Michael Abbenante is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients manage their wealth by developing personalized strategies tailored to their financial goals and the evolving market conditions. Michael holds the Professional Investment Advisor (PIA) designation and earned a bachelor's degree from James Madison University. He combines access to Merrill's investment insights with the banking and lending solutions of Bank of America to support his clients' comprehensive financial needs.

Zara Smith is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Her prior work includes roles at Wells Fargo Clearing, H&R Block, and Overseas Military Sales Corp. (OMSC). Raymond James & Associates, Inc. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Samir Abhyankar is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has two years of industry experience and previously worked at PNC Bank and Capital Bank NA. He is based in Vienna, VA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies using in-house and third-party managers, with integrated capital-markets capabilities and alternative investment options.

Vidhi Sharma is a financial advisor with Wells Fargo Clearing based in McLean, VA. She holds Series 63 and Series 65 licenses and has 18 years of industry experience, including over a decade with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Ronald Everett is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Washington, D.C. He specializes in serving corporate retirement plans, professional firms, closely held corporations, and business owners. His expertise includes divorce transition planning, employee benefits planning, institutional and corporate benefit services, and investment consulting for various types of retirement and defined benefit plans. Ron advises organizations on structuring and managing corporate retirement plans to maximize tax benefits for owners while enhancing employee benefits. His work includes implementing and optimizing tax-advantaged retirement plans such as 401(k), profit-sharing, and pension plans, as well as developing tax-sheltering strategies for wealth accumulation. He coordinates with record-keepers and third-party administrators to ensure plan compliance with ERISA and DOL regulations. Ron has been with Merrill Lynch Wealth Management in Washington, D.C., since 2018. He holds a Bachelor's Degree from the University of Michigan – Ann Arbor and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional role, he enjoys hiking, spending time with his family, and traveling.

Maximilian Gleason is a Series 66 credentialed financial advisor with Morgan Stanley in Washington, DC. He has been with Morgan Stanley since 2024 and has prior experience at Rohr's and several roles connected to the University of Notre Dame. Outside of finance, he has been involved with youth camps and sports programs, including The Heights School’s summer camps and soccer camp. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

John Cruikshank is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with J.P. Morgan Securities and JP Morgan Chase since 2006. Outside of his advisory role, he is a passive investor in Takoda Navy Yard, a bar and restaurant in Washington, DC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through Wealth Advisors. Their program delivers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Nate Cambridge is a Financial Consultant at Fidelity Investments. He works with clients to develop customized financial plans and investment strategies tailored to individual financial priorities. Nate has held several roles at Fidelity Investments since 2022, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Teller at Tower Federal Credit Union from 2021 to 2022.

Droozong Hon is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and quantitative models to support its advisory services.

Michael Ballard is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and previously worked at Cresset Asset Management, LLC and Wells Fargo Private Bank. Outside of his advisory role, he maintains a CPA license and has a minority ownership interest in a commercial real estate advisory business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Mahan Hosseini is a Senior Financial Advisor at Merrill Lynch Wealth Management in the Tysons Corner, VA office. He has been working in the financial industry since 2001 and previously served as a head equity trader at Madison Trading LLC and Chimera Securities in New York. Leveraging his extensive experience and Merrill's resources, Mahan develops customized strategies and provides recommendations tailored to the unique financial needs of individuals and businesses. He assists clients in areas including wealth accumulation and preservation, retirement income growth and preservation, customized strategies, and asset allocation. His expertise also covers executive compensation, legacy planning, liquidity management, managing new wealth, personal retirement planning, and individual and corporate investment strategies. Mahan holds a Bachelor of Business Administration degree in Information Systems and Marketing from George Washington University. He holds the Chartered Retirement Planning Counselor (CRPC) designation as well as the Personal Investment Advisor (PIA) designation. Mahan resides in Northern Virginia with his family. Outside of his professional work, he enjoys boating, football, skiing, tennis, traveling, and spending time with his family.

Thein Khin is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Ameriprise and its affiliates since 1994. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Catherine Kalweit is a CFP® professional with 28 years of industry experience, currently serving at Edelman Financial Engines. She has previously worked within various Edelman-affiliated entities since 2007. Kalweit serves on the Board of Directors for the Center for Object Relations, a nonprofit focused on education and resources related to the theory of Object Relations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions.

Kamal Malhis is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 16 years of industry experience. His career includes prior roles at CitiGroup, Oppenheimer, and Edward Jones. He is also the owner of KMW Solutions Group LLC, where he manages his advisory business. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through a collaborative, non-discretionary approach that incorporates proprietary research and third-party data.

Abigail Meighan is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in Falls Church, VA. She has been with LPL Financial and Meighan Wealth Management since 2025. Prior to her advisory career, she worked at Philly Pretzel Factory and has been affiliated with The Pennsylvania State University since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both LPL Research model portfolios and third-party subadvisors, supported by technology solutions for operational and research purposes.

John Krimigis is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2015. Based in Washington, DC, his career includes over a decade at the firm. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Jennifer Landgraff is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Morgan Stanley, PNC Bank, and Caliber Home Loans. Outside of her advisory work, she manages rental properties in Washington, DC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm‑approved tools and modeling techniques to support client decision-making.

Kelly Cironi is a financial advisor with Charles Schwab in Tysons Corner, VA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank, SSB since 2012. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and order-routing systems.

Daniel Widome is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at TCC Group, was self-employed, and spent nine years at Arabella Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured discovery conversations and firm-approved tools in its planning process, managing approximately $2.74 trillion in client assets.

Nicole Jackson is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. Her work history includes positions at Bank of America, SunTrust Bank, and Windsor Fashions. 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 individuals, high-net-worth clients, and institutional investors.