Adam Janowitz is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 63 designation and has previously worked at Morgan Stanley Smith Barney LLC and Artemis Real Estate Partners. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Gabriel Plazola Martinez is a financial advisor at Raymond James Financial in Rockville, MD, holding a Series 66 designation with six years of industry experience. He has worked with Raymond James Financial Services, Inc. and Financial 360, LLC since 2016, where he also serves as Chief Operating Officer. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers customized solutions such as the SIMPLE IRA Employer Advisory & Consulting Services program and integrates municipal advisory and public finance capabilities through its affiliate network.

Leandro Falleiros Rodrigues Carva is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Fincapital Financas e Investimentos S.A., and in various roles including with the UK Foreign Office and the Brazil State Government of Mato Grosso. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Thad Bisselle is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Chalice Capital Partners, Chalice Wealth Advisors, and Morgan Stanley Private Bank. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mei Mei Chow is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2020, with previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that combine discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

James Battle IV is a CFP® with 14 years of industry experience, currently advising at Cetera in Rockville, MD. His prior roles include financial planning and consulting with several organizations focused on federal employee benefits. Outside of his advisory work, he is involved in educational consulting and provides general education on federal benefits through multiple independent contracting roles. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Roni Murshed is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he owns AML Capital Advisors, LLC, a separate investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad array of planning options including retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with various financial product offerings and referral channels.

Nicole Mccuskey is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds the Series 66 designation and has worked at multiple Raymond James entities since 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and state and municipal government clients. The firm also offers institutional consulting and public finance services.

David Greene is a financial advisor with Osaic Wealth, Inc. based in Potomac, MD, holding Series 63, Series 65, and Series 66 designations and more than 33 years of industry experience. His career includes roles at Woodbury Financial Services and Capital One Advisors and Investing. He also serves as an industry arbitrator on FINRA dispute resolution panels. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to construct portfolios comprising various investment types, and supports both discretionary and non-discretionary account management.

John Brodie is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill for ten years each before joining Charles Schwab and Charles Schwab Bank in 2022. 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 provides a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Aruzhan Ablyazova is a financial advisor with Merrill holding a Series 66 designation and is based in Rockville, MD. She has recently started her career in the financial industry with prior experience at Bank of America and Citibank. Outside of finance, she has been involved with Beauty by Aidana / MKP since 2021. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Dormina Nyondo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Wells Fargo, Dormina worked at M and T Bank and TD Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services that include investment policy statement preparation, performance reporting, and participant education. The firm’s 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.

Kristopher Cotton is a Financial Consultant currently working at Fidelity Investments since 2024. He has held financial advisory roles since 2016, including positions as Partner and Financial Advisor at Clarity Wealth Plan (2022-2024) and Financial Advisor at North Florida Wealth Advisors (2016-2022). Cotton focuses on understanding his clients' priorities and assisting them in developing tailored financial plans. Outside of his professional work, he has interests in food, football, hiking, motorcycles, outdoor adventures, and traveling.

Ken Furuya is a financial advisor with LPL Enterprise and holds the ChFC® and Series 66 designations. He has 21 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in non-variable insurance activities through Prudential’s affiliated insurance agency. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering services that range from financial planning to access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance product sales through its affiliated entities.

Casey Domanski is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 credential and has worked in various roles including positions at PF Changs and Mount St. Mary’s University. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a range of sponsored programs and managers.

Analili Kilroy is a Series 66 licensed financial advisor with Raymond James Financial, based in Clarksburg, MD, and has five years of industry experience. Prior to her current roles at Raymond James Financial Services Advisors and affiliated entities, she worked in the hospitality sector at The Ritz Carlton Hotel, Mandarin Oriental DC, and Marriott International. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and maintains a notable presence in municipal and public finance through its affiliate network.

Danni Shen is a financial advisor at LPL Enterprise with two years of industry experience. She holds a Series 66 designation and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, BOC International (China) Co., Ltd., and Bank of China. Shen serves as treasurer and board member of the Tsinghua Alumni Association in Greater Washington DC and as treasurer for Hua Sports, both nonprofit organizations. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Gregory Hills is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he serves as Treasurer and Director on the Board of The Milligan-Hills Farm Company in Cedar Rapids, Iowa. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Garrett Frye is a financial advisor with Morgan Stanley in Potomac, MD, holding a Series 66 license and nine years of industry experience. He has been with Morgan Stanley since 2016, including time at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and modeling techniques but typically acts in an advisory capacity without providing individual security recommendations.

Viren Chadha is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized strategies that align with their unique financial goals and life milestones. His approach emphasizes understanding each client's priorities to provide tailored advice and support. Viren's expertise includes college education planning, retirement income, portfolio management, small business strategies, socially responsible investing, and more. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned two bachelor's degrees in Financial Economics and Business Management from the University of Maryland Baltimore County. In addition to his professional work, Viren is involved in his community as a volunteer with Laurel Fire Station 10, serving as an EMT aid. His personal interests include biking, cooking, golfing, and pickleball.