Benjamin Rodgers is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and nine years of industry experience. He previously worked at BNY Mellon before joining Morgan Stanley in 2020. Rodgers serves as a board member and finance committee member for Army Emergency Relief, an organization focused on hardship assistance, education, and disaster relief. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with a broad range of investment and financial products available through its extensive platform.

Thomas Fleury is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of his advisory work, Fleury serves as co-chair of the finance and enrollment committee on the advisory board of Holy Redeemer Catholic School in Kensington, MD. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Connor Kannapell is a Financial Advisor at Merrill Lynch Wealth Management, where he joined in 2020. He specializes in counseling families and business owners through periods of transition, complexity, and uncertainty, addressing sophisticated planning needs such as the sale of closely held businesses, equity award vesting, initial public offerings, inheritance, and retirement. Connor focuses on providing straightforward counsel to help clients organize and simplify their financial affairs and work towards an intentional wealth strategy. He holds the Certified Exit Planning Advisor (CEPA) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, along with Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. Connor has expertise in advanced retirement planning, exit planning for small business owners, 401(k) and employer-sponsored plans, portfolio management, equity compensation planning, and tax minimization. He earned his Bachelor's Degree from the College of Charleston. Connor lives in Washington, D.C., and enjoys traveling, golfing, waterfowl hunting, and volunteering for his alumni association. He supports community organizations including A Wider Circle, Alzheimer's Association, Miracle League of the Triangle, and the Chesapeake Bay Foundation.

Robert Broseker is a financial professional at Cetera with 27 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank for a combined 24 years. Outside of his advisory role, he is involved with Premier Planning Group and also works as an insurance agent in fixed insurance. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a multi-manager platform with a range of program options, overseeing over $256 billion in assets.

Rodney Miller is a financial advisor with Primerica Advisors in Fort Washington, MD, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked at PFS Investments Inc. since 2011 and has been affiliated with Primerica Financial Services since 1999. Miller also has a background with the US Census Bureau spanning over two decades. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as some corporate and charitable clients. The firm manages wrap-fee asset management programs using model-delivery strategies and offers various portfolio options supported by third-party managers and custodians.

Rishi Vyas is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at PNC Investments and PNC Bank for ten years. Outside of his advisory role, he is a passive investor and lender in a vending machine business with approximately 100 machines across 50 locations. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Winter is a Series 66-credentialed financial advisor with 11 years of industry experience. He has been with Wells Fargo Advisors since 2017, following prior roles at Bank of America and Merrill. His other business activities include ownership in MWWM Inc. and MWinterGP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm provides specialized planning in areas such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Corey Lyles is a financial advisor at Edward Jones in Washington, DC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at PricewaterhouseCoopers and Bloomberg Industry Group, as well as involvement with Project Hope - The People-to-People Foundation. Edward Jones is a full-service wealth management firm serving individuals and institutions with a range of advisory programs and maintains one of the largest retail advisor networks in the industry.

Gamal Aburdene Marcos is a Series 66-credentialed financial advisor with six years of industry experience, currently with J.P. Morgan Securities in Washington, DC. His prior roles include positions at Merrill and Bank of America, along with experience at Bull Run Financial Group and JP Morgan Chase Bank. Outside of his advisory work, he is involved in a family real estate business focused on house flipping. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework. The firm delivers its services through a select group of Wealth Advisors on a non-discretionary basis.

Douglas Bayer is a financial advisor at Stifel with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Greg May is a Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been working in the financial services industry since 2001, with experience spanning various positions including Investment Consultant at Fidelity Investments, Financial Solutions Advisor at Merrill Edge, and Financial Advisor at Thrivent Financial. His career also includes roles such as Financial Specialist at PNC Bank and Director of Sales at NFM Lending. Throughout his career, Greg has focused on providing clients with wealth strategies aimed at offering benefits both presently and in the future. His approach emphasizes experience, dedication, and integrity, aligning his business practices and values with the financial goals of his clients. Additional details regarding Greg May's education, credentials, personal interests, or community involvement were not provided.

Ari Ville Uusimaki is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, with 16 years of industry experience. He has worked with Avantax Advisory Services and currently assists businesses and individuals with insurance plan selection and implementation. Uusimaki also serves as a board member of a homeowners association, where he reviews financial statements and community matters. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm offers a multi-manager platform featuring both affiliated and unaffiliated investment options, serving over 10,000 advisors and managing more than $256 billion in assets.

Benjamin Echeverri is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include work at Virtue Feed & Grain and positions related to education at James Madison University and Universidad de Salamanca. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Armand Minasian is a CFP®-designated financial advisor with LPL Financial, based in Alexandria, VA, and has 42 years of industry experience. He has been with LPL Financial since 2009. 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 financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

John Randall is a financial advisor at UBS Financial Services in Washington, DC, holding a Series 66 designation. He began his career in the financial services industry in 2025 and has experience in various non-financial roles, including positions at Valet Living, Bowa Construction, and entrepreneurial ventures such as Party Bounce House Rentals of Knoxville and Inferno Pizzeria. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Silvia Henric is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In her role, she focuses on delivering an outstanding experience for clients by assisting them in making well-informed financial decisions. She utilizes the resources and technology provided by Fidelity to support her clients' financial planning needs. Outside of her professional work, Silvia has personal interests that include soccer, swimming, and traveling.

Erin Willis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2026, she spent 13 years with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. Outside of her advisory work, Willis is also a musician and operates several independent business ventures. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing diverse investment strategies supported by internal and third-party research.

Joseph Miro is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee of a family trust. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and serves a broad client base through brokerage and advisory solutions.

Patrick Boehk is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. His prior roles include positions within JPMorgan Chase Bank, N.A., as well as leadership roles at HBGT LLC and HBLH LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.

Adam Brinkley is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2024. Outside of his advisory role, he serves as power of attorney for his mother through a family trust arrangement. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm employs structured planning tools and investment models to assist clients and manages approximately $2.74 trillion in client assets.