Colin Kimpel is a financial advisor with Mass Mutual Investors Services in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Mass Mutual since 2004. Outside of his advisory role, he is involved as an agent in individual and group life and health insurance through his own LLC and is a member of an LLC focused on wealth management administration. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved analytical tools for goal-based planning and offers a range of programs including wrap and money-manager options.

Deirdre Mc Elroy is a CFP® certificant affiliated with LPL Financial, with 25 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she engages in reselling activities as a hobby. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning, advisory programs, and retirement consulting services supported by in-house and third-party research.

Michael Stadnik is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley and its predecessor since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Giselle Colavita is a financial advisor with Charles Schwab in Bethesda, MD, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2006. Outside of her advisory role, she serves as a member of the Board of Trustees for the Connelly School of the Holy Child. Charles Schwab serves a large client base, 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’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal process for alternative investment offerings.

Christopher Mc Allister is a CFP® professional with eight years of industry experience, currently serving as an advisor at LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm’s platform integrates adviser programs with a range of financial products and utilizes both proprietary and third-party portfolio management resources.

Ryan Henry is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked in educational roles at St. Mary's College of Maryland, McDaniel College, Mount St. Mary’s University, and River Hill High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Kenneth Sprague is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee and power of attorney for family and friends’ investment-related trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jonathan Arledge is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, he had a professional basketball career playing for various international teams, including FC Porto Basket, Cholet Basket, and the Lebanon National Team. 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, and institutional investors.

Ilian Li is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has held positions at JPMorgan Chase, Raymond James Financial Services, Atlantic Union Bank, Middleburg Financial, and PNC. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large, integrated operational structure.

Suhaydi N Reyes is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and previously spent six years at Bank of America. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies through the Select Portfolio Solutions program. The firm serves a broad client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Evan Winik is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2004 after graduating from the University of Maryland, College Park, with a bachelor's degree in finance. Evan holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered Retirement Planning Counselor (CRPC). Evan brings an analytical, outcome-focused perspective to his client relationships, concentrating on serving a select group of investors by placing their unique goals at the center of his work. His expertise spans college education planning, employee benefits, executive compensation, family wealth management, retirement income strategies, portfolio management, and small business strategies. Evan's approach emphasizes understanding each family's financial life to tailor support reflecting their most important needs. He also shares his knowledge through adult education programs for associations, organizations, and Fortune 500 companies in the Greater Washington, D.C. area. Originally from Long Island, New York, Evan resides in Bethesda, Maryland, with his wife and two children. Outside of his professional work, he spends time with his family and enjoys activities such as fishing, attending his children's sporting events, and traveling.

Warren Bischoff is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has been with RBC Capital Markets since 2008. He serves on the boards of two youth-focused charities, Super Leaders and the Cal Ripken Sr. Foundation, where he participates in fundraising efforts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies through a combination of in-house and third-party managers, providing services such as portfolio management, financial planning, and custody.

Shannon McSkimming is the Vice President and Financial Consultant at Fidelity Investments, where she currently partners with clients and their families to develop customized financial plans. She emphasizes building strong, long-term relationships as she strives to become a trusted advisor. Shannon has been with Fidelity Investments since 2012, progressing through roles from Financial Representative to Financial Consultant and now Vice President. Prior to joining Fidelity, she worked at T. Rowe Price from 2007 to 2012 in roles including Investor Center Specialist and Participant Service Center Specialist. Her experience spans financial consulting and investment services, focusing on adapting financial plans to clients' evolving needs and priorities.

Peter Mangano is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds a Series 66 designation and has worked previously at City National Bank and Jason's Deli. He serves on the board of directors at Turf Valley, where he helps organize events and develop membership strategies for the golf club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers.

Paul Grambsch is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He worked at UBS Financial Services for 13 years before joining Raymond James in 2019. Outside of his advisory role, he serves as an International Exchange Coordinator for the EF Foundation for Foreign Study, arranging placements of foreign exchange students with local host families. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through both non-discretionary and discretionary advisory programs, with notable capabilities in municipal finance and institutional consulting.

David Stewart is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and Door Dash. 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment approach with Bank of America’s broader platform, including access to swaps, derivatives, lending, custody, and other financial services.

Nicholas Shealy is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2017. Prior to his advisory role, he worked at the University of Maryland from 2013 to 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using Wells Fargo research and planning tools, with a range of services that include retirement, education, risk, and wealth-transfer planning.

Kimberly Kirk is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her financial services career with JP Morgan Chase and joined Merrill Lynch in 2015. Kimberly provides personalized guidance to help clients meet their financial goals and objectives, simplify their financial lives, and provide a level of confidence throughout the financial planning process. Her expertise includes retirement, education, and estate planning, as well as creating financial roadmaps and implementing appropriate investment strategies. Kimberly focuses on client priorities and concerns such as college education planning, corporate executive services, executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible, values-based and ESG investing, and women and wealth. Kimberly holds a bachelor's degree in finance from the University of Delaware and is a CERTIFIED FINANCIAL PLANNER™ certificant, awarded by the Certified Financial Planner Board of Standards, Inc. She is also a Personal Investment Advisor (PIA) and a member of NAWBO Greater DC. Outside of work, Kimberly enjoys gardening, hiking, interior decorating, photography, pickleball, pottery, running, skiing, and spending time with her family.

Eric Hanson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Raymond James in 2023, he worked at UBS Financial Services Inc. for ten years. He serves as the Board Chairman of Aspen Hill Christian Church, coordinating various church ministries. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services.

Michael Brown is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Compass Group USA, Inc. and Avendra, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.