Desi Berry is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. Berry has 10 years of industry experience, including prior roles at Morgan Stanley and Northern Trust Securities. Outside of financial advising, Berry is the director of a home-based travel agency and also works as an Uber driver. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with a focus on collaborative, annual planning relationships using firm-approved analytical tools.

Olufemi Millar is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Allianz Life Financial Services, Allianz Life Insurance Company of North America, T Rowe Price, and MBSC Securities Corporation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gerald Horn is a financial advisor at UBS Financial Services with six years of industry experience and holds a Series 66 designation. He has worked at UBS since 2026 and previously spent eight years at Morgan Stanley, including time with Morgan Stanley Private Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of services including financial planning, portfolio management, and capital markets solutions.

Marlon Perez Hernandez is a financial advisor at Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses. He has prior experience with Citibank, Truist, and Bank of America, among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics guided by diversification principles and modern portfolio theory and operates both brokerage and advisory solutions at a large scale.

Campbell Wright is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding a Series 66 designation and 18 years of industry experience. He has worked at RBC Capital Markets since 2009. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.

Luis Lopez Portillo is a financial advisor with LPL Enterprise LLC and holds the Series 66 designation. He has over 20 years of industry experience, including two decades at Rethos prior to joining LPL Enterprise. He is also involved with Beall Enterprises Inc. Luis is based in North Bethesda, Maryland. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, access to model portfolios, third-party asset management, and a broad range of brokerage and insurance products through its integrated advisory and brokerage platform.

Aftab Ahmad is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005, including six years in his current role. Outside of his advisory work, Ahmad owns a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, incorporating research, third-party data, and algorithmic tools to provide ongoing advice on income sources and tax-aware withdrawal strategies.

Aidan Leighton is a financial advisor at Morgan Stanley in Potomac, MD, with two years of industry experience. He previously worked at U.S. Bancorp Investments and U.S. Bank, and has experience outside finance working at Mustards Last Stand and the University of Colorado Boulder. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Kevin Toohill is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Wells Fargo Advisors in 2023. Outside of his advisory role, Toohill is the head varsity baseball coach at Wilton High School. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting net-worth thresholds. The firm utilizes proprietary research and planning tools to deliver tailored recommendations across various financial planning areas, with implementation options available through its brokerage or advisory programs.

Michael Bowden is a financial advisor with Morgan Stanley in Columbia, MD, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Bank of America and Merrill. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services that leverage structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning.

Rachel Heimann is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 license and having 11 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Joanne Yecies is a financial advisor with RBC Capital Markets, holding a Series 66 designation and five years of industry experience. She previously worked at Cambridge Associates, LLC for six years before joining RBC Capital Markets in 2020. Outside of her advisory role, Joanne serves as a committee member on the Alumnae Board of Holton-Arms School, an independent college preparatory school. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and implements tailored investment strategies through both in-house and third-party managers.

Kevin Di Manna is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2017, following two years at Arthur J. Gallagher. Outside of his advisory role, he is involved in coaching younger baseball players and conducting sports camps and clinics through his independent consulting work with D R Sports. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Trevor Corey is a financial advisor with Charles Schwab in Bethesda, MD, holding a Series 66 designation and 22 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2016 and previously spent five years at TDAmeritrade. 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, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services within an integrated and scalable platform.

Christopher Krabbe is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his advisory role, his background includes positions at Enterprise Rent-A-Car and involvement with the Five Oaks Swim Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Heebink is a financial advisor at Morgan Stanley with 26 years of industry experience. She has held positions at Ameriprise Financial Services and Keel Point, LLC prior to joining Morgan Stanley in 2019. Heebink holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, incorporating the Global Investment Committee’s return estimates and simulation models.

Gary Wright is a financial advisor with LPL Financial based in Catonsville, MD. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining LPL Financial, Wright worked for Janney Montgomery Scott for 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Eric Kovacic is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its offering.

Christopher Casey is a CFP® with nine years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2018. His prior experience includes roles at United Brokerage Services and Raymond James Financial Services. Outside of his advisory work, he is the head coach for a 12-and-under baseball team with the Win Within Baseball Program in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad suite of capital markets offerings.

Meg Yoder is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2026. In this role, she partners with clients to simplify financial complexity and develop personalized strategies to manage risk, create income, and plan for legacy goals. Prior to this, she served as a Financial Consultant at Fidelity Investments from 2020 to 2025 and began her career as an Associate Financial Consultant at Charles Schwab from 2017 to 2020. Throughout her career, Meg has focused on helping clients work toward their financial objectives through disciplined and tailored approaches. Outside of her professional work, she has personal interests that include cooking and baking, fitness, being a foodie, parenthood, pets, and swimming.