Evan Winik is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2004 after graduating from the University of Maryland, College Park, with a bachelor's degree in finance. Evan holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered Retirement Planning Counselor (CRPC). Evan brings an analytical, outcome-focused perspective to his client relationships, concentrating on serving a select group of investors by placing their unique goals at the center of his work. His expertise spans college education planning, employee benefits, executive compensation, family wealth management, retirement income strategies, portfolio management, and small business strategies. Evan's approach emphasizes understanding each family's financial life to tailor support reflecting their most important needs. He also shares his knowledge through adult education programs for associations, organizations, and Fortune 500 companies in the Greater Washington, D.C. area. Originally from Long Island, New York, Evan resides in Bethesda, Maryland, with his wife and two children. Outside of his professional work, he spends time with his family and enjoys activities such as fishing, attending his children's sporting events, and traveling.

Shannon McSkimming is the Vice President and Financial Consultant at Fidelity Investments, where she currently partners with clients and their families to develop customized financial plans. She emphasizes building strong, long-term relationships as she strives to become a trusted advisor. Shannon has been with Fidelity Investments since 2012, progressing through roles from Financial Representative to Financial Consultant and now Vice President. Prior to joining Fidelity, she worked at T. Rowe Price from 2007 to 2012 in roles including Investor Center Specialist and Participant Service Center Specialist. Her experience spans financial consulting and investment services, focusing on adapting financial plans to clients' evolving needs and priorities.

Peter Mangano is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds a Series 66 designation and has worked previously at City National Bank and Jason's Deli. He serves on the board of directors at Turf Valley, where he helps organize events and develop membership strategies for the golf club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers.

David Stewart is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and Door Dash. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment approach with Bank of America’s broader platform, including access to swaps, derivatives, lending, custody, and other financial services.

Jack Blum is a Series 66 licensed financial advisor with J.P. Morgan Securities in Baltimore, MD, and has five years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021. Outside of his advisory role, he serves as a board member of Golden Seagull LLC, a private company formed to hold a rental property. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm's approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Scott Ensor is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and over 25 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning processes and proprietary tools to support client goals.

Kimberly Kirk is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her financial services career with JP Morgan Chase and joined Merrill Lynch in 2015. Kimberly provides personalized guidance to help clients meet their financial goals and objectives, simplify their financial lives, and provide a level of confidence throughout the financial planning process. Her expertise includes retirement, education, and estate planning, as well as creating financial roadmaps and implementing appropriate investment strategies. Kimberly focuses on client priorities and concerns such as college education planning, corporate executive services, executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible, values-based and ESG investing, and women and wealth. Kimberly holds a bachelor's degree in finance from the University of Delaware and is a CERTIFIED FINANCIAL PLANNER™ certificant, awarded by the Certified Financial Planner Board of Standards, Inc. She is also a Personal Investment Advisor (PIA) and a member of NAWBO Greater DC. Outside of work, Kimberly enjoys gardening, hiking, interior decorating, photography, pickleball, pottery, running, skiing, and spending time with her family.

Michael Brown is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Compass Group USA, Inc. and Avendra, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Tanmika Hysmith is a financial advisor at Merrill in North Bethesda, MD, holding a Series 66 designation with 14 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2011. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm integrates investment management with Bank of America's broader corporate platform, offering access to a wide range of products and services.

Desi Berry is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. Berry has 10 years of industry experience, including prior roles at Morgan Stanley and Northern Trust Securities. Outside of financial advising, Berry is the director of a home-based travel agency and also works as an Uber driver. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with a focus on collaborative, annual planning relationships using firm-approved analytical tools.

Olufemi Millar is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Allianz Life Financial Services, Allianz Life Insurance Company of North America, T Rowe Price, and MBSC Securities Corporation. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Husnain Bashir is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience before joining the firm. His work history includes service in the United States Marine Corps from 2019 to 2025 and roles at E-ISG Asset Intelligence and Pizza Bolis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Marlon Perez Hernandez is a financial advisor at Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses. He has prior experience with Citibank, Truist, and Bank of America, among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics guided by diversification principles and modern portfolio theory and operates both brokerage and advisory solutions at a large scale.

Michael Case is a ChFC® credentialed financial advisor with 13 years of industry experience, currently with LPL Financial since 2024. He previously worked at Northwestern Mutual in various roles from 2012 to 2024. In addition to his advisory work, he is affiliated with MAC84, Inc., 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. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Luis Lopez Portillo is a financial advisor with LPL Enterprise LLC and holds the Series 66 designation. He has over 20 years of industry experience, including two decades at Rethos prior to joining LPL Enterprise. He is also involved with Beall Enterprises Inc. Luis is based in North Bethesda, Maryland. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, access to model portfolios, third-party asset management, and a broad range of brokerage and insurance products through its integrated advisory and brokerage platform.

Michael Bowden is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to that, he was with Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm uses structured planning tools and investment committee insights to support its advisory services.

Katherine Michaud is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 license with three years of industry experience. She previously worked at RBC Capital Markets and has been involved in community and academic roles, including positions at the Basilica National Shrine of the Immaculate Conception and Catholic University of America. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, 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 through a combination of advisory and brokerage capacities.

Christopher Krabbe is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his advisory role, his background includes positions at Enterprise Rent-A-Car and involvement with the Five Oaks Swim Club. 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 range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gary Wright is a financial advisor with LPL Financial based in Catonsville, MD. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining LPL Financial, Wright worked for Janney Montgomery Scott for 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Eric Kovacic is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its offering.