Mara Da Silva is a CFP® and Series 66-designated financial advisor with 14 years of experience at RBC Capital Markets, where she has worked since 2012 in Rockville, MD. She is affiliated with RBC Wealth Management, a division of RBC Capital Markets, LLC, which serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Alexandra Julia Nemeroff is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior work includes positions at Franklin Templeton Distributors, Inc., Equinox, and Trunk Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Jennifer Franco Dias is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior roles include positions at BOFA Securities, Inc., Merrill Lynch Professional Clearing Corp., and JPMorgan Securities, LLC. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

William Moss is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America, N.A. and Merrill. Outside of his advisory role, Moss serves on the boards of The Heights School and DC Accelerator, and is a professor at Catholic University of America. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured tools and modeling techniques, serving clients through a combination of advisory and brokerage services.

Chidozie Obidegwu is a CFP® professional at Fidelity with 16 years of industry experience. He has worked at various Fidelity entities since 2011, including Fidelity Brokerage Service LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Crystal Davis is a CFP® professional with 15 years of industry experience, currently with Cetera. She has held roles at Avantax and operates Davis Financial Services LLC, where she prepares tax returns for individuals, businesses, and estates. She also serves as a director at Davis & Ritter CPA's LLC and is involved in editorial work for various publications. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform, combining affiliated and third-party managers across discretionary and non-discretionary programs.

Timothy Ernst is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 25 years. Outside of his advisory role, he coaches middle school soccer in an after-school program. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to multiple investment programs through an extensive multi-advisor platform.

Kennan Low is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining J.P. Morgan, he worked at UBS Financial Services from 2013 to 2019. Outside of his advisory role, he is involved with USA Hockey as a Level 1 hockey referee alongside his son. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Isabella Ganthier is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2019. Ganthier's background includes academic involvement at Harvard University and Harvard Business School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research, with an emphasis on model asset allocations and ESG considerations.

Andrew Villafranca is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at XML Securities, LLC, XML Financial Group, Wells Fargo Advisors, and Morgan Stanley. He is also licensed to sell various types of life insurance. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Cammarata is a CFP® professional with 19 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities for 10 years. Outside of his advisory role, he is involved in a client healthcare consulting business operated jointly with his wife and coordinates age group activities related to updating game scores on a website. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a collaborative approach that includes the use of firm-approved analytical tools and event-driven planning programs.

Connor Rebele is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles outside finance, such as positions at Vineyard Vines and Champion Teamwear. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

David Deporter is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to joining Morgan Stanley, he spent 15 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to assist clients in developing their financial plans.

Robert Huber is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads the Corporate Advisory Services Team, which services corporate stock option plans, 401(k) plans, and employee stock purchase plans (ESPP). His role focuses on supporting corporations in developing benefits plans. With over 28 years of experience, Robert specializes in corporate benefits, executive compensation, equity compensation services, and institutional and corporate benefit services. He holds professional designations as an Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). Robert earned a bachelor's degree in finance from Richard Stockton College of New Jersey. Outside of work, he enjoys playing golf, reading, and coaching basketball, softball, and baseball for youth leagues in his community.

Jacob Miller is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2021. Prior to this role, he was an Investment Consultant at Fidelity Investments from 2019 to 2021, and before that, he worked as a Financial Advisor at Northwestern Mutual from 2017 to 2019. Throughout his career, Jacob has focused on helping clients develop personalized financial plans by understanding their goals and values, analyzing their current financial situations, and identifying opportunities to create customized roadmaps. In his role, Jacob collaborates closely with clients to implement and adjust financial plans as their circumstances evolve, ensuring ongoing alignment with their objectives. His professional experience reflects a commitment to providing tailored financial consulting services. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Alexis Martinez is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and 66 licenses and has been with Edward Jones since 2006. Outside of his advisory role, Martinez leads seminars for federal employees using NITP materials in Rockville, MD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Kwame Smith is a financial advisor with LPL Financial in Laurel, MD, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, AXA Advisors, Navy Federal Financial Group, and Synovus Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various investment strategies and technology tools, alongside a broad suite of non-advisory financial products.

Alvin Hailstorks is a CFP® professional with 28 years of industry experience, currently advising at LPL Financial since 2018. He previously worked with 1 St Global Advisors, Inc. and 1 St Global Capital Corp for nine years and has operated Holmes And Associates Accounting Services, a tax preparation and accounting firm, for 17 years. 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 and access to various portfolio management strategies, supported by extensive technology and a network of over 22,800 advisors.

Charles Leapley is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 12 years. In addition to his advisory role, he is an independent licensed insurance agent and owns a commercial real estate investment as a sole proprietor. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization and offers a wide range of advisory and brokerage services through a large multi-advisor platform.

Matthew Grace is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 18 years of industry experience, including previous roles at Primerica Advisors, Guardian Life Insurance Co, and First Financial Group. Grace also serves as Treasurer for the IFAPAC DC Chapter, where he reports on political issues related to the industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers a range of investment and planning services including recently introduced event-driven programs.