Brandon Mazur is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to alternative products using proprietary research and model-based asset allocations.

Alexander Gross is a financial advisor with Ameriprise in Bethesda, MD, holding a Series 66 designation and two years of industry experience. Prior to Ameriprise, he worked at The Motley Fool and has experience in various roles including peer tutoring and positions in the food and delivery sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

John Pagano is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also involved in investment-related business activities through his ownership of PAGANO72, LLC and PAGANO GP, LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using Wells Fargo research and planning tools to develop tailored recommendations. The firm’s comprehensive planning services address areas such as retirement, education, risk, and specialized needs like business-owner transitions and divorce planning.

Neyci Sued is a financial advisor with Wells Fargo Clearing based in Bowie, MD. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior work includes positions at Wells Fargo Bank, Sandy Spring Bank, and Capital One Bank. 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 roughly $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Ahmon Smallwood is an Investment Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he collaborates with clients to develop comprehensive financial plans, focusing on investments, insurance, retirement, and wealth planning to support clients' short and long-term financial objectives. Prior to his current position, Ahmon held roles as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2025. Before joining Fidelity, he worked as a Relationship Banker at Bank of America from 2021 to 2022. Throughout his career, Ahmon has gained experience in financial services across various client-focused roles, enabling him to provide strategic guidance tailored to individual financial goals. Outside of his professional work, he has interests in comedy, family activities, fitness, football, reading, and running.

Brian Clifford is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. Clifford is also active as a licensed life insurance and health agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning supported by advanced analytical tools.

Jeffrey Carlson is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise in various capacities since 2016. Carlson is also the owner of CAWM Services LLC, through which he manages his advisory business. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with clients’ Ameriprise financial advisors.

Jeffrey Corvin is a financial advisor with Charles Schwab based in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSb since 2017. Outside of finance, he creates and sells mixed media art and photography through Dane Fine Art.com and works as a florist sales processor and rideshare driver. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options. The firm provides integrated advisory, brokerage, custody, and financial planning services supported by strategic asset allocation models and a centralized operational structure.

Richard Gerber is a financial advisor with Merrill based in North Bethesda, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Merrill since 2009 and concurrently affiliated with Bank of America, N.A. since 1981. Gerber is also a co-owner of a rental property business in Bethany Beach, Delaware. 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 and profit-sharing plans, corporations, and charitable organizations.

Dawn Durbin is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Miller is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles and employs both in-house and third-party investment managers to implement portfolio strategies.

Reed Eliff is a financial advisor at Merrill with 12 years of experience in the industry. He holds a Series 66 designation and has been with Merrill since 2014. Merrill, in partnership 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leonard Cohen is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he serves as a trustee or co-trustee for a trust in West Palm Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its advisory services.

Walter Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and Prudential Equity Group. Outside of advisory work, he co-operates a family farm in partnership with his spouse. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and also offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Rohe III is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. He has worked at Equitable Advisors since 2014 and was previously with Axa Advisors LLC. He also operates under the DBA Phoenix Private Wealth. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party advisory models and programs to tailor solutions for clients.

Silvia Stazio is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with LPL Financial since 2024. She previously worked for 25 years at Lincoln 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Maginnis is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Maginnis is a founding partner of Harvest Wealth LLC, where he provides financial advice and solutions to corporate executives, retirees, and their families. He is also involved as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a large nationwide network of independent advisors.

James Brockett II is a Series 66-registered financial advisor at Wells Fargo Advisors with nine years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he owns Brockett Capital LLC, an investment-related business based in Silver Spring, MD. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

Uka Saran is currently a Planning Consultant at Fidelity Investments, a role held since 2022. In this position, Uka focuses on simplifying financial planning and developing personalized strategies that align with clients' goals using Fidelity's tools and resources. Uka has been in the financial services industry since 2014, beginning as a Client Services Specialist at TD Ameritrade. Over the years, Uka advanced through roles including Business Development Specialist, Financial Consultant, and Senior Financial Consultant at TD Ameritrade before joining Fidelity Investments. Specific details regarding Uka's education, credentials, personal interests, or community involvement were not provided.

Patrick Langevin is a Series 66-licensed financial advisor with Morgan Stanley in Bethesda, MD, and has four years of industry experience. He previously worked at UBS Financial Services and has been with Morgan Stanley since 2023. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers financial plans both directly and through employer partnerships.