Karl Campbell is a financial advisor with Ameriprise in Columbia, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is the owner of CampusNIL Corporation, a student savings platform that provides financial benefits and discounts to college students across the U.S. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, including tax-aware withdrawal strategies and Social Security options, delivered through a collaborative, non-discretionary process.

Geoffrey Mcclenney is a Wealth Management Advisor with 12 years of experience, currently affiliated with Merrill Lynch Wealth Management. He specializes in delivering a comprehensive, client-centered approach to wealth management that focuses on understanding clients’ financial situations and personal priorities. Geoffrey helps develop customized strategies that are adaptable to changing client needs and market conditions, leveraging investment insights from Merrill and banking and lending solutions from Bank of America. His areas of expertise include services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income planning. Geoffrey holds a Bachelor's degree and a Master's degree from the University of Baltimore. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He follows the Merrill tradition of community participation and spends time volunteering with local organizations. Outside of his professional activities, Geoffrey has interests in basketball, chess, and traveling.

Petya Balevska is a Series 66-licensed financial advisor with Ameriprise in Washington, DC, bringing 18 years of industry experience. She has been with Ameriprise and its related entities since 2010. Outside of her advisory role, she owns inherited commercial real estate properties with active tenants in Varna, Bulgaria. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized retirement recommendations, supported by a centralized consulting team.

Jean Adewale Tompihe is a financial advisor at Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 credentials. He has experience at several firms including Merrill and Sea Cap Inc., with a background that notably includes roles in health and wellness industries. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs supported by structured planning tools and broad retail and institutional offerings.

Mindy Hendawi is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing a mix of in-house and third-party investment managers.

John Hanson is a CFP® with 45 years of industry experience, currently serving with Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. for 14 years. Outside of his advisory work, he is involved in managing family trusts and serves on the finance committee of the First Church of Christ, Scientist in Washington, DC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines both brokerage and advisory solutions, supported by extensive research and analytics.

Michael Svec is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a member of the Green Committee at Columbia Country Club in Chevy Chase, Maryland. Morgan Stanley Wealth Management offers a broad range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate agreements.

Shane Seaberry is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior experience at Babson College and The Maret School. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Joshua Thatcher is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendations and annual planning focused on retirement income, tax-aware withdrawals, and Social Security options.

Andrew Di Ferdinando is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Fisher Investments in 2017, he worked at Northwestern Mutual in various roles from 2015 to 2017. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research, with a focus on tax efficiency and risk management.

Timothy Sprague II is a Series 65-licensed advisor at OSAIC with one year of industry experience. Prior to joining OSAIC Wealth, he served in the United States Navy for 21 years. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Naj Altaf is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 66 designation and has held roles at firms including Woodbury Financial Services, Capital One Investment Services, and Chevy Chase Financial Services. Outside of his advisory work, he is a partner at Capital Harvest Wealth Partners, an investment advisory LLC. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm uses a model-based investment process featuring asset allocation, portfolio optimization, and multiple managed account programs delivered through a broad affiliate network.

J. Evans Jr. is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and proprietary modeling tools.

Kathryn Badger is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in financial services after graduating from Boston College, initially working at New England Securities in Boston before joining Merrill in Washington, D.C., in 1990. With over 30 years of experience, Kathryn serves a diverse client base including associations, corporations, business owners, athletes, and entertainers, focusing on designing customized strategies for wealth creation, management, and distribution, particularly retirement income planning. Kathryn holds multiple professional designations such as Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), Certified 401(k) Professional (C(k)P®), Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor® (CPFA™), and Chartered Retirement Planning Counselor™ (CRPC™). She emphasizes an educational approach to wealth management, tailoring strategies to individual client needs and leading a team committed to client care. In addition to her professional work, Kathryn is actively involved in community organizations including Jack and Jill of America, Incorporated, and The Cottagers, Inc. of Martha’s Vineyard. She enjoys spending time with her family, attending her children's sports events, cooking, playing tennis, and traveling.

Mara Bralove is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 credentials with 22 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she owns a real estate rental business in Fairfax, VA. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

James Polcaro II is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.

Briana Tillman is a Financial Advisor at Merrill Lynch Wealth Management, where she focuses on retirement planning, legacy building, and financial strategies for women. She works with high-net-worth individuals, business owners, retirees, and young professionals to create clear, customized financial plans that address their unique goals and priorities. Briana aims to make financial planning clear and personal, helping clients feel confident in their decisions today and for the future. Her expertise includes retirement planning, family wealth management strategies, small business strategies, tax minimization, and individual and corporate investment strategy. Briana holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She completed an Accredited Certificate Program from the University of Arkansas System. Outside of her professional work, Briana enjoys spending time with her family and traveling. Her personal interests also include adventure sports, basketball, cooking, dancing, football, music, swimming, and tennis.

Passant Abbas is an Investment Consultant at Fidelity Investments, a position held since 2026. Prior to this role, Passant worked as a Planning Consultant at Fidelity Investments from 2025 to 2026. Before joining Fidelity, Passant served as an ADP Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2023 to 2025, and was a Registration Candidate in the same role from 2022 to 2023. Passant focuses on partnering with clients to develop financial plans that align with their values, goals, and lifestyle. Their approach involves listening and understanding what matters most to clients, aiming to educate, support, and guide them in making confident financial decisions, whether they are working toward retirement, pursuing a legacy, or planning for the future. Outside of professional responsibilities, Passant enjoys family activities, traveling, and volunteering.

Diego Dominguez is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the North Bethesda Financial Center in Maryland. He focuses on providing goal-based wealth management services to affluent families, accomplished professionals, and successful business owners. His work includes developing flexible, short- and long-term financial strategies that organize clients' personal and business finances. Diego specializes in a range of areas including investment management, defined contribution plans, commercial banking, private business sales, credit and lending, retirement planning, wealth transfer planning, and executive compensation plan management. He has expertise in Corporate Executive Services, Divorce Transition Planning, Employee Benefits Planning, Executive Compensation, Equity Compensation Services, Family Wealth Management Strategies, Institutional and Corporate Benefit Services, and Services for Defined Benefit Plans. Diego holds a High School Diploma from Reservoir High and a Bachelor's Degree from the University of Maryland Global Campus. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Diego engages in biking, fishing, hiking, rock climbing, running, and scuba diving.

Keilan Mathews is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.