Jamila Pugh is a financial advisor at Fidelity with Series 65 and Series 63 licenses and five years of industry experience. Her prior roles include positions at Spire Wealth Management, Paragon Development Systems, Royal Bank of Canada, and Robert W. Baird. She works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction in delivering model portfolios and fund advisory services.

John Gerold is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of his advisory role, he actively runs a lacrosse program called LAX4LIFE and serves as a committee member advising the business school at Old Dominion University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Mohammed Ajmeri is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works closely with clients to simplify financial planning, helping them identify their financial goals and develop strategies to achieve them. He prioritizes building long-lasting and trustworthy relationships to ensure personalized financial planning tailored to each client's interests and aspirations. Prior to his current position, Mohammed gained experience as a Sr. Premier Banker at Wells Fargo from 2021 to 2024, and as a Wealth Relationship Manager, AVP, at Citibank from 2016 to 2020. He is proficient in Gujarati, Hindi, and Urdu. Outside of his professional life, Mohammed enjoys biking, fishing, horseback riding, outdoor adventures, parenthood, and reading.

Cynthia Pierce is a Senior Financial Advisor at Merrill Lynch Wealth Management with over thirty years of industry experience. She provides goals-based wealth management services to affluent families, accomplished professionals, successful business owners, and philanthropic organizations. Alongside a team of firm specialists, she focuses on delivering customized advice, exceptional service, and a disciplined approach to investing. Her areas of expertise include divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, women and wealth, and retirement income. Cynthia holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned her bachelor's degree from Sweet Briar College. Cynthia follows the Merrill tradition of community participation, dedicating time to volunteer with local organizations. Her personal interests include boating, horseback riding, photography, and traveling. She was named to the Forbes "America's Top Women Wealth Advisors" list in 2024 and also recognized in the Forbes "Best in State Wealth Advisors" list the same year.

James Garner is a CFP®-credentialed financial advisor with 20 years of industry experience, currently practicing at LPL Financial since 2024. His previous experience includes roles at Janney Montgomery Scott LLC, Financial Engines Advisors, TIAA-CREF, Morgan Stanley, and other firms. Outside of advisory work, he is a co-owner of a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Charles Rucker Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Woodbury Financial Services, SunTrust Advisory Services, Capital One Financial Advisors, and Chevy Chase Financial Services. Outside of his advisory work, he is involved in insurance planning and operates a family real estate venture managing rental properties. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with both brokerage and advisory services, using model-based asset allocation and portfolio optimization to deliver a range of investment programs and financial planning solutions.

Nicole Dresner is a Client Experience Advisor at Merrill Lynch Wealth Management, where she works with clients to understand their financial situations and introduce solutions available through Merrill and Bank of America. She focuses on helping clients take control of their financial lives by identifying strategies that align with their goals. Nicole joined Merrill Lynch Wealth Management in 2023, bringing experience from the psychology field and insurance industry. She has an interest in behavioral finance, exploring the connection between psychology, investing, and wealth management. Her client focus areas include College Education Planning, Executive Compensation, Family Wealth Management Strategies, LGBT Wealth Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Small Business Strategies, Socially Responsible, Values Based, and ESG Investing, as well as Women and Wealth. She graduated magna cum laude from the University of Maryland—College Park and holds a master's degree in industrial/organizational psychology from the University of Maryland—Baltimore County. Nicole holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Originally from Montgomery County, Maryland, she now lives in Arlington, Virginia. Outside of work, she enjoys activities such as improv classes, group fitness, theater, traveling, and spending time with friends and family. Nicole was previously a Division 1 cheerleader at the University of Maryland and continues to follow collegiate sports.

Angela Miller is a financial advisor at Edward Jones with one year of experience in the industry. She holds a Series 66 designation and has a background that includes various roles in education and hospitality. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large national network of advisors and offices.

Dahri Jahn is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with business owners to help secure their wealth and maximize the value of their exit strategies. Dahri and his team utilize Merrill's Proprietary Financial Modeling Tool, the Personal Wealth Analysis, to assist clients in planning for business transitions, advanced tax mitigation, philanthropic planning, and protecting their family wealth. Dahri's areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and tax minimization. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated from the University System of Maryland with a Bachelor's Degree and resides in Bethesda, MD. Dahri's personal interests include hiking, reading, running, and traveling.

Stella Alaba is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for eight years before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics alongside a mix of brokerage and advisory solutions.

Katherine Mcsween is a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she provides integrated strategy, implementation, and service to a select group of clients nationwide. She works with a diverse clientele, including small-business owners, executives, and multi-generational families, with a particular sensitivity to the financial needs of women through all life stages. Katherine's expertise encompasses investment management, trust and estate planning services, credit and banking through Bank of America, retirement planning strategy, and philanthropy. As a Portfolio Manager, she manages personalized or defined strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She began her wealth management career in 2007 and holds the Personal Investment Advisor (PIA) designation. Katherine earned her Bachelor's Degree from James Madison University. Outside of work, she enjoys fitness and embraces it as a way of life, pursuing new adventures and physical challenges often with her family and friends. Her personal interests include cooking, interior decorating, reading, running, swimming, tennis, and writing.

Yonatan Ruffin is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America N.A., Kenmos Structural Engineering, Asham Trade & Industry PLC, and Unity University. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Francis Hawkins IV is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and has been with Mass Mutual and its affiliates since 2025. Prior to entering the financial advisory field, he gained experience in various roles including at Earls Kitchen + Bar and Audio Visual Systems LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures financial planning as collaborative, ongoing relationships and offers specialized programs such as divorce planning and employer-sponsored planning.

Jenny Lira is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2015, with a brief period of unemployment in 2020-2021. Based in Washington, DC, she is part of a large firm network. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning that includes structured discovery conversations and approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Trinity Hammerschmidt is a financial advisor at LPL Enterprise with a Series 66 license and two years of industry experience. Prior to joining LPL Enterprise, she held roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory work, she is involved in horse braiding in Montpelier, VA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of financial planning, consulting, and asset management services.

Patrick Robertson is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with AXA Advisors. Outside of advising, he is involved in presenting retirement planning seminars and provides group benefits through general agency appointments. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm employs a network of Investment Adviser Representatives and utilizes both firm-offered and third-party advisory models to tailor investment solutions to client needs.

Tyler Jones is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked with JPMorgan entities since 2019. Outside of finance, he has served as an independent basketball official for local high schools and the NCAA since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes a framework for ESG considerations.

Carlos Ruiz is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2021. Prior to this, he was with M&T Securities for eight years and has been affiliated with M&T Bank since 2000. Outside of his advisory work, he is involved in residential property ownership. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided primarily by investment adviser representatives using a range of strategies.

Sandra Guerrant is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets. 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 structured planning tools and firm-approved methodologies to support its clients' financial goals.

Ann Taylor is a financial advisor with Charles Schwab in Gaithersburg, MD, holding a Series 66 designation and 26 years of industry experience. Her prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. She serves as the treasurer for the local unit of United Methodist Women, a nonprofit volunteer position. Charles Schwab serves a large client base primarily composed 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 combined advisory, brokerage, custody, and cash-sweep platform with both non-discretionary and discretionary investment management options.