Tyler Sullivan is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2025, he worked at Kestra Investment Services and Kestra Advisory Services. Outside of finance, he has been involved with lacrosse-related businesses and organizations. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jeffrey Laborde is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2010. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and state and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, employing a range of portfolio management styles and municipal advisory services.

Angela Peterson is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Bank of America and Merrill. Peterson serves on the Finance Committee of the Congressional School, providing financial oversight to support the school's long-term sustainability. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor strategies to clients’ goals and risk tolerances.

Aiden Mowry is a financial advisor with Primerica Advisors holding Series 63 and Series 65 designations. He has been with Primerica and its affiliate PFS Investments Inc. since 2026. Outside of finance, he is involved with The Healing and Wellness Center, where he has participated for five years. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and operates at a large scale with approximately 3,964 advisors and $15.5 billion in assets under management.

Khameron Gray is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served as a Relationship Manager at Fidelity Investments in 2025 and as a Financial Representative at the same firm from 2024 to 2025. In his current role, Khameron collaborates with clients to develop personalized financial strategies aimed at achieving their individual goals. Khameron emphasizes attentive listening and understanding client needs to provide tailored investment approaches. His professional experience at Fidelity Investments spans several roles, reflecting his involvement in client relationship management and financial representation. Outside of his professional work, Khameron's personal interests include family activities, football, music, reading, and writing.

Joseph Apanisile is a financial advisor with Cetera, holding a Series 65 designation and three years of industry experience. He previously worked at Avantax Advisory Services for five years and has operated Joseph Associates CPA, a CPA firm, since 2011. His background includes roles outside financial services, such as work with ARS/Rescue Rooter. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment programs and portfolio management options through a multi-manager platform, supporting both discretionary and non-discretionary authorities.

Kevin Brewer is a financial advisor with RBC Capital Markets in Washington, DC, holding a Series 66 credential and two years of industry experience. Prior to joining RBC Capital Markets in 2022, he worked at the Department of Defense from 2020 to 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a blend of in-house and third-party investment managers.

Nicholas Voyton is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 65 designation and one year of industry experience. Prior to joining LPL, he worked at Sikich LLC and Deloitte & Touche LLP. Outside of his advisory role, he is involved with Severn Financial Solutions LLC, which provides tax preparation and accounting services. 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 discretionary and non-discretionary management, supported by research and diverse investment strategies.

Brendan Guilday is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining in 2012, he has utilized a consultative and objective approach to assist clients in building and transferring wealth, meeting liquidity needs, managing college education costs, and planning for sufficient retirement income. Brendan also supports non-profit organizations in executing their investment strategies within established guidelines. He draws upon the extensive Merrill wealth management platform as well as Bank of America's banking services to implement sophisticated financial strategies beyond traditional investing. Brendan's expertise encompasses areas such as divorce transition planning, family wealth management strategies, services for endowments and foundations, investment consulting for defined contribution plans, LGBT wealth planning, managing new wealth, personal retirement and philanthropic planning, portfolio management, and socially responsible investing. Brendan holds a Bachelor's Degree in Finance from Saint Vincent College, where he participated as a four-year member of the men’s ice hockey team. He is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Plan Fiduciary Advisor (CPFA), a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). Brendan was named to the Forbes "Best-in-State Next-Generation Wealth Advisors" list in 2022 and 2023. He resides in North Potomac, Maryland, and has interests that include basketball, football, golfing, ice hockey, and music.

Steven Cleveland is a financial advisor with Ameriprise in Annapolis, MD, holding Series 63, Series 65, and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved with Waypoint Group, LLC, providing financial paraplanning services including data entry, analysis, and plan presentation. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Katerina Howard is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with J.P. Morgan Chase Bank, NA and J.P. Morgan Securities LLC since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities as part of the J.P. Morgan organization.

Brian Bauer is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Bauer serves as treasurer for Limestone University in Gaffney, SC. 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’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Leland Bishop III is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and over 23 years of industry experience. He has been with UBS and its predecessor firms since 1995. Outside of his advisory role, he serves on the board of directors and finance committee for the Connelly School of the Holy Child, a Catholic college preparatory school for young women. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and delivers advisory solutions through a large network of financial advisors using proprietary research and model-based asset allocations.

Michelle Salmon is a financial advisor with Fidelity Investments in Annapolis, MD, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She has been with various Fidelity affiliates since 2013. Outside of her advisory role, Michelle serves on the board of directors for The PutAway, a pickleball facility focused on team building and managing large expenditures. Michelle is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and overseeing multi-manager fund structures.

Brendan Lloyd is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at UBS Financial Services, Janney Montgomery Scott, IQBG, and Ralph Lauren Corporation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and does not include individual security recommendations as part of standalone planning.

Michael Reyes is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services with an IPS-driven approach grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings and acts as an ERISA fiduciary when providing investment advice.

Alexander Durant is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 designation and two years of industry experience. He has worked with J.P. Morgan Securities and JP Morgan Chase Bank N.A. since 2024. Outside of his advisory role, Durant is a partner in an e-commerce business focused on the online sale of consumer products. J.P. Morgan Securities 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.

Sabrina Van Straten is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with three years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2024 and has been with Morgan Stanley since 2022. Her prior experience includes a role at Comerica Bank. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Julian Martini is a Planning Consultant at Fidelity Investments, where he collaborates with Investor Center Financial Consultants to assist clients in co-creating financial plans. He has been in this role since 2024. Prior to his current position, Julian served as a Relationship Manager at Fidelity Investments from 2022 to 2024, and as a Financial Representative from 2021 to 2022. This progression reflects his experience within the financial services industry at Fidelity Investments. No education, credentials, personal interests, or community involvement information has been provided.

Nicole Nydish is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services and MN Design Group. Outside of her advisory role, she assists with billing and administrative tasks at her husband's graphic design firm. 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 investment strategies for a range of individual and institutional clients.