Mary Bottella is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of her advisory role, she manages a rental property in Naples, Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, providing a combination of non-discretionary and discretionary investment options along with integrated brokerage, custody, and financial planning services.

Angelena Hayes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique offerings like insurance-related vehicles and bank deposit sweep options.

Scott Cannon is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. He is the owner of Chesapeake Tax Services, LLC, where he prepares 1041 tax returns. Cannon has been associated with Raymond James Financial Services Advisors since 2016 and also operates Chesapeake Wealth Advisors, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and maintains a connection to municipal and public finance through affiliated departments and referral arrangements.

Eric Graffe Ostos is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity, including Investment Consultant in 2024 and High Net Worth Service Associate from 2022 to 2024. Prior to joining Fidelity, Eric was a Financial Adviser at Edward Jones Investments from 2019 to 2021. His professional experience spans multiple facets of financial consulting, focusing on creating tailored financial plans that align with clients' unique goals and aspirations. Eric aims to simplify financial concepts and empower clients to feel optimistic about their financial futures. Outside of his professional work, Eric has interests in art, soccer, and traveling.

Ryan Fischer is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 63 designation and four years of industry experience. His career includes roles at Wells Fargo Clearing Services and Red Ventures, as well as work with Body Armor Sports Drink. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, using proprietary research and tools, with optional implementation through various brokerage and advisory programs.

Aaron Shapo is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His previous work history includes roles outside the financial industry, such as positions at Communities First Inc., Bender JCC of Greater Washington, and Michigan State University. 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 a broad roster of third-party asset managers. The firm utilizes a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

John Lasheski is a financial advisor at Morgan Stanley with 22 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. In addition to his advisory role, he serves as an executor for an estate in Brookeville, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and models.

Gordon Romans is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2023. Prior to that, he was with Equitable Advisors from 2020 to 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models as part of its process.

Brandon Mong is a CFP® with 10 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His career includes roles at United Brokerage Services and United Bank prior to joining J.P. Morgan in 2019. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

David Giulieri is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1994. Outside of his advisory role, he is involved with Lake Sunapee Partnership LLC, a real estate investment entity. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies to support its clients' financial goals.

Timothy Calabrese is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Merrill since 2008 and has concurrently worked with Bank of America, N.A. since 2013. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Mark Searles is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked previously at Grove Point Advisors, Grove Point Investments, SSN Advisory, and Medallion Financial Group. In addition to his advisory role, he is involved with Safe Money Concepts, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Connor Whitcomb is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Connor partners with clients to help them work toward both their short-term and long-term financial goals using Fidelity's technology and investment platform. He prioritizes developing quality, lasting relationships with clients and their families to ensure the effective use of Fidelity's resources tailored to individual needs. His experience spans comprehensive financial planning and client relationship management within Fidelity Investments.

Melvin Marroquin is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Bank of America N.A. from 2015 to 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to provide diversified investment solutions.

Vladislav Romanov is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios.

Daniel Miller is a financial advisor at Morgan Stanley with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at Hartford Funds Management Company and Pioneer Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Lyssa Tavel is a financial advisor at Morgan Stanley with 12 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2016 and also operates Lyssa Tavel Interior Design LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Thomas Searles is a CFP® professional with 42 years of experience in the financial industry, currently affiliated with LPL Financial since 2025. His prior roles include positions at Grove Point Advisors, LLC, H. Beck, Inc., and SSN Advisory, Inc., among others. Outside of his advisory work, he is an author and musician, with involvement in several creative projects such as "Was Once a Hero / The Marshal" and "Bill Tilghman and the Outlaws." LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and services, combining discretionary and non-discretionary management that utilizes model portfolios and research from various sources.

Edwin Alvarez is a financial advisor with Merrill, holding a Series 66 credential and six years of industry experience. He has been affiliated with Bank of America and Merrill since 2006. Outside of his advisory role, he owns ELG Investment Group LLC, a for-profit entity through which he manages commercial investment property. Merrill provides managed account services to Bank of America fiduciary clients via its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Kristin Kornemann is a CFP® with 28 years of industry experience, currently affiliated with Cetera. She has held roles at several firms, including Financial Advantage Associates and Minnesota Life, and has been involved in fixed insurance sales with Erie Insurance and Financial Advantage Associates. She is also active in her community as a homeowners association president. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.