Pablo Molina is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Centaurus Financial, and Reese Yeatman. Molina is a partner in Reese Yeatman Financial, LLC. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization across various programs, including financial planning, Unified Managed Accounts, and retirement plan consulting.

Evan Tanner is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America N.A., Merrill Lynch, and Pinebrook Capital. Prior to his advisory career, he was associated with the University of North Carolina at Chapel Hill and Tandem Sports and Entertainment. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Sharp is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been building his career since 2008. He and his team provide wealth management services that integrate various aspects of clients' finances, including retirement, education, travel funding, gifting, and legacy planning, to help clients focus on their priorities. He has expertise in investment management, including alternative investments such as private equity and private credit, which have been employed to assist clients in navigating different market conditions. Brian earned a bachelor's degree in finance and marketing from Villanova University and holds the Personal Investment Advisor (PIA) designation. He has been recognized multiple times by Forbes, including listings on the "America's Top Next-Generation Wealth Advisors" and "Best-In-State Wealth Advisors" lists. Brian has advanced through several roles at Merrill Lynch, attaining titles including Managing Director and Senior Vice President. He lives in Potomac, Maryland, with his wife and three children. Brian is active in his community, involved with Catholic Charities and Our Lady of Mercy, and participates in youth sports, coaching his children's teams. Outside of his professional and community commitments, he enjoys playing golf.

Jon Lindenberg is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and over 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of advising, he is involved in entrepreneurial activities related to merchant cash and stock agreements. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies, utilizing proprietary research and tools to develop tailored recommendations for clients.

John Snyder is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Brown Advisory and SVB Wealth LLC. He is based in Washington, DC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Eli Pridonoff is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He works with families, executives, and professionals to help them navigate financial complexity and make decisions grounded in clarity, discipline, and personal values. His practice focuses on wealth management strategies such as education planning, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and tax minimization. Eli collaborates closely with clients’ CPAs and estate attorneys to ensure a cohesive approach to managing their financial lives. Eli holds a Bachelor of Science in Accountancy from Miami University and an MBA from The George Washington University School of Business. He has pursued additional studies at Harvard University, Georgetown University, and the University of Cincinnati. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Originally from Cincinnati, Eli now lives in Silver Spring, Maryland, with his wife and three children. Outside of his professional role, he enjoys staying active through swimming and biking, having completed a half-Ironman triathlon. He also has an interest in baseball, music, reading, traveling, and is involved with Little League International.

Alexander Simet is a financial advisor at Wells Fargo Advisors with two years of industry experience. Prior to joining Wells Fargo in 2023, he worked at the University of Maryland from 2019 to 2023. In addition to his financial advisory role, he manages a family-owned restaurant, Il Basilico Trattoria, where he oversees kitchen and serving staff operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, covering areas such as retirement, education, and wealth-transfer planning, supported by proprietary research and planning tools.

David Kuzma is a financial advisor with Cambridge Investment Research Advisors who holds Series 65 and Series 63 licenses and has 11 years of industry experience. He has been with Cambridge Investment Research since 2015. Outside of his advisory role, he serves on the board of the Catholic Business Network of Montgomery County and the Maryland chapter of the Exit Planning Exchange, and he is involved in authoring and educational activities related to finance through his private ventures. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates thousands of financial professionals, managing a multi-billion dollar asset base and offering a range of discretionary and non-discretionary management solutions across multiple platforms.

Katharine Leithead is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. She also has a long tenure with Bank of America, N.A. beginning in 2002. 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, pension plans, corporations, and charitable organizations.

Traci Richmond is a financial advisor with Raymond James Financial in Bethesda, MD, holding a Series 66 designation and 20 years of industry experience. Her career includes prior roles at Wells Fargo Clearing and ownership of Women Who Rock LLC from 2016 to 2023. She is also the owner of The Meakem Group, LLC, a non-variable insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools, supporting clients through advisory programs and partnerships such as with the Society for Human Resource Management.

Lauren Finikiotis is a Series 66-licensed financial advisor with five years of industry experience, currently with J.P. Morgan Securities in Washington, DC. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, along with earlier positions at the College of William & Mary and the University of Pittsburgh. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by specialized affiliates.

Jeanette Barrett is Vice President and Executive Planning Consultant at Fidelity Investments, where she has worked since 2006. She has held roles of increasing responsibility including Vice President Financial Planning Consultant before her current position. With nineteen years of experience working with high-net-worth families, Jeanette specializes in integrating workplace benefits into comprehensive wealth plans. She prioritizes client engagement and education, ensuring clients understand and participate in the creation of their financial strategies. Jeanette holds an Arkansas Insurance License. Outside of work, she enjoys concerts, family activities, fitness, football, social events with friends, and traveling.

Hugh Mclaughlin III is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities within Morgan Stanley and its affiliates since 1995. His current roles include positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured planning tools and research-driven investment insights.

Michael Mann is a CFP®-certified financial advisor with nine years of industry experience, currently associated with Raymond James Financial. He has previously worked at R.W. Baird & Co. and maintains a role at Gentian Financial, Inc., where he is involved in financial planning, investment research, and internal operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional consulting.

Mary Mathias is a CFP® professional with 40 years of experience in the financial industry. She is currently with RBC Capital Markets and has previously worked at City National Bank and Ferris, Baker Watts, LLC. Outside of her advisory role, she occasionally rents beach properties to friends and family. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, 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, incorporating options for tax management, rebalancing, and responsible investing.

Adele Kates is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has previously worked at firms including D.A. Davidson & Co., MissionSquare Retirement, and Manning & Napier Investor Services. Prior to her financial services career, she held roles with the U.S. House of Representatives and Monroe County Office of Probation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Tracy Mc Crory is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC Capital Markets, Mc Crory worked at a private family office and Fairway Insurance Agency. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Hayley Glantz is a financial advisor with Raymond James & Associates in Chevy Chase, MD, holding a Series 66 credential and four years of industry experience. Her work history includes roles at Raymond James Financial Services, Inc., Agency One, and The Capital Grille. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Irene Tata is a financial advisor with Ameriprise in Rockville, MD, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she serves as an agent named in health care directives and as a standby trustee and executor. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Charles Wojcik is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation. He has been with Morgan Stanley since 2026. Prior to this, he held various roles including positions at Windes and involvement with educational institutions such as Loyola Marymount University and Northern Virginia Community College. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and integrates diverse investment strategies and offerings as part of its services.