Kevin Brewer is a financial advisor with RBC Capital Markets in Washington, DC, holding a Series 66 credential and two years of industry experience. Prior to joining RBC Capital Markets in 2022, he worked at the Department of Defense from 2020 to 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a blend of in-house and third-party investment managers.

Brendan Guilday is a Wealth Management Advisor at Merrill Lynch Wealth Management. He employs a consultative and objective approach to wealth management, working closely with clients to develop sophisticated financial strategies that extend beyond traditional investing. Brendan assists clients in building and transferring wealth, managing liquidity needs, planning for education costs, and maintaining sufficient retirement income. He also supports non-profit organizations by ensuring their endowments adhere to established investment guidelines. Since joining Merrill Lynch in 2012, Brendan has leveraged the firm's extensive wealth management capabilities and Bank of America's banking services to provide comprehensive financial solutions. His practice areas include divorce transition planning, family wealth management strategies, philanthropic planning, and socially responsible investing, among others. Brendan's work has been recognized by Forbes, which named him to the "Top Next-Gen Wealth Advisors Best-in-State" list for multiple years. Brendan graduated from St. Vincent College with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER® designation, along with additional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. He is a native of the DC Metropolitan area and currently resides in North Potomac, Maryland. Outside of his professional activities, Brendan has personal interests in basketball, football, golfing, ice hockey, and music.

Curtis Rutherford is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 designation and 20 years of industry experience. His previous roles include positions at Deutsche Bank Securities and Merrill, where he worked for 13 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured discovery and firm-approved planning tools.

Julia Watt is a financial advisor at RBC Capital Markets with two years of industry experience. She holds the Series 66 designation and has worked at firms including Robert W. Baird and The Hall CP. Prior to her finance career, she was employed in education at Hereford Middle/High School. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Ben Baldwin is a Financial Consultant currently working at Fidelity Investments since 2022. His professional focus is on understanding clients' financial priorities through an established process, developing tailored strategies to achieve their goals, and supervising and maintaining these plans to adapt to life and market changes. He has experience as a Financial Advisor at several firms, including Ameriprise Financial (2021-2022), Merrill Lynch (2020-2021), and Edward Jones (2016-2020). This background reflects a continuous career in financial advisory roles over multiple years.

Sheila Stinson is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2019, following roles at Pathstone Federal Street, GFO Advisory Services, LLC, and Banc of America Investment Services, Inc. Outside of her advisory work, she serves as co-chair of the membership committee for the Washington DC Estate Planning Council. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Onder is a CFP® certificant with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. He is a partner in multiple conservation partnerships based in Peachtree City, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kieran Watson is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2022, following previous roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including 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 research.

George Krzywicki is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 registrations and bringing 45 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for the Atlantic Mist II Condominium Association in Ocean City, MD. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice.

Katerina Howard is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2007. 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. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, and incorporates an ESG eligibility framework where applicable.

Leland Bishop III is a Series 66-licensed financial advisor with UBS Financial Services in Washington, DC, bringing 24 years of industry experience. He has been with UBS and its predecessor UBS PaineWebber since 1995. Outside of his advisory role, Bishop serves on the Finance Committee of the board of directors for the Connelly School of the Holy Child, a Catholic college preparatory school for young women. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm tailors client plans using proprietary research and capital market assumptions and operates as both an investment adviser and broker-dealer.

Brendan Lloyd is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Morgan Stanley, where he has worked since 2021. His prior roles include positions at UBS Financial Services, Janney Montgomery Scott, IQBG, and Ralph Lauren Corporation. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and modeling techniques to support client decision-making.

Michael Reyes is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alexander Durant is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously with District Capital Partners and Novahill Advisors. Outside of his advisory role, Durant is a passive owner and operator of an e-commerce business based in Washington, D.C. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines quantitative and qualitative research to deliver non-discretionary asset allocation advice and investment manager searches, supported by centralized due diligence and affiliated implementation services.

Sabrina Van Straten is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with three years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2024 and has been with Morgan Stanley since 2022. Her prior experience includes a role at Comerica Bank. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering 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 financial planning process using firm-approved tools and modeling techniques.

Anna Cerqueira is a financial advisor with Raymond James & Associates in Bethesda, MD. She holds a Series 66 designation and has 16 years of industry experience, with previous roles at Wells Fargo Clearing and UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, charitable organizations, and government entities. The firm offers a range of financial planning and advisory services, including municipal advisory, and employs a diversified investment approach supported by affiliated research and portfolio management options.

Robert Mccabe is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has been with Cetera Advisors LLC since 2013 and previously operated McCabe Investment Advisory. Outside of his advisory role, he owns McCabe Investment Advisory, a fixed insurance and financial services business. Cetera Investment Advisers LLC serves a diverse client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with a range of portfolio management and financial planning services.

Julian Martini is a Planning Consultant at Fidelity Investments, where he collaborates with Investor Center Financial Consultants to assist clients in co-creating financial plans. He has been in this role since 2024. Prior to his current position, Julian served as a Relationship Manager at Fidelity Investments from 2022 to 2024, and as a Financial Representative from 2021 to 2022. This progression reflects his experience within the financial services industry at Fidelity Investments. No education, credentials, personal interests, or community involvement information has been provided.

Carl Trevisan is a CFP® certificant with 45 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and previously held roles at McLaughlin Ryder Advisory Services, Coburn & Meredith, Inc., and Citigroup Global Markets. 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 supported by research and analytics from the Wells Fargo Investment Institute.

Nicole Nydish is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services and MN Design Group. Outside of her advisory role, she assists with billing and administrative tasks at her husband's graphic design firm. 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 investment strategies for a range of individual and institutional clients.