Omar Amjad is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. He has been in the financial industry since 2026 and has prior experience at KeyBank and Key Investment Services LLC. Outside of his advising role, he is affiliated with George Mason University’s Costello College of Business and has a history of involvement with multiple educational institutions. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base, including individuals, corporations, and institutions. The firm utilizes research and analytics to guide investment decisions and offers both brokerage and advisory solutions supported by a large network of financial professionals.

Michael Zoskey is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and seven years of industry experience. He previously worked at Cambridge Associates for three years before joining Morgan Stanley and its Private Bank division, where he has been since 2018 and 2019, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and models, though clients are responsible for plan implementation and updates.

Jahaad Martin is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities, JP Morgan Chase Bank, and Merrill. Outside of his advisory role, he owns a rental property in Houston, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the expertise of its Financial Advisors and Estate Planning Strategies Group.

Thomas Westmoreland is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He has held roles at Mass Mutual Investors Services since 2017 and previously worked at MetLife Resources from 2006 to 2017. His credentials include Series 63 and Series 65 licenses. 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, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using firm-approved analytical tools and offers specialized programs such as Divorce Planning and estate-settlement services.

Paul Barbieri is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at firms including Prudential Insurance Company of America, Pruco Securities, LLC, BB&T Investment Services, Guardian Life, and Northwestern Mutual Investment Management. 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, corporate, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Evelina Delyakova Plummer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. She previously worked at PNC Bank from 2015 to 2023 before joining Wells Fargo in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Crabb is a financial advisor with Ameriprise in Aldie, VA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed 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. The firm’s approach combines research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and recent algorithmic automation to generate tailored retirement income recommendations.

Lauren Tuite is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as power of attorney for her mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting, offering both brokerage and advisory solutions supported by extensive research and analytics.

Allen Clark is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles in construction firms and financial services. Outside of finance, he owns and operates Clark Equestrian Center, a horse training and boarding facility. Primerica Advisors is a large institution serving individual, corporate, and charitable clients through a wrap-fee asset management program. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports account custody and trade execution through third-party providers.

Robert Post is a Wealth Management Advisor currently with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2015 after 11 years at Morgan Stanley Smith Barney. Robert works with businesses, families, and individuals to develop and implement financial strategies that encompass asset accumulation and the coordinated transfer of wealth. He offers personalized recommendations in areas such as retirement income planning, trust and estate planning services, company-sponsored 401(k) and retirement plan designs, business transition planning, as well as individual wealth preservation and insurance planning strategies. Robert's professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC) and Chartered Life Underwriter® (CLU) from The American College. Robert graduated from the University of Maryland. He participates in community volunteering and has personal interests that include golfing, running, and soccer.

Matt Wellens is a Financial Consultant at Fidelity Investments, where he currently partners with clients to build comprehensive financial planning strategies aimed at helping them pursue their goals. He has held several roles at Fidelity Investments since 2021, including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Throughout his tenure at Fidelity Investments, Matt has gained experience across various aspects of financial consulting and client relationship management. His background includes supporting clients in investment strategies, financial planning, and managing client relationships. Outside of his professional work, Matt has interests in boating, hiking, movies, parenthood, snowboarding, and writing.

Hannah Heidrich is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and four years of industry experience. She previously worked with the Securities Industry and Financial Markets Association and attended Clemson University. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies using both in-house and third-party managers and provides integrated capital-markets capabilities.

Lily Mohre is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab & Co., Inc. since 2016, including a role at Charles Schwab Bank starting in 2017. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, using multi-asset model portfolios and centralized operational support.

Gordon Kimpel is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 credentials with 44 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Co. since the early 1980s and 1970s, respectively. In addition to his advisory role, Kimpel is involved in life insurance, health, group life, and group health sales, as well as life settlements and viaticals. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

Michael Botto is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has two years of industry experience, including roles at MassMutual Life Insurance Company and The Block. Prior to his advisory career, he worked at Morning Consult and Bloomberg Government. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, ongoing planning engagements supported by firm-approved analytical tools.

John Moriarty is a financial advisor with Charles Schwab in Reston, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab Bank and Charles Schwab since 2015. Outside his advisory role, he is a member of Fitz Mori LLC, a non-agent real estate business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. Schwab’s model includes both non-discretionary and discretionary investment management, supported by centralized operations and a formal alternative investment process.

Nicholas Unis is a financial advisor with Osaic Wealth, holding Series 66 and Series 63 licenses and bringing four years of industry experience. Prior to joining Osaic in 2025, he worked at Forvis Mazars LLP and NYLIFE Securities LLC/New York Life Insurance Co. He has entrepreneurial experience through UnisBrands LLC and Unis Footwear and is involved in real estate management as the owner of Unis Real Estate Management LLC. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Dhaval Shah is a Financial Consultant at Fidelity Investments, where he has been employed since 2020. He leverages his extensive experience and the resources at Fidelity to assist clients in pursuing their financial goals while navigating challenging markets. His approach involves collaborating with clients to create comprehensive financial plans tailored to their individual needs, ensuring they are fully understood and sustainable regardless of market conditions. Prior to joining Fidelity, Dhaval held various roles in the financial services industry, including positions at TD Ameritrade as Senior Financial Consultant and Branch Manager in 2019, as well as roles at Edelman Financial Engines and T. Rowe Price from 2008 to 2019, covering responsibilities from Investment Advisor to Supervisor of Investor Services. He holds a California Insurance License. Outside of his professional career, Dhaval has personal interests in food, football, social events, motorcycles, parenthood, and traveling.

Vipul Talati is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 designations and 15 years of industry experience. Prior to joining Wells Fargo in 2016, he was associated with Green Realty and Wachovia Bank, N.A. Talati also has a longstanding involvement with Cleaners Inc. Outside of his advisory role, he is involved in rental property management in Aurora, CO, and Arlington, VA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Monique Minor is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides both retail and corporate financial planning services.