James Strother is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2013, as well as Global Retirement Partners, LLC since 2017. Strother also conducts investment-related seminars at colleges. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Nyanya Joof is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting 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 grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Adam Shams is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and with one year of industry experience. His prior work includes roles at Caruso's Grocery, Sunglass Hut, Walter Johnson High School, and Masorti School. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products through a platform that integrates institutional trading capabilities with wealth management services.

Brandon Mazur is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to alternative products using proprietary research and model-based asset allocations.

Alexander Gross is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previous work experience at The Motley Fool and several other companies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

John Pagano is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also involved in investment-related business activities through his ownership of PAGANO72, LLC and PAGANO GP, LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using Wells Fargo research and planning tools to develop tailored recommendations. The firm’s comprehensive planning services address areas such as retirement, education, risk, and specialized needs like business-owner transitions and divorce planning.

Ahmon Smallwood is an Investment Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he collaborates with clients to develop comprehensive financial plans, focusing on investments, insurance, retirement, and wealth planning to support clients' short and long-term financial objectives. Prior to his current position, Ahmon held roles as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2025. Before joining Fidelity, he worked as a Relationship Banker at Bank of America from 2021 to 2022. Throughout his career, Ahmon has gained experience in financial services across various client-focused roles, enabling him to provide strategic guidance tailored to individual financial goals. Outside of his professional work, he has interests in comedy, family activities, fitness, football, reading, and running.

Kamalpreet Sidhu is a financial advisor at Edward Jones in Ashburn, VA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2025, Sidhu worked at Bank of America and Merrill from 2018 to 2025 and at PNC Financial Services Group from 2017 to 2018. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and affiliated investment products while operating under a fiduciary standard.

Jeffrey Corvin is a financial advisor with Charles Schwab based in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSb since 2017. Outside of finance, he creates and sells mixed media art and photography through Dane Fine Art.com and works as a florist sales processor and rideshare driver. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options. The firm provides integrated advisory, brokerage, custody, and financial planning services supported by strategic asset allocation models and a centralized operational structure.

William Burton is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior roles include positions at Morgan Stanley and involvement with the North American Association for Environmental Education. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Richard Gerber is a financial advisor with Merrill based in North Bethesda, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Merrill since 2009 and concurrently affiliated with Bank of America, N.A. since 1981. Gerber is also a co-owner of a rental property business in Bethany Beach, Delaware. 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.

Dawn Durbin is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers 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.

Matthew Miller is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles and employs both in-house and third-party investment managers to implement portfolio strategies.

Reed Eliff is a financial advisor at Merrill with 12 years of experience in the industry. He holds a Series 66 designation and has been with Merrill since 2014. Merrill, in partnership 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leonard Cohen is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he serves as a trustee or co-trustee for a trust in West Palm Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its advisory services.

Thomas Lydon is a financial advisor with Cetera who holds the PFS™ and Series 66 designations and has 18 years of industry experience. His prior work includes roles at Avantax Investment Services, Inc. and 1st Global Capital Corp. He is also the manager of Lydon Financial Advisors, LLC, a wealth management entity. Lydon serves as trustee for multiple irrevocable trusts and is president of Lydon Fetterolf Corydon, P.A., a CPA firm founded in 1980. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves individual and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and retirement services.

Thomas Cabral is a ChFC® credentialed financial advisor with 18 years of industry experience. He is currently with Mass Mutual Investors Services and MassMutual Life Insurance Co., having joined both in 2025. His prior experience includes roles at Citigroup Global Markets, LPL Financial, and M&T Securities, among others. 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 provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software for goal analysis and structured, annual planning engagements.

Silvia Stazio is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with LPL Financial since 2024. She previously spent 25 years at Lincoln Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide 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.

John Maginnis is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Maginnis is a founding partner of Harvest Wealth LLC, where he provides financial advice and solutions to corporate executives, retirees, and their families. He is also involved as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a large nationwide network of independent advisors.

James Brockett II is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and nine years of industry experience. He was previously with Morgan Stanley Smith Barney for one year before joining Wells Fargo Advisors in 2016. Brockett also owns Brockett Capital LLC, an independent investment-related business based in Silver Spring, MD. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, supported by proprietary research and planning tools.