Michael Bonnell is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Sagepoint Financial Advisors for 12 years. Bonnell is also President of InvestOne Wealth Management, Inc., a firm involved in sales and office management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools and offers access to third-party money managers and a variety of investment products.

Brian Arezzo is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2007 after founding the Arezzo Chirles Team at another financial institution in 2003. Brian holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science degree in Finance from Syracuse University. His areas of expertise include college education planning, education planning, personal retirement planning, tax minimization, and retirement income. Brian has served on the Board of Trustees for Loudoun Country Day School in Leesburg, Virginia, from 2014 to 2019 and was a member of the Father Wasson Legacy Endowment Board of Directors from 2009 to 2014. He resides in Arlington, Virginia.

Anna Cerqueira is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Raymond Scott is currently serving as Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with clients to develop strategies focused on wealth accumulation, preservation, and legacy planning. He has held various positions within the financial services industry, including Vice President, Wealth Management Advisor at Fidelity Investments since 2025, and prior to that, Vice President, Wealth Planner at Fidelity from 2022 to 2025. His earlier experience includes roles as Institutional Sales Consultant and Client Relationship Advisor at Homestead Funds from 2017 to 2021. Outside of his professional responsibilities, Raymond is interested in fitness, football, social events with friends, and parenthood.

Ellen Police is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Her career includes positions at Wells Fargo Advisors, Wells Fargo Clearing, Morgan Stanley Smith Barney, RBC Capital Markets, Moore Wealth, LLC, and Virtual Partners Group, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition planning and sports & entertainment planning.

Stephen Lucas is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has been with various Morgan Stanley entities since 2007. Outside of his advisory role, he is a sole proprietor involved in rental property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm employs structured financial planning tools and manages approximately $2.74 trillion in client assets.

Timothy Richardson is a CFA® charterholder with 12 years of industry experience. He is currently affiliated with Cetera and has held roles at Greenspace Financial, Avantax, Raymond James, and other financial firms. Outside of advisory work, he provides tax preparation services through his own DBA, Greenspace Financial, and volunteers assisting older adults with transportation and civic voting activities in Fairfax County. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary investment strategies.

Eric Bailey is a financial advisor at OSAIC with 41 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company for nearly three decades before joining OSAIC. Bailey is a board member of George B. Thomas Learning Academy, a nonprofit focused on educational programs for underserved youth. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk tolerance assessments, and third-party money managers to construct and manage portfolios tailored to client needs.

Vittorio Altavas is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, 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, supporting both discretionary and non-discretionary portfolio management.

Artur Durro is a financial advisor at Merrill with 11 years at the firm and 4 years of industry experience. He holds the Series 66 designation and is based in North Bethesda, MD. Outside of his advisory role, he is the sole owner of a rental property business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal and third-party managers.

Sandra Presgraves is a CERTIFIED FINANCIAL PLANNER™ professional with 34 years of industry experience. She is currently associated with Raymond James Financial Services Advisors, Inc. since 2023 and also works with LS Associates. Presgraves holds roles as a financial advisor and relationship manager at both organizations. She is involved with Serving Those Who Serve, a support company, where she serves as a financial advisor and relationship manager. 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, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary planning and consulting using comprehensive analytical tools and supports institutional consulting and portfolio management through a large advisor network.

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.

Trung Vu is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 licenses and 29 years of industry experience. He worked previously with American Express Financial Advisors and IDS Life Insurance Company from 1997 to 2016. Outside of his advisory role, Vu is an author and involved in writing and producing a television show. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research from multiple sources.

Kevin Rowe is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1995. Prior to joining Merrill Lynch, he spent two years at Morgan Stanley. Kevin focuses on providing clients with full transparency, clear communication, and education to build strong advisor-client relationships. He holds the Chartered Retirement Planning Counselor (CRPC™) designation from the College for Financial Planning Institutes Corp and a Bachelor’s degree in History from the University of Vermont. Kevin’s areas of expertise include college education planning, divorce transition planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. Kevin grew up in Rockville, Maryland, where he currently lives with his wife, Joanie, and their four children. He is an avid Washington Commanders football and University of Maryland Terrapins basketball fan. Outside of his professional work, Kevin enjoys spending time with his family—especially at the beach—coaching youth sports, playing golf, and serving on the boards of his community, church, children's schools, and the Lilabean Foundation.

Rashad Hames is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and Northwestern Mutual in various capacities. 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 and discretionary investment guidance using multi-asset model portfolios and access to alternative investments within an integrated and scalable operational structure.

Julie Gleason is a financial advisor with Raymond James Financial who holds a Series 66 designation and has four years of industry experience. Her prior experience includes seven years at Ameriprise and roles at Northwest Federal Credit Union, LPL Financial, and Momentum Capitol Wealth Advisors, where she is also an associate and relationship manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm delivers non-discretionary planning tailored to client goals using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Shay Thomson is a CFP® with 10 years of experience at Edward Jones in Bethesda, MD. He has served at Edward Jones since 2016. Outside of his advisory role, Thomson is a managing partner of McDonogh LLC, a real estate investment business in York, PA, where he provides periodic consultation on significant portfolio transactions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 financial advisors.

Rebecca Morello is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' unique financial goals. She joined the Steelman Aguirre Wealth Management Group in 2020 and draws on her prior experience at Surveyor Capital, a division of Citadel. Rebecca's expertise includes managing new wealth, executive and equity compensation, retirement planning, tax minimization, and college education planning, with a focus on serving women and supporting retirement income needs. Rebecca earned a dual degree from SUNY Oneonta and the Fashion Institute of Technology in Merchandising Management. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Born and raised in upstate New York, Rebecca now resides in Encinitas, California, where she is active in the community. Her involvement includes volunteer work with Big Brothers Big Sisters of New York City and the Coronado Junior Woman's Club. Outside of her professional work, Rebecca enjoys a variety of personal interests such as reading, dancing, drawing, music, photography, running, skiing, swimming, traveling, and spending time with her family. She is committed to building strong client relationships and helping individuals navigate their financial lives with clarity and confidence.

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.