Aiman Alosta is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' unique financial goals and aspirations. With over 20 years of experience, Aiman provides ongoing guidance and advice to high net-worth individuals and businesses, focusing on areas such as college education planning, equity compensation services, family wealth management, personal retirement planning, tax minimization, and retirement income. He is adept at analyzing complex financial situations and implementing strategies designed to streamline finances and pursue clients' objectives. Aiman holds a Bachelor's Degree from George Mason University and holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Arabic, he works to help clients define what matters most to them and build flexible strategies aligned with today’s changing market conditions, integrating investment insights from Merrill and banking solutions from Bank of America. Outside of his professional work, Aiman enjoys adventure sports, bowling, horseback riding, music, and watching movies. He also values spending quality time with his children and supporting their sports and fundraising activities.

Richard Kilroy is a financial advisor with Raymond James & Associates in Clarksburg, MD, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo Clearing, Burke & Herbert Bank, Redmayne Bentley, and Investec Wealth & Investment. 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 wide client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through various advisory programs.

Michael Brennan is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Brennan is involved in acting, participating in theater productions and various media projects. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Benjamin Hausman is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2020, he was a partner at Hausman, CPAs LLC, where he focused on accounting, tax preparation, and consulting from 2017 to 2020. He also worked at Cohnreznick LLP between 2015 and 2017. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting implementation through advisory programs and other providers.

Robert Hausman is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 40 years of industry experience. He holds Series 63 and Series 65 licenses and has served at Raymond James since 2012. Outside of advising, he is a partner and owner in several accounting and CPA practices based in Rockville, MD. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using analytical and risk-profiling tools, and supports advisory programs through a large network of advisors.

Tatyana Riley is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets, LLC and City National Bank since 2018 and 2019, respectively. Outside of her advisory role, she serves on the Board of Directors for the Barnesville School of Arts and Sciences. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies using both in-house and third-party managers.

Lorenzo Harrison is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. His approach involves understanding individual perspectives and priorities to create personalized plans. Harrison's expertise includes general investing, retirement planning, and saving for unexpected events. He holds the designation of Personal Investment Advisor (PIA) and has earned both a Bachelor's and a Master's Degree from the University System of Maryland. Harrison is also involved with DeMatha Catholic High School Football.

Randolph Nittoli is a financial advisor with Edward Jones in Olney, MD, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at the U.S. Department of State for eight years and at Kritisk Consulting, Inc. for two years. He also serves as a contract instructor for Rescue One Training for Life and is a member of the Maryland Army National Guard. 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 and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Rosemarie Cohen is a CFP® with 37 years of industry experience. She currently works at OSAIC and has previously been affiliated with Woodbury Financial Services and Capital One Advisors. She also serves as President of Presidio Wealth Advisors and is a managing partner at Symmetry Financial Partners, where she is involved in insurance sales and financial planning. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple third-party solutions to offer tailored portfolio management and financial planning.

Michael Aves is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2017, following three years at VOYA Financial Advisors. Outside of his advisory work, he is also active as a musician and performer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by LPL Research and third-party subadvisors.

James Fitze Jr. is a financial advisor with Mass Mutual Investors Services in Rockville, MD, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2017, following four years at Applied Network Solutions, Inc. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and event-driven planning programs, including a recent addition of Divorce Planning.

Kevin Colleran is a Certified Financial Planner® with 27 years of industry experience. He is currently with Edelman Financial Engines, having previously worked at affiliated firms including Financial Engines Advisors L.L.C. and Edelman Financial Services. 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 diversified model portfolios and a range of management options under fiduciary standards.

John Stohlman is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 34 years of industry experience. His prior roles include positions at Grove Point Advisors, Federal Navigators, and Medallion Financial Group. He serves on the board of the Cedarbrook Community Church and has authored investment-related materials since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Victor Concha is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity Investments in 2022 as a Financial Consultant and has built his career in financial advisory roles for over a decade. Victor has experience working with a range of clients to develop customized financial plans that align with their short-term and long-term goals. Prior to his current role, Victor served as a Financial Advisor at GEBA Wealth Management from 2020 to 2022 and as a Wealth Management Advisor at TIAA from 2018 to 2020. He also worked as a Private Banking Advisor at Wells Fargo Advisors and PNC Wealth Management between 2012 and 2018, and began his career as a Financial Analyst at PNC Institutional Investments from 2008 to 2012. Outside of his professional work, Victor has interests in cooking and baking, enjoys food-related activities, participates in soccer, values parenthood, and engages in volunteering within his community.

Andrea Vice is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America, N.A. for ten years. Outside of her advisory role, she assists with marketing and social media for Vice, Daughter and Son LLC, an online business selling vintage Americana, collectibles, and antiques. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Daniel Kurtz is a CFP® professional with 12 years of industry experience. He currently works at LPL Enterprise and has prior experience with firms including The Prudential Insurance Company of America, Pruco Securities, LLC, Ameritas Advisory Services, and First Command Financial Planning. His other business activities include involvement with Prudential-sponsored non-variable insurance products. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

Shawn Barnes is a CFA® charterholder and holds a Series 63 license, with 27 years of experience in the financial industry. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Max Molina is a financial advisor at Osaic Wealth, Inc. with Series 66 credentials and one year of industry experience. His prior work includes roles at Carmax and Montgomery Financial, among other positions. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by various asset-allocation tools and third-party platforms, operating through a large network of affiliated advisers.

Yapheth Norris is a financial advisor at Raymond James & Associates with credentials including Series 65 and Series 63, and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Bank, and Impaq International. He also operated a sports and recreation business in 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

William Erskine is a financial advisor at Edward Jones in Olney, MD, holding CFP® and ChFC® designations with seven years of industry experience. His prior roles include positions at Preferred Home Loans, Inc., T. Rowe Price, Atlantic Financial, Inc., and NewDay USA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of advisors and branches and offers both discretionary and non-discretionary strategies under a fiduciary standard.