Mohamed Shoukr is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and its affiliated entities since 2009, as well as at A. G. Edwards & Sons, Inc. prior to that. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Justin Gore is a financial advisor at RBC Capital Markets in Rockville, MD, with one year of industry experience. He holds a Series 66 designation and previously worked at Jones Lang LaSalle for nine years. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Dhanuka Buddhakorala is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and CIBC. Outside of his advisory role, he volunteers as a program manager and bookkeeper for Transition Philippines, a nonprofit organization. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Robert Feisee is a CFP® professional with 25 years of industry experience. He is currently with Cambridge Investment Research Advisors and has been with the Cambridge group since 2017. Prior to this, he spent eight years at National Planning Corporation and practices law through Insight Law, PLLC. He is also involved in a marketing business, L35, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform options.

Kathleen Kownacky is a Series 66-licensed advisor with Merrill, based in Bethesda, MD, and has 26 years of industry experience. She has been with Merrill since 2008 and previously worked at Bank of America N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional clients.

Geoffrey Newman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Securities America Advisors, Inc., Securities America, Inc., SMI Financial, LLC, and H.Beck, Inc. Outside of advising, he is Vice President of Newman Funeral Homes and serves as President of the DC Society of the Sons of the American Revolution. 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 through a large network of advisers, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

John Rankin is a CFP® with seven years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has previously worked at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, Fisher Investments, and AXA Advisors. Prior to his advisory career, he spent 13 years in a family business specializing in fencing, decking, and home services. Wells Fargo Advisors Financial Network provides investment and fee-based 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 and sports & entertainment planning, supported by Wells Fargo research and planning tools.

Nadzeya Adamovich is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has previously worked in various roles including at United States Creative Ideas LLC and Civitta. Outside of her financial advisory work, she operates a private life coaching practice in Bethesda, MD, conducting webinars, group workshops, and individual coaching sessions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated services. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Christopher Vogel is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Congressional Country Club. He has also worked in diverse fields such as education and university administration. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it is noted for its use of systematic methodologies and formal advisory roles to multiple investment companies.

Kyle Dry is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individuals and families to create personalized financial strategies. He focuses on areas including executive compensation, equity compensation services, family wealth management strategies, endowments, foundations and non-profits, legacy planning, liquidity management, managing new wealth, small business strategies, tax minimization, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Kyle earned his Bachelor's Degree from the University of Tennessee. Outside of his professional work, Kyle has interests in basketball, fishing, football, golfing, and sewing.

Vitali Nazlymov is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 credential and previously worked at UBS Financial Services for 12 years. Outside of his advisory role, he serves as the Executive Director of NAZLYMOV Fencing, where he develops and teaches after-school and summer fencing programs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including personalized financial planning supported by firm-approved tools and a structured discovery process.

Caellen Roberts is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 credential. Roberts joined Morgan Stanley in 2026 after working at Maple Capital Management for three years. Prior to her finance career, she held various roles including management positions in the food service industry. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services primarily in an advisory capacity.

Cameron Duncan is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services, utilizing both in-house and third-party investment managers to tailor strategies according to each client’s risk profile.

Bobby Morton is a CFP® with nine years of experience in the financial services industry. He is currently an advisor with Raymond James Financial Services Advisors, Inc. He has held roles at several firms, including Strategic Financial Associates, NYLIFE Securities LLC, Mariner Wealth, and Cresset Asset Management. Morton served in the Army National Guard for 12 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports its offerings with municipal advisory services and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

John Kelly is a financial advisor at Morgan Stanley with 12 years of industry experience. He has held various positions within Morgan Stanley since 2015, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Kelly holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Brandon Olinger is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and previously worked at The Bernstein Companies, Dataprise, Inc., the University of Maryland, College Park, and Montgomery County Public School. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Olga Achapkin is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. She previously worked at Merrill for 17 years before joining Morgan Stanley. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Tiffany Violante is a financial advisor with Raymond James Financial in Rockville, MD, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2001 and Raymond James Financial since 2009. Violante owns a support company, Capital Wealth Management Group, which handles office expenses and salaries but does not interact with clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers.

Jianna Acevedo is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various roles including retail associate at Submerged, Inc., a scuba diving shop in Rockville, Maryland. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles with multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

Winston Imwalle serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been part of Fidelity since 2013, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Westminster Financial Companies as a Portfolio Management Group Associate from 2011 to 2013. With over 14 years of industry experience, including more than 12 years at Fidelity, Winston partners with individuals and families to assist with important financial decisions, aiming to provide holistic guidance. He leverages his extensive experience alongside Fidelity's resources to support wealth planning. Outside of his professional work, Winston enjoys family activities, golf, and traveling.