Benjamin Spiker is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and Citigroup Global Markets. Outside of his advisory role, he is involved in several investment-related businesses, including co-ownership of office space and management of small enterprises. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services. The firm provides a broad range of planning options tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and tools to deliver personalized recommendations.

Colleen Schuler is a CFP® professional with 22 years of experience in the financial industry. She is currently with LPL Financial and has previously worked at Fulton Financial Advisors, Raymond James Financial Services, and M&T Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

John Cortale is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for nine years before joining Ameriprise in 2024. He also serves as a financial literacy coach, providing budgeting and basic financial literacy education to various institutions. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Clare Cunniff is a Financial Advisor at Merrill Lynch Wealth Management, where she works closely with affluent individuals and families to pursue their financial goals through thoughtful and tax-sensitive investment guidance. In her role, Clare manages all aspects of clients' financial lives, providing services such as college education planning, family wealth management strategies, managing new wealth, portfolio management, tax minimization, and retirement income planning. She earned her Bachelor's degree in Finance from Elon University. Clare has attained several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She joined the team in 2022 and resides in the DuPont Circle neighborhood of Washington, DC. Outside of her professional work, Clare's personal interests include golfing, ice hockey, pickleball, running, skiing, spending time with her family, tennis, and traveling.

Kevin Xiong is a financial advisor at J.P. Morgan Securities in Washington, DC, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at McKinsey & Company and Truveta, as well as involvement with Cedar Cares, Inc. Since 2021, he has been associated with Cedar Cares, Inc., a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines quantitative and qualitative manager due diligence and focuses on written asset allocation advice, investment manager searches, and customized performance reporting.

Alan Butler II is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years. Outside of his advisory role, Butler owns and manages AMB Holdings LLC, an independent business related to his advisory work. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering comprehensive recommendation reports that incorporate research, modeling, and tax-efficient withdrawal strategies. The firm combines automated tools with advisor input to deliver tailored retirement income advice.

Adina Lavoie is a financial advisor at Primerica Advisors with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services and PFS Investments Inc. since 2008. In addition to her advisory role, she consults part-time for Pourkys LLC. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies from unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Rebecca Snyder is a financial advisor with LPL Financial holding a Series 65 designation and beginning her advisory career in 2026. Prior to this role, she spent 13 years with the Prince Georges County State’s Attorney’s Office. 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 supported by extensive operational tools and a large network of over 22,900 advisors.

Daniel Quigley is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets prior to that from 1994 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a comprehensive range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Syrinda Paige is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is the owner of a rental property business in Falls Church, Virginia. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, and offers both direct and corporate financial planning arrangements.

Kevin Pilarski is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services. Outside of his advisory role, Pilarski is the sole proprietor of The Basye Retreat, a real estate business in Basye, Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Cynthia Brown is a financial advisor with Raymond James & Associates in Annapolis, MD, holding Series 63 and Series 66 credentials and having 23 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad nationwide adviser network.

Stanley Omosa is a Series 66-licensed financial advisor at Merrill with nine years of industry experience. He has worked at Merrill and Bank of America since 2016 and previously spent eight years at MassMutual. Outside of advising, he serves in a guardianship role for a child, dedicating a few hours monthly to this responsibility. 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 strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Steven Dannenmann is a financial advisor at LPL Financial with 36 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Wise Financial Group. Outside of his advisory work, he is a professional poker player and an author. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Daniel Beigel is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., and continuing with the current firm since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on income sources and tax-aware withdrawal strategies.

Antonio Da Costa is a financial advisor at Edward Jones with a Series 66 designation and experience working at Morgan Stanley and New Day Financial. He has been with Edward Jones since 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

Dallas Vipond is a Senior Financial Advisor at Merrill Lynch Wealth Management and a founding partner of the Bajaj Vipond Group. He has been with Merrill since 1996 and works with individuals, families, executives, businesses, and non-profits to develop investment and planning strategies aimed at preserving and growing wealth. Dallas holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®) awarded by the Certified Financial Planner Board of Standards, Inc., and CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®) awarded by the National Association of Plan Advisors. He also holds the Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) designations. Dallas earned his bachelor's degree from Tufts University. He was named to the 2026 Forbes "Best-in-State Wealth Management Teams" list as a member of the Bajaj Vipond Group. Outside of his professional work, Dallas participates in his community through volunteering and enjoys activities such as fishing, gardening, golfing, and skiing.

Tina Hines is a financial advisor with LPL Financial based in Hanover, MD. She holds a Series 66 designation and has one year of experience at LPL Financial, along with prior roles at Tower Federal Credit Union and Bank of America. Outside of her advisory work, she owns US Clothing LLC, operating under the name Uniform Pro. 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 financial planning and investment management services, utilizing both proprietary research and third-party strategies across various account types.

Joelle Gotimer is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she worked as an Associate Financial Planner at Financial Consulate from 2014 to 2016. In her role, Joelle partners with clients to organize and align their wealth as they work towards their lifetime and legacy goals. She serves as an advocate and resource, helping clients navigate Fidelity's offerings to find strategies tailored to their unique needs and objectives. Outside of her professional work, Joelle's personal interests include hiking, music, pets, and yoga.

Maria Montanez is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 41 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.