Kyle Flinton is a CFP®-certified financial advisor with eight years of industry experience, currently with Raymond James Financial in Leesburg, VA. He has previously worked with Northwestern Mutual Wealth Management Company and Mark Anderson. Outside of his advisory role, he co-owns a family lake house in South Carolina that is rented out for short-term stays, managing maintenance and guest coordination. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice based on detailed risk profiling and analytical modeling. The firm also supports institutional consulting and portfolio management across a broad network and is affiliated with a municipal advisor to enhance its public finance services.

Lourdes Mc Michael is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Co, and Regions Bank. 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 under management and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

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.

Jean Adewale Tompihe is a financial advisor at Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 credentials. He has experience at several firms including Merrill and Sea Cap Inc., with a background that notably includes roles in health and wellness industries. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs supported by structured planning tools and broad retail and institutional offerings.

Mindy Hendawi is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing a mix of in-house and third-party investment managers.

Ronald Rickert is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Woodmac, Inc. and other firms. Outside of his advisory role, he is also an insurance agent involved in fixed insurance sales and service. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers diverse portfolio management and planning services with a multi-manager platform that includes affiliated and third-party managers and a range of program structures.

John Hanson is a CFP®-designated financial advisor with Wells Fargo Clearing, bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Hanson serves on the finance committee of the First Church of Christ, Scientist in Washington, DC, and is involved as co-trustee for several family trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Svec is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a member of the Green Committee at Columbia Country Club in Chevy Chase, Maryland. Morgan Stanley Wealth Management offers a broad range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate agreements.

Ashlen Garcia Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop personalized plans that align with their unique financial goals and aspirations. Her approach involves understanding clients' priorities, values, and vision for the future to simplify investing and financial planning through clear guidance and thoughtful recommendations. Her areas of focus include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Ashlen aims to help individuals and businesses achieve their financial objectives by providing tailored investment management and ongoing advice based on each client's specific circumstances and risk tolerance. Ashlen holds a Bachelor's Degree from George Mason University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations.

Reza Khadiri is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1999 in the Washington, D.C. metro area. He focuses on establishing strong relationships with a select group of high-net-worth families, providing comprehensive financial planning services that include tax-efficient strategies for concentrated stock positions, retirement and education planning, and the development of wealth management plans tailored to grow and preserve clients' assets. Reza collaborates closely with clients' tax and legal advisors and conducts regular plan reviews to ensure alignment with clients' evolving financial goals and market conditions. Reza holds a Bachelor's degree from George Mason University and has earned several professional designations including Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®). His expertise spans areas such as divorce transition planning, education planning, employee benefits, family wealth management strategies, philanthropic planning, portfolio management services, and retirement income. Outside of his professional role, Reza enjoys a variety of outdoor activities, photography, live music, and theater. He is also involved in community initiatives including Jill's House and The Last Well. Additionally, he is a member of the Christian Business Men's Connection (CBMC) and regularly attends McLean Bible Church.

Joshua Thatcher is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendations and annual planning focused on retirement income, tax-aware withdrawals, and Social Security options.

Naj Altaf is a financial advisor with OSAIC, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at Woodbury Financial Services, Capital One Sharebuilder, and Chevy Chase Financial Services. He is a partner at Capital Harvest Wealth Partners, an investment advisory LLC. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a broad array of investment options and utilizes various asset-allocation and portfolio management tools.

Mara Bralove is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 credentials with 22 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she owns a real estate rental business in Fairfax, VA. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kevin Forkin is a CFP® professional with five years of industry experience, currently affiliated with Charles Schwab in Gaithersburg, MD. His work history includes positions at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as prior roles at Bankers Life Advisory Services, Inc., Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and a decade of service in the US Army. Charles Schwab & Co., Inc. serves 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 advisory guidance and access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence from its Center for Financial Research.

Ryan Stille is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Northwestern Mutual from 1996 to 2019. He is also the founder of Flowerstone Financial and owner of Stille Group LLC, both independent insurance-related businesses. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through a network of independent professionals using multiple custody platforms and proprietary model strategies.

James Polcaro II is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.

Briana Tillman is a Financial Advisor at Merrill Lynch Wealth Management, where she focuses on retirement planning, legacy building, and financial strategies for women. She works with high-net-worth individuals, business owners, retirees, and young professionals to create clear, customized financial plans that address their unique goals and priorities. Briana aims to make financial planning clear and personal, helping clients feel confident in their decisions today and for the future. Her expertise includes retirement planning, family wealth management strategies, small business strategies, tax minimization, and individual and corporate investment strategy. Briana holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She completed an Accredited Certificate Program from the University of Arkansas System. Outside of her professional work, Briana enjoys spending time with her family and traveling. Her personal interests also include adventure sports, basketball, cooking, dancing, football, music, swimming, and tennis.

Diego Dominguez is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the North Bethesda Financial Center in Maryland. He focuses on providing goal-based wealth management services to affluent families, accomplished professionals, and successful business owners. His work includes developing flexible, short- and long-term financial strategies that organize clients' personal and business finances. Diego specializes in a range of areas including investment management, defined contribution plans, commercial banking, private business sales, credit and lending, retirement planning, wealth transfer planning, and executive compensation plan management. He has expertise in Corporate Executive Services, Divorce Transition Planning, Employee Benefits Planning, Executive Compensation, Equity Compensation Services, Family Wealth Management Strategies, Institutional and Corporate Benefit Services, and Services for Defined Benefit Plans. Diego holds a High School Diploma from Reservoir High and a Bachelor's Degree from the University of Maryland Global Campus. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Diego engages in biking, fishing, hiking, rock climbing, running, and scuba diving.

Jason Silverberg is a CFP® and ChFC® with 21 years of experience in financial advising. He is currently with Cetera and Silverberg Financial, LLC, and has prior experience with Financial Advantage Associates and Minnesota Life. Outside of his advisory work, he is an author and owns Silverstone Press LLC. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across multiple program structures.

Michael Ellis is a Wealth Management Advisor and Senior Vice President with the Baker - Ellis Group at Merrill Lynch Wealth Management in Bethesda, Maryland. He provides personalized wealth management strategies tailored to clients' long-term goals, drawing on investment insights from Merrill and banking solutions from Bank of America. His client focus includes college education planning, family wealth management, legacy planning, managing new wealth, portfolio management services, individual and corporate investment strategies, and retirement income. With 17 years of experience in the securities industry, Michael holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor’s degree in finance from Salisbury University, an Associate’s degree from Frederick Community College, and a high school diploma from Linganore High School. Michael also volunteers with community organizations, reflecting his commitment to the Merrill tradition of community participation.