Mathew Freeman is a financial advisor at J.P. Morgan Securities in Washington, DC, with 19 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following roles at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Alexis George is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and bringing 12 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, George serves on the boards of several nonprofit organizations, including a vocational work study program for students with autism and a fundraising group supporting Georgetown University athletics. She is also the treasurer for the PTA at Hyde-Addison Elementary School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Cecilia Brown is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. She previously worked for 16 years at Lincoln Financial Securities Corporation. Outside of her advisory role, she is involved in a business owner capacity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by model portfolios, research, and technology-driven solutions.

Vincent Pasko is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using research and planning tools to develop tailored recommendations.

William Mulford III is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Prior to joining Ameriprise, he was involved with the Naval Academy Golf Association and worked in various roles including at the University of Maryland College Park and On the Go Hosiery. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning advice through a centralized consulting team.

Daniel Parnes is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he is involved in investment-related business activities including ownership in Parnes GP, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that addresses various financial needs with tailored recommendations supported by proprietary research and tools.

Ervrica Muhammad is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2021. Outside of her advisory role, she operates a home-based bakery business called Something Sweet by Rica and participates as an independent contractor reselling wellness products. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets through a range of advisory programs. The firm’s planning process uses structured discovery and firm-approved tools but generally does not offer individual security recommendations as part of standalone planning.

Tyler Yoder is a Planning Consultant at Fidelity Investments in the Annapolis branch. In this role, he supports aligned advisors and their clients in navigating financial journeys. His areas of focus include investment strategy, retirement planning, tax efficient investing, and multigenerational family wealth planning. Tyler has been with Fidelity Investments since 2021. He began his career there as a Financial Representative, then worked as a Relationship Manager before becoming a Planning Consultant in 2022. Outside of his professional work, Tyler enjoys reading and practicing yoga.

Dominique Green is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2013. 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.

Geoffrey Hart is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 65 and Series 63 licenses and having 20 years of industry experience. He worked at Friedman, Billings, Ramsey & Co. for 11 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through customized asset-allocation advice, manager searches, and performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Christopher Connolly is a financial advisor at Merrill with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at GW&K Investment Management and Georgetown University. He is based in Washington, DC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Snowden Jr. is a financial advisor at Merrill with 8 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group, Inc. He is also an employee of the United States Air Force Reserve. Outside of his advisory role, he operates an eBay store as a sole proprietor. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Atealem Ford is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides personalized investment advice for a diverse clientele that includes individuals, families, non-profit and for-profit organizations, and businesses across the United States. Her client focus areas include college education planning, equity compensation services, family wealth management strategies, services for endowments and foundations, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, small business strategies, and women and wealth. Atealem holds a Bachelor's Degree from Seattle Pacific University and a Master of Business Administration (MBA) from the University of Maryland–UC, where she earned a 4.0 GPA and was inducted into the Phi Kappa Phi Honors Society. She holds several professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is registered under the National Mortgage Licensing System in order to assist clients with mortgage and lending needs. Outside of her professional work, Atealem enjoys cooking, baking, painting, sports, and spending time with her family. She has traveled extensively and enjoys learning about different cultures. She is actively involved in her community, volunteering with organizations such as the Annapolis Rotary Club, Anne Arundel County Public Schools, Anne Arundel County Volunteer Center, Bellevue Community Senior Center, HOPE, Lighthouse Homeless Prevention Center, Men of Courage International, Inc, and Sunrise Assisted Living Annapolis.

Alex Mann is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its advisory process.

Dtrajon Moore is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to his current role at Charles Schwab, he worked at CHI St. Joseph Regional Health. Outside of his advisory work, he is involved in a clothing/textile venture selling old shoes and works as a caregiver providing assistance with daily activities. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Michele Mayo is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with RBC Capital Markets Corporation since 2010. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and combines in-house and third-party investment management to tailor strategies according to each client’s risk profile.

Kevin Bruening is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, he serves on the board of the Patuxent River Commission and is a member of the board of directors for the Village of River Hill Community Association. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, employing proprietary capital market assumptions and model-based asset allocations. The firm offers fiduciary financial planning and integrates institutional trading capabilities with wealth management services.

John Anderson is a financial advisor with Equitable Advisors in Washington, DC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model that includes advisory and brokerage channels, offering tailored financial plans and ongoing advisory services.

Oliver Fitch is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Samsung Electronics and several small businesses such as Blue Willow Bakery and Gourmet Seafood. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Clara Ranzetta is a CFP®, CFA®, and Series 66 designated financial advisor at Edward Jones with nine years of industry experience. She has worked at Edward Jones since 2017 and previously spent two years at Ernst & Young. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.