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.

Nicole Mccuskey is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds a Series 66 designation and has worked with various Raymond James entities and affiliated firms since 2016. 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 and advisory services with a range of portfolio management styles and affiliated research.

Carter Lawrence is an advisor with Morgan Stanley in Columbia, MD, holding Series 63 and Series 65 licenses. He has been with Morgan Stanley and its Private Bank since 2026. Prior to this, he held various positions including roles at APL Federal Credit Union, SG Benefit Providers, and multiple engagements with West Virginia University and other organizations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

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.

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.

Ken Furuya is a financial advisor with LPL Enterprise holding the ChFC® and Series 66 designations and has 22 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Casey Domanski is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, Casey worked in various roles including at PF Changs and Mount St. Mary's University. Equitable Advisors serves individual clients across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Danni Shen is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Shen worked 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 Hua Sports, both nonprofit organizations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Robert Wehman is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and analytical models.

Katrina Hawkins is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. Her work history includes roles at PFS Investments Inc., Peraton, and Northrop Grumman. She is the owner of Katrina Hawkins LLC, a business consulting firm focused on IT services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, managing approximately $15.5 billion in assets with a network of nearly 3,700 advisors.

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.

Jules Klose is a CFP® professional with 11 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to this, he was with Axa Advisors LLC from 2014 to 2017. He is also an agent with Thompson Financial Group, LLC, where he handles individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive planning through collaborative annual engagements using firm-approved analytical tools.

Zachary Payton is a Certified Financial Planner® at Raymond James Financial with 12 years of industry experience. He has worked at Raymond James since 2020 and previously held roles at Uber and Wells Fargo Advisors. Outside of his advisory work, he is involved with Merriweather Money Management in Columbia, MD. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth investors, institutions, and charitable organizations. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Andrew Sipala is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across a large network of financial advisors and offers both brokerage and advisory solutions.

Andrew Lenich is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Cambridge since 2011. Outside of his advisory role, he owns a tax preparation business and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent professionals using a range of portfolio management and model-based solutions.

Robert Goldbeck Jr. is a financial professional with four years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has worked at various firms including Portfolio Advisory Associates and First Allied Securities. His background includes roles outside finance at GEA Mechanical Equipment US, Inc., GEA Process Engineering US, Inc., and Rohde & Schwarz. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated money managers and varied account structures.

Brian Thoms is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns BWT Operations LLC, a business entity that employs staff supporting his practice. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, tailored recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Jonathan Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and has held roles at Wells Fargo Bank NA since 2001. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

James Mellendick is a financial advisor at LPL Financial with 21 years of industry experience and holds a Series 66 designation. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, Wells Fargo Bank, and Morgan Stanley. He also works as a consultant for Coleman Research outside of his advisory responsibilities. 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 services including financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and technological tools for research and operations.

David Precourt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at The Vanguard Group and held various roles in both the finance and retail sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.