Makayla Greene is a financial advisor at Morgan Stanley in Rockville, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, her work history includes roles at Ulta Beauty, Buffalo Wild Wings, and Enterprise Holdings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate investment modeling but typically do not include individual security recommendations.

Robert Pellicoro Jr. is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with RBC Capital Markets since 2011 and also has experience at City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, combined with services such as financial planning, custody, and brokerage.

Todd Gelfeld is a financial advisor with Wells Fargo Clearing in Bethesda, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, with a focus on research-driven strategies and a broad range of brokerage and advisory solutions.

Austin Riedel is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

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 at LPL Financial with 19 years of industry experience. Prior to joining LPL in 2025, she worked at Wells Fargo Clearing Services LLC for eight years and UBS Financial Services Inc for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research from multiple sources, and advanced technologies such as machine learning.

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 at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H. Beck, Inc. Deligianis is also an agent for Midland National, engaging in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by diverse model portfolios and research.

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.

William Kim is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Valic Financial Advisors, Truist Investment Services, T. Rowe Price Investment Services, and J.P. Morgan Securities. Outside of his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner guidance and online tools, emphasizing diversified, long-term investment strategies and manages approximately $326 billion for roughly 477,000 clients.

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.