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.

Mark Kamins is a financial advisor at LPL Financial with 35 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His career includes significant tenures at Lighthouse Financial Services and Kamins & Manning P.C., where he also provides tax preparation and accounting services. Kamins serves on the board of the nonprofit Guild of Temple Musicians. 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 extensive technology tools and a broad non-advisory financial service network.

Cecilia Brown is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2024. Her prior roles include positions at Lincoln Financial Securities Corporation and Ameriprise. Outside of her advisory work, she is associated with a business entity, Jeffrey Brown, which is not investment related. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

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 at Wells Fargo Advisors with 28 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Outside of advisory work, he is involved in investment-related activities through ownership in Parnes GP, LLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, and specialized services such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and summary letters.

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 at J.P. Morgan Securities with 20 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2017, he worked at Friedman, Billings, Ramsey & Co. for 11 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s investment process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Christopher Connolly is a financial advisor at Merrill with 16 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Merrill and Bank of America in 2025, he worked for GW&K Investment Management for nine years and spent two years at Georgetown University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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.

Alex Mann is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1997 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm uses structured discovery processes and firm-approved tools to develop plans and manages approximately $2.74 trillion in client assets.

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 at RBC Capital Markets with 29 years of industry experience. She has held positions at RBC Capital Markets Corporation since 2010, and previously worked at Truist Investment Services and Citigroup Global Markets. Michele holds Series 63 and Series 66 licenses. 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 a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

John Anderson is a financial advisor with Equitable Advisors in Washington, DC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Equitable Advisors since 2008 and previously was with Axa Advisors and Valic Financial Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals—including both non-high-net-worth and high-net-worth clients—as well as pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

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.

Tanmika Hysmith is a Series 66 licensed financial advisor with 15 years of experience, currently practicing at Merrill in Washington, DC. She has worked at both Bank of America, N.A. and Merrill since 2011. 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 a range of clients including individuals, high-net-worth investors, and institutions.

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.

Desi Berry is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. Berry has 11 years of industry experience and previously worked at Morgan Stanley and Northern Trust Securities. Outside of advising, Berry operates a home-based travel agency and works as an Uber driver. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing, collaborative financial planning engagements supported by firm-approved tools and educational seminars.