Alex Andrade is a financial advisor with Edward Jones in Bethesda, MD, holding a Series 66 designation and six years of industry experience. Prior to his current role at Edward Jones, he worked at VisionWorks and Mens Warehouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Deren Reid is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with various divisions of Fidelity since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Amber Rizer is a financial advisor with Merrill, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to an extensive suite of financial products and services beyond typical advisory offerings.

Darwin Alfaro is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has been associated with Bank of America and Merrill since 2006. Outside of his advisory role, he is involved with Frenchman Creeks condo in New Carrollton, Maryland, a business activity he dedicates limited time to. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Drew Woolery is a financial advisor with Charles Schwab in Bethesda, MD, holding the Series 63 and Series 66 designations and having 29 years of industry experience. He has been with Charles Schwab and its related entities since 1999. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Kaitlyn Manning is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Cetera Advisor Networks, Massmutual, and Minnesota Life Insurance Company. 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 broad range of advisory programs, financial planning, and retirement consulting supported by in-house and third-party research and technology solutions.

Melanie Simons is a financial advisor with Charles Schwab in Bethesda, MD, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Chevy Chase Trust Company, Reframe Wealth, LLC, Extended Travel, and TIAA-CREF. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational infrastructure.

Michael Lyubinsky is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Mass Mutual Investors Services and MassMutual Life Insurance Company, having previously worked for Northwestern Mutual in various roles from 2010 to 2024. In addition to his advisory work, he is licensed as an insurance broker, focusing on life, disability, and long-term care insurance. 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 emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of planning programs, including recent additions in divorce and estate-settlement planning.

Adam Band is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2008 and joined Merrill Lynch in 2010. Adam works with affluent families, accomplished professionals, and business owners to provide goals-based wealth management. He focuses on simplifying clients' financial lives by acting as a central point of contact and integrating various elements of their wealth management needs. Adam holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree in communication from the University of Arizona, where he is part of the alumni organization Capitol Cats. He is fluent in Spanish, Portuguese, and English. Outside of work, Adam enjoys coaching his two sons' sports teams, including baseball and swimming. He also volunteers locally at Children's National Medical Center in Washington, D.C. Adam and his wife Joanna live in Potomac, Maryland with their two sons.

Michael Towhidi is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Prudential from 2023 to 2025. Outside of his advisory role, Towhidi owns a fitness social media business where he creates fitness and lifestyle content, develops workout plans, and provides fitness consulting. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including model portfolio construction based on proprietary research and quantitative analysis.

Gabe Aronson is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, he held a position at Citigroup Global Markets starting in 2006. He holds a Series 66 designation. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market modeling techniques.

Cecily Curtis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. She has worked at multiple Raymond James entities and Steward Partners Investment Advisory LLC. Curtis is also associated with The Meakem Group, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client risk profiling and supported by firm research and multiple implementation options.

Alana Keeley is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexander Freed is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he focuses on helping high-net-worth clients pursue their professional and personal wealth management goals. He joined Merrill in 2017 and serves clients in the DC, Maryland, and Virginia area. His practice centers on developing in-depth relationships to understand clients' current situations and future aspirations, offering financial planning, tax minimization strategies, estate planning, customized lending solutions, and other services. Prior to joining Merrill, Freed earned a Bachelor's degree from the University of South Carolina's Darla Moore School of Business, studying Finance and Risk Management. He holds several professional certifications including Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC™), and Personal Investment Advisor (PIA). His expertise encompasses areas such as college education planning, corporate benefits, executive compensation, family wealth management, retirement income, and more. A native of the Greater Washington Region, Freed understands the unique financial needs of his community. He is involved with organizations such as the Knights of Columbus and enjoys spending time with his family and engaging in activities like biking, bowling, fishing, football, golfing, hiking, and reading.

Davide Sarkodee is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Chevy Chase Trust and Corbett Road Wealth Management. 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 blend of non-discretionary and discretionary investment management, supported by multi-asset model portfolios, alternative investment due diligence, and a centralized operational structure.

Schimri Yoyo is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, Schimri partners with clients to help them identify opportunities and progress toward their financial goals, focusing on simplifying investing through education and empowerment. Prior to joining Fidelity Investments, Schimri held positions as a Financial Planner at Bridgemark Wealth Management from 2019 to 2020, a Financial Advisor at Delaware Valley Advisors from 2018 to 2019, and a Registered Representative at Foresters Financial from 2016 to 2018. Schimri holds a California Insurance License. Outside of professional responsibilities, Schimri has interests in football, movies, music, reading, and writing.

Nicholas Feracci is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Angelena Hayes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique offerings like insurance-related vehicles and bank deposit sweep options.

Scott Cannon is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. He is the owner of Chesapeake Tax Services, LLC, where he prepares 1041 tax returns. Cannon has been associated with Raymond James Financial Services Advisors since 2016 and also operates Chesapeake Wealth Advisors, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and maintains a connection to municipal and public finance through affiliated departments and referral arrangements.

Eric Graffe Ostos is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity, including Investment Consultant in 2024 and High Net Worth Service Associate from 2022 to 2024. Prior to joining Fidelity, Eric was a Financial Adviser at Edward Jones Investments from 2019 to 2021. His professional experience spans multiple facets of financial consulting, focusing on creating tailored financial plans that align with clients' unique goals and aspirations. Eric aims to simplify financial concepts and empower clients to feel optimistic about their financial futures. Outside of his professional work, Eric has interests in art, soccer, and traveling.