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 experience in financial services. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America, Pruco Securities, and other firms. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and wrap programs.

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 Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Cetera and has held positions at Bank of America and Merrill. Shifter serves as Chief Operations Officer at Harvest Wealth and is president of the Saint John the Baptist Athletic Ministry board. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services utilizing both discretionary and non-discretionary approaches across multiple program platforms.

Matthew Krivonak is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services and Capital One advisors. Outside of his advisory role, he operates Krivonak Financial Group LLC for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

James Liaw is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Ameriprise Financial Services, Inc. Outside of advising, he is involved with Marketforce Mystery Shop, a non-investment-related business activity. 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, supported by technology tools and extensive non-advisory financial services.

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.

Kimberly Kirk is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her financial services career with JP Morgan Chase before joining Merrill Lynch in 2015. In her current role, she provides personalized guidance to help clients meet their financial goals and objectives, simplify their financial lives, and navigate all stages of the financial planning process. Kim specializes in areas including retirement planning, education and estate planning, executive compensation, equity compensation services, and socially responsible investing. She emphasizes a high-touch service model, focusing on listening to clients' priorities and concerns to develop tailored financial roadmaps and strategies that align with their life goals. Kim holds a bachelor's degree in finance from the University of Delaware and is a CERTIFIED FINANCIAL PLANNER™ certificant awarded by the Certified Financial Planner Board of Standards, Inc. She is also a Personal Investment Advisor (PIA) and participates in professional organizations such as the Merrill Lynch Women's Exchange and the National Association of Women Business Owners (NAWBO). Outside of work, Kim enjoys activities including hiking, snowboarding, pottery, photography, decorating, golf, and spending time at the beach.

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.

Randolf Scritchfield is a CFP® with 42 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at Securities America Advisors and Montgomery Financial Group, where he serves as president. Outside of his advisory work, he holds volunteer leadership roles with the Million Dollar Round Table, the Gaithersburg-Germantown Chamber of Commerce, and the Mid Atlantic Federal Credit Union. OSAIC Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization with a range of customizable strategies and third-party manager options.

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.

Ignacio Calles is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including NYLIFE Securities LLC, Eagle Strategies LLC, and Eldenstreet Financial, LLC. 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 advanced software tools to analyze client goals and offers a range of planning programs, including recent additions like Divorce Planning and employer-sponsored planning services.

Luis Lopez Portillo is a Series 66 licensed financial advisor with LPL Enterprise LLC, based in North Bethesda, MD. He began his career at Rethos, where he worked for 20 years before joining Beall Enterprises Inc. and LPL Enterprise in 2025 and 2026, respectively. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Aftab Ahmad is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005, including six years in his current role. Outside of his advisory work, Ahmad owns a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, incorporating research, third-party data, and algorithmic tools to provide ongoing advice on income sources and tax-aware withdrawal strategies.

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.

Kevin Di Manna is a financial advisor with Merrill in North Bethesda, MD, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America since 2017 and was previously employed at Arthur J. Gallagher from 2015 to 2017. Outside of his advisory role, he coaches younger baseball players through sports camps and clinics as an independent contractor. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.