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 with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Agency. Outside of finance, he performs stand-up comedy and creates comedic skits and films as an independent contractor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Peter Havenstein Sr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He previously worked at Merrill for 43 years and Bank of America for 10 years before joining Wells Fargo Clearing in 2019. He serves as treasurer for the NW Washington DC Kiwanis club. 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 incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nhan Nguyen is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Charles Schwab in Bethesda, MD. He has worked at Charles Schwab and Charles Schwab Bank since 2016 and previously spent ten years at Fidelity. 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 offers both non-discretionary and discretionary investment options with a multi-asset model portfolio approach supported by in-house research and due diligence.

Magdalena Alcan is a Series 66-licensed financial advisor with Morgan Stanley, based in Bethesda, MD. She has 16 years of industry experience, including nine years at Morgan Stanley and one year at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and models.

Aaron Feldman is a Vice President and Financial Consultant at Fidelity Investments, where he has served since 2018, advancing from Financial Consultant to his current leadership role in 2022. He also worked as an Investment Consultant at Fidelity from 2017 to 2018. Prior to Fidelity, Feldman held positions such as Vice President at First Trust Portfolios from 2014 to 2017 and Regional Wealth Consultant at Invesco from 2011 to 2014. Feldman specializes in assisting clients through a value-driven process focused on creating and implementing financial plans that align disciplined investment strategies with both current and future spending needs. His approach centers on helping people work towards amassing wealth and optimizing its use once achieved. Outside of his professional work, Aaron Feldman is engaged in family activities, fitness, social events with friends, golf, parenthood, and volunteering.

Shawn Barnes is a CFA® charterholder and holds a Series 63 license, with 27 years of experience in the financial industry. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Susan Tooker is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has been with Wells Fargo Advisors since 2024 and previously worked at Wells Fargo Clearing from 2016 to 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Taylor Stewart is a CFP® with 11 years of industry experience, currently affiliated with RBC Capital Markets in Chevy Chase, MD. Prior to joining RBC, Taylor worked at Bank of America and Merrill. Outside of his advisory role, he serves as a committee member at Sidwell Friends School, where he co-chairs his high school's 10-year reunion committee and assists with outreach and fundraising efforts. 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 with tailored investment strategies implemented through internal and third-party managers, supported by notable capital markets and affiliated asset management resources.

Max Molina is a financial advisor with OSAIC based in Bethesda, MD. He holds a Series 66 designation and has approximately one year of industry experience. His prior work history includes roles at Carmax and Montgomery Financial. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing a model-based investment process with options for discretionary management, third-party managers, and alternative investments.

Yapheth Norris is a financial advisor at Raymond James & Associates with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Bank, and Impaq International. Norris also operated Norris Sports & Recreation in 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, and municipal entities with a range of financial planning and investment consulting services.

Alexander Mcgee is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank N.A. He also worked at Towson University before entering the financial sector. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that encompass broad investment and planning capabilities.

Nompilo Nyathi is a Financial Consultant at Fidelity Investments, a position held since 2023. Prior to this role, Nyathi worked as a Financial Advisor at Merrill from 2017 to 2023. Nyathi's approach to financial consulting centers on understanding the deeper aspirations and desires that drive clients, recognizing that wealth encompasses more than just numerical values but also its potential impact on clients' lives and future generations. By tailoring strategies to each client's unique situation, Nyathi aims to deliver personalized financial planning and investment guidance. In addition to professional work, Nyathi speaks Ndebele, Shona, and Zulu. Personal interests include cooking and baking, fitness, hiking, Pilates, and traveling.

Jason Richards is a financial advisor at LPL Financial with 28 years of industry experience. He has held roles at Mutual Service Corporation, FSC Securities Corporation, and Capitol Wealth Management, Inc. He holds the CFP® designation and securities licenses Series 63 and Series 66. Outside of his advisory work, Richards is involved in insurance brokerage activities focusing on term and fixed life insurance. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment strategies.

Andrew Rothenberg is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been affiliated with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and advanced modeling techniques in its financial planning process.

Craig Martin is a CFP® professional with 15 years of industry experience, currently advising clients at Wells Fargo Advisors since 2024. His prior experience includes roles at KAWG&F Financial Planning Group LLC, Harbor Investment Advisory, LLC, and Morgan Stanley. Outside of his advisory work, Martin serves as a trustee for a practice 401(k) plan in Bethesda, MD. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

William Erskine is a financial advisor at Edward Jones in Olney, MD, holding CFP® and ChFC® designations with seven years of industry experience. His prior roles include positions at Preferred Home Loans, Inc., T. Rowe Price, Atlantic Financial, Inc., and NewDay USA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of advisors and branches and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Ernest Massenberg III is a CFP® with 25 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at Woodbury Financial Services, Lincoln Financial Advisors, and Equitable Advisors. Outside of his advisory work, he is a keyboardist in the Deja Gruv band. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering financial planning, portfolio management, and retirement consulting services. The firm employs model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across diverse account types.

Jonas De Bem is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and entrepreneurial ventures such as Wizard De Bem Idiomas. 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 for individuals, high-net-worth clients, and institutions.