Tommie Roberson III is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America since 2016. Outside of finance, he manages the wait and kitchen staff at Bobby McKeys Dueling Piano Bar, a business he has been involved with since 2012. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jordan Ibrahimi is a financial advisor at Fidelity with a Series 66 designation and one year of experience. Prior to joining Fidelity, he worked at Riptydz and Gentlemen Jim's Restaurant and attended Coastal Carolina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Vanessa Echeverria is a CFP® professional with nine years of experience in the financial services industry. She is currently with LPL Enterprise and previously worked at Ameriprise Financial LLC and Stoneford Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various non-securities products and services through affiliated entities.

Jennifer Smith is a CFP® with nine years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior roles include positions at UBS Financial Services and Convergent Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutional clients through a large network of investment adviser representatives. The firm offers a range of solutions, including financial planning, model portfolio programs, and institutional platforms, supporting both discretionary and non-discretionary investment strategies.

William Frogale is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2013, initially serving as an Investments Representative before his current role. Prior to joining Fidelity, he worked as a Financial Planner at PRUCO Securities, LLC from 2010 to 2013, a Financial Advisor at VALIC Financial Advisors, Inc from 2006 to 2009, and as a Registered Marketing Associate at Citigroup Global Markets Inc from 2005 to 2006. With over 20 years of experience in financial services, William has worked with a diverse range of investors and client families. He focuses on wealth planning and helping clients work toward their financial goals. He holds a California Insurance License.

Gordon Stier is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Stier serves as Vice President of the University of Bridgeport Alumni Association board. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Alexander Neishell is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Herc Rentals and Temp Power Generator Rental. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Bratati Mukherjee is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Maryland Financial Group, PNC Investments, M&T Securities, Banc of America Investment Services, and Truist Investment Services. 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.

Samuel Winkler is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Thrivent, he served in the United States Army for 24 years. Outside of his advisory role, he owns a business that produces custom patriotic apparel for military organizations and occasionally works as a food delivery driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers planning on a range of topics and allows clients to combine planning with managed accounts under a consolidated billing option while keeping the services separate.

Camden Butler is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior professional background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Northwestern Mutual Insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s approach emphasizes model-driven investment implementation, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.

Diana Leon is a financial advisor at OSAIC with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services, Inc. and Capital One Advisors, LLC. Outside of advising, she is the owner of Santa Fe Financial Services LLC, a business entity for tax and investment purposes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios utilizing asset-allocation tools, efficient-frontier analysis, and access to third-party managers.

Eugene Grenham is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at McAllister & Quinn and Highlander Financial Group. Outside of his advisory work, he operates an eBay store called "davidbooksnthings," aimed at teaching children about business and commerce. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Mark Sheinkopf is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 44 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 50 years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Jacob Amsellem is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked at Rosenblatt Securities and has a background that includes roles in education. He is also involved with Financial Advantage Associates, where he works as a financial advising employee assisting clients alongside an investment team. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account management through a nationwide network of over 10,000 advisors.

Stacee Crittenden is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 2009 and holds the title of Senior Vice President. She began her financial advisory career in 1999 at Legg Mason Wood Walker. Stacee specializes in retirement, estate planning, and investment strategies for individuals and businesses, helping clients integrate corporate benefit programs such as equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans into long-term financial plans. Stacee graduated cum laude from Spelman College in 1990 with a Bachelor of Arts in History and earned her Juris Doctorate from Georgetown University Law School in 1993. Prior to her career in financial services, she served as an Assistant State Attorney in Miami Dade County and as Executive Director of the Carver YMCA. She holds the Chartered Retirement Planning Counselor™ designation and is also a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is a member of several professional and community organizations, including Alpha Kappa Alpha Sorority Inc., the Florida Bar Association, the Potomac Chapter of Girl Friends Inc., the Washington DC Chapter of Carrousels, Inc., Jack and Jill of America (Montgomery County, MD chapter), and the Spelman College Alumnae Association. Stacee serves on the board of the Lady Von Scholarship Fund and has been active in leadership roles such as Co-Chair of the Greater Maryland Women's Exchange and member of the Black African American Council for Merrill Lynch. She is married with two children and enjoys skiing, traveling, and spending time with her family.

Ryan Fabian is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has six years of industry experience. His prior work includes roles at M&T Bank, World Equity Group, Wealthvest, The Leaders Group Inc, Bestow, and KeyBank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary investment strategies supported by research and operational tools.

Jordan Mc Farland is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Raymond James Financial with three years of industry experience. His work history includes roles at Raymond James Financial Services, Inc. and Financial 360, LLC, where he is also engaged in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align investment recommendations with client goals.

Christopher Cox is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Maryland Financial Group, Inc., The Monitor Group, LLC, Financial Concepts Unlimited, Inc., and Citicorp Investment Services. Outside of his advisory work, he owns a karate academy in Washington, DC. 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 various advisory services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Kaon Nelson is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. His prior experience includes roles at Morgan Keegan & Company, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, providing tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Demitri Paidas is a financial advisor with Wells Fargo Advisors in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2009 and previously spent four years at Legg Mason Wood Walker, Incorporated. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm utilizes Wells Fargo research and planning tools to deliver tailored recommendations across various planning areas, including niche services such as business-owner transition and special-needs planning.