Christopher Smith is a Financial Consultant currently working with clients to develop, implement, and manage customized financial plans. He focuses on simplifying and personalizing the investing process to align investments with clients' future goals for themselves and their families. He has been a Financial Consultant at Fidelity Investments since 2022. Prior to this role, he served as Regional Vice President at ProFunds Distributors, Inc. from 2018 to 2022, Regional Sales Specialist at Pioneer Investment Management, Inc. from 2016 to 2018, and Registered Representative at Pruco Securities, LLC from 2015 to 2016. Outside of his professional work, Christopher enjoys playing golf.

Maximilliano Saavedra is a Series 66-credentialed financial advisor with Ameriprise, based in Potomac, MD, and has 21 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he co-owns a bookkeeping business and manages an LLC that handles Ameriprise-related business expenses. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Juan Gochez Barrientos is a Series 66 licensed financial advisor with Merrill, based in Bethesda, MD, and has six years of industry experience. He has also been associated with Bank of America, N.A. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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, pension plans, corporations, and charitable organizations.

Judith Zins is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 40 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a broad array of investment offerings.

Mohamed Ben Yahia is a financial advisor with Ameriprise in Fairfax, VA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Melissa Chockley is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, she was unemployed for ten years. She serves as Secretary on the Board of Directors for Yorktown Crew Boosters. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

J Britt Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Benjamin Maynard is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at JVJ Solutions and has an educational background including time at Boston College and Wilmington High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction methods. The firm serves as an advisor to multiple registered investment companies and employs formal governance and proxy-voting procedures.

Jonas Rodriguez Jones is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2018, and previously spent 18 years at Fidelity Investments. Jones holds Series 63 and Series 66 licenses. 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Daniel Mc Geever is a financial advisor with Ameriprise in Gaithersburg, MD, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in owning and managing a commercial real estate LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing comprehensive written recommendations that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary retirement advice, primarily focused on assets managed within Ameriprise.

Carlos Romero is a financial advisor with LPL Financial in Rockville, MD, holding a Series 66 designation and 22 years of industry experience. His career includes prior roles at PNC Wealth Management, Uvest Financial Services Group, Truist Investment Services, and Equitable Advisors. Outside of his advisory work, Romero is involved in residential real estate services and tax preparation. 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 wide range of advisory and brokerage services through an extensive network of investment adviser representatives, utilizing various models and tools across discretionary and non-discretionary strategies.

Adam Proger is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 21 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Raymond James in 2019. Outside of his advisory role, he serves as Treasurer and Board Member of the Jewish Foundation for Group Homes, where he is also part of the Finance and Investment Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and municipal advisory services.

Andrew Alvey is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has worked in both financial services and other sectors, including automotive retail and healthcare. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies, incorporating both in-house and third-party managers to meet client-specific risk profiles.

Duane Rollins is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Capital One, Seed Spot, and 18F. Outside of his advisory work, he is a co-producer involved in fundraising for theater, film, and TV productions through Score 3 Partners. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative, annual financial planning engagements using firm-approved software tools, with implementation of recommendations requiring separate arrangements.

Michael Brodnik is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Securities Company, LLC, Bank of America, N.A., and Merrill. 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 solutions 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.

Olivia Carson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, Merrill Lynch Wealth Management, and NewDay USA, among other roles. 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, and institutional investors.

Ryan Shuler is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked at Bank of America and Merrill Lynch before joining UBS in 2022. He serves as an advisory board member for Make-A-Wish® Mid-Atlantic, a nonprofit organization focused on granting wishes to children with life-threatening medical conditions. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering a range of products including fee-based financial planning, discretionary portfolio management, and alternative investments.

Anita Acevedo is a financial advisor with Primerica Advisors in Gaithersburg, MD, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Primerica Advisors since 2013 and has worked with Primerica Financial Services since 1998. Outside of advisory activities, she is involved in sales of home security and automation products as well as loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kara Fransted is a Series 66-credentialed financial advisor with LPL Financial, based in Bethesda, MD, and has 8 years of industry experience. She has been with LPL Financial and its affiliated KMH Financial Services, LLC since 2015. Outside of advising, she owns a bakery in Rockville, MD, and conducts talks on leadership and productivity skills linked to her military background through Fransted Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

William Mason IV is a financial advisor at Edward Jones with 39 years of industry experience. He has held his position at Edward D. Jones & Co., L.P. since 1986. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.