Moshe Burstin is a CFP®-designated financial advisor with 24 years of industry experience, currently with Wells Fargo Advisors in Bethesda, MD. His prior experience includes roles at Wells Fargo Clearing, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory work, he assists his mother with managing her financial affairs through a power of attorney arrangement. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, supported by Wells Fargo’s research and planning tools.

Byron Hildebrand is a financial advisor at Osaic with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Securities America Advisors and Raymond James Financial Services. In addition to his advisory role, he is a certified public accountant with Hildebrand, Limparis & Associates, CPAs, PC. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, model-based asset allocation, and third-party money manager programs. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Jonathan Greaney is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019, including his current role at Morgan Stanley Private Bank, N.A. Prior to joining Morgan Stanley, he was employed at T. Rowe Price and held positions with the cities of Winchester and Gaithersburg. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market outlook models.

Jonathan Dannenberg is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Empower Financial Services, RAD Search, and T. Rowe Price/FIS. He is based in Bethesda, MD. Charles Schwab & Co., Inc. serves a large client base, primarily 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 offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody, supervisory services, and a formal alternative-investment process.

Glen Jackson is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Investment Center Inc, Ic Advisory Services Inc., and H. Beck, Inc. Jackson also engages in term and permanent life insurance and disability insurance sales as a licensed agent. 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 and access to model portfolios, third-party management, and institutional platforms.

Deeybid Juarez Campos is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo since 2023 and has prior experience working at Sweetgreen, Inc. from 2015 to 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Thomas Marney Jr. is a financial advisor with Mass Mutual Investors Services in Columbia, MD, holding the ChFC® designation and Series 63 license. He has 46 years of industry experience, including 27 years at Metlife Securities Inc. and over a decade with MassMutual entities. Outside of his advisory role, he is also an insurance broker through his own business. MassMutual Investors Services, LLC 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 seminars, with a structured, collaborative approach that emphasizes investment categories and strategies rather than specific product selections.

Tahsin Faruki is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Wells Fargo Clearing, MassMutual, and PenFed Credit Union. He is also involved with PenFed Wealth Management, supporting LPL’s business operations. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives utilizing a range of discretionary and non-discretionary strategies.

Lloyd Iden is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Olujimi Ijandipe is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 65 and Series 66 credentials. His prior work includes roles at Credit Agricole Corporate and Investment Bank and Merrill. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a mix of proprietary and third-party investment solutions and offers ERISA fiduciary services to qualified plans.

Franklin Hart III is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at City National Bank since 2018 and RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Blair Fetzer is a financial advisor with Mass Mutual Investors Services in Rockville, MD, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His career includes roles at Mass Mutual Investors Services, MassMutual Life Insurance, Pruco Securities LLC, and New York Life. He also serves as an insurance broker for Erie Insurance Co. MassMutual 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 seminars, emphasizing collaborative, annual planning engagements that utilize firm-approved analysis tools.

Chinonye Omoruyi is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, Bank of America, Merrill Lynch, and SunTrust Bank. Outside of her advisory role, she is a recording artist. Wells Fargo Advisors provides investment advisory services and financial planning to individual, corporate, and institutional clients, offering both brokerage and advisory solutions supported by extensive research and a broad product platform.

Brian Borish is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 licenses and having two years of experience. He has worked at Morgan Stanley since 2018 and previously spent sixteen years at CitiGroup Global Markets and twenty years with The Gap, Inc. Outside of his financial advisory role, he is employed at The Gap, Inc. in customer service. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery process and offers a broad range of investment and financial planning strategies.

Anthony Nettles is a financial advisor with Mass Mutual Investors Services in Bethesda, MD. He holds Series 65 and Series 63 licenses and has been in the industry since 2025. Prior to his current role, he worked at the General Services Administration and served in the United States Army. 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 seminars with a focus on collaborative, goal-based planning.

Michaela Gutmann is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and nine years of industry experience. Her career includes multiple roles at Wells Fargo and prior positions at Merrill and Bank of America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Ashwin Rajan is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL, he was involved with Outspoke.io and attended the University of Maryland - College Park. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Juan Vasconez is a financial advisor at Morgan Stanley with 24 years of industry experience. He has held positions at Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 2003 to 2009. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and analysis.

Nils Vidal is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm’s approach incorporates structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Russell Brooking is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and McAdam LLC. Outside of his advisory work, he previously held roles in the hospitality industry and worked in education before entering finance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.