes both non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset portfolios and a centralized operational structure.

Ross Charkatz is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2009 and Morgan Stanley Private Bank in 2015. He serves on the board of the University of Maryland Hillel, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and trading activities.

Colleen Campbell is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley since 2015 and has been with Morgan Stanley Private Bank, National Association since 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

John Robertson is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Grove Point Investments, Securities Service Network, Safe Money Concepts LLC, and T. Rowe Price Advisory Services. Outside of his advisory role, he is involved with Safe Money Concepts LLC and has longstanding affiliations with Medallion Financial Strategies and Medallion Financial Group. 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 wide range of advisory and brokerage services supported by advanced tools and a large network of investment adviser representatives.

Erin Mcmillian is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

William Price is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. Prior to this, he spent a decade at Spire Investment Partners and has operated his own CPA and CFP practice since 1981, providing tax preparation, tax planning, estate planning, and related services. Outside of his advisory work, he has a woodworking business selling wooden products and serves as treasurer and volunteer for Friends of Great Falls Tavern. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services delivered through a network of independent professionals, utilizing a range of portfolio management strategies, platform arrangements, and access to both proprietary and third-party investment models.

Aroson Randle is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, where he has been employed since 2021. In this role, he utilizes Fidelity's planning tools and services to assist executives in maximizing the benefits provided by their workplace plans. He focuses on delivering customer service and partnering with clients to support their short and long-term financial goals. Prior to joining Fidelity, Aroson worked as a Financial Solutions Advisor at Bank of America from 2019 to 2021, and before that, he served as a Financial Advisor at Securian Financial Advisor of the Great Lakes from 2017 to 2019. His professional experience spans various aspects of financial advising and planning. Outside of his professional responsibilities, Aroson has personal interests in fitness, football, movies, and traveling.

Joe Altschuler is a Financial Consultant currently working at Fidelity Investments since 2024. He assists individuals and families in creating financial plans that focus on their priorities, helping them make decisions to protect, grow, and manage their wealth while working toward their financial goals. Joe has experience in various roles within the financial industry. Prior to his current position, he served as a Relationship Manager at E*TRADE from Morgan Stanley in 2023, and as a Financial Consultant at E*TRADE from Morgan Stanley from 2021 to 2023. He also worked as a Financial Consultant at T. Rowe Price between 2019 and 2021, and as an Investment Consultant at Merrill Lynch from 2018 to 2019. Outside of his professional work, Joe enjoys attending concerts, participating in family activities, and engaging in sports such as football and golf. He also spends time on outdoor adventures and traveling.

Megan Kessler is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and in medical and veterinary clinics. She is involved with the DC Alumni Chapter for Fairfield University, participating in event planning for local alumni. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by offering a range of wrap fee advisory programs. The firm provides customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Timothy Plush is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at T. Rowe Price Advisory Services, TD Ameritrade, and Human Security, Inc. Outside of his advisory role, he provides voiceover services as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Trevor Ikwild is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2011 and joined Merrill Lynch Wealth Management in 2014. Trevor focuses on developing strategies for high-net-worth individuals, their families, and businesses to help them pursue both short and long-term financial goals, including areas such as college education planning, corporate executive services, executive compensation, equity compensation services, liquidity management, personal retirement planning, small business strategies, sports and entertainment, tax minimization, and retirement income. Trevor holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Economics and Commerce from Hampden-Sydney College. He is also a member of the Rotary Club of Purcellville and involved with Loudoun Fair and Associates. Originally from Purcellville, Virginia, Trevor lives there with his wife, Shannon, and their three children. Outside of work, he enjoys football, golfing, and running. He has completed ten marathons across nine different states and is working toward running a marathon in all 50 states.

Mark Mueller is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and its affiliated investment management firm since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers retirement, tax, estate, business continuation, divorce, and special needs topics, with clients able to combine planning with managed-account services under a consolidated billing option.

Kristin Rodriguez is a financial advisor with Cambridge Investment Research Advisors and has 23 years of industry experience. She holds Series 65 and Series 66 credentials and has been with Cambridge since 2012. Outside of her advisory work, she serves as a volunteer speaker for the National Endowment for Financial Education. Cambridge Investment Research Advisors is an SEC-registered adviser that serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody platforms and both discretionary and non-discretionary strategies tailored to client objectives.

Winslow Hayward is a Series 66 licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has prior experience at CUNA Mutual Group, CUNA Brokerage Services, Inc., and Axa Advisors, LLC. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Anthony Wykes is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following prior roles at SunTrust Advisory Services and related entities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial and estate planning services, and manages approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery conversations and firm-approved tools, with clients responsible for plan implementation and updates.

Suparna Agarwal is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Wells Fargo Bank and HSBC Bank USA. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning and Corporate Financial Planning agreements.

Scott Mergner is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of Merryland Investments LLC, a real estate property management business based in Potomac, Maryland. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Ching Kai Fei is a CFP® with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He has held roles at Raymond James Financial Services Advisors, Woodbury Financial Services, and Charles Schwab, among others. Outside of his advisory work, he is a financial planner at Planwell Financial Planning and a partner at Actaeon Wealth Management. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and investment advisory services, retirement plan consulting, and access to various managed account solutions through a large network of affiliated advisers and multiple platforms.