Uvan Stewart is a financial advisor with Cetera and holds a Series 66 designation. He has three years of industry experience, with prior roles at Wells Fargo Clearing, Bank of America, and Merrill. His background includes diverse work experience outside finance, including positions at Fountain Head Country Club and Tarara Winery. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and a range of program structures.

David Olson is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Jennifer Pascal is a financial advisor with LPL Financial in Rockville, MD, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Clearing Services LLC for eight years and UBS Financial Services Inc for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, wrap and model portfolio programs, and access to third-party asset management, supported by both discretionary and non-discretionary investment strategies.

Connor Carpenter is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience at Eagle Bank and the Gossett Student Athlete Center. Outside of finance, he was involved with Sellos Italian Oven & Grill for two years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports & entertainment planning, utilizing proprietary research and tools to develop tailored recommendations.

Maxwell Sabel is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Cassaday & Company, Sand Spring Bank, Heritage Investors, and T Rowe Price. Outside of advisory work, he has worked as a food delivery driver for DoorDash and serves as a notary at Cassaday & Company. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, blending institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Anika Walker is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2016. Outside of her advisory role, she owns and operates Journey Forward, LLC, an independent contracting business associated with an Etsy store, and is involved with Cruise Brothers, a travel-related venture. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both individual and corporate financial planning arrangements.

Timothy Mathews Jr. is a Series 66 credentialed advisor at Fidelity with one year of industry experience. His prior work history includes roles at Andersen Tax, Stanley Black and Decker, and Jet Services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory roles with multiple registered investment companies and fund-of-funds.

Ethan Cross is a financial advisor at Morgan Stanley in Rockville, MD, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked in various roles including grounds crew at a Maryland golf course and positions at Comcast and Empire Parking Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies to support client goals.

Brandon Hall is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has worked at firms including NYLIFE Securities LLC and Strategic Financial Associates, LLC prior to joining RBC in 2022. RBC Wealth Management serves a diverse client base, offering a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers. The firm provides comprehensive portfolio management, financial planning, custody, and brokerage services to individual investors, institutions, and charitable organizations.

Samantha Kaindi is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC, T. Rowe Price, and TD Ameritrade. Outside of her advisory role, she is a partner involved in office administration for a livery transportation business in Maryland. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Troy Fox is a financial advisor with RBC Capital Markets in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

James Deligianis is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 22 years of industry experience. His career includes roles at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and MSI Financial Services. He is also an insurance agent with Midland National. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mrunal Patel is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds the Series 66 designation and has been with RBC since 2012. Outside of his advisory role, Mrunal serves as the treasurer for the Windy Pines Place Homeowners Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party managers.

Eliot Shatzman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Wells Fargo in 2021, he worked at Bank of America from 2014 to 2021. Outside of finance, he owns Shatz Music Group LLC, which focuses on music production and talent promotion, and serves on the Board of Trustees at Capitol Technology University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Steven Ross is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding CFP®, Series 63, and Series 65 credentials and bringing 44 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Muhammad Khan is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at HSBC Bank USA, N.A. In addition to his advisory role, he owns Elijah Pret LLC, an online business selling commodity and household products. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Thorsten is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at MML Investors Services LLC, MassMutual Life Insurance Company, Northwestern Mutual, Park Avenue Securities, Guardian Life Insurance Company, and Proposal Software. MassMutual Investors Services, LLC 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, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Steve Otten Jr. is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved in an investment-related business, L2, LLC, based in Ellicott City, MD. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with flexible implementation options through its brokerage and advisory programs.

Justin Martin is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has a background in financial advisory services, with prior experience at Robert W Baird from 2020 to 2026 and Merrill Lynch from 2017 to 2020. His professional focus is on helping clients achieve financial clarity and security, addressing the human aspects of financial planning beyond just numerical considerations. Justin works with individuals navigating career changes, preparing for retirement, or managing care for aging loved ones, aiming to co-create financial plans tailored to clients' goals. His approach emphasizes understanding the purpose behind clients' financial efforts. Outside of his professional work, Justin engages in activities such as camping, fitness, kayaking, outdoor adventures, snowboarding, and traveling.

Samuel Feldman is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the CFP® designation and a Series 66 license. Prior to joining UBS in 2019, he worked at Axa Advisors LLC and served at the University of Maryland. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services. The firm offers a range of solutions including fee-based financial planning, portfolio management, and capital markets services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.