Wei Luo is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services and H. Beck, Inc. He is also the owner of Wayland Financial Group LLC, a marketing DBA through which he has provided financial and insurance products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Jacob Miller is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2021. Prior to this role, he was an Investment Consultant at Fidelity Investments from 2019 to 2021, and before that, he worked as a Financial Advisor at Northwestern Mutual from 2017 to 2019. Throughout his career, Jacob has focused on helping clients develop personalized financial plans by understanding their goals and values, analyzing their current financial situations, and identifying opportunities to create customized roadmaps. In his role, Jacob collaborates closely with clients to implement and adjust financial plans as their circumstances evolve, ensuring ongoing alignment with their objectives. His professional experience reflects a commitment to providing tailored financial consulting services. No additional information about his education, credentials, personal interests, or community involvement has been provided.

James Fitz Gerald is a Financial Advisor with Merrill Lynch Wealth Management. He is a member of the Greene, Metcalfe, Cole, and Associates team, where he assists affluent families, accomplished professionals, and successful business owners in achieving their financial goals. His role involves understanding clients' current financial situations and developing strategies to meet their future needs and objectives. James specializes in areas such as education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. He holds a Bachelor's Degree in Finance from Salisbury University and has earned the Personal Investment Advisor (PIA) designation. He is affiliated with professional organizations including Beta Gamma Sigma and Sigma Tau Gamma. Outside of his professional responsibilities, James is involved with Children's Hospital and Special Olympics Maryland. He enjoys spending time with his family and friends and is a fan of Washington D.C. sports teams.

Alexis Martinez is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and 66 licenses and has been with Edward Jones since 2006. Outside of his advisory role, Martinez leads seminars for federal employees using NITP materials in Rockville, MD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Alvin Hailstorks is a financial advisor with LPL Financial in Rockville, MD, holding the CFP® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including roles at 1 St Global Advisors, Inc. and 1 St Global Capital Corp. He is also involved in tax preparation and accounting through Holmes and Associates Accounting Services, a business he has operated since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Matthew Grace is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 18 years of industry experience, including previous roles at Primerica Advisors, Guardian Life Insurance Co, and First Financial Group. Grace also serves as Treasurer for the IFAPAC DC Chapter, where he reports on political issues related to the industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers a range of investment and planning services including recently introduced event-driven programs.

Christopher Andrews is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. from 2009 to 2023. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad array of planning options including cash-flow, retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing the extent of implementation.

Stephen Taft is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 35 years of experience in financial planning and portfolio management. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. Stephen focuses on helping clients simplify and organize their financial lives through a personalized approach that begins with a comprehensive Wealth Management Analysis. His expertise covers areas including college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, and portfolio management services. Stephen works closely with clients to identify and prioritize their goals, taking into account risk tolerance, time horizon, and liquidity needs to develop tailored financial strategies. Stephen holds a Bachelor's Degree from Dartmouth College and is fluent in English and Portuguese. Outside of his professional work, his personal interests include cooking, football, golfing, music, skiing, soccer, tennis, traveling, and spending time with his family.

Benjamin Jolly is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in private wealth management. Since beginning his career in financial services in 2002 after earning a bachelor's degree in Economics from Washington and Lee University, he has focused on assisting individuals and private businesses in achieving their financial goals. His client base primarily includes attorneys at global law firms and their families, helping them navigate personal wealth management planning such as retirement preparation, college education funding, and survivor needs. He also supports clients through significant career transitions, including partnership status within law firms and moves to in-house or government roles. In addition to his work with individual clients, Benjamin has extensive experience advising privately held real estate businesses on managing and coordinating corporate retirement plans. He collaborates closely with corporate finance and human resources teams, as well as employees, to support plan utilization aligned with their financial objectives. His expertise encompasses college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and serving clients in sports and entertainment. Benjamin holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He speaks English and Spanish. Outside of work, he enjoys golfing, skiing, surfing, and tennis.

David Bubb is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2016. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and alternative investment due diligence.

Duncan Mcclure is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Laura S. Jenkins, P.C., D'AMURA and ZAIDMAN, and Chaplin and Associates. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios spanning mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies.

Stefan Jakubowski is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at SmithBucklin for seven years and was briefly involved with Raising the Floor-International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jairo Villatoro is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, business owners, and families develop strategies to achieve their financial goals. Since beginning his career in the financial sector in 2019 at Northwestern, Jairo has focused on the importance of having a comprehensive financial plan in place, offering expertise in areas including college education planning, corporate executive services, employee benefits, equity compensation, retirement planning, small business strategies, tax minimization, and retirement income. Raised in Salinas, California, and currently residing in Belmont, Jairo graduated from San Francisco State University with a Bachelor of Arts in Sociology. He is a FINRA Series 7 and 66 registered representative and holds the Chartered Retirement Planning Counselor™ and Personal Investment Advisor designations. Jairo’s background as a student-athlete has contributed to his dedication and discipline in his professional career. He is bilingual in English and Spanish and actively volunteers as a high school wrestling coach, further demonstrating his commitment to community involvement. Outside of his professional activities, Jairo enjoys adventure sports, football, music, running, hiking, dining out, attending concerts, and spending time walking on the beach with his dog, Belfi.

Antonio Price is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has been with Wells Fargo Advisors since 2016 and previously worked at Morgan Stanley for one year. Outside of his advisory role, he is a 50% owner of KKAP LLC, a delivery contracting business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Jamila Pugh is a financial advisor with Fidelity who holds Series 65 and Series 63 licenses and has five years of industry experience. Her prior roles include positions at Spire Wealth Management, Paragon Development Systems, Royal Bank of Canada, and Robert W. Baird. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

John Gerold is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of his advisory role, he actively runs a lacrosse program called LAX4LIFE and serves as a committee member advising the business school at Old Dominion University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Michael Lewis is a financial advisor based in Leesburg, VA, affiliated with Edward Jones. He holds a Series 66 designation and has seven years of industry experience, including roles at New York Life Insurance Co. and NYLIFE Securities LLC. Outside of his advisory work, he periodically accepts mobile DJ gigs through his business, Soulsimplesounds Inc. 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 through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

James Garner is a CFP® professional with 19 years of industry experience. He currently works at LPL Financial and previously held positions at Janney Montgomery Scott LLC, Financial Engines Advisors L.L.C., and TMFS Advisors, LLC. Outside of his advisory role, he is involved with JBG Wealth Planning, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and diversified strategies.

Charles Rucker Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at Woodbury Financial Services Inc. and SunTrust Advisory Services. Outside of his advisory role, he is involved in insurance planning and investment advisory services through his own LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.

Kenneth Liu is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked previously at Avantax Investment Services and 1st Global Advisors, among other firms. Liu is also a CPA and owns a tax and accounting services business, and serves as treasurer for the Ashburn Crossroads Condominium Unit Owner Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.