Nicholas Mamakos is currently serving as a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team that prioritizes building relationships and assisting clients, reflecting his longstanding focus in the financial services industry. Prior to his current role, Nicholas was a Registered Team Manager at Merrill from 2018 to 2025. His career has been centered on fostering strong client relationships and supporting his team in delivering financial services aligned with these values.

Bryce Joyner is a financial advisor at Wells Fargo Advisors with Series 66 credentials and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Walmart and KFC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a range of investment and financial planning services that include specialized areas such as business-owner transition and special-needs analysis. Advisors at the firm use Wells Fargo’s research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Andrew Seested is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Truist Wealth, Wells Fargo Bank, BNY Mellon Wealth Management, PNC Wealth Management, UBS Financial Services, and Citigroup Global Markets. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rebecca Blaschak is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She previously worked at Buttonwood Financial Advisors, Inc. for five years and has experience in a small business setting with Sofi's Crepes. In addition to her advisory role, she holds relationship management positions at Lee, Sipe and Associates and Serving Those Who Serve. 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, institutions, and charitable organizations. The firm uses a tailored, non-discretionary approach supported by analytical tools and offers specialized programs such as municipal and public finance advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jwala Shivakoti is a financial advisor with Merrill in Reston, VA, holding a Series 66 designation and bringing nine years of industry experience. He has been associated with both Merrill and Bank of America, N.A. since 2008. 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 serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Brandon Mahler is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. He has a private wealth advisory business, Mahler Private Wealth Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad range of planning offerings tailored to clients meeting a net-worth threshold.

Kimberly Herman is a financial advisor at LPL Financial with 29 years of industry experience. She has worked at LPL Financial since 2003 and previously spent six years at Citigroup Global Markets. She holds Series 63 and Series 65 licenses. Outside of her advisory work, she serves on the board of a non-profit organization focused on women and family development. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad array of financial products.

Donald Burklo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 27 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2015 and has been involved with Bauer & Burklo Enterprises since 1985. Burklo is also an independent insurance agent affiliated with various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Brian Kessler is a financial advisor with Wells Fargo Clearing in Bethesda, MD, holding a Series 66 designation and having 11 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2017 before joining Wells Fargo Clearing in 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from its Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions across a broad range of financial products.

Andrea Franklin is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2017. Prior to that, she was with SunTrust Advisory Services and SunTrust Investment Services from 2008 to 2017. Outside of her advisory role, Franklin assists with her husband’s custom woodworking business by handling accounting, social media, and participation in craft shows, and she is also involved in direct sales of make-up and skincare products through SeneGence. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lauren Conkright is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has six years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to her financial services career, she worked at Bowie Produce Company for 16 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Joseph Schmerling is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Avantax Investment Services and 1st Global Advisors, as well as managing Schmerling Financial Group. He serves on the boards of a local Torah school and the Mikvah Emunah Society, contributing through volunteer and finance committee roles. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services, employing a multi-manager platform with discretionary and non-discretionary programs.

Tamana Nawroozzada is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. Her work history includes roles at Bank of America, the University of Maryland Global Campus, Macy's, and Best Buy. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Andrew Lee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2023 before joining Wells Fargo Clearing. Outside of his advisory role, he serves as a trustee for a family friend and has a minority ownership interest in an investment-related family 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. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

John Ferguson is a financial advisor with Cambridge Investment Research Advisors in Ashburn, VA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and serves as treasurer and scholarship committee member for GW Community School, a private high school in Springfield, VA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of discretionary and non-discretionary strategies across multiple custody platforms.

Gaurika Kapoor is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at Bank of America, Merrill, and T. Rowe Price Investment Services. Outside of her advisory role, she is a co-owner of a family business called Gaurika Sood. 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, and various institutional investors.

Ye Zang is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Cetera in 2025, Ye was associated with Avantax Advisory Services and Avantax Investment Services. She is also the owner and sole proprietor of Elizabeth Ye Zang, CPA, LLC, which provides tax preparation and accounting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

John Henderson III is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Lincoln Financial Advisers and Voya Financial Advisors. Outside of advising, he serves as a soccer referee for various levels and is a board member promoting soccer in Maryland. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a range of investment products and third-party solutions.

Jared Vance is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2017 and previously at Pessin Katz Law PA. Outside of his advisory role, Jared serves on the IAABO Board 214 in Frederick County, Maryland, a recreational labor/service organization. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Jeffrey Garner is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, including time at Morgan Stanley Private Bank, N.A. since 2020. Prior to joining Morgan Stanley, he spent nine years at Citigroup Global Markets. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.