Ashley Dunnington is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America Merrill Lynch and the Securities and Exchange Commission. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary management, fund advisory, and model portfolio delivery, with notable involvement in regulated commodity pool operations and advisory roles for multiple registered investment companies.

Jeffrey Davis is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2019. Prior to this, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2019. Outside of his advisory role, he owns Spring Hatch, LLC, a real estate management business, and acts as a power of attorney for his father. 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, including insurance-related vehicles and bank deposit sweep options.

Clarice Link is a Financial Advisor at Merrill Lynch Wealth Management. She supports clients with a focus on areas including college education planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Clarice emphasizes personalized advice, strategic planning, and trusted guidance to help clients achieve financial confidence. Clarice holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). She completed an Accredited Certificate Program at MacFatter Tech. Fluent in English, Portuguese, and Spanish, she is committed to understanding each client's unique financial goals and developing tailored strategies to pursue them. Outside of her professional work, Clarice enjoys cooking, dancing, football, horseback riding, music, pickleball, soccer, spending time with her family, tennis, and volleyball. Her approach involves taking the time to learn what matters to her clients, assisting them in navigating financial decisions to support their objectives.

Richard Hamilton is a financial advisor at LPL Financial with 45 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2009, following eight years at Valic Financial Advisors. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Cynthia Fermin is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2018, following nine years at PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jeffery Adair is a financial advisor with Ameriprise in Manassas, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering and serves as president of OPM, Inc., a company providing office support services to financial advisors. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide non-discretionary recommendations, emphasizing managed accounts and incorporating algorithmic automation overseen by a retirement income committee.

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 in McLean, VA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2007. 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 offers a range of services supported by research from Wells Fargo Investment Institute and third-party sources.

Charles Sisson is a financial advisor with Wells Fargo Clearing in Woodbridge, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney for both of his parents. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

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 in McLean, VA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third‑party sources.

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.

David Powell is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in financial services. He specializes in assisting individuals, families, business owners, and corporate clients with personal retirement planning, philanthropic planning, portfolio management, tax minimization, and socially responsible investment strategies, including ESG investing. David also supports corporations, non-profits, endowments, and associations in managing retirement plans and business financial needs. David holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His education includes a high school diploma from St Josephs High School and attendance at the University of California Davis. In addition to his professional work, David enjoys adventure sports, antiquing, golfing, and music. He is also a collector and restorer of classic cars, a hobby that informs his patient and detail-oriented approach to wealth management. David works closely with clients and their trusted advisors to deliver customized financial strategies aimed at meeting their long-term goals.

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.