Kevin Fishkind is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, Citigroup Global Markets from 2006 to 2009, and Legg Mason Wood Walker, Incorporated from 2004 to 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and employs a structured planning process supported by firm-approved tools and modeling techniques.

Laith Layous is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on building long-term relationships with clients and their families, developing personalized wealth management strategies tailored to their individual needs, goals, values, and aspirations. Laith works closely with clients to understand what matters most to them, determining their appropriate level of risk and positioning them to pursue their long-term financial objectives. Laith holds a Bachelor's Degree from the University of Miami and has earned the Personal Investment Advisor (PIA) designation. He communicates fluently in English and Chinese, supporting a diverse client base. Committed to community involvement, Laith participates in volunteering activities aligned with Merrill's tradition of community service.

Haris Mutapcic is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments in various capacities since 2013, progressing through positions including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to his current role, he also held the position of Senior Financial Consultant at TD Ameritrade in 2018. Over the course of more than 10 years, Haris has worked closely with clients and their families to plan and prepare for their financial goals. He employs a tailored approach based on the unique needs of each client and serves as a consistent source of guidance and support throughout their financial journey. Haris is fluent in Bosnian, Croatian, and Serbian.

James Henson is a financial advisor with Morgan Stanley in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked with Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Chris Wallace is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank since 2015. Wallace holds Series 63, 65, and 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Liam Mulcahy is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at BNY Mellon and Cvent. Outside of his advisory role, he is involved with Tontine Financial LLC, supporting the company’s payroll and benefits operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized municipal and retirement plan services.

Alistair Faghani is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Equinox, Spotluck, Capital Teas, and the University of Maryland, College Park. Outside of his advisory role, he instructs kendo, a martial art, to children and adults on a part-time basis. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Adam Skitol is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior roles include positions at Trimmer Associates and Bankers Life Securities Inc. Outside of his advisory work, he occasionally conducts property inspections as an independent contractor for Trimmer Associates. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and maintaining a large network of advisors and branch offices nationwide.

Luke Cullen is a Financial Consultant at the Fidelity Investor Center located in the Ashburn - One Loudoun office. In his role, he serves as a local dedicated advisor for clients seeking deeper financial planning and long-term partnerships to achieve their financial goals. His focus is on understanding clients' objectives and collaborating with them to develop plans that inspire confidence and comfort. Luke's professional experience includes his current position as a Financial Consultant at Fidelity Investments since 2023. Prior to this, he was an Investment Consultant at Fidelity Investments from 2022 to 2023, and he worked as a Financial Advisor at Edward Jones Investments from 2019 to 2022.

Max Hutsell is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Edward Jones, Morgan Stanley, H. Beck, Inc., and managing his own enterprises such as Max Everett Enterprises and Grove Point Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Mehrak Aliaskari is a Private Wealth Manager with Merrill Private Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Mehrak earned a Bachelor's Degree from George M. His professional role involves providing wealth management services to clients.

Eiber Medina Gutierrez is a financial advisor with Merrill who holds a Series 66 designation and has six years of industry experience. He has worked at Bank of America and Merrill since 2018 and was previously employed by Capital One Bank. Outside of his advisory role, he owns a remodeling and subcontracting business in Montgomery Village, Maryland. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party managers.

Lanie Nikes is a CFP® professional with 13 years of industry experience, currently with Charles Schwab. Her prior experience includes roles at Mercer Global Advisors Inc., McLaughlin Ryder Investments, Inc., and operating her own advisory business. She previously held an insurance broker role and receives trailing commissions from past insurance sales. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Matthew Thompson is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he held roles at Potomac Financial Private Client Group and Carradice Wealth Advisors. He has been involved in paraplanning through VMCK Associates, Inc. outside of his primary advisory work. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jordan Kraus is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at LPL Financial in Rockville, MD. He has worked at LPL Financial since 2007 and previously held positions at Stratos Wealth Partners, Ltd and Uvest Financial Services Group, Inc. Outside of his advisory role, Kraus is involved with MedicarePhD, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, supported by extensive advisor tools and a broad platform that includes institutional and retirement-focused services.

Nathaniel Massey Jr. is a financial advisor at Ameriprise with 25 years of industry experience and holds the Series 66 designation. He has worked at Ameriprise in various capacities since 2001. Massey serves on the Board of Directors for the Ingleside Foundation and several Ingleside senior living communities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Charles Lewandowski is a financial advisor with LPL Financial, holding CFP® and ChFC® designations, and has 46 years of industry experience. He previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Principal Financial Services. Outside of his advisory role, he is a business owner of Artisan Movers, Inc. 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 model portfolio programs, utilizing various investment strategies and technology tools to support advisors.

Griffin Johnson is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at State Farm and service in the US Army. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Diego Figueroa is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His prior work includes a year at MassMutual and several years with TopGolf. Outside of advisory work, he operates an online trading business selling collectibles. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Stephen Ide is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been associated with Merritt Properties since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.