Michael Patti is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He was self-employed from 2015 to 2026 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Eiber Medina Gutierrez is a financial advisor with Merrill who holds a Series 66 designation and has six years of industry experience. He has worked at Bank of America and Merrill since 2018 and was previously employed by Capital One Bank. Outside of his advisory role, he owns a remodeling and subcontracting business in Montgomery Village, Maryland. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party managers.

Jonathan Aguilar Bernstein is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2025 and has prior experience at Wells Fargo Bank, Rocket Mortgage, and several other organizations. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Daniel Kim is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 66 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. from 2015 to 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jordan Kraus is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at LPL Financial in Rockville, MD. He has worked at LPL Financial since 2007 and previously held positions at Stratos Wealth Partners, Ltd and Uvest Financial Services Group, Inc. Outside of his advisory role, Kraus is involved with MedicarePhD, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, supported by extensive advisor tools and a broad platform that includes institutional and retirement-focused services.

Charles Lewandowski is a financial advisor with LPL Financial, holding CFP® and ChFC® designations, and has 46 years of industry experience. He previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Principal Financial Services. Outside of his advisory role, he is a business owner of Artisan Movers, Inc. 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 and model portfolio programs, utilizing various investment strategies and technology tools to support advisors.

Griffin Johnson is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at State Farm and service in the US Army. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Joyce Wallace is a financial advisor at Cetera with 40 years of industry experience. She holds the PFS™ designation along with Series 63 and Series 65 licenses. In addition to her advisory work, Joyce owns Wallace Tax and Accounting Services, a tax preparation business, and is involved with Praise Him, Inc., a nonprofit Christian organization and radio show. She is also an author self-publishing the spiritual journal of her late husband. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Amanda Thome is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Outside of her advisory role, she is a partner in Elite Sports Athletic Association LLC, which organizes sports leagues and tournaments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Patrick Lively is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Merrill since 1994 and has been affiliated with Bank of America, N.A. since 2009. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America’s broader capital-markets platform.

Kevin Stone is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at M&T Bank, Comerica Bank, and United Heritage Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Christian Pardo is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, Fidelity Investments, and Merrill Lynch. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alex Arter is a Financial Consultant at Fidelity Investments. In this role, Alex works with clients to assess their current financial standing and collaboratively develop plans to help them move forward with confidence. Alex has held several positions at Fidelity Investments, including Investment Consultant (2023-2024), Relationship Manager (2022-2023), and Financial Representative (2021-2022), gaining experience across various facets of financial consulting and client management. Outside of work, Alex enjoys baseball, comedy, exploring different cuisines, hiking, snowboarding, and has a background related to military service.

Basil Herzstein is a CFP® with 34 years of experience in the financial industry. He has been with Equitable Advisors since 2005, following roles at AXA Advisors and Mony Securities Corporation. Outside of advisory work, he serves as president of Gallers Financial Group Inc., a tax preparation business. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, institutional clients, and organizations. The firm’s approach involves assessing client risk tolerance and employing a range of advisory models, including third-party asset managers and discretionary portfolio management.

Gregory Pang is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Capital One Investing, Capital One Advisors, Capital One Financial Advisors LLC, and Chevy Chase Financial Services. Outside of his role at OSAIC, he manages Capital Harvest Wealth Partners LLC and Pang Enterprises LLC, where he provides financial and investment advice. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and offers access to third-party money managers and alternative investments.

Jeffrey Kaufman is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Matthew Veland is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company. Veland serves on the boards of two nonprofits, PACC MDC in Washington, DC, and FilExcellence in Arlington, VA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Mercy Wambari is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at JPMorgan Chase Bank and Citibank N.A. Kenya. Outside of finance, she works as an independent personal trainer and nutrition coach. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of advisory programs and investment services.

Kevin Espy is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Merrill, Bank of America, New York Life Insurance Co., and Axa Advisors. Before entering the financial sector, he was employed at educational institutions including the Solomon Schechter School of Westchester and The Ideal School of Manhattan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

Levi Bean is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for eight years. Outside of finance, he coaches a youth ice hockey team in York, Pennsylvania. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services supported by multiple custodial and program arrangements.