Alisa Loutsik is a Senior Financial Advisor with Merrill Lynch Wealth Management in Washington, DC. She works with high net worth families to help preserve, grow, and transfer wealth through a holistic approach to financial life management. Her client focus areas include executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management, tax minimization, retirement income, and serving women and wealth. Before joining Merrill, Alisa was a Senior Vice President and Private Banker with Citi Law Firm Group in Washington, DC, where she supported law firms and senior partners in financial and retirement planning, financing, and cash flow management. She holds the designation of Personal Investment Advisor (PIA) and earned a bachelor's degree from James Madison University. Residing in Vienna, VA with her husband and two children, Alisa speaks three languages. Outside of work, she enjoys biking, hiking, traveling, and spending time with her family.

Adam Band is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2008 and joined Merrill Lynch in 2010. Adam works with affluent families, accomplished professionals, and business owners to provide goals-based wealth management. He focuses on simplifying clients' financial lives by acting as a central point of contact and integrating various elements of their wealth management needs. Adam holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree in communication from the University of Arizona, where he is part of the alumni organization Capitol Cats. He is fluent in Spanish, Portuguese, and English. Outside of work, Adam enjoys coaching his two sons' sports teams, including baseball and swimming. He also volunteers locally at Children's National Medical Center in Washington, D.C. Adam and his wife Joanna live in Potomac, Maryland with their two sons.

Michael Towhidi is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Prudential from 2023 to 2025. Outside of his advisory role, Towhidi owns a fitness social media business where he creates fitness and lifestyle content, develops workout plans, and provides fitness consulting. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including model portfolio construction based on proprietary research and quantitative analysis.

Gabe Aronson is a financial advisor at Morgan Stanley with 25 years of industry experience and holds a Series 66 designation. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 both direct and corporate financial planning services.

Laurie Hughes is a financial advisor at Robert Baird & Co. with 25 years of industry experience. Her prior work includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied Company, L.P. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services.

Cecily Curtis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. She has worked with multiple Raymond James affiliates and Steward Partners, and is currently associated with The Meakem Group as an associate. Curtis also spent four years working at Elon University earlier in her career. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary consulting using analytical tools and supports clients through various advisory programs and specialized services in municipal and public finance.

Steve Kavgioulas is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he is a portfolio manager at GBB LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Adam Mac Leod is a financial advisor at UBS Financial Services with Series 63 and Series 66 credentials and two years of industry experience. He previously worked at T Rowe Price for two years and has held multiple positions in education and service roles prior to his current advisory career. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines wealth management and institutional trading capabilities, providing a broad range of financial services.

Alexander Freed is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he focuses on helping high-net-worth clients pursue their professional and personal wealth management goals. He joined Merrill in 2017 and serves clients in the DC, Maryland, and Virginia area. His practice centers on developing in-depth relationships to understand clients' current situations and future aspirations, offering financial planning, tax minimization strategies, estate planning, customized lending solutions, and other services. Prior to joining Merrill, Freed earned a Bachelor's degree from the University of South Carolina's Darla Moore School of Business, studying Finance and Risk Management. He holds several professional certifications including Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC™), and Personal Investment Advisor (PIA). His expertise encompasses areas such as college education planning, corporate benefits, executive compensation, family wealth management, retirement income, and more. A native of the Greater Washington Region, Freed understands the unique financial needs of his community. He is involved with organizations such as the Knights of Columbus and enjoys spending time with his family and engaging in activities like biking, bowling, fishing, football, golfing, hiking, and reading.

Davide Sarkodee is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Chevy Chase Trust and Corbett Road Wealth Management. 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 blend of non-discretionary and discretionary investment management, supported by multi-asset model portfolios, alternative investment due diligence, and a centralized operational structure.

Jaron Dandridge Jr. is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at The Hamilton, Eli Lilly, Johnson & Johnson, and served at Howard University and in secondary education. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Nicholas Feracci is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Cheyenne Ostrander is a financial advisor with LPL Enterprise and holds a Series 66 designation. Ostrander began their advisory career in 2024 and has prior work experience spanning various roles, including positions in athletics and business administration at Doane University. Outside of finance, Ostrander has worked in transportation and retail sectors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Eli Kreger is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2019, with brief periods spent outside the industry. His prior work history includes roles at Pulse House of Fitness and Sherwood Hill Liquor Store. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with tailored investment strategies implemented through a combination of in-house and third-party managers.

Diane Schaefer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. She has been with RBC Capital Markets since 2009 and concurrently worked at City National Bank since 2017. Outside of her advisory role, she serves as President of the Founders Auxiliary Board of Children’s National Hospital and sits on the Board of Directors for The Choral Arts Society of Washington. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management strategies and access to in-house and third-party investment managers.

Brian Powell is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions with research-driven investment selection and a range of financial products distributed through affiliated bank and insurance entities.

Petro Zouzoulas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients since beginning his wealth management career in 1988 and brings extensive experience in helping individuals and families navigate their financial journeys. As part of the Dismore Petro Conner Wealth Management Group, Petro was named to the 2024 Forbes “Best in State Wealth Management Teams” list. His expertise encompasses a broad range of client focus areas including college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. Petro emphasizes a personalized approach aligned with six key life priorities: family, philanthropy, finance, home, health, and work. He holds the Personal Investment Advisor (PIA) designation and has earned his Bachelor’s degree from Ball State University. Petro resides in Northwest Indiana with his wife, Lisa, and their two daughters. Outside of his professional role, he enjoys golfing, reading, running, skiing, swimming, and spending time with his family.

Babyalice Slopow is a financial advisor with Morgan Stanley in Washington, DC, holding Series 65 and Series 63 licenses and has three years of industry experience. Her prior work includes roles at TD Bank and engagements outside finance, such as positions at Top Golf and Regal Entertainment Group. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and uses proprietary tools and models, serving clients through both direct and corporate financial planning programs.

Joseph Whalen is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has 10 years of industry experience, all with Raymond James since 2016. Outside of his advisory role, he serves as an assistant rugby coach at Gonzaga High School, teaching sophomores how to play rugby. 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, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by extensive research and affiliate resources.

Roland Laryea is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held various roles across several companies including Encora, Bytes, and Ocado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.