John Shifter is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Equitable Advisors, and has experience with business ventures including My Dry Master and Shift Motion Dance Education. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their financial planning process includes structured discovery and firm-approved tools, relying on modeling techniques such as Monte Carlo simulations without offering individual security recommendations as part of standalone planning.

Russell Brown is a financial advisor at Merrill with 50 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2008, also having worked at Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, with support for trading, account administration, and custody.

David Yarn is a Series 66-credentialed financial advisor with 12 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2014. He is also the president of CF Services Group, Inc., where he is involved in insurance, benefits, and human resources. In addition, Yarn serves as a volunteer squadron commander for the Civil Air Patrol. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and manages a multi-billion dollar asset base while providing access to multiple platforms, third-party advisers, and proprietary model strategies.

Perry Lazerus is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. He has worked at Securian Financial Services, Minnesota Life, and Financial Advantage, where he has also been involved in fixed insurance sales. In addition to his advisory role, he teaches a retirement planning course at Montgomery College. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management services and operates a multi-manager platform with access to various program structures and third-party managers.

Brady Bassford is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Hannah Scheps is a Series 66-credentialed financial advisor at Morgan Stanley with six years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Boxwood Winery and the University of Kent. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and scenario modeling.

Kevin Bradley is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, and has 27 years of industry experience. He previously worked at Avantax in various roles from 1998 to 2025. Outside of advising, he serves as treasurer and board member for the Rockville Parks and Recreation Foundation, a nonprofit funding recreational activities, and owns a full-service accounting and tax preparation practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing over $256 billion in assets through more than 10,000 advisors.

Sarah Burton is a financial advisor with Osaic Wealth, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She previously spent 12 years with Lincoln Financial Advisors before joining Osaic in 2025. Outside of her advisory role, she creates Disney-related content on YouTube and recently became eligible for monetization. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools, and it is notable for its scale, complex affiliate network, and private-equity ownership.

Andrew Poulos is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2019. Outside of his advisory role, he serves on the board of directors for SUPER LEADERS, a nonprofit organization focused on mentoring at-risk high school students. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management and tailors investment strategies to client risk profiles using both in-house and third-party managers.

Ariel Christopher is a financial advisor at Morgan Stanley with six years of industry experience. He has worked at multiple firms including Merrill, Wells Fargo Clearing Services, Truist Advisory Services, and First NBC Bank. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.

Melissa St. Louis is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been employed since 2003. She serves as a Financial Advisor with The Baker - Ellis - Pappert Group based in Bethesda, Maryland. Her approach focuses on delivering a robust planning process and developing customized strategies tailored to individual client needs to help pursue their financial goals. With over 25 years of experience in the financial services industry, Melissa holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's Degree from George Mason University. A native of Northern Virginia, Melissa lives in Rockville, Maryland with her family. She participates in community volunteer activities and enjoys personal interests such as cooking, music, traveling, and yoga.

Dennis Peacock Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked for UBS Financial Services from 2000 to 2012 before joining Wells Fargo Clearing in 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Boggio is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at MassMutual Life Insurance Co and Citigroup Global Markets. 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 separately managed accounts and offers a multi-asset, model portfolio investment approach supported by centralized custody and operational infrastructure.

Mayank Bhanot is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of Baroda Limited, Aditya Birla Capital, Yes Bank Limited, and HDFC Bank Limited. 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, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and incorporates an ESG eligibility framework in its process.

David Weinstein is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Devonte Gordon is a financial advisor with LPL Financial, holding the Series 66 designation and beginning his advisory career in 2025. He previously worked at Highlander Financial Group and is involved with Next Game Project LLC. His background includes experience at Wake Forest University in fan experience and sales. 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 third-party asset management programs, supported by extensive operational and research tools.

Denise Daley is a financial advisor with MassMutual Investors Services and holds Series 66 and Series 63 licenses. She has 23 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, and Wells Fargo Clearing Services. Outside of her advisory work, she is active in her local church, serving as an administrator, bookkeeper, and youth ministry leader, and also owns an eCommerce business focused on pallet liquidations and merchandise sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, goal-oriented planning supported by proprietary software and educational seminars.

Matthew Davis is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Olney, MD, and has 26 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, NA. He is a majority owner and active in operations at Davis Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels.

Claire Volke is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has worked with The Meakem Group since 2020. Prior to her advisory roles, she was employed at several organizations including VIPKid and SMS Law Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses risk profiling and analytical tools to tailor recommendations and supports advisory programs and institutional portfolio management through a large advisor network.

Norris Brodsky is a financial advisor with LPL Enterprise LLC, holding the CFP® and PFS™ designations and possessing 29 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He serves as a board member of the Baltimore Estates Planning Council. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of services including financial planning, consulting, and insurance product sales through affiliated entities.