Paula Gutierrez is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2018 and previously spent time at TD Bank and Teavana. Outside of her advisory role, she works as a bartender one night a week at a restaurant/bar in Washington, DC. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Benjamin Tener is a financial advisor with RBC Capital Markets in Washington, DC, holding a Series 66 designation and having eight years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as a committee member for a homeowners association. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Teresa Clasby is a CFP® professional with 20 years of industry experience. She has been a financial advisor at Morgan Stanley since 2018 and previously worked at Thrivent Financial and Thrivent Investment Management from 2013 to 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, combining tailored financial planning with access to extensive investment resources and firm-approved planning tools.

Danny Jabbour is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners closely with clients to build personalized financial plans that align with their goals and challenges. He emphasizes understanding what matters most to clients and implements strategies that are continually refined as their lives evolve. Prior to joining Fidelity Investments, Danny served as Head of Wealth Advisory at Sarwa Digital Wealth from 2018 to 2020. He also gained experience as a Financial Advisor at UBS AG between 2016 and 2018, and at Merrill Lynch from 2015 to 2016.

Noah Sekowski is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and is based in Washington, DC. Prior to his current role, his work history includes various positions outside the financial industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research supported by a manager solutions team and includes broader derivatives and commodities capabilities.

Robert Keefer is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with JPMorgan Securities LLC since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program.

Faith Goodwin is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. Outside of her advisory role, she serves as a volunteer board member at McLean Presbyterian Church, assisting with church governance and committee work. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through specialized wealth advisors. The firm’s program offers non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Beatriz Salvat is a financial advisor with J.P. Morgan Securities in Alexandria, VA, holding Series 63 and Series 66 licenses and 22 years of industry experience. Her career includes positions at Franklin Templeton Investments, Merrill, Bank of America, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations.

Mark Wardzinski is a financial advisor at Raymond James & Associates with 33 years of industry experience. He has been with the firm since 1993 and holds Series 63 and Series 65 credentials. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Teigen Mahoney is a Planning Consultant at Fidelity, a role held since 2023. In this position, Teigen focuses on understanding clients' goals and priorities to collaborate on building tailored financial plans. Prior to this, Teigen served as a Relationship Manager at Fidelity from 2022 to 2023 and as a Financial Representative from 2021 to 2022, gaining experience in client relationship management and financial representation. Teigen's professional experience at Fidelity spans multiple roles over several years, reflecting a progression in responsibilities related to financial planning and client services. This background provides a foundation for consulting clients on their financial objectives and planning needs.

Bezawit Dessyalew is a financial advisor at LPL Financial with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities, Wells Fargo, Sun Trust Bank, and PNC Bank. Dessyalew is also involved with Justice Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Sirak Teodros is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. Prior to this role, he worked as a Financial Advisor at Morgan Stanley Smith Barney from 2008 to 2012. His professional focus is on educating clients to develop tailored financial plans that align with their personal and family goals. Sirak holds a California Insurance License, supporting his advisory capabilities. Outside of his professional life, he has interests in golf and traveling.

Robert Faller III is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and in hospitality at Morton's The Steakhouse. Outside of finance, he continues to work part-time at Morton's The Steakhouse. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, serves multiple registered investment companies, and utilizes systematic methodologies and long-term asset allocation benchmarks.

Drew Weinberger is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on working with individuals in the wealth accumulation and retirement phases, including law firm partners, business owners, and executives. His practice emphasizes early planning and investing to help clients maintain flexibility in their financial futures. Weinberger specializes in assisting high-achieving professionals navigate the financial complexities associated with leadership roles, such as uneven cash flow, complex compensation structures, high tax exposure, and long-term planning needs. His team provides tailored strategies covering retirement planning aligned with career trajectories and partnership structures, tax-efficient investment strategies, cash flow management for fluctuating income cycles, and estate and legacy planning. He holds a Bachelor's Degree from the University of Maryland and carries professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Weinberger is bilingual in Spanish and English and is involved in the community through the West Windsor Volunteer Fire Company No. 1 Station 43. Outside of work, his personal interests include fishing, football, hunting, music, skiing, soccer, and traveling.

Fay Brownlow is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.

Nancy Stickel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has prior experience with Wachovia Bank, N.A. since 2006. 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 a combination of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Donald Metzger is a financial advisor at Morgan Stanley with 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Metzger is involved outside of his advisory role as the owner of a horse racing and breeding operation in Baltimore and serves as a director of the Safety Council of Maryland. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, supporting clients with tailored planning without providing individual security recommendations in standalone programs.

Anibal Drelichman Jr. is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank, RBC Capital Markets, and Oppenheimer. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through offerings such as discretionary portfolio management, market-making, and proprietary research.

Robert Farrell II is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Steven Hrones is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc, UBS Financial Services Inc, and Bank of America. Outside of his advisory role, he serves as a co-trustee of a trust in Silver Spring, Maryland. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional investors.