Paul Friese is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Wireless Advocates, and the University of Maryland University College. Outside of his advisory role, he sells items on eBay on a small scale. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative and algorithmic methods to construct portfolios from mutual funds, ETFs, and ETPs, and maintains regulatory registrations that are less common among large institutional peers.

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.

Sheldon Stewart is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

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.

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.

Jermaine Lowery is a Series 66 licensed financial advisor with Morgan Stanley, based in Alexandria, VA. He has 11 years of industry experience and has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Brendan Nixon is an advisor at Fidelity with a Series 66 credential and no prior industry experience. His background includes work as an advanced team rock climbing coach at Sportrock Climbing Centers, where he assisted with coaching youth teams. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and advise investment funds.

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.

Caroline Ryan is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Stephen D'antuono is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Thomas Hasny is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, following four years at TD Ameritrade Investment Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management functions, delivering recommendations on a non-discretionary basis.

Angelena Mascilli is a Series 66 registered financial advisor with J.P. Morgan Securities, where she has worked since 2012. She has 23 years of industry experience and is based in Washington, DC. Mascilli is also an employee of JPMorgan Chase Bank, N.A., which allows her to offer a range of banking products alongside her advisory services. 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 an ESG eligibility framework. The firm serves clients on a non-discretionary basis through a select group of Wealth Advisors.

Andrew Newell is a financial advisor at Fisher Investments in Arlington, VA, holding a Series 65 credential with five years of industry experience. His work history includes multiple periods at Fisher Investments since 2019 and a four-year tenure at the University of Portland. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research in a centralized investment process and employs tax-aware strategies alongside risk management techniques such as derivatives and tax-loss harvesting.

Julia Ebron is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over three decades of experience in the financial services industry. She has been with Bank of America and Merrill for 33 years, offering comprehensive banking and investing advice to individuals and families. Julia focuses on personalized wealth management strategies tailored to clients' financial goals, helping them navigate areas such as education planning, family wealth management, legacy planning, retirement income, and philanthropic planning. With 36 years of experience, Julia emphasizes the importance of building deep, honest, and trusting relationships with her clients. She believes that financial management encompasses more than investment portfolios; it involves developing, planning, tracking, and achieving goals over all stages of life. Her expertise is supported by professional designations including Accredited Asset Management Specialist (AAMS), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). She holds a Bachelor's Degree from the University of Virginia. Beyond her professional work, Julia participates in community volunteering aligned with Merrill's tradition of service. In her personal time, she enjoys spending time with her two children as well as engaging in hobbies such as basketball, cooking, fishing, reading, and swimming.

Hope Goetzman is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. She holds the Series 66 designation and has previously worked with Goetzman Nau Financial Partners and served in a role at Youngkin For Governor. Outside of advising, she is affiliated with Goetzman Nau Financial Partners LLC as a client service associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and employs specialized programs such as wrap-fee advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Tennyson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo in 2019, he worked at BAE Systems and the University of South Carolina. 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 based on an IPS-driven process grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Aliou Sow is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He works closely with clients to develop comprehensive financial plans tailored to their individual needs and partners with them to implement and maintain these plans. Aliou has been with Fidelity Investments since 2015, progressing through roles including Investment Solutions Representative, Workplace Planning Consultant, and Investment Consultant. His experience encompasses various aspects of financial consulting and investment services. Outside of his professional work, Aliou has personal interests in cooking, baking, and parenthood.