Kerem Turkel is a financial advisor at Morgan Stanley in McLean, VA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

James Brackin III is associated with LPL Enterprise and holds a Series 66 designation. He has entered the financial advisory field recently, with experience beginning in 2026. Prior to his current role, he worked at DevTech Systems, Inc and Bridgeborn. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products, leveraging an integrated platform that combines advisory programs with financial product sales.

Nancy Rose is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Hodson is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes tenure at Metropolitan Life Insurance Company and MetLife Securities since 1985, and at Massachusetts Mutual Life Insurance Company since 2016. He also works as an independent insurance agent specializing in disability income and long-term care products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various specialized programs including estate-settlement and employer-sponsored planning.

Lydia Rossi is a financial advisor at OSAIC with 18 years of industry experience. She holds the Series 66 designation and previously worked for Lincoln Financial Advisors/Sagemark from 2007 to 2025. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, using a range of tools and third-party platforms to construct and manage portfolios across various asset classes.

Charles Morrison III is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Merrill, Bank of America, and SunTrust Investment Services. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than typical large institutional advisers.

Dessie Nash is a financial advisor at Merrill with 20 years at the firm and 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he operates a sole proprietorship as an independent business owner with Amway. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Rashad Hames is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and Northwestern Mutual in various capacities. Charles Schwab & Co., Inc. serves primarily 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 and discretionary investment guidance using multi-asset model portfolios and access to alternative investments within an integrated and scalable operational structure.

Julie Gleason is a financial advisor with Raymond James Financial who holds a Series 66 designation and has four years of industry experience. Her prior experience includes seven years at Ameriprise and roles at Northwest Federal Credit Union, LPL Financial, and Momentum Capitol Wealth Advisors, where she is also an associate and relationship manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm delivers non-discretionary planning tailored to client goals using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Rebecca Morello is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' unique financial goals. She joined the Steelman Aguirre Wealth Management Group in 2020 and draws on her prior experience at Surveyor Capital, a division of Citadel. Rebecca's expertise includes managing new wealth, executive and equity compensation, retirement planning, tax minimization, and college education planning, with a focus on serving women and supporting retirement income needs. Rebecca earned a dual degree from SUNY Oneonta and the Fashion Institute of Technology in Merchandising Management. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Born and raised in upstate New York, Rebecca now resides in Encinitas, California, where she is active in the community. Her involvement includes volunteer work with Big Brothers Big Sisters of New York City and the Coronado Junior Woman's Club. Outside of her professional work, Rebecca enjoys a variety of personal interests such as reading, dancing, drawing, music, photography, running, skiing, swimming, traveling, and spending time with her family. She is committed to building strong client relationships and helping individuals navigate their financial lives with clarity and confidence.

Simon Hamilton is a financial advisor with Raymond James & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Robert W. Baird & Co. for 15 years before joining Raymond James in 2022. Outside of his advisory role, Hamilton is a director of a London-based residential freehold entity. 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, institutions, and municipal entities, offering financial planning and consulting services that emphasize client-directed implementation and a variety of portfolio management styles.

Sarah Pollinger is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Truist Advisory Services, Bb&T Securities, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies using a combination of in-house and third-party managers, alongside features such as tax management and responsible investing options.

Imani Thomas is a financial advisor with Wells Fargo Clearing in McLean, VA. Holding Series 65 and Series 63 licenses, Thomas has three years of industry experience and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brandon Parr is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers, and provides both discretionary and non-discretionary portfolio management alongside financial planning and custody services.

Matthew Poteete is a financial advisor with Ameriprise in Herndon, VA, holding a Series 66 designation and 15 years of industry experience. Prior to joining Ameriprise in 2021, he worked at Wells Fargo Clearing and Wells Fargo Bank NA from 2013 to 2021. He is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary, algorithm-assisted recommendations tailored to clients’ needs.

Francesca Lefrancois is a Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill full-time in 2022 after completing an internship with the firm during college. In her role, she focuses on financial planning, client communication, and ongoing relationship management, working closely with her team to ensure recommendations align with clients' evolving priorities. Francesca graduated from the University of Virginia with a degree in Economics and double minors in Data Analytics and Psychology. She holds FINRA Series 7 and 66 registrations, the CERTIFIED FINANCIAL PLANNER® certification, and the Chartered Retirement Planning Counselor™ (CRPC™) designation. Her expertise includes college education planning, legacy planning, LGBT wealth planning, liquidity management, and personal retirement planning among other areas. Born and raised in Vienna, VA, Francesca enjoys serving clients in her hometown community. Outside of work, she engages in activities such as biking, cooking, pickleball, reading, traveling, and spending time with her family. She is also involved with community organizations including The Women's Center and Vienna Youth Volleyball.

Alina Pinkard is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include twelve years at Merrill and four years at Financial Engines Advisors L.L.C. before joining her current firm in 2026. 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 proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios, periodic rebalancing, and long-term strategy.

Elizabeth Burnette is a Wealth Management Advisor at Merrill Lynch Wealth Management. She works with individuals and families to develop personalized financial strategies that align with their goals, values, and family dynamics. Her approach focuses on helping clients pursue both short-term and long-term objectives through comprehensive wealth management. Elizabeth's areas of expertise include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, and retirement income. She holds professional designations as a Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Ohio State University. Outside of her professional role, Elizabeth enjoys cooking, scuba diving, spending time with her family, traveling, and practicing yoga.

Maurice Tawil is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing tailored investment advice. Maurice earned a bachelor's degree from George Mason University. His academic background supports his expertise in financial planning and wealth management.

George Swygert Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Capital One for six years before joining Merrill in 2018. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.