Carter Rolfe is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works directly with clients to design and execute personalized financial plans tailored to their unique family needs. Carter emphasizes advocacy and communication to build trust and reliability with his clients. Carter has been with Fidelity Investments since 2015, progressing through several roles including Financial Representative, College Planning Specialist, Relationship Manager, Investment Consultant, and Financial Consultant. This range of experience across various facets of financial services has provided him with a broad understanding of investment management and client relationship development.

Gilma Hernandez is a financial advisor with LPL Financial, holding a Series 66 license and four years of industry experience. Her previous roles include positions at Merrill and Bank of America, N.A. Hernandez currently conducts wealth management activities through Tower Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors, utilizing model portfolios, third-party managers, and customized strategies.

Julianna Lopes is a financial advisor with Primerica Advisors in Crofton, MD, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Primerica Advisors since 2003 and has prior experience at Arbonne from 2016 to 2019. In addition to her advisory role, she is a self-employed instructor for pre-licensing classes for PFS agents and an author. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

Mark Murphy is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes prior roles at Janney Montgomery Scott, Morgan Stanley, and Citigroup Global Markets. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Terrell Matthews is a financial advisor with Primerica Advisors in Calverton, MD, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2012 and has also worked at the U.S. Patent & Trademark Office since 2005. Matthews owns Matt-Hew Consulting LLC, where he operates as a Certified Divorce Financial Analyst. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Glen Bennett is a financial advisor with LPL Financial in Arlington, VA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Linsco Private Ledger Corp since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Jerome Liebstein is a CFP® and ChFC® with 29 years of industry experience. He has been with Edelman Financial Engines since 2006, including prior roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Liebstein is based in Bethesda, MD. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term strategies.

Colleen Shepard is a Wealth Management Advisor and founding partner of The Shepard Ellison Group at Merrill Lynch Wealth Management, where she has worked since 1990. She holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification as awarded by the Certified Financial Planner Board of Standards, Inc., along with the Personal Investment Advisor (PIA) designation. With over 30 years of experience, Colleen specializes in providing a holistic approach to wealth management, focusing on client relationship excellence and personalized service. Her practice serves entrepreneurs, business owners, women in leadership, senior executives, and multigenerational families, assisting with areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and small business strategies. Colleen holds a Master's Degree from American University and a Bachelor's Degree from the State University of New York. She has served in advisory roles including membership on the Financial and Investment Committees for St. Andrews Episcopal School, the Financial Committee for Grace Episcopal Day School, and as a Vestry Member for All Saints Church in Chevy Chase. She is also a member of the Women's Golf Association at Bethesda Country Club and volunteers at All Saints Episcopal Church on various service projects.

Pablo Molina is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Centaurus Financial, and Reese Yeatman. Molina is a partner in Reese Yeatman Financial, LLC. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization across various programs, including financial planning, Unified Managed Accounts, and retirement plan consulting.

Evan Tanner is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America N.A., Merrill Lynch, and Pinebrook Capital. Prior to his advisory career, he was associated with the University of North Carolina at Chapel Hill and Tandem Sports and Entertainment. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

Brian Sharp is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been building his career since 2008. He and his team provide wealth management services that integrate various aspects of clients' finances, including retirement, education, travel funding, gifting, and legacy planning, to help clients focus on their priorities. He has expertise in investment management, including alternative investments such as private equity and private credit, which have been employed to assist clients in navigating different market conditions. Brian earned a bachelor's degree in finance and marketing from Villanova University and holds the Personal Investment Advisor (PIA) designation. He has been recognized multiple times by Forbes, including listings on the "America's Top Next-Generation Wealth Advisors" and "Best-In-State Wealth Advisors" lists. Brian has advanced through several roles at Merrill Lynch, attaining titles including Managing Director and Senior Vice President. He lives in Potomac, Maryland, with his wife and three children. Brian is active in his community, involved with Catholic Charities and Our Lady of Mercy, and participates in youth sports, coaching his children's teams. Outside of his professional and community commitments, he enjoys playing golf.

Jon Lindenberg is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and over 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of advising, he is involved in entrepreneurial activities related to merchant cash and stock agreements. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies, utilizing proprietary research and tools to develop tailored recommendations for clients.

John Snyder is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Brown Advisory and SVB Wealth LLC. He is based in Washington, DC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Eli Pridonoff is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He works with families, executives, and professionals to help them navigate financial complexity and make decisions grounded in clarity, discipline, and personal values. His practice focuses on wealth management strategies such as education planning, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and tax minimization. Eli collaborates closely with clients’ CPAs and estate attorneys to ensure a cohesive approach to managing their financial lives. Eli holds a Bachelor of Science in Accountancy from Miami University and an MBA from The George Washington University School of Business. He has pursued additional studies at Harvard University, Georgetown University, and the University of Cincinnati. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Originally from Cincinnati, Eli now lives in Silver Spring, Maryland, with his wife and three children. Outside of his professional role, he enjoys staying active through swimming and biking, having completed a half-Ironman triathlon. He also has an interest in baseball, music, reading, traveling, and is involved with Little League International.

Alexander Simet is a financial advisor at Wells Fargo Advisors with two years of industry experience. Prior to joining Wells Fargo in 2023, he worked at the University of Maryland from 2019 to 2023. In addition to his financial advisory role, he manages a family-owned restaurant, Il Basilico Trattoria, where he oversees kitchen and serving staff operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, covering areas such as retirement, education, and wealth-transfer planning, supported by proprietary research and planning tools.

David Kuzma is a financial advisor with Cambridge Investment Research Advisors who holds Series 65 and Series 63 licenses and has 11 years of industry experience. He has been with Cambridge Investment Research since 2015. Outside of his advisory role, he serves on the board of the Catholic Business Network of Montgomery County and the Maryland chapter of the Exit Planning Exchange, and he is involved in authoring and educational activities related to finance through his private ventures. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates thousands of financial professionals, managing a multi-billion dollar asset base and offering a range of discretionary and non-discretionary management solutions across multiple platforms.

Katharine Leithead is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. She also has a long tenure with Bank of America, N.A. beginning in 2002. 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.

Traci Richmond is a financial advisor with Raymond James Financial in Bethesda, MD, holding a Series 66 designation and 20 years of industry experience. Her career includes prior roles at Wells Fargo Clearing and ownership of Women Who Rock LLC from 2016 to 2023. She is also the owner of The Meakem Group, LLC, a non-variable insurance business. 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 utilizes advanced analytical tools, supporting clients through advisory programs and partnerships such as with the Society for Human Resource Management.

Lauren Finikiotis is a Series 66-licensed financial advisor with five years of industry experience, currently with J.P. Morgan Securities in Washington, DC. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, along with earlier positions at the College of William & Mary and the University of Pittsburgh. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by specialized affiliates.

Jeanette Barrett is Vice President and Executive Planning Consultant at Fidelity Investments, where she has worked since 2006. She has held roles of increasing responsibility including Vice President Financial Planning Consultant before her current position. With nineteen years of experience working with high-net-worth families, Jeanette specializes in integrating workplace benefits into comprehensive wealth plans. She prioritizes client engagement and education, ensuring clients understand and participate in the creation of their financial strategies. Jeanette holds an Arkansas Insurance License. Outside of work, she enjoys concerts, family activities, fitness, football, social events with friends, and traveling.