Samantha Kaindi is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC, T. Rowe Price, and TD Ameritrade. Outside of her advisory role, she is a partner involved in office administration for a livery transportation business in Maryland. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Troy Fox is a financial advisor with RBC Capital Markets in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

James Deligianis is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 22 years of industry experience. His career includes roles at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and MSI Financial Services. He is also an insurance agent with Midland National. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Eliot Shatzman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Wells Fargo in 2021, he worked at Bank of America from 2014 to 2021. Outside of finance, he owns Shatz Music Group LLC, which focuses on music production and talent promotion, and serves on the Board of Trustees at Capitol Technology University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Muhammad Khan is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at HSBC Bank USA, N.A. In addition to his advisory role, he owns Elijah Pret LLC, an online business selling commodity and household products. 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, pension plans, corporations, and charitable organizations.

Andrew Thorsten is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses. He has experience working with multiple financial firms including Park Avenue Securities LLC, Guardian Life Insurance Company, and Northwestern Mutual. Thorsten is currently based in Bethesda, MD. 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, wrap and money-manager programs, and educational seminars.

Steve Otten Jr. is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved in an investment-related business, L2, LLC, based in Ellicott City, MD. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with flexible implementation options through its brokerage and advisory programs.

Justin Martin is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has a background in financial advisory services, with prior experience at Robert W Baird from 2020 to 2026 and Merrill Lynch from 2017 to 2020. His professional focus is on helping clients achieve financial clarity and security, addressing the human aspects of financial planning beyond just numerical considerations. Justin works with individuals navigating career changes, preparing for retirement, or managing care for aging loved ones, aiming to co-create financial plans tailored to clients' goals. His approach emphasizes understanding the purpose behind clients' financial efforts. Outside of his professional work, Justin engages in activities such as camping, fitness, kayaking, outdoor adventures, snowboarding, and traveling.

Nathan Mc Laughlin is a Series 66-credentialed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

Samuel Feldman is a CFP® with nine years of industry experience, currently with UBS Financial Services in Bethesda, MD. He previously worked at AXA Advisors and participated in the Maryland Democratic Coordinated Campaign. Feldman holds a Series 66 license. 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 uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Brandon Westerfield is a CFP® and ChFC® affiliated with Charles Schwab, with four years of industry experience. Prior to joining Schwab, he worked at Fidelity Investments and held roles at WL Holdings, Instacart, and Grubhub. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment advisory services supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Shaviaea Williams is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior work includes roles at T. Rowe Price, ODU Security, TowneBank, and several other organizations. She has also worked in delivery services and legal support, and spent five years at Norfolk State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

Niki Wheeles is a financial advisor with LPL Financial in Bethesda, MD, holding a Series 65 credential and having three years of industry experience. Before joining LPL in 2022, she worked at Edelman Financial Engines and MidAtlantic IRA, LLC. Outside of her advisory role, she serves as a part-time assistant coach for the Metro Volleyball Club of D.C. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with diverse investment strategies, technology tools, and a broad platform that includes insurance and banking partnerships.

Ugwumsinachi Ihearahu is a financial advisor with Charles Schwab in Gaithersburg, MD, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Charles Schwab, Ihearahu worked at T. Rowe Price and TD Ameritrade. 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 relationships and access to discretionary separately managed accounts using multi-asset model portfolios and an established alternative-investment platform.

Robyn Lazaro is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Edward Jones, she worked at Cetera Investment Advisers LLC, Cetera Advisers LLC, Prudential Insurance Company of America, and Merrill Lynch Inc. Outside of finance, she is a partial owner of LaZaro Jewelry Inc., a retail jewelry business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.

Sarah Adam is a Series 66-licensed financial advisor with Edward Jones, based in Bethesda, MD, and has one year of industry experience. She previously served on the Advisory Board at Optum for six years and was involved with the American Nurses Association for five years. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a variety of investment strategies and affiliated financial services, managing approximately $1.01 trillion in assets under management.

Nancy Skonberg is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. She previously worked at Holy Trinity School for 16 years before joining Wells Fargo Advisors in 2019. 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 range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

John Austin is a financial advisor at Cetera with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and affiliated firms since 2013. He also serves as a parish council member at St. Louis Catholic Church in Clarksville, MD. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and both affiliated and third-party money managers.

Gregory Stuart is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and Morgan Stanley since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs supported by structured discovery processes and firm-approved planning tools.

Deborah Smith is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 licenses and having 30 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.