Kyle Dews is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of advisors in helping clients define financial goals and develop strategies to meet their financial objectives. He leverages the resources available at Fidelity to educate clients on risks and opportunities associated with their financial plans. Kyle has extensive experience in the financial services industry, with a career spanning roles at Fidelity Investments since 2006, including positions such as Financial Consultant, Investment Consultant, and Retirement Relationship Manager. Prior to Fidelity, he worked as a Financial Advisor at Merrill Lynch and Waddell & Reed. This breadth of experience supports his leadership in guiding clients and managing advisory teams. Outside of his professional work, Kyle has personal interests that include art, the beach, fitness, movies, music, and parenthood.

Russell Chomiak is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and with Jpmorgan Chase Bank NA since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach emphasizes non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies including ESG considerations.

Dariush Youssefiani is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with four years of industry experience. His background includes roles at Morgan Stanley Private Bank, N.A., and the United States House of Representatives. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Aamir Qureshi is a Series 66 licensed advisor with J.P. Morgan Securities in Washington, DC, and has one year of industry experience. His prior work includes roles at JPMorgan Chase Bank and Ernst & Young. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Nick Caputo is a financial advisor at Morgan Stanley based in Alexandria, VA. He holds a Series 66 designation and began his career at Morgan Stanley in 2022 after graduating from the University of Maryland. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Phoebe Solms is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at PricewaterhouseCoopers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes specialized regulatory registrations supporting broader derivatives and commodities capabilities.

Nicholas Rizzi is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. He has experience at Wells Fargo since 2024 and previously worked at Spadaflora, Virginia Tech, and North Hunterdon High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Mark Blackburn is a Financial Consultant at Fidelity Investments, a position he has held since 2018. In this role, he works closely with clients to identify their financial goals and develop clear strategies to achieve them. He emphasizes making financial planning accessible to a broad range of individuals seeking to build stability for themselves and their families. Mark has extensive experience in the financial services industry, having served in various capacities at Fidelity Investments since 2016, including as an Investment Consultant and Central Relationship Manager. Prior to that, he was a Financial Adviser with MetLife Premier Client Group from 2011 to 2015. Outside of his professional work, Mark enjoys biking, hiking, music, photography, and soccer.

Faben Mesfen is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Morgan Stanley in 2019, Mesfen worked at UBS Financial Services and had roles at the Natural Resources Defense Council and Oakland Montessori School. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and offers both direct and corporate financial planning services.

Omid Sarmadi is a financial advisor with UBS Financial Services in Washington, DC, holding Series 65 and Series 63 licenses and having eight years of industry experience. Prior to joining UBS in 2023, he worked at Lincoln Financial Distributors for five years. In addition to his advisory role, he is a co-founder and silent owner of Sarmadi Brothers, a family-run men’s shop. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans and portfolio management solutions.

Bryan Thomas is a financial advisor with LPL Financial in Washington, DC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at T. Rowe Price and Morgan Stanley, as well as entrepreneurial involvement with Canary Ventures, LLC. He is also employed outside the investment industry through Forward Global. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services utilizing a variety of strategies including model portfolios, third-party subadvisors, and customized approaches, supported by extensive operational and research tools.

Roshan Revankar is a financial advisor at J.P. Morgan Securities with the Series 66 designation and one year of industry experience. His prior work history includes roles at JPMorgan Chase Bank, Wells Fargo, Carolina Housing, and the University of North Carolina. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research and incorporates ESG criteria alongside a range of investment strategies.

Brett Marchand is a CFP® professional with 25 years of experience in the financial services industry. He has been with LPL Financial since 2005 and also has an ongoing role at Tower Federal Credit Union since 2002. Marchand operates Tower Wealth Management as a business activity related to his advisory work. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Patrick Nickerson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

Lisa Elbert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with previous experience at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to evaluate investment options within the constraints of custodian platforms.

Graham Keeton is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and previously worked at E*Trade Securities LLC and E*Trade Capital Management, LLC for over a decade. Keeton is based in Washington, DC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling.

Gus Mask is a CFP® professional with 17 years of industry experience, currently with Charles Schwab in Alexandria, VA. His prior roles include positions at USAA Investment Management Company and USAA Financial Planning Services. Mask has been self-employed in a non-investment-related capacity since 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account solutions. The firm integrates brokerage, advisory, custody, and cash-sweep services with a multi-asset investment approach supported by due diligence and strategic asset allocation.

Daniel Marcus is a financial advisor at UBS Financial Services with 36 years of industry experience. He has been with UBS since 2000 and holds Series 63 and Series 65 licenses. 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 combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Deborah Denooy is a Certified Financial Planner (CFP®) with 39 years of industry experience, currently affiliated with Morgan Stanley in Washington, DC. She has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and comprehensive investment modeling.

Herbert Friese is a financial advisor with Merrill who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has been with Merrill since 1987 and has concurrently worked at Bank of America since 2009. Friese serves as an advisory board member for the Carlyle Home Owners Association and owns a limited liability company associated with a beach house in Ocean City, Maryland. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.