Gregory Chevrier is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill Lynch. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional financial products.

Kimberly Kirk is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her financial services career with JP Morgan Chase and joined Merrill Lynch in 2015. Kimberly provides personalized guidance to help clients meet their financial goals and objectives, simplify their financial lives, and provide a level of confidence throughout the financial planning process. Her expertise includes retirement, education, and estate planning, as well as creating financial roadmaps and implementing appropriate investment strategies. Kimberly focuses on client priorities and concerns such as college education planning, corporate executive services, executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible, values-based and ESG investing, and women and wealth. Kimberly holds a bachelor's degree in finance from the University of Delaware and is a CERTIFIED FINANCIAL PLANNER™ certificant, awarded by the Certified Financial Planner Board of Standards, Inc. She is also a Personal Investment Advisor (PIA) and a member of NAWBO Greater DC. Outside of work, Kimberly enjoys gardening, hiking, interior decorating, photography, pickleball, pottery, running, skiing, and spending time with her family.

Denise Boyd is a financial advisor at Charles Schwab with three years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022. Her prior roles include positions at Madison Wealth Management 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a comprehensive investment platform supported by centralized custody and operational infrastructure.

Nala King is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Her prior roles include leadership and educational involvement with organizations such as the Washington Urban Debate League, Math Language, and the Civic Leadership Project. She has also contributed to political and community initiatives including Bridget Fleming for Congress and the Mandela-Washington Program. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles with registered investment companies and fund-of-funds.

Eric Hanson is a financial advisor at Raymond James & Associates with 27 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Raymond James, where he has been since 2023. Outside of his advisory role, Hanson serves as the board chairman of Aspen Hill Christian Church, coordinating various church ministries. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles, supported by affiliated research and model managers.

Shannon Rozner is a financial advisor at Raymond James Financial with four years of industry experience and holds a Series 66 designation. Her career includes multiple roles at Raymond James Financial Services Advisors, Inc. and related entities, as well as a six-year tenure at the Chautauqua Institution. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public finance work through a unique municipal advisor affiliation.

Tanmika Hysmith is a Series 66–licensed financial advisor with 15 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2011. 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. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Randolf Scritchfield is a CFP® professional with 42 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Securities America Advisors and Securities America Inc from 2015 to 2024 and has been involved with Montgomery Financial Group since 1990, where he also holds the position of president. Outside of his advisory role, he serves as chair emeritus and board member of the Gaithersburg-Germantown Chamber of Commerce and sits on the board of the Mid Atlantic Federal Credit Union. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple third-party solutions to construct customized portfolios across various asset classes.

Fang Gu is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Gu previously worked at Metlife Securities, Inc for 16 years and has been with Mass Mutual-related firms since 2016. Outside of advisory work, Gu is also an insurance broker specializing in life and health insurance. Mass Mutual Investors Services 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, and educational seminars, emphasizing collaborative, goal-oriented client relationships and a range of event-driven planning services.

Gerald Horn is a financial advisor at UBS Financial Services with six years of industry experience and holds a Series 66 designation. He has worked at UBS since 2026 and previously spent eight years at Morgan Stanley, including time with Morgan Stanley Private Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of services including financial planning, portfolio management, and capital markets solutions.

Olivia Lundstrom is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked in various roles at M&T Bank and its affiliated securities firm, as well as at Securian Financial Services and Diamond State Financial. Olivia also spent four years at the University of Delaware before entering the financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

Campbell Wright is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding a Series 66 designation and 18 years of industry experience. He has worked at RBC Capital Markets since 2009. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.

Ignacio Calles is a financial advisor at Mass Mutual Investors Services with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Eldenstreet Financial. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses a collaborative, software-supported approach to deliver written financial recommendations without discretionary authority.

Luis Lopez Portillo is a financial advisor with LPL Enterprise LLC and holds the Series 66 designation. He has over 20 years of industry experience, including two decades at Rethos prior to joining LPL Enterprise. He is also involved with Beall Enterprises Inc. Luis is based in North Bethesda, Maryland. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, access to model portfolios, third-party asset management, and a broad range of brokerage and insurance products through its integrated advisory and brokerage platform.

Aftab Ahmad is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005, including six years in his current role. Outside of his advisory work, Ahmad owns a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, incorporating research, third-party data, and algorithmic tools to provide ongoing advice on income sources and tax-aware withdrawal strategies.

Aidan Leighton is a financial advisor at Morgan Stanley in Potomac, MD, with two years of industry experience. He previously worked at U.S. Bancorp Investments and U.S. Bank, and has experience outside finance working at Mustards Last Stand and the University of Colorado Boulder. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Kevin Toohill is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Wells Fargo Advisors in 2023. Outside of his advisory role, Toohill is the head varsity baseball coach at Wilton High School. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting net-worth thresholds. The firm utilizes proprietary research and planning tools to deliver tailored recommendations across various financial planning areas, with implementation options available through its brokerage or advisory programs.

Rachel Heimann is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 license and having 11 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Joanne Yecies is a financial advisor with RBC Capital Markets, holding a Series 66 designation and five years of industry experience. She previously worked at Cambridge Associates, LLC for six years before joining RBC Capital Markets in 2020. Outside of her advisory role, Joanne serves as a committee member on the Alumnae Board of Holton-Arms School, an independent college preparatory school. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and implements tailored investment strategies through both in-house and third-party managers.

Kristin Alexander is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, supported by structured discovery processes and firm-approved planning tools.