Victor Fox is a financial advisor with Morgan Stanley in Rockville, MD, holding a Series 66 license and eight years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2017, and a prior position at the University of Maryland, College Park. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through Corporate Financial Planning agreements.

Henry Lynch is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Jack Gill is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Jack applies lessons learned early in life about the importance of planning to his approach in financial consulting. He collaborates with clients to understand their goals and develop customized strategies to manage, protect, and grow their wealth. Outside of his professional work, Jack enjoys spending time at the beach, watching movies, and listening to music.

Rutin Crisp is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. before joining Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and firm-approved tools, utilizing models such as Monte Carlo simulations, while primarily acting in an advisory capacity.

Montserrat Flores is a Series 66-licensed financial advisor with six years of industry experience. She is currently with J.P. Morgan Securities, where she has worked since 2021, following prior roles at Merrill and Bank of America/Merrill Lynch. Before entering the financial services industry, she held positions at St. Jude Children's Research Hospital and Cargill. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Roma Mulay is Vice President and Branch Leader at Fidelity Investments, where she coaches and develops a team of financial professionals focused on delivering a world-class experience to clients. She oversees a team that customizes financial conversations to address the unique goals and planning needs of each client. Roma has extensive experience in the financial services industry, with a career spanning roles such as Vice President and Branch Leader at Fidelity Investments since 2022, Branch Market Manager at Charles Schwab and TD Ameritrade from 2020 to 2022, and various positions including Branch Manager, Senior Financial Consultant, and Investment Consultant at TD Ameritrade from 2010 to 2020. She began her career as a Financial Advisor at Ameriprise Financial from 2006 to 2010. Outside of her professional responsibilities, Roma enjoys family activities, fitness, hiking, painting, and traveling.

Scott Katzenbarger is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining LPL Financial in 2023. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management along with research-supported model portfolios.

Brad Blaisdell is a financial advisor at Raymond James Financial Services Advisors, Inc. with 22 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Raymond James, he worked at Edward Jones for 10 years. Blaisdell is also the president of Blaisdell Wealth Management, where he provides financial advising. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Lubna Qureshi is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and has been with RBC Wealth Management since 2016. Outside of her advisory role, she sells second-hand clothing on social commerce platforms including Poshmark and Depop. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Daniel Ronis is a financial advisor with LPL Financial in Rockville, MD, holding CFP® and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Janney Montgomery Scott, Chapin Davis, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Dylan Branson is a Financial Advisor with Merrill Lynch Wealth Management. He collaborates with individuals and families to provide personalized financial planning, investment management, and tax mitigation strategies. Dylan focuses on areas such as equity compensation services, managing new wealth, tax minimization, and retirement income. He holds a Bachelor's Degree in Economics from the University of Maryland, College Park, and an Associate's Degree from Montgomery College. Dylan has earned the Personal Investment Advisor (PIA) designation. Raised in Montgomery County, Maryland, he works closely with clients before and through retirement to address their financial needs and goals. Outside of his professional work, Dylan engages in adventure sports, chess, and skiing.

Michael Brezovec is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 14 years. In addition to his advisory work, he serves as a firearms instructor and is involved in deer management through Phillips Farm in Adamstown, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supporting both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Kaitlyn Beans is a financial advisor with Ameriprise in Bethesda, MD, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise, she held multiple roles at Christopher Newport University and has experience outside finance as a head volleyball coach with the Virginia Volleyball Academy, where she leads training and tournament play for girls' travel teams. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized retirement income service that offers written recommendation reports and ongoing tax-aware withdrawal planning for clients approaching or in retirement.

Nicole Martin is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at Capital Bank for four years and has held positions in lending and mortgage services. Outside of advising, she owns long-term rental properties in Washington, DC, and Denver, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Daphne Wright is a CFP®-certified financial advisor with LPL Financial in Sterling, VA, with 32 years of industry experience. She has worked at LPL Financial since 2002 and was previously with Independent Financial Partners from 2017 to 2019. In addition to her advisory role, Wright is involved in financial education, delivering seminars and writing for nonprofit organizations focused on financial literacy, and teaching biblically based financial management and empowerment classes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by in-house and third-party research and provides access to diversified investment strategies and advanced portfolio management tools.

Mason Rush is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at The Gate One Group and held various positions including roles at The Home Depot, The Georgia State Financing and Investment Commission, and the University of Maryland, College Park. Outside of finance, he previously operated Mason Rush Lawn Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad menu of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to develop tailored client recommendations.

Chukwuemeka Njere is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Njere’s work history also includes roles outside finance at Amazon.com and Bowie State University. Fidelity’s Strategic Advisers LLC, where Njere is employed, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in advisory roles less common among large institutional peers.

Keyoor Brahme is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc, Primerica Financial Services, and Equinoxys. Outside of his advisory role, Brahme is the founder and treasurer of Prabalta Inc, a non-investment related venture. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based and separately managed account strategies under a wrap-fee structure. The firm curates third-party asset managers and integrates trading and custody services through established partners.

Jennifer Sevier is a CFP® professional with 25 years of experience in the financial advisory industry. She has been with Edelman Financial Engines and its predecessor entities since 2009. Her credentials also include Series 63 and Series 65 licenses. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment solutions.

Eric Felsenfeld is a financial advisor at Ameriprise with 23 years of industry experience and holds a Series 66 designation. His prior roles include positions at Chalice Capital Partners, Niagara International Capital Limited, Chalice Wealth Advisors, and H.Beck Inc. Outside of advising, he is co-owner of Chesapeake Innovations, an engineering and product design company, and KJ CREATIONS LLC, which publishes puzzle and children's books through Amazon KDP. Ameriprise offers specialized retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide annual, non-discretionary retirement income recommendations delivered through a centralized consulting team.