John Benjamin is a CFP®-certified financial advisor with 11 years of industry experience. He has worked at Wells Fargo Advisors since 2017 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as the head coach for boys ice hockey at St. Johns College High School and works as a part-time teaching assistant there. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions using research-based tools and tailored client recommendations. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning.

Kyle Hublitz is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2023. Outside of his advisory role, he has majority ownership in HUBLITZ GP, LLC, a company formed to sell a minority stake to 72 Growth Partners. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers comprehensive financial planning services tailored to net-worth qualified clients, covering a range of areas including retirement, education, business-owner transition, and special-needs planning.

Max Freelander II is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has previously worked at Wells Fargo Clearing, RBC Capital Markets, and Ferris, Baker Watts, LLC. Freelander is also involved in investment-related activities through his ownership of PROSPER LLC and FREELANDER GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations delivered through advisor meetings and written summaries.

Carla Lindblad is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for seven years. Outside of her advisory role, she is involved in operational and client service support at two local organizations in Rockville, MD. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to help clients understand potential outcomes, supporting implementation through advisory programs or other providers.

Mohamed Shoukr is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis. The firm provides tailored recommendations using proprietary research and planning tools, with clients choosing how to implement advice through various brokerage or advisory programs.

Justin Gore is a financial advisor at RBC Capital Markets in Rockville, MD, with one year of industry experience. He holds a Series 66 designation and previously worked at Jones Lang LaSalle for nine years. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Dhanuka Buddhakorala is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments and CIBC. Outside of his advisory role, he volunteers as a program manager and bookkeeper for Transition Philippines, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Robert Feisee is a CFP® professional with 25 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at National Planning Corporation and Morgan Stanley. In addition to his advisory role, he is a practicing attorney at Insight Law, PLLC. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides access to multiple platforms and custodians, proprietary model strategies, and support for both discretionary and non-discretionary management.

Kathleen Kownacky is a Series 66-licensed financial advisor with Merrill, based in North Bethesda, MD, and has 26 years of industry experience. She has worked at Merrill since 2008 and previously at UBS Financial Services from 2003 to 2008. She is currently also associated with Bank of America N.A. since 2022. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Geoffrey Newman is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc., Securities America, Inc., SMI Financial, LLC, and H.Beck, Inc. He is also Vice President and a board member of Newman Funeral Homes and serves as President of the DC Society, Sons of the American Revolution, a volunteer-based lineage society. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services across various programs, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires, efficient frontier analysis, and rebalancing tools.

John Rankin is a CFP® with seven years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has previously worked at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, Fisher Investments, and AXA Advisors. Prior to his advisory career, he spent 13 years in a family business specializing in fencing, decking, and home services. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by Wells Fargo research and planning tools.

Nadzeya Adamovich is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has previously worked in various roles including at United States Creative Ideas LLC and Civitta. Outside of her financial advisory work, she operates a private life coaching practice in Bethesda, MD, conducting webinars, group workshops, and individual coaching sessions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated services. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Christopher Vogel is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Congressional Country Club. He has also worked in diverse fields such as education and university administration. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it is noted for its use of systematic methodologies and formal advisory roles to multiple investment companies.

Kyle Dry is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individuals and families to create personalized financial strategies. He focuses on areas including executive compensation, equity compensation services, family wealth management strategies, endowments, foundations and non-profits, legacy planning, liquidity management, managing new wealth, small business strategies, tax minimization, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Kyle earned his Bachelor's Degree from the University of Tennessee. Outside of his professional work, Kyle has interests in basketball, fishing, football, golfing, and sewing.

Vitali Nazlymov is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 credential and previously worked at UBS Financial Services for 12 years. Outside of his advisory role, he serves as the Executive Director of NAZLYMOV Fencing, where he develops and teaches after-school and summer fencing programs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including personalized financial planning supported by firm-approved tools and a structured discovery process.

Caellen Roberts is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 credential. Roberts joined Morgan Stanley in 2026 after working at Maple Capital Management for three years. Prior to her finance career, she held various roles including management positions in the food service industry. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services primarily in an advisory capacity.

Cameron Duncan is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services, utilizing both in-house and third-party investment managers to tailor strategies according to each client’s risk profile.

Bobby Morton is a CFP® with nine years of experience in the financial services industry. He is currently an advisor with Raymond James Financial Services Advisors, Inc. He has held roles at several firms, including Strategic Financial Associates, NYLIFE Securities LLC, Mariner Wealth, and Cresset Asset Management. Morton served in the Army National Guard for 12 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports its offerings with municipal advisory services and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

John Kelly is a financial advisor at Morgan Stanley with 12 years of industry experience. He has held various positions within Morgan Stanley since 2015, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Kelly holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Brandon Olinger is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and previously worked at The Bernstein Companies, Dataprise, Inc., the University of Maryland, College Park, and Montgomery County Public School. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.