Matthew Cunnane is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he worked as an Investment Consultant with Fidelity Investments from 2020 to 2022 and held a similar position at BNY Mellon Investment Management from 2013 to 2019. His approach focuses on building partnerships with clients based on trust and open communication, working collaboratively to develop financial plans tailored to their needs and priorities. He utilizes the resources and services offered by Fidelity to assist clients in achieving their goals. Matthew holds an Arkansas Insurance License. Outside of his professional work, he has interests that include baseball, cooking and baking, movies, parenthood, reading, and traveling.

Seth Gusman is a financial advisor with Edelman Financial Engines, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He previously worked at T. Rowe Price Investment Services for 15 years and has been with Financial Engines Advisors L.L.C. since 2019. Outside of his advisory role, he is involved with Business First Funding, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term management.

John Mongold is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 credential and bringing 13 years of industry experience. His prior experience includes ten years at Wilmington Trust before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the George Mason University Honors College Advisory Board and acts as Treasurer for the Belvoir Chapter of AFCEA. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers advisory services both directly and through Corporate Financial Planning agreements.

Ibrahim Bah is a financial advisor at Cetera with a Series 65 credential and one year of industry experience. His prior roles include work at Avantax Advisory Services and as a principal consultant at Robert Half, where he led government audit assignments. Outside of his advisory roles, he is a member of Vision Globale Inc, which implements environmental and healthcare programs across Africa. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a broad range of program options.

Venetta Macaluso is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Patrick Martin is a Series 66-licensed financial advisor at UBS Financial Services with 21 years of industry experience. He previously worked at Bank of America and Merrill before joining UBS in 2022. Outside of his advisory role, he owns and manages a rental property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work supported by proprietary research and model-based asset allocations.

Margaret Jackson is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Christopher Reese is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with UBS Financial Services and previously worked at Raymond James & Associates, Morgan Stanley, and Morgan Stanley Services Group. Outside of his advisory career, he manages Reese Holdings, LLC, a real estate holding company. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

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.

Rodney Miller is a financial advisor with Primerica Advisors in Fort Washington, MD, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at PFS Investments Inc. since 2011 and has also been employed with the US Census Bureau since 2005. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,698 advisors and $15.5 billion in assets under management. The firm uses model-delivery strategies and offers both discretionary portfolio management and separately managed accounts.

Rishi Vyas is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations and previously worked at PNC Investments and BB&T Investment Services. Outside of his advisory role, he is a passive investor in a vending machine business with approximately 100 machines across 50 locations. J.P. Morgan Securities LLC 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 guide its recommendations.

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 financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, and Bull Run Financial Group. Outside of his advisory role, he is involved with Aburdene LLC, a family business focused on real estate house flipping. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and manager searches with a focus on a quantitative and ESG-informed investment process.

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® professional with 42 years of industry experience, currently serving as an advisor at LPL Financial since 2009. Prior to joining LPL Financial, he worked at Mutual Service Corporation for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools and a large network of over 22,800 advisors.