Ari Strait is a CFP® and Series 66 licensed financial advisor at Charles Schwab with 17 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services. The firm is notable for its large scale, integrated service model, and access to alternative investments through a formalized due diligence process.

Russell Rifkin is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Rifkin is involved with Montgomery College, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, providing a broad range of services supported by research and proprietary asset allocation models.

Nicholas Garcia is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at OTC Markets Group and Northland Controls, and has academic experience at American University Kogod School of Business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Jiali Chen is a Financial Consultant currently serving at Fidelity Investments since 2023. In this role, Jiali focuses on understanding clients' unique financial situations to provide tailored guidance in areas such as investments, retirement, and wealth planning. Prior to joining Fidelity Investments, Jiali held positions at prominent financial institutions, including Vice President and Private Client Advisor at J.P. Morgan Securities LLC from 2021 to 2023, and Assistant Vice President and Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2018 to 2021. These roles have contributed to a comprehensive background in financial advisory services. Outside of work, Jiali enjoys activities such as barre, board games, family activities, singing, traveling, and exploring food.

Colleen Campbell is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley since 2015 and has been with Morgan Stanley Private Bank, National Association since 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

John Robertson is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Grove Point Investments, Securities Service Network, Safe Money Concepts LLC, and T. Rowe Price Advisory Services. Outside of his advisory role, he is involved with Safe Money Concepts LLC and has longstanding affiliations with Medallion Financial Strategies and Medallion Financial Group. 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 wide range of advisory and brokerage services supported by advanced tools and a large network of investment adviser representatives.

Frank Alexander is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He provides comprehensive financial planning services, focusing on coordinating clients' entire financial picture, including investment management, tax minimization, estate planning services, and banking. Frank works with clients through difficult financial transitions and decisions, helping them maintain their goals and adjust their investment approach as life and market conditions change. He begins his process by understanding clients' families, financial situations, risk tolerance, time horizons, liquidity needs, goals, and priorities to design customized investment strategies. His areas of client focus include executive compensation, equity compensation services, legacy planning, personal retirement planning, portfolio management services, and tax minimization. Frank holds a Bachelor's Degree from The Catholic University of America, an Associate's Degree from Dutchess Community College, and a High School Diploma from John Jay Senior High School. He has earned professional designations including Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). When not working with clients, Frank enjoys spending time with his family, playing with his dog Nala, and attending Washington DC sporting events such as baseball, golfing, and ice hockey.

Erin Mcmillian is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Andrew Hall is a Series 66-credentialed financial advisor with Merrill, based in North Bethesda, MD. He has four years of experience with Merrill and two years with Bank of America, N.A., and previously worked in corporate roles at Nestle Nespresso USA and Starbucks, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth investors, and institutional accounts, utilizing model-based and discretionary investment strategies developed by internal and third-party managers.

Thomas Palazzo is a CFP® professional with 21 years of industry experience. He has worked at Wells Fargo Advisors since 2022 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 17 years, as well as Ameriprise for six years. Palazzo also owns a financial advisory firm, The Palazzo Company LLC, based in Fairfax, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Brant Watson is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Morgan Stanley, and various Fidelity entities since 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a range of funds and ETFs.

William Price is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. Prior to this, he spent a decade at Spire Investment Partners and has operated his own CPA and CFP practice since 1981, providing tax preparation, tax planning, estate planning, and related services. Outside of his advisory work, he has a woodworking business selling wooden products and serves as treasurer and volunteer for Friends of Great Falls Tavern. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services delivered through a network of independent professionals, utilizing a range of portfolio management strategies, platform arrangements, and access to both proprietary and third-party investment models.

Joe Altschuler is a Financial Consultant currently working at Fidelity Investments since 2024. He assists individuals and families in creating financial plans that focus on their priorities, helping them make decisions to protect, grow, and manage their wealth while working toward their financial goals. Joe has experience in various roles within the financial industry. Prior to his current position, he served as a Relationship Manager at E*TRADE from Morgan Stanley in 2023, and as a Financial Consultant at E*TRADE from Morgan Stanley from 2021 to 2023. He also worked as a Financial Consultant at T. Rowe Price between 2019 and 2021, and as an Investment Consultant at Merrill Lynch from 2018 to 2019. Outside of his professional work, Joe enjoys attending concerts, participating in family activities, and engaging in sports such as football and golf. He also spends time on outdoor adventures and traveling.

Megan Kessler is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and in medical and veterinary clinics. She is involved with the DC Alumni Chapter for Fairfield University, participating in event planning for local alumni. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by offering a range of wrap fee advisory programs. The firm provides customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Eric Ashmont is a financial advisor with Edward Jones in North Bethesda, MD, holding CFP® and Series 66 credentials and eight years of industry experience. He has worked at Edward Jones since 2018, with prior experience at Lowes Home Improvement and in broadcasting with KFMA-FM / Arizona Lotus Broadcasting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Christopher Valle is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Olney, MD. He has been with Ameriprise and its related entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Mark Mueller is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and its affiliated investment management firm since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers retirement, tax, estate, business continuation, divorce, and special needs topics, with clients able to combine planning with managed-account services under a consolidated billing option.

Kristin Rodriguez is a financial advisor with Cambridge Investment Research Advisors and has 23 years of industry experience. She holds Series 65 and Series 66 credentials and has been with Cambridge since 2012. Outside of her advisory work, she serves as a volunteer speaker for the National Endowment for Financial Education. Cambridge Investment Research Advisors is an SEC-registered adviser that serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody platforms and both discretionary and non-discretionary strategies tailored to client objectives.

Winslow Hayward is a Series 66 licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has prior experience at CUNA Mutual Group, CUNA Brokerage Services, Inc., and Axa Advisors, LLC. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Paul Tronilo is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He brings a focused approach to supporting clients in achieving their financial goals by providing personalized, goals-based advice tailored to individual needs. His areas of expertise include legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. A native of New York, Paul holds a Bachelor's Degree from Queens College and has earned the Personal Investment Advisor (PIA) designation. He communicates fluently in English and Spanish, allowing him to serve a diverse client base effectively. His professional experience is informed by his own family's financial challenges, motivating him to establish a caring and dedicated team to assist clients and their families. Outside of his professional work, Paul is involved in community organizations such as Handcrafting Justice Inc. and the Leukemia & Lymphoma Society. He enjoys a variety of personal interests including basketball, biking, billiards, cooking, football, music, spending time with his family, table tennis, traveling, and watching movies.