Scott Sweitzer is a financial advisor at LPL Financial with a Series 65 credential and experience in financial services since 2013. Prior to joining LPL Financial in 2026, he worked at Prime Settlement, Inc. for nine years and has operated Scott T. Sweitzer Esq. PC since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Celina Abouzeid is a Series 66-registered advisor with Merrill, based in Columbia, MD. She has 18 years of experience at Merrill and 2 years of industry experience as a financial advisor. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ana Cortez Molina is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and no prior industry experience. Her background includes roles outside of finance, such as positions at Advance Auto Parts and Auroras Hair Design. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to guide investment decisions.

William Barrett is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has worked with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and economic modeling in its financial planning process.

Tambria Thacker is a financial advisor with Primerica Advisors in Gaithersburg, MD, holding Series 65 and Series 63 licenses and 13 years of industry experience. She has worked at Primerica Financial Services since 2011 and PFS Investments Inc. since 2013. Outside of advisory work, she operates a business affiliated with Primerica and works as an Uber driver. Primerica Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-driven strategies and discretionary management, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Asagai Brevil is a Series 66-licensed financial advisor with Merrill, bringing six years of industry experience including prior work at Wells Fargo Bank. He is based in North Bethesda, MD. Outside of his advisory role, he co-owns rental property ventures with his wife. Merrill provides managed account services to a broad client base, including individuals, high-net-worth clients, and institutional fiduciaries, offering model-based and discretionary investment strategies through its integration with Bank of America’s corporate platform.

Elmer Garcia is a financial advisor at Merrill based in Beltsville, MD, holding a Series 66 designation with no prior industry experience. His work history includes roles at Merrill, Bank of America, Weis Markets, PetSmart, and Silver Diner. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with other Bank of America services, including lending and custody.

Tyler Thomas is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. His prior work includes roles in education and hospitality. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Erick Quiroz is a Financial Advisor at Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works closely with clients to understand their financial priorities and develop strategies to pursue their short-, mid-, and long-term goals. Erick provides guidance on a wide range of financial topics, including general investing, retirement planning, and saving for unexpected expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Erick's expertise lies in helping clients manage their finances amidst competing demands such as buying a home, funding education, eldercare, and healthcare planning. He collaborates with clients to define their financial goals and design portfolio strategies tailored to their needs, offering ongoing advice and adjusting plans as their situations evolve. He holds the designation of Personal Investment Advisor (PIA) and is proficient in English and Spanish. Erick earned his High School Diploma from Sherwood High School.

Daniel Gomes is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in assisting individuals, business owners, and entrepreneurs with building, protecting, and transforming their financial futures through personalized wealth management strategies that adapt to dynamic market conditions. Daniel leverages the combined investment insights of Merrill and the banking and lending solutions offered by Bank of America to support his clients' goals. Daniel's expertise is rooted in advanced tax and wealth preservation strategies tailored for high-income professionals and business owners. Drawing on his previous experience with Big 4 accounting firms, he focuses on optimizing after-tax income and integrating exit-focused planning to maximize the value clients capture when transitioning from their businesses. His client focus areas include corporate benefits, executive compensation, institutional investment consulting, portfolio management, and both individual and corporate investment strategies. He holds a bachelor’s degree from Universidad Catolica Andres Bello and an MBA from the California State University System. Daniel maintains professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is multilingual, fluent in Spanish, Portuguese, and English, and is actively involved in professional and community organizations, including serving on the board of directors for the Greater Washington Hispanic Chamber of Commerce and membership with the National Association of Hispanic Real Estate Professionals. His community involvement includes participation with Catholic Charities USA and Knights of Columbus. Outside of his professional life, Daniel enjoys baseball, biking, cooking, hiking, music, soccer, tennis, traveling, watching movies, and spending time with his family.

Daniel Twomey is a financial advisor with Morgan Stanley in Rockville, MD, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and concurrently with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to model financial outcomes while providing advisory services without individual security recommendations in standalone planning.

Ryan Tillery is a financial advisor at LPL Financial with three years of industry experience and holds the Series 66 credential. Prior to joining LPL Financial in 2022, he has worked with firms including Private Advisor Group, LLC and Global Advisor Group. He also provides administrative support to Private Advisor Group, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Joseph Dunn Jr. is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 credentials and 35 years of industry experience. He previously worked at H. Beck, Inc. for 28 years and was affiliated with Grove Point Investments, LLC and Grove Point Advisors, LLC for four years. Outside of his advisory role, he is involved in non-variable insurance businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Nathan Chen is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and three years of industry experience. He has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Raymond James & Associates. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory to serve its clients.

Jonathan Dickey is a financial advisor with Raymond James Financial Services, Inc. in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is involved in agricultural activities as a co-owner of family farms and serves on the board of a nonprofit horse rescue organization as well as on the board and audit committee of a regional bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting supported by firm research and outside managers. The firm is notable for its significant non-discretionary advisory business, providing tailored investment recommendations while leaving final decision authority with clients.

Miguel Dominguez Jimenez is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and previously worked at Capital One Bank before joining Merrill and Bank of America in 2018. Outside of his advisory role, he is seeking approval to launch an online clothing store. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other institutional clients.

Martina Beckum is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Her career includes roles at Edelman Financial Engines and EF Legacy Securities prior to joining Raymond James Financial Services. She is also involved with support roles at Lee Sipe and Associates and Serving Those Who Serve, focusing on client service and administrative responsibilities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, institutional clients, and government entities. The firm offers tailored, typically non-discretionary advisory solutions supported by a broad affiliate network and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services.

Richard Kilroy is a financial advisor with Raymond James & Associates in Clarksburg, MD. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Morgan Stanley, Wells Fargo Clearing, Burke & Herbert Bank, Redmayne Bentley, and Investec Wealth & Investment. Raymond James & Associates provides financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Alexander Rice is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Equitable Advisors, he held various roles including at Homegoods and Firehouse Subs. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes LPL-sponsored programs and endorsed TAMPs, offering a mix of discretionary and non-discretionary asset management solutions.

Benjamin Hausman is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2020, he was a partner at Hausman, CPAs LLC from 2017 to 2020 and worked at Cohnreznick LLP from 2015 to 2017. Outside of advising, he has been involved in accounting and tax preparation through his CPA firm. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a distinctive focus on advisory and implementation-support services rather than delegated management.