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.

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, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining LPL in 2025, he worked at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement consulting, and brokerage services, supported by research and technology solutions.

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 at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America, N.A. for ten years. Outside of her advisory role, she assists with marketing and social media for Vice, Daughter and Son LLC, an online business selling vintage Americana, collectibles, and antiques. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Daniel Kurtz is a CFP® professional with 12 years of industry experience. He currently works at LPL Enterprise and has prior experience with firms including The Prudential Insurance Company of America, Pruco Securities, LLC, Ameritas Advisory Services, and First Command Financial Planning. His other business activities include involvement with Prudential-sponsored non-variable insurance products. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

Peter Sullivan is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining UBS in 2022, he worked at NYLIFE Securities LLC and New York Life Insurance Agency. Outside of finance, he performs standup comedy and acts in comedic skits and films as an independent contractor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans aligned with client goals. The firm combines wealth management with institutional trading capabilities and offers a broad range of services including financial planning, portfolio management, and capital markets activities.

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® professional with 26 years of industry experience, currently serving as a financial advisor at Charles Schwab in Bethesda, MD. He has been with Charles Schwab and Charles Schwab Bank SSB since 2016. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Magdalena Alcan is a financial advisor at Morgan Stanley with 16 years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent seven years at Wells Fargo Advisors LLC and one year at Wells Fargo Clearing. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

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 bringing 27 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning services and investment solutions tailored to clients who meet a net-worth threshold.

Taylor Stewart is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds CFP® and Series 66 designations and has worked previously at Bank of America and Merrill. Outside of his advisory role, Stewart serves as a committee member and co-chair for his high school reunion at Sidwell Friends School. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients, offering a variety of wrap fee advisory programs with discretionary and non-discretionary portfolio management. The firm implements tailored strategies using a combination of in-house and third-party managers and offers integrated capital markets and lending capabilities.

Max Molina is a financial advisor at Osaic Wealth, Inc. with Series 66 credentials and one year of industry experience. His prior work includes roles at Carmax and Montgomery Financial, among other positions. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by various asset-allocation tools and third-party platforms, operating through a large network of affiliated advisers.

Yapheth Norris is a financial advisor at Raymond James & Associates with credentials including Series 65 and Series 63, and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Bank, and Impaq International. He also operated a sports and recreation business in 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

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 with LPL Financial in Ashburn, VA, holding the CFP® designation and Series 63 and 66 licenses. He has 28 years of industry experience and has been with LPL Financial since 2009. Richards also engages in insurance brokerage activities involving term and fixed life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

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.