Randolph Nittoli is a financial advisor with Edward Jones in Olney, MD, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at the U.S. Department of State for eight years and at Kritisk Consulting, Inc. for two years. He also serves as a contract instructor for Rescue One Training for Life and is a member of the Maryland Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Rosemarie Cohen is a CFP® with 37 years of industry experience. She currently works at OSAIC and has previously been affiliated with Woodbury Financial Services and Capital One Advisors. She also serves as President of Presidio Wealth Advisors and is a managing partner at Symmetry Financial Partners, where she is involved in insurance sales and financial planning. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple third-party solutions to offer tailored portfolio management and financial planning.

Michael Aves is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining LPL Financial in 2017, he worked at VOYA Financial Advisors from 2014 to 2017. Outside of his advisory work, he is also active as a musician and performer. 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 offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by various operational tools.

James Fitze Jr. is a financial advisor with Mass Mutual Investors Services in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His career includes roles at MassMutual Life Insurance Co. and Applied Network Solutions, Inc. since 2013. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. Their approach involves collaborative, annual planning engagements using firm-approved analytical tools to develop written recommendations, focusing on investment strategies rather than specific product selections.

William Wallace is a financial advisor with Primerica Advisors in Ashburn, VA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in the sale of home security and automation products, as well as loan product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Matthew Parmelee is a Financial Consultant currently with Fidelity Investments since 2026. He works closely with individuals, families, and organizations to leverage the offerings Fidelity provides. His focus is on delivering a personalized and trusted client experience tailored to diverse wealth management needs. Prior to joining Fidelity Investments, Matthew held roles as a Financial Consultant Partner and Financial Consultant at Charles Schwab from 2019 to 2026. This experience has informed his approach to wealth management and client service. Outside of his professional work, Matthew's interests include gardening, running, scuba diving, skiing, soccer, and traveling.

Kevin Colleran is a Certified Financial Planner® with 27 years of industry experience. He is currently with Edelman Financial Engines, having previously worked at affiliated firms including Financial Engines Advisors L.L.C. and Edelman Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and a range of management options under fiduciary standards.

Daniel Treanor is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 63 designation and 26 years of industry experience. He has previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC. Treanor also owns and operates Daniel J. Treanor Wealth Management, Inc., an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, supported by Wells Fargo’s research and planning tools.

Brandon Brown is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked for the Nuclear Regulatory Commission and Toy Castle. 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, pension plans, corporations, and charitable organizations.

Paul Carlson is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Wells Fargo Advisors in 2016, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include specialized services such as business-owner transition and special-needs analysis. Advisors use firm research and planning tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

Mitchell Cooper is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to tailor investment plans.

John Stohlman is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and bringing 34 years of industry experience. Prior to joining LPL Financial in 2025, he was associated with firms including Grove Point Advisors, Federal Navigators, and Securities Service Network. He serves on the board of Cedarbrook Community Church and is also an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by extensive technology and operational tools.

Michael Jorgenson is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has previously worked at Citigroup LLC, Wells Fargo Advisors, and Morgan Stanley. Outside of finance, he has worked as a driver for Lyft. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individuals, corporations, and institutions. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Sherali Shermohamad is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes eight years at Stargates Inc and six years at 3 T International Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and a wrap program, along with affiliated trust and insurance services.

Victor Concha is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity Investments in 2022 as a Financial Consultant and has built his career in financial advisory roles for over a decade. Victor has experience working with a range of clients to develop customized financial plans that align with their short-term and long-term goals. Prior to his current role, Victor served as a Financial Advisor at GEBA Wealth Management from 2020 to 2022 and as a Wealth Management Advisor at TIAA from 2018 to 2020. He also worked as a Private Banking Advisor at Wells Fargo Advisors and PNC Wealth Management between 2012 and 2018, and began his career as a Financial Analyst at PNC Institutional Investments from 2008 to 2012. Outside of his professional work, Victor has interests in cooking and baking, enjoys food-related activities, participates in soccer, values parenthood, and engages in volunteering within his community.

Scott Mann is a financial advisor with LPL Financial in Ashburn, VA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has previously worked at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Robert Devay is a Planning Consultant at Fidelity Investments. In this role, he focuses on helping clients design and implement financial plans tailored to their unique situations and goals. He works closely with clients and his team to put these plans into action, aiming to meet both their needs and those of their loved ones. Robert joined Fidelity Investments in 2014 and has held various positions, including Financial Associate, Workplace Planning and Guidance Consultant, Financial Representative, Investment Consultant, and Relationship Manager. His experience spans multiple facets of financial advising and client relationship management within the company. Outside of his professional responsibilities, Robert has interests in football, golf, and traveling.

Andrea Vice is a financial advisor with Morgan Stanley in Potomac, MD, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Merrill, Bank of America, PNC Wealth Management, Fidelity, Deutsche Bank Securities, and Citigroup. Outside of her advisory work, she supports a family-owned online business selling vintage Americana and antiques by providing marketing and social media assistance. Morgan Stanley Wealth Management offers a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes but does not provide individual security recommendations as part of standalone plans.

Daniel Kurtz is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities, and First Command Financial Planning. His other business activities include involvement with a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach, offers access to third-party asset managers and wrap programs, and is notable for its offerings in affiliated trust services, insurance products, and lending programs.

Peter Sullivan is a financial advisor at UBS Financial Services in Bethesda, MD, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining UBS in 2022, he worked at NYLIFE Securities LLC and New York Life Insurance Agency. Outside of finance, he has been active in standup comedy since 2013, performing and writing comedic material as an independent contractor. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based strategies to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings.