Kayvon Sarmadi is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Outside of his advisory role, he is involved in developing software for state and local contractors and is the founder and CEO of an online high-end men’s clothing business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and services.

Gerald Britton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been advising clients in the financial services industry for over 20 years, focusing on areas such as institutional consulting, legacy planning, personal retirement planning, and services tailored for endowments, foundations, non-profits, and defined benefit plans. Mr. Britton holds a Bachelor's Degree from Long Island University and is a Personal Investment Advisor (PIA). He is a member of the NAACP and maintains active community involvement through this organization. Outside of his professional commitments, Gerald Britton has personal interests in basketball, music, and swimming.

Alexander Eljdid is a CFP® professional with 16 years of industry experience, currently advising at Wells Fargo Advisors. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He is also involved in private investment activities through ownership in Compound Capital Wealth Management LLC and Edjdid GP LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory recommendations with a variety of banking and investment products.

Stefan Maric is a Planning Consultant at Fidelity Investments, where he provides guidance on investment strategies, retirement planning, and wealth planning. He works closely with clients to support them in making informed financial decisions aligned with their unique goals. Stefan has held various roles at Fidelity Investments, progressing from Financial Representative in 2024 to Relationship Manager in 2025, before becoming a Planning Consultant in 2026. This experience has given him insight into different facets of financial advising and client relationship management. Outside of his professional responsibilities, Stefan has interests that include cars, football, social events, golf, movies, and traveling.

Erik Steudle is a financial advisor with LPL Financial in Alexandria, VA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He previously worked at Ameriprise Financial Services, Merrill, Truist Investment Services, and Wells Fargo Clearing. Steudle is also the principal of Good Life Advisors, LLC, an independent registered investment advisory firm. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Tristan Caudron is a CFP® professional at Wells Fargo Advisors with 30 years of industry experience. He has worked with Wells Fargo Advisors and its affiliates since 2009. Caudron holds ownership interests in Riverfront Wealth TC LLC and Riverfront Wealth Advisors LLC, both investment-related businesses based in Virginia. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, leveraging Wells Fargo research and planning tools to provide tailored recommendations.

Alisa Patton is a financial advisor with Merrill, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2006 and is also associated with Bank of America, N.A., where she has worked since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Renea Campbell is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Bank of America for nine years before joining Merrill. 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 and profit-sharing plans, corporations, and charitable organizations.

Michael Gradowski is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Donald Chomas is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. In addition to his advisory role, he lectures and teaches at Montgomery College and with the Financial Educators Network. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets solutions.

Christopher Mathieu is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities continuously since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Malik Moore is a Series 66-licensed financial advisor with Merrill, bringing nine years of industry experience. He has worked at Merrill since 2016 and has been with Bank of America, N.A. since 2019. In addition to his financial career, Moore has been involved with Morgan State since 2011. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Melanie Folstad is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has worked at RBC Capital Markets since 2014 and City National Bank since 2016. Folstad serves on the boards of the Bethesda Chevy Chase Chamber of Commerce and the Greater Washington Community Foundation, and she is involved with several local nonprofit and educational organizations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies with a range of advisory programs and combines its capital-markets capabilities with multiple investment managers and responsible-investing options.

Maria Fruciano is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously spent 11 years at Morgan Stanley Smith Barney. Her background includes a term with the Peace Corps. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Alyson Scott is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following three years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include broadly diversified investment offerings and specialized planning resources.

Zachary Karr is a financial advisor at Stifel with 23 years of industry experience. He holds the CFP® and Series 66 designations. Karr has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses.

Kelly Davis is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. She has been with JPMorgan Securities LLC since 2013 and also has experience at JPMorgan Chase Bank NA and Mass Mutual Investors Services. J.P. Morgan Securities LLC 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 to inform recommendations. The firm delivers these services through a select group of Wealth Advisors on a non-discretionary basis.

Peter Muckerman is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2009. Outside of his advisory work, he is the owner of a rental real estate property. 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, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Carole Franks is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools to assist clients in developing customized financial plans.

Juan Gochez Barrientos is a Series 66 licensed financial advisor with Merrill, based in Bethesda, MD, and has six years of industry experience. He has also been associated with Bank of America, N.A. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.