Juan Vasconez is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

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 65 and Series 63 licenses 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 has experience in the food service industry and education. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and access to a wide range of brokerage and insurance products.

Christiana Carlini is a Financial Consultant at Fidelity Investments, a position she has held since 2021. Her approach involves understanding what matters most to her clients and their unique situations to develop tailored financial plans that align with their individual goals. Christiana has been with Fidelity Investments since 2015, holding various roles including High Net Worth Representative, Financial Representative, Relationship Manager, and Investment Consultant prior to her current position. This progression reflects her extensive experience within the firm and familiarity with diverse aspects of financial consulting. Outside of her professional work, Christiana's personal interests include attending concerts, exploring culinary experiences, practicing Pilates, solving puzzles, and traveling.

Jason Henderson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to develop, implement, and monitor customized financial strategies aligned with their unique goals. With over 17 years of experience, he leverages Fidelity's advanced tools and resources to provide guidance that helps clients make confident financial decisions. Prior to his current position, Jason was a Financial Consultant at Fidelity Investments from 2022 to 2025. He also served as Vice President and Premier Banker at Truist from 2016 to 2022, and as Assistant Vice President and Financial Center Manager at Bank of America from 2009 to 2016. Jason holds a California Insurance License. Outside of his professional work, his personal interests include fitness, football, museums, outdoor adventures, reading, and traveling.

James Brown III is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Northwestern Mutual and its affiliates for over a decade before joining MassMutual in 2023. Outside of his advisory role, he manages the sale of inherited land through an LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options as well as educational seminars.

William Breen is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 credential and has worked at firms including Morgan Stanley, John Hancock, Bank of America, Merrill, and ProShare Advisors. He has also been affiliated with The Catholic University of America both as a staff member and in other roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients such as individuals, institutional investors, and charitable organizations. The firm offers services including financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research capabilities and a broad affiliate network.

L Rowe IV is a financial advisor with Mass Mutual Investors Services, holding Series 63, Series 65, and Series 66 designations and bringing 30 years of industry experience. His career includes long-term roles at Primerica Advisors and Guardian Life Insurance Co. of America prior to joining Mass Mutual. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-based planning.

Stephanie Mcgeever is a CFP®, ChFC®, and holds a Series 66 license with 22 years of industry experience. She has been with Ameriprise since 2006, serving in her current role for six years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Danny Embrey is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Morgan Stanley in 2025, he worked at Bank of America, Merrill, and Suntrust Advisory Services. Embrey serves as a board member of the Poolesville Athletic Association, a community organization in Poolesville, Maryland. 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 planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process utilizing firm-approved tools and modeling.

Samara Lewinson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked at firms including Avantax Investment Services and LPL Financial. In addition to her advisory role, she provides legal and accounting services as a CPA/legal assistant at Hornstein Law Offices. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Eric Meyers is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes long tenures at H. Beck, Inc. and concurrent roles at Meyers Hurvitz Abrahams LLC and GEM Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory and brokerage services with both discretionary and non-discretionary management, utilizing proprietary and third-party research and model portfolios.

Gerard Ransing is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Additionally, he operates as an independent insurance agent specializing in fixed annuities. Mass Mutual 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, using firm-approved tools to provide written recommendations in collaborative, annual planning engagements.

Anthony Malone is a financial advisor at Primerica Advisors with 26 years of experience in the industry. He holds Series 65 and Series 63 licenses and has been with Primerica Advisors since 2000, working within the broader Primerica Financial Services organization since 1998. Outside of advising, he is involved in the sale of loan products and home security and automation services through Primerica-affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Christian Barrett is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2010. He brings 27 years of experience in the financial services industry, working with various organizations to support clients in their financial planning and investment needs. His career includes roles such as Relationship Officer at Fidelity Brokerage Services and positions with firms including Northwestern Mutual Investment Services, Citigroup Global Markets, and Robert W. Baird Co. Throughout his career, Christian has held multiple financial advisory and representative positions, gaining expertise in equity advising and client relationship management. He emphasizes a client-focused approach that aligns with his core beliefs and values, working with Fidelity's resources to assist families in achieving better financial outcomes. Outside of his professional life, Christian has interests in fitness, football, music, pets, and tennis.

Liam Sweet is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he held various roles including positions at Clark Construction and The Laundry Boss, and has been involved with Holy Spirit Catholic Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options.

Louis Wilson is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Morgan Stanley and has previously held roles at OSAIC, Lincoln Financial Advisors Corporation, Equitable Advisors, AXA Advisors, LLC, and Falcon Square Capital. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Karl Campbell is a financial advisor with Ameriprise in Columbia, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is the owner of CampusNIL Corporation, a student savings platform that provides financial benefits and discounts to college students across the U.S. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, including tax-aware withdrawal strategies and Social Security options, delivered through a collaborative, non-discretionary process.

Geoffrey Mcclenney is a Wealth Management Advisor with 12 years of experience, currently affiliated with Merrill Lynch Wealth Management. He specializes in delivering a comprehensive, client-centered approach to wealth management that focuses on understanding clients’ financial situations and personal priorities. Geoffrey helps develop customized strategies that are adaptable to changing client needs and market conditions, leveraging investment insights from Merrill and banking and lending solutions from Bank of America. His areas of expertise include services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income planning. Geoffrey holds a Bachelor's degree and a Master's degree from the University of Baltimore. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He follows the Merrill tradition of community participation and spends time volunteering with local organizations. Outside of his professional activities, Geoffrey has interests in basketball, chess, and traveling.

Petya Balevska is a Series 66-licensed financial advisor with Ameriprise in Washington, DC, bringing 18 years of industry experience. She has been with Ameriprise and its related entities since 2010. Outside of her advisory role, she owns inherited commercial real estate properties with active tenants in Varna, Bulgaria. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized retirement recommendations, supported by a centralized consulting team.