D. Major Roman is a Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering personalized financial solutions. In this role, Major works closely with clients to develop strategies aligned with their financial goals, offering guidance on general investing, retirement planning, and saving for unforeseen events. Additionally, Major provides access to Bank of America specialists, facilitating comprehensive support in banking, credit, home financing, and small business services. Major holds a Bachelor's Degree from Yale University and has earned professional designations including the Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA) certifications. Known for an approach that focuses on understanding individual client priorities, Major offers ongoing advice to adapt to clients' evolving financial needs.

Glen Jackson is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at H. Beck, Inc., Ic Advisory Services Inc., and The Investment Center Inc. In addition to advisory work, he is involved in term and permanent life insurance and disability insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios, third-party subadvisors, and various investment strategies.

Eleanor Peters is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, with a brief tenure at the U.S. Embassy in Dar es Salaam. Outside of her advisory role, she is involved in property management as a co-owner of a rental property. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and corporate financial planning agreements.

Alizeh Afzal is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2020. Prior to that, she held positions at Royal Bank of Canada, Afiniti, Allied Integrated Marketing, Davidoff Hutcher & Citron, and New York University. 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 a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Stephen Porter is a Planning Consultant at Fidelity Investments, where he partners with local advisors to co-create financial plans tailored to clients' goals. He focuses on understanding client priorities to help guide their financial planning process. Stephen has been with Fidelity Investments since 2023, progressing through roles including Financial Services Representative, Financial Representative, Relationship Manager, and currently Planning Consultant. Prior to his tenure at Fidelity, he worked in the mortgage industry with positions at The Federal Savings Bank, NewRez LLC, Capital Bank, N.A., Sierra Pacific Mortgage Company, and NewDayUSA from 2017 to 2022. Outside of his professional career, Stephen has interests in baseball, football, golf, fitness, family activities, and parenthood.

Toma Belizaire is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked previously at SunTrust Investment Services, RBC Capital Markets, and Wells Fargo Advisors. Merrill, along with its affiliate Managed Account Advisors LLC, 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 for individuals, high-net-worth clients, and institutions.

Sean Sweeney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2012 and has more than eight years of experience in the financial services industry. Prior to Merrill Lynch, Sean served as Regional Vice President for an investment fund based in Philadelphia, specializing in Exchange Traded Funds and Exchange Traded Notes. In that role, he managed the Boston office and held regional responsibility for sales and marketing in New England. Sean holds a Bachelor's Degree in Finance from the University of Delaware. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Certified Investment Management Analyst (CIMA) credential. While attending the University of Delaware, Sean played football and was a member of the 2003 NCAA Division 1AA National Championship team.

Molly Bray is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by the Global Investment Committee’s research to guide client plans.

Seamus Moran is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, he held positions at Re:Cognition Health, Georgetown University School of Medicine, and George Washington Medical Faculty Associates. He has also been involved with community organizations and small business operations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

David Gordon is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and contributed to Seeking Alpha. His background also includes roles at the University of Maryland and other educational and community organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

Kristopher Morin is a financial advisor at Raymond James & Associates with prior experience at PNC Private Bank and Furey, Doolan & Abell, LLP. He holds a Series 66 designation and is based in Washington, DC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Joshua Brown is a financial advisor at Merrill with Series 63 and Series 66 credentials and six years of industry experience. He previously worked at J.P. Morgan Chase, Apple Federal Credit Union, and Wells Fargo. Outside of his advisory role, Brown is the sole owner of a rental property in Alexandria, VA. Merrill, along 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vickie Faulkner is a financial advisor with RBC Capital Markets in Annapolis, MD, holding a Series 66 designation and 18 years of industry experience. She has been with RBC Capital Markets since 2009. 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 multiple advisory programs with customized portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Brian Conrad is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Conrad is involved in maritime assistance as an occasional captain for Tow Boat U.S. Annapolis Baltimore/Middle River and holds positions on the Anne Arundel County Ethics Board and Police Accountability Board. He is also the owner of Oakley Aviation, LLC, established for aircraft ownership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Dan Wittig is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He focuses on helping families navigate complex financial challenges, including investment strategy, retirement planning, tax efficient investing, and multigenerational family wealth planning. Dan has been with Fidelity Investments since 2013, progressing through several roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor at RiverBay Investments from 2010 to 2013. Outside of his professional career, Dan enjoys boating, sailing, music, and spending time with his family.

Susan Kline is a financial advisor with Merrill in Washington, DC, holding Series 63 and Series 65 credentials and 42 years of industry experience. She has worked at Merrill since 1984 and has been associated with Bank of America, N.A. since 2009. Outside of her advisory role, she owns a summer rental cottage in Edgartown, Massachusetts. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dana Sorrentino is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates and Instacart. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances. The firm operates as both a wealth manager and an institutional trading entity, providing a broad range of capital markets and advisory services.

Max Penn is a financial advisor at Fidelity with Series 65 and Series 63 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held roles at Corepower Yoga, Level Access, and Robert W. Baird. Outside of his advisory work, Penn coaches a youth basketball program in the Washington, DC area. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across a broad investable universe.

Anthony Malone is a financial advisor at Primerica Advisors with 26 years of experience in the industry. He holds Series 65 and Series 63 licenses and has been with Primerica Advisors since 2000, working within the broader Primerica Financial Services organization since 1998. Outside of advising, he is involved in the sale of loan products and home security and automation services through Primerica-affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Hrishikesh Rathnakaram is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previous work history at Crescent Hospitality Corporation and Smith Osnian. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence, including an ESG eligibility framework.