Katerina Howard is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, and incorporates an ESG eligibility framework where applicable.

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 Series 66-licensed financial advisor with UBS Financial Services in Washington, DC, bringing 24 years of industry experience. He has been with UBS and its predecessor UBS PaineWebber since 1995. Outside of his advisory role, Bishop serves on the Finance Committee of the board of directors for the Connelly School of the Holy Child, a Catholic college preparatory school for young women. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm tailors client plans using proprietary research and capital market assumptions and operates as both an investment adviser and broker-dealer.

Michelle Salmon is a financial advisor with Fidelity in Annapolis, MD, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Fidelity brokerage and advisory businesses since 2013. Outside of her advisory role, she serves on the board of directors for The PutAway, a pickleball facility in Maryland. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Brendan Lloyd is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Morgan Stanley, where he has worked since 2021. His prior roles include positions at UBS Financial Services, Janney Montgomery Scott, IQBG, and Ralph Lauren Corporation. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and modeling techniques to support client decision-making.

Michael Reyes is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alexander Durant is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously with District Capital Partners and Novahill Advisors. Outside of his advisory role, Durant is a passive owner and operator of an e-commerce business based in Washington, D.C. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines quantitative and qualitative research to deliver non-discretionary asset allocation advice and investment manager searches, supported by centralized due diligence and affiliated implementation services.

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.

Michael Nolan is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. Outside of his advisory role, he teaches financial workshops at senior centers through Anne Arundel Community College. 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 and offers a wide range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branches.

Kyle Marotta is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at CIBC Private Wealth Advisors for 18 years. He is based in Washington, DC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers non-discretionary, written asset allocation advice supported by centralized due diligence and employs a manager solutions team that integrates quantitative and qualitative research.

Travis Regier is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Deutsche Bank Securities Inc. from 2000 to 2003. 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 tailored investment strategies across multiple advisory programs with a broad range of portfolio management and financial planning services.

Eric Bailey is a financial advisor at OSAIC with 41 years of industry experience. He holds a Series 63 designation and has previously worked at The Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation. Outside of his advisory role, he serves as a board member of the George B. Thomas Learning Academy, a nonprofit focused on educational programs for underserved youth. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory solutions through a multi-advisor platform with a model-based investment approach that incorporates asset allocation, portfolio optimization, and access to third-party managers.

Hannah Brooks is a financial advisor with Ameriprise in Washington, DC, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2017 and previously worked at East West Partners Club Management from 2014 to 2017. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Michael Schwartz is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 designation and two years of industry experience. His prior work includes ten years at First Republic Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Olivia Indelicato is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and four years of industry experience. She has been with JPMorgan Securities and JPMorgan Chase Bank since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research supported by a centralized manager solutions team.

Brandin Peters is a financial advisor at Morgan Stanley in Washington, DC, with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at T. Rowe Price and M&T Bank. Outside of finance, Peters is employed by DoorDash in a service role. 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 proprietary tools and market simulations.

Lawrence Feldmesser is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2008. Stifel serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, employing a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Robert Stachura is a CFP® professional with 37 years of experience in the financial industry. He is currently with OSAIC and previously worked at Lincoln Financial Advisors Corp for 19 years and Cincinnati Analysts, Inc. for six years. Outside of advisory work, he owns a legal entity unrelated to investments. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach that includes portfolio optimization and risk management tools.