Robert Mccabe is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has been with Cetera Advisors LLC since 2013 and previously operated McCabe Investment Advisory. Outside of his advisory role, he owns McCabe Investment Advisory, a fixed insurance and financial services business. Cetera Investment Advisers LLC serves a diverse client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with a range of portfolio management and financial planning services.

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.

Carl Trevisan is a CFP® certificant with 45 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and previously held roles at McLaughlin Ryder Advisory Services, Coburn & Meredith, Inc., and Citigroup Global Markets. 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 supported by research and analytics from the Wells Fargo Investment Institute.

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.

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.

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.

Eric Dennett is a financial advisor with Stifel in Washington, DC, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

James Woodrum is a financial advisor with Fidelity Investments, holding Series 66 and Series 65 licenses and totaling 20 years of industry experience. His prior work includes roles at Ameriprise Financial Services and Transamerica, with a brief tenure in events and production. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage various fund structures and model portfolios.

George Adams is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized financial strategies tailored to clients' individual goals and current market conditions. He also provides access to investment insights from Merrill and the banking and lending solutions offered by Bank of America. George holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from James Madison University. He is engaged in community activities and spends time volunteering with local organizations, reflecting Merrill’s tradition of community involvement.

Neal Baron is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses with 53 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and integrates both direct individual plans and corporate financial planning agreements.

Kayvon Sarmadi is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Outside of his advisory role, he is involved in developing software for state and local contractors and is the founder and CEO of an online high-end men’s clothing business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and services.

Gerald Britton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been advising clients in the financial services industry for over 20 years, focusing on areas such as institutional consulting, legacy planning, personal retirement planning, and services tailored for endowments, foundations, non-profits, and defined benefit plans. Mr. Britton holds a Bachelor's Degree from Long Island University and is a Personal Investment Advisor (PIA). He is a member of the NAACP and maintains active community involvement through this organization. Outside of his professional commitments, Gerald Britton has personal interests in basketball, music, and swimming.

Stefan Maric is a Planning Consultant at Fidelity Investments, where he provides guidance on investment strategies, retirement planning, and wealth planning. He works closely with clients to support them in making informed financial decisions aligned with their unique goals. Stefan has held various roles at Fidelity Investments, progressing from Financial Representative in 2024 to Relationship Manager in 2025, before becoming a Planning Consultant in 2026. This experience has given him insight into different facets of financial advising and client relationship management. Outside of his professional responsibilities, Stefan has interests that include cars, football, social events, golf, movies, and traveling.

Erik Steudle is a financial advisor with LPL Financial in Alexandria, VA, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Merrill, Truist Investment Services, and Wells Fargo Clearing. He is also engaged as an investment adviser representative through Good Life Advisors, LLC, an independent registered investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tristan Caudron is a CFP®-certified financial advisor with over 31 years of industry experience. He currently works at Wells Fargo Advisors and has previously been with Wells Fargo Clearing. Caudron is also the owner of Riverfront Wealth TC LLC and holds a majority stake in Riverfront Wealth Advisors LLC, both financial practices based in Virginia. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to develop personalized recommendations.

Alisa Patton is a financial advisor with Merrill, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2006 and is also associated with Bank of America, N.A., where she has worked since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.