Kent Ashley is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has been with Mass Mutual and its affiliated entities since 2001. In addition to his advisory role, he is also licensed as an agent with various insurance carriers focusing on life, long-term care, and health insurance. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software tools to analyze client goals and deliver written recommendations.

Isaac Samson is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides financial planning and investment advisory services to clients, helping them manage their wealth and plan for their financial futures. Information regarding his specific areas of expertise, education, credentials, or personal interests has not been provided.

Michael Skeeter is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, previously serving as a Financial Consultant from 2023 to 2025 and as an Investment Consultant from 2022 to 2023. Prior to joining Fidelity, Michael worked as an Investment Consultant at TD Ameritrade from 2018 to 2022. Throughout his career, Michael has focused on partnering with clients to understand their goals and priorities. He takes a tailored approach to designing and executing financial plans that meet clients' unique needs. Building strong relationships based on competency, reliability, and trust is central to his professional practice.

Brett Anthony is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone planning services.

Monisha Tripathy is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and three years of industry experience. She previously worked at Truist Bank for seven years before joining Wells Fargo Bank in 2022. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Gottschalk is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with 20 years of industry experience. He has been with Morgan Stanley and its predecessor firms since 2009. Outside of his advisory work, he serves as a regional event judge for USA Gymnastics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Karla Calcano Jimenez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, Amazon, and Stone Street Capital. She is based in Arlington, VA. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ann Jackson is a Series 66-licensed financial advisor at Morgan Stanley in Washington, DC, with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Georgetown University from 2011 to 2022. 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, including tailored financial planning that uses structured discovery processes and advanced modeling tools to support client decision-making.

Nicholas Marchio is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Equitable Advisors. He is based in Washington, DC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s advisory risk profile.

Kelly Foley is a financial advisor at Merrill with Series 66 credentials and five years of industry experience. She has worked at Merrill and its predecessor firms since 2018 and is currently based in Washington, DC. Outside of her advisory role, Foley teaches group fitness classes at Equinox and serves as a board member of the Catholic Business Network of Montgomery County. 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 a range of model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Linda Haycock is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She has worked at Edward Jones since 2023 and concurrently manages business operations at Haycock Foot and Ankle Center, where she has served as business manager since 2006. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Anastasia Seikaly is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, including a role with Morgan Stanley Private Bank, N.A. Prior to that, she was employed at Sportime Schenectady from 2015 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and investment programs, using structured planning tools and a range of advisory services.

Nina Asghari Kamrani is a financial advisor with Ameriprise Financial Services LLC and holds a Series 66 designation. She has three years of industry experience, including prior roles at LPL Financial and positions outside the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Meghan Young is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation. She has experience working at Morgan Stanley, T. Rowe Price, The Shark Group, and Three Sisters Boutique, with her industry career beginning in 2022. 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, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Sarah Orlando is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a tenure at WELLS FARGO Advisors, LLC. Previously, she was employed at Adam's Inn from 2017 to 2018. 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’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Rodney is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as treasurer for the Rolling Ridge PTA in Sterling, VA, managing the school's event budget. 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 offers both brokerage and advisory solutions supported by research and analytics.

Kenneth Fahmy is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Equitable Advisors since 1999 and also leads an outside employee benefits and insurance brokerage business, Fahmy & Associates Inc., where he serves as president and owner. Additionally, he acts as a solicitor for Capital Management Group, a registered investment advisor. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and diverse asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Kevin Oconnor is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Patricia Penn is a CFP® with 32 years of experience, currently serving as a financial advisor at Morgan Stanley in Alexandria, VA. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and models but places implementation responsibility with clients, generally acting in an advisory capacity rather than as an ERISA fiduciary unless otherwise engaged.

Deepa Massand is a financial advisor with Merrill, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Merrill since 2004 and is currently associated with Bank of America, N.A. Prior to her current role, she worked at Merrill for over two decades. Outside of her advisory duties, she is a member of two LLCs unrelated to investment management. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.