Kendall Pace is a CFP® designated financial advisor with Edward Jones in Bowie, MD, where he has worked since 2019. He has six years of industry experience, including prior roles at Rev and a professional athletic career in the National Football League and Canadian Football League. His background also includes eight years in educational settings across middle school, high school, and college. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, ranging from non-high-net-worth to high-net-worth households and organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors, offering a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nicolas Cortes Godoy is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, Nicolas focuses on helping clients pursue their personal financial goals by tailoring plans that align with their unique priorities and circumstances. He emphasizes a transparent approach to wealth planning, assisting with a range of needs including retirement planning, education funding, and managing unexpected financial challenges. With professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Nicolas combines his expertise with a commitment to understanding what matters most to each client. He strives to provide ongoing advice and guidance that adapts as client needs evolve. Nicolas communicates fluently in both English and Spanish. Nicolas holds a Bachelor's Degree from George Washington University and earned his high school diploma from Eastern Christian High School. Beyond his professional work, he is involved in community organizations such as Touch The World and YouthQuest.

Gianna Ruffino is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2020. Her prior roles include positions at Virtual Service Operations, Catholic University, Boston Children's Hospital, Body Bronze, and Parisian Day Spa. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Robert S. Wright is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm blends institutional trading capabilities with wealth management services, providing a broad range of capital markets, research, and lending solutions.

Trevor Nelson is a Certified Financial Planner (CFP®) with 32 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2021, following roles at Bank of America and Merrill. Nelson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored plans.

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.

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.

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 at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following an 11-year tenure at Friedman, Billings, Ramsey & Co. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Christopher Connolly is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 licenses and 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, offering 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.

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 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.