Isabella Brunk is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 designations. She has 19 years of industry experience, including prior roles at Primerica Advisors and Guardian Life Insurance Company. Outside of her advisory work, she is an insurance broker offering life and fixed annuity products and serves as a power of attorney for a family member. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and offers specialized programs such as divorce planning, estate settlement, and employer-sponsored planning.

Joseph Dunn Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 35 years of industry experience. His prior experience includes 28 years at H. Beck, Inc. and four years at Grove Point Investments and Grove Point Advisors. He also owns a non-variable insurance business with both investment-related and non-investment-related activities. 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, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Ebel is a Certified Financial Planner (CFP®) holding a Series 66 license with 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a variety of advisory programs to individual and institutional clients, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and economic modeling in its financial planning process.

Miguel Dominguez Jimenez is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and previously worked at Capital One Bank before joining Merrill and Bank of America in 2018. Outside of his advisory role, he is developing an online clothing business to be sold through a personal website as well as platforms like Amazon and eBay. 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 to individuals, high-net-worth clients, and institutional investors.

Martina Beckum is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edelman Financial Engines and EF Legacy Securities, LLC. Outside of her advisory role, she is involved with support activities at Lee Sipe and Associates and Serving Those Who Serve, focusing on client service and paperwork processing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutions. The firm provides tailored non-discretionary planning and utilizes a range of analytical tools to assist clients in goal-based investment decisions.

Daniel Toubiana is a financial advisor at Raymond James & Associates with one year of industry experience. He previously served in the Israeli Defense Force and has worked at United Health Care. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by extensive research and portfolio management resources.

Aiman Alosta is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' unique financial goals and aspirations. With over 20 years of experience, Aiman provides ongoing guidance and advice to high net-worth individuals and businesses, focusing on areas such as college education planning, equity compensation services, family wealth management, personal retirement planning, tax minimization, and retirement income. He is adept at analyzing complex financial situations and implementing strategies designed to streamline finances and pursue clients' objectives. Aiman holds a Bachelor's Degree from George Mason University and holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Arabic, he works to help clients define what matters most to them and build flexible strategies aligned with today’s changing market conditions, integrating investment insights from Merrill and banking solutions from Bank of America. Outside of his professional work, Aiman enjoys adventure sports, bowling, horseback riding, music, and watching movies. He also values spending quality time with his children and supporting their sports and fundraising activities.

Richard Kilroy is a financial advisor with Raymond James & Associates in Clarksburg, MD. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo Clearing, Burke & Herbert Bank, Redmayne Bentley, and Investec Wealth & Investment. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Ana Andonie is a financial advisor with Charles Schwab, holding a Series 66 designation and nine years of industry experience. She has worked in various roles at Charles Schwab and TD Ameritrade since 2017. Ana is based in Bethesda, MD. 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 client relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and research-based guidance.

Michael Brennan is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Brennan is involved in acting, participating in theater productions and various media projects. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Andrea Perrone is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Andrea is also a commissioned notary public in the state of Maryland. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Alex Rock is a CFP®-certified financial advisor with 11 years of industry experience. He currently serves clients at Morgan Stanley and has prior experience with Edward Jones and ProShares. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of investment and financial solutions.

Chad Klages is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has worked at Merrill since 2019 and previously held positions at T. Rowe Price and Castlewood Consulting LLC. 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, and institutions, incorporating strategic asset allocation and tax-aware approaches.

Joe Bartosic is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he partners with clients to develop customized financial plans tailored to their specific goals and needs. He has been with Fidelity Investments since 2019, progressing through several roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before becoming Vice President. His experience encompasses various aspects of financial consulting and client relationship management. Joe emphasizes the importance of having a sound financial plan as a key element in preparing for the future.

Thomas Whitlock II is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Bank of America and Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Elaine Flanigan is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of capital markets and advisory solutions.

Benjamin Hausman is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2020, he was a partner at Hausman, CPAs LLC, where he focused on accounting, tax preparation, and consulting from 2017 to 2020. He also worked at Cohnreznick LLP between 2015 and 2017. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting implementation through advisory programs and other providers.

Robert Hausman is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 40 years of industry experience. He holds Series 63 and Series 65 licenses and has served at Raymond James since 2012. Outside of advising, he is a partner and owner in several accounting and CPA practices based in Rockville, MD. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using analytical and risk-profiling tools, and supports advisory programs through a large network of advisors.

Tatyana Riley is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets, LLC and City National Bank since 2018 and 2019, respectively. Outside of her advisory role, she serves on the Board of Directors for the Barnesville School of Arts and Sciences. 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 and customizes investment strategies using both in-house and third-party managers.

Lorenzo Harrison is a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He aims to empower clients with the knowledge and tools to take control of their financial lives and choose the platform that best fits their needs. He holds professional designation as a Personal Investment Advisor (PIA) and has earned both a Bachelor's and a Master's Degree from the University System of Maryland. Lorenzo specializes in getting to know clients to understand what is important to them, helping develop strategies to pursue their financial goals. His expertise includes general investing, retirement planning, and saving for the unexpected. Outside of his professional work, Lorenzo is involved with DeMatha Catholic High School Football.