Caroline Dangel is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. Her work history includes multiple roles at Ameriprise as well as positions in the food service and academic sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Matthew Ramsdell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He worked at Merrill from 2005 to 2019 before joining Wells Fargo Clearing in 2019. 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 both brokerage and advisory solutions.

Eric Dennett is a financial advisor with Stifel in Washington, DC, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

James Woodrum is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Ameriprise Financial Services, Transamerica Investors Securities Corporation, and Transamerica Life Insurance Company. He also has experience with Revolution Events and Production. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

George Adams is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized financial strategies tailored to clients' individual goals and current market conditions. He also provides access to investment insights from Merrill and the banking and lending solutions offered by Bank of America. George holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from James Madison University. He is engaged in community activities and spends time volunteering with local organizations, reflecting Merrill’s tradition of community involvement.

Neal Baron is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses with 53 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and integrates both direct individual plans and corporate financial planning agreements.

Kayvon Sarmadi is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Outside of his advisory role, he is involved in developing software for state and local contractors and is the founder and CEO of an online high-end men’s clothing business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and services.

Gerald Britton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been advising clients in the financial services industry for over 20 years, focusing on areas such as institutional consulting, legacy planning, personal retirement planning, and services tailored for endowments, foundations, non-profits, and defined benefit plans. Mr. Britton holds a Bachelor's Degree from Long Island University and is a Personal Investment Advisor (PIA). He is a member of the NAACP and maintains active community involvement through this organization. Outside of his professional commitments, Gerald Britton has personal interests in basketball, music, and swimming.

Alexander Eljdid is a CFP® professional with 16 years of industry experience, currently advising at Wells Fargo Advisors. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He is also involved in private investment activities through ownership in Compound Capital Wealth Management LLC and Edjdid GP LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory recommendations with a variety of banking and investment products.

Stefan Maric is a Planning Consultant at Fidelity Investments, where he provides guidance on investment strategies, retirement planning, and wealth planning. He works closely with clients to support them in making informed financial decisions aligned with their unique goals. Stefan has held various roles at Fidelity Investments, progressing from Financial Representative in 2024 to Relationship Manager in 2025, before becoming a Planning Consultant in 2026. This experience has given him insight into different facets of financial advising and client relationship management. Outside of his professional responsibilities, Stefan has interests that include cars, football, social events, golf, movies, and traveling.

Tristan Caudron is a CFP® professional at Wells Fargo Advisors with 30 years of industry experience. He has worked with Wells Fargo Advisors and its affiliates since 2009. Caudron holds ownership interests in Riverfront Wealth TC LLC and Riverfront Wealth Advisors LLC, both investment-related businesses based in Virginia. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, leveraging Wells Fargo research and planning tools to provide tailored recommendations.

Alisa Patton is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2006. In addition, she has worked at Bank of America, N.A. since 2015. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Renea Campbell is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America from 2015 to 2024. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Michael Gradowski is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Donald Chomas is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. In addition to his advisory role, he lectures and teaches at Montgomery College and with the Financial Educators Network. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets solutions.

Christopher Mathieu is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities continuously since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Malik Moore is a Series 66-licensed financial advisor with Merrill, bringing nine years of industry experience. He has worked at Merrill since 2016 and has been with Bank of America, N.A. since 2019. In addition to his financial career, Moore has been involved with Morgan State since 2011. 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 offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mila Lynne Floro is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2014. In addition to her role at Edward Jones, she has been involved with MaestraA2Z Consultants since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Melanie Folstad is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has worked at RBC Capital Markets since 2014 and City National Bank since 2016. Folstad serves on the boards of the Bethesda Chevy Chase Chamber of Commerce and the Greater Washington Community Foundation, and she is involved with several local nonprofit and educational organizations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies with a range of advisory programs and combines its capital-markets capabilities with multiple investment managers and responsible-investing options.

Maria Fruciano is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously spent 11 years at Morgan Stanley Smith Barney. Her background includes a term with the Peace Corps. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.