Mary Brennan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2019 and previously worked at Bank of America, NA from 2014 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Nicholas Foster is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC. from 2013 to 2016. Foster has been affiliated with Wells Fargo Bank NA since 2007. 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, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary plan-level investment management.

Charles Sisson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he serves as power of attorney for his parents on investment-related matters. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Erin Fox is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley since 2015, including her current role starting in 2017, and also works with Morgan Stanley Private Bank, National Association. Outside of her advisory work, she owns and manages a rental property in Mechanicsville, VA. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling but typically acts in an advisory capacity without providing individual security recommendations as part of its standalone financial planning.

Mariah Dehaven is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. She previously worked at Financial Engines Advisors L.L.C. for seven years, as well as at Edelman Financial Services, LLC and EF Legacy Securities, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, as well as internal research tools including artificial intelligence.

Logan Reed is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously at Voya Financial Advisors and Spire Investment Partners. Outside of his advisory role, Reed teaches seminars educating government employees on their employment and retirement benefits and serves as a deacon on the board of Bethlehem Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Steve Katsakos is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm uses an IPS-driven approach based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Averey Mackin is a financial advisor at RBC Capital Markets with three years of industry experience. Prior to joining RBC, Mackin worked at Morgan Stanley and Columbia Management Investment Distributors, Inc. Outside of finance, Mackin has held roles in the hospitality and brewing industries. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to each client's risk profile.

William Orlando is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and incorporates research from Wells Fargo Investment Institute and third-party sources within a diversified investment approach.

Sherine Nabhan is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined the firm in 2007 and works closely with individuals and families to develop customized financial strategies tailored to their unique goals. Sherine follows a disciplined wealth management process that begins with understanding each client’s specific needs, concerns, and priorities to align financial strategies accordingly. Her areas of expertise include education planning, employee benefits planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, and women and wealth. Sherine holds a Bachelor’s degree in Finance from George Mason University and a Master’s degree in Finance from Johns Hopkins University. She has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Sherine is fluent in English and Arabic.

Claire Swayze is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Centurion Wealth Management and Spire Investment Partners. Before entering the financial industry, she was employed at P.F. Changs China Bistro. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured discovery and firm-approved tools to support financial planning.

Sarah Avila is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Cetera and has held roles at VLP Financial Advisors and Cetera Wealth Services, LLC since 2016. In addition to her advisory work, she is licensed to sell life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse investment strategies and a variety of program options tailored to client needs.

Maritza Rosa Maldonado is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2021. Prior to that, she was with Voya Financial Advisors and Spire Investment Partners. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by firm-approved tools and research from its Global Investment Committee.

Tia Reese is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. She began her advisory career in 2026 and has prior experience at firms including Charles Schwab and roles at George Washington University. Reese also has experience with Apparati SmartGym + Wellness, reflecting interests outside traditional finance. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs and tailors investment strategies based on each client’s risk profile, utilizing a combination of in-house and third-party investment managers.

Margaret Gargulinski is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and bringing nine years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Outside of her financial career, she is involved in youth sports, serving as head lacrosse coach at Oakcrest School and participating in lacrosse-related activities through 3Step Lacrosse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach includes structured discovery and analytical tools but does not provide individual security recommendations as part of standalone planning.

Malini Raswant is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior work includes roles at Waddell & Reed, Inc., Benefits Mall, and iProtect LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Evan Prestera is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Newday USA and Wells Fargo Bank, NA. He also has experience with NOVA Tastings and Florida State University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines in-house research and third-party analytics with a large network of over 14,000 financial advisors and manages approximately $671 billion in assets.

Francisco Valeriano is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 22 years of industry experience, previously working at firms including Prudential Insurance Company of America, Pruco Securities, LLC, MassMutual, HSBC Securities, and Morgan Stanley. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm typically implements investment strategies through model-driven portfolios developed by its research department and third-party portfolio strategists, while also offering affiliated trust custody, insurance services, and secured credit programs.

Stacy Segal is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked at Mass Mutual Investors Services since 2022 and at MassMutual Life Insurance Co since 2020. Segal also operates Stacy S. Segal Insurance Services, providing life and disability insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved tools and structured annual planning engagements.

Reimy Saavedra is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, Saavedra worked at Conyngham CPA and has experience in both banking and fitness center roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.