Thomas Cabral is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Citigroup Global Markets, LPL Financial, M&T Securities, and Penn Mutual Life Insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various planning programs and educational seminars, utilizing firm-approved analytical tools to deliver written recommendations in collaborative, annual engagements.

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.

Anthony Tremonte is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 2003 and holds Series 63 and Series 66 credentials. 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.

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.

Matthew Tyler is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at Ted Britt Automotive for two years. 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Brian Law is a financial advisor with UBS Financial Services in Herndon, VA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with UBS since 1994. From 2016 to 2019, he was involved in a business activity related to Uber Technologies. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad array of capital markets services.

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.

Stefan Nicholas is a financial advisor at Merrill with 13 years of industry experience and a Series 66 credential. He has worked at Merrill since 2017 and previously spent one year at Wells Fargo Clearing. Outside of his advisory role, he serves as an advisory board member for the Community Foundation for Montgomery County, a charitable organization. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional entities.

Theresa White is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior work includes over a decade with MML Investors Services and Mass Mutual Life Insurance Company. She is also involved with Ensemble Financial Strategies as an investment adviser representative. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Steven Ganan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. His previous roles include positions at RBC Capital Markets, UBS Financial Services, BB&T Investment Services, Harrisdirect, and Truist Investment Services. 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 approximately $671 billion in assets and provides both brokerage and advisory solutions backed by research and analytics from Wells Fargo Investment Institute.

Ryan Seward is the Market Leader responsible for overseeing five Fidelity branch locations in Northern Virginia, including Ashburn, Reston, Tysons Corner, Arlington, and Alexandria. In this role, he coaches branch leaders and associates to maximize their potential and ensure Fidelity's clients in the region receive an exceptional experience. Ryan has been with Fidelity Investments since 2011, holding various positions such as VP and Branch Leader, Assistant Branch Manager, Team Leader for Workplace Planning and Advice, Senior Workplace Guidance Manager, Workplace Guidance Manager, and WPS Service Delivery Manager. His extensive experience within Fidelity reflects a progressive leadership career focused on branch operations and client service. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Jose Gomez is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Charles Schwab Bank, TD Ameritrade, and work with nonprofit and legal organizations. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative investment process.

Channing Blevins is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Prior to joining Fidelity, Blevins held various positions including roles at several golf clubs and Radford University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and AI-driven research.

Conor Mullee is a CFP®-certified financial advisor with Edward Jones, based in Leesburg, VA, and has eight years of industry experience. Before joining Edward Jones in 2018, he was involved with Diamond Sports Training for over a decade and spent a year with the Chicago Cubs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services and maintains a large network of financial advisors and branch offices across the country.

Anne Byerly is a Planning Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Financial Advisor at Edward Jones from 2018 to 2025. She holds a California Insurance License. Anne focuses on building personal relationships with clients by understanding their unique financial needs. She collaborates closely with clients to develop plans aimed at protecting, managing, and growing their wealth. Outside of her professional work, Anne enjoys spending time at the beach, engaging in family activities, social events with friends, reading, traveling, and volunteering.

Tinotenda Nyawata is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and NewWave Trading LLC. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and research-driven investment guidance.

Curtis Rutherford is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 designation and 20 years of industry experience. His previous roles include positions at Deutsche Bank Securities and Merrill, where he worked for 13 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured discovery and firm-approved planning tools.

Julia Watt is a financial advisor at RBC Capital Markets with two years of industry experience. She holds the Series 66 designation and has worked at firms including Robert W. Baird and The Hall CP. Prior to her finance career, she was employed in education at Hereford Middle/High School. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Sheila Stinson is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2019, following roles at Pathstone Federal Street, GFO Advisory Services, LLC, and Banc of America Investment Services, Inc. Outside of her advisory work, she serves as co-chair of the membership committee for the Washington DC Estate Planning Council. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.