Jason Wright is a financial advisor at OSAIC with 17 years of industry experience and holds a Series 66 designation. His prior work includes roles at Woodbury Financial Services, Capital One Investment Services, and Chevy Chase Financial Services. Outside of his advisory work, he has been involved with Manor Country Club for over two decades. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and access to multiple custodial and third-party platforms.

Jesse Rivas is a financial advisor with LPL Enterprise holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, National Life Group, and Hill International. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers and insurance products through affiliated entities.

Reginald Lloyd is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and has 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale of loan products, home security and automation product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with model-delivery strategies managed by unaffiliated asset managers and offers several discretionary separately managed account options.

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.

Ronald Fuchsman is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing for 10 years. Raymond James & Associates is a large 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, advisory programs, and specialized municipal advisory services.

Nedia Vegagrosso is a financial advisor at Wells Fargo Clearing in Columbia, MD. She holds Series 63 and Series 65 licenses and has been in the industry since 2023, with prior experience outside of finance. 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 roughly $671 billion in assets across more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Neela White is a financial advisor at Ameriprise in Ellicott City, MD, holding a Series 66 designation with 15 years of industry experience. She previously worked at Merrill from 2007 to 2021 before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Emily Crawford is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has a tenure at Wells Fargo Bank NA dating back to 2004. 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 from Wells Fargo Investment Institute and third-party sources.

Christopher Smith is a Financial Consultant currently working with clients to develop, implement, and manage customized financial plans. He focuses on simplifying and personalizing the investing process to align investments with clients' future goals for themselves and their families. He has been a Financial Consultant at Fidelity Investments since 2022. Prior to this role, he served as Regional Vice President at ProFunds Distributors, Inc. from 2018 to 2022, Regional Sales Specialist at Pioneer Investment Management, Inc. from 2016 to 2018, and Registered Representative at Pruco Securities, LLC from 2015 to 2016. Outside of his professional work, Christopher enjoys playing golf.

Maximilliano Saavedra is a Series 66-credentialed financial advisor with Ameriprise, based in Potomac, MD, and has 21 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he co-owns a bookkeeping business and manages an LLC that handles Ameriprise-related business expenses. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Juan Gochez Barrientos is a Series 66 licensed financial advisor with Merrill, based in Bethesda, MD, and has six years of industry experience. He has also been associated with Bank of America, N.A. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John O'Donnell is a Series 66-credentialed financial advisor at RBC Capital Markets with four years of industry experience. His prior roles include positions at The Strategy Group and the Democratic Senatorial Campaign Committee. Outside of finance, he teaches yoga classes at a Washington, DC studio. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and a range of advisory programs, utilizing both in-house and third-party managers to meet various portfolio management needs.

Alexander Thomas is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Equitable Advisors since 2015, including prior work at Axa Advisors LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and sponsored advisory programs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments, while providing ERISA fiduciary services for qualified plans.

Judith Zins is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 40 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a broad array of investment offerings.

Mohamed Ben Yahia is a financial advisor with Ameriprise in Fairfax, VA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Melissa Chockley is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, she was unemployed for ten years. She serves as Secretary on the Board of Directors for Yorktown Crew Boosters. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David White is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at New York Life Insurance Company and NYLife Securities LLC from 2015 to 2021. Outside of his advisory role, he is involved in property and casualty insurance sales. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and nonprofit clients. The firm utilizes a range of advisory models and third-party asset managers, offering investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

J Britt Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Jesus Rodriguez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at First Command Insurance Services and the National Security Agency. Outside of finance, he owns and operates Innovative Sprocket LLC, a business selling vehicle accessory products. 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 clients including individuals, high-net-worth investors, pension plans, corporations, and charities.

Benjamin Maynard is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at JVJ Solutions and has an educational background including time at Boston College and Wilmington High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction methods. The firm serves as an advisor to multiple registered investment companies and employs formal governance and proxy-voting procedures.