Robert Mccabe is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has been with Cetera Advisors LLC since 2013 and previously operated McCabe Investment Advisory. Outside of his advisory role, he owns McCabe Investment Advisory, a fixed insurance and financial services business. Cetera Investment Advisers LLC serves a diverse client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with a range of portfolio management and financial planning services.

Julian Martini is a Planning Consultant at Fidelity Investments, where he collaborates with Investor Center Financial Consultants to assist clients in co-creating financial plans. He has been in this role since 2024. Prior to his current position, Julian served as a Relationship Manager at Fidelity Investments from 2022 to 2024, and as a Financial Representative from 2021 to 2022. This progression reflects his experience within the financial services industry at Fidelity Investments. No education, credentials, personal interests, or community involvement information has been provided.

Carl Trevisan is a CFP® professional with 44 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for one year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Nicole Nydish is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services and MN Design Group. Outside of her advisory role, she assists with billing and administrative tasks at her husband's graphic design firm. 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 a range of individual and institutional clients.

Michael Nolan is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. Outside of his advisory role, he teaches financial workshops at senior centers through Anne Arundel Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branches.

Stephen Lucas is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has been with various Morgan Stanley entities since 2007. Outside of his advisory role, he is a sole proprietor involved in rental property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm employs structured financial planning tools and manages approximately $2.74 trillion in client assets.

Kyle Marotta is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at CIBC Private Wealth Advisors for 18 years before joining J.P. Morgan Securities and JPMORGAN Chase Bank in 2025. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eric Bailey is a financial advisor at OSAIC with 41 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company for nearly three decades before joining OSAIC. Bailey is a board member of George B. Thomas Learning Academy, a nonprofit focused on educational programs for underserved youth. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk tolerance assessments, and third-party money managers to construct and manage portfolios tailored to client needs.

Vittorio Altavas is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting both discretionary and non-discretionary portfolio management.

Hannah Brooks is a financial advisor with Ameriprise in Washington, DC, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2017 and previously worked at East West Partners Club Management from 2014 to 2017. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Michael Schwartz is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 credential and three years of industry experience. He previously worked at First Republic Bank for ten years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023. 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 large institutional advisory operations with affiliated brokerage and investment management capabilities.

Olivia Indelicato is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Brandin Peters is a financial advisor at Morgan Stanley in Washington, DC, with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at T. Rowe Price and M&T Bank. Outside of finance, Peters is employed by DoorDash in a service role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 proprietary tools and market simulations.

Lawrence Feldmesser is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2008. Stifel serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, employing a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Robert Stachura is a CFP® with 37 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked at Lincoln Financial Advisors Corp for 19 years. In addition to his advisory role, he is an agent offering disability insurance, annuities, and life insurance, and he owns a legal entity related to warehousing and property purchases. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Matthew Ramsdell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He worked at Merrill from 2005 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Eric Dennett is a financial advisor with Stifel in Washington, DC, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

James Woodrum is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 65 and Series 66 credentials. His prior roles include positions at Transamerica Investors Securities Corporation and Ameriprise Financial Services, Inc. He also spent time working with Revolution Events and Production. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm oversees multi-manager and fund-of-funds strategies and is noted for its use of systematic methodologies and AI-driven research in portfolio management.

George Adams is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized financial strategies tailored to clients' individual goals and current market conditions. He also provides access to investment insights from Merrill and the banking and lending solutions offered by Bank of America. George holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from James Madison University. He is engaged in community activities and spends time volunteering with local organizations, reflecting Merrill’s tradition of community involvement.

Neal Baron is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses with 53 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and integrates both direct individual plans and corporate financial planning agreements.