Liam Sweet is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he held various roles including positions at Clark Construction and The Laundry Boss, and has been involved with Holy Spirit Catholic Church. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options.

Louis Wilson is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Morgan Stanley and has previously held roles at OSAIC, Lincoln Financial Advisors Corporation, Equitable Advisors, AXA Advisors, LLC, and Falcon Square Capital. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Lourdes Mc Michael is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Co, and Regions Bank. 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 under management and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Petya Balevska is a Series 66-licensed financial advisor with Ameriprise in Washington, DC, bringing 18 years of industry experience. She has been with Ameriprise and its related entities since 2010. Outside of her advisory role, she owns inherited commercial real estate properties with active tenants in Varna, Bulgaria. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized retirement recommendations, supported by a centralized consulting team.

Jean Adewale Tompihe is a financial advisor at Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 credentials. He has experience at several firms including Merrill and Sea Cap Inc., with a background that notably includes roles in health and wellness industries. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs supported by structured planning tools and broad retail and institutional offerings.

Ronald Rickert is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Woodmac, Inc. and other firms. Outside of his advisory role, he is also an insurance agent involved in fixed insurance sales and service. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers diverse portfolio management and planning services with a multi-manager platform that includes affiliated and third-party managers and a range of program structures.

Naj Altaf is a financial advisor with OSAIC, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at Woodbury Financial Services, Capital One Sharebuilder, and Chevy Chase Financial Services. He is a partner at Capital Harvest Wealth Partners, an investment advisory LLC. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a broad array of investment options and utilizes various asset-allocation and portfolio management tools.

Kevin Forkin is a CFP® professional with five years of industry experience, currently affiliated with Charles Schwab in Gaithersburg, MD. His work history includes positions at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as prior roles at Bankers Life Advisory Services, Inc., Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and a decade of service in the US Army. 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 guidance and access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence from its Center for Financial Research.

Briana Tillman is a Financial Advisor at Merrill Lynch Wealth Management, where she focuses on retirement planning, legacy building, and financial strategies for women. She works with high-net-worth individuals, business owners, retirees, and young professionals to create clear, customized financial plans that address their unique goals and priorities. Briana aims to make financial planning clear and personal, helping clients feel confident in their decisions today and for the future. Her expertise includes retirement planning, family wealth management strategies, small business strategies, tax minimization, and individual and corporate investment strategy. Briana holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She completed an Accredited Certificate Program from the University of Arkansas System. Outside of her professional work, Briana enjoys spending time with her family and traveling. Her personal interests also include adventure sports, basketball, cooking, dancing, football, music, swimming, and tennis.

Diego Dominguez is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the North Bethesda Financial Center in Maryland. He focuses on providing goal-based wealth management services to affluent families, accomplished professionals, and successful business owners. His work includes developing flexible, short- and long-term financial strategies that organize clients' personal and business finances. Diego specializes in a range of areas including investment management, defined contribution plans, commercial banking, private business sales, credit and lending, retirement planning, wealth transfer planning, and executive compensation plan management. He has expertise in Corporate Executive Services, Divorce Transition Planning, Employee Benefits Planning, Executive Compensation, Equity Compensation Services, Family Wealth Management Strategies, Institutional and Corporate Benefit Services, and Services for Defined Benefit Plans. Diego holds a High School Diploma from Reservoir High and a Bachelor's Degree from the University of Maryland Global Campus. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Diego engages in biking, fishing, hiking, rock climbing, running, and scuba diving.

Jason Silverberg is a CFP® and ChFC® with 21 years of experience in financial advising. He is currently with Cetera and Silverberg Financial, LLC, and has prior experience with Financial Advantage Associates and Minnesota Life. Outside of his advisory work, he is an author and owns Silverstone Press LLC. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across multiple program structures.

Nathan Harris is a Series 66-licensed financial advisor with Raymond James Financial, based in Frederick, MD, and has 18 years of industry experience. He previously worked at Bank of America and Merrill before joining Raymond James in 2021. Outside of his advisory role, he serves as CEO of Covenant Capital LLC, a support company. 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, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting services, utilizing risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Christopher Mc Allister is a CFP® professional with eight years of industry experience, currently serving as an advisor at LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm’s platform integrates adviser programs with a range of financial products and utilizes both proprietary and third-party portfolio management resources.

Jonathan Arledge is a financial advisor with Merrill and holds a Series 66 designation. He has one year of industry experience and previously played professional basketball for various international teams, including FC Porto Basket and the Lebanon National Team. 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 both model-based and discretionary investment strategies for a range of individuals and institutional clients.

Andrew Shifter is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory role, Shifter serves as president of the Saint John the Baptist Athletic Ministry board. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various third-party and affiliated investment strategies.

Matthew Krivonak is a financial advisor with LPL Financial who holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at Woodbury Financial Services and Capital One Advisors. Outside of his advisory work, he is involved with insurance-related businesses, including acting as an agent and owner in property, casualty, and annuity services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Evan Winik is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2004 after graduating from the University of Maryland, College Park, with a bachelor's degree in finance. Evan holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered Retirement Planning Counselor (CRPC). Evan brings an analytical, outcome-focused perspective to his client relationships, concentrating on serving a select group of investors by placing their unique goals at the center of his work. His expertise spans college education planning, employee benefits, executive compensation, family wealth management, retirement income strategies, portfolio management, and small business strategies. Evan's approach emphasizes understanding each family's financial life to tailor support reflecting their most important needs. He also shares his knowledge through adult education programs for associations, organizations, and Fortune 500 companies in the Greater Washington, D.C. area. Originally from Long Island, New York, Evan resides in Bethesda, Maryland, with his wife and two children. Outside of his professional work, he spends time with his family and enjoys activities such as fishing, attending his children's sporting events, and traveling.

Leonard Mangiaracina Jr. is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory work, he is a partner in YHSea LLC, a real estate investment venture. Morgan Stanley Wealth Management serves individual and institutional clients, 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 a structured planning process that utilizes advanced modeling tools.

James Liaw is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ameriprise Financial Services and Grove Point Advisors. Outside of his advisory role, he is involved with Marketforce Mystery Shop, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment solutions.

Shalom Olusanya is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He collaborates with clients and their households to understand their financial goals and visions, co-creating strategies to help them work toward these objectives. He has been with Fidelity Investments since 2016, progressing through roles including Investment Consultant, Planning Consultant, Retirement Planner, and Workplace Planning and Guidance Consultant. This experience has provided him with a comprehensive understanding of financial planning and investment consulting. Outside of his professional work, Shalom has personal interests that include fitness, playing musical instruments, reading, singing, soccer, and table tennis.