Briana Tillman is a Financial Advisor at Merrill Lynch Wealth Management, where she focuses on retirement planning, legacy building, and financial strategies for women. She works with high-net-worth individuals, business owners, retirees, and young professionals to create clear, customized financial plans that address their unique goals and priorities. Briana aims to make financial planning clear and personal, helping clients feel confident in their decisions today and for the future. Her expertise includes retirement planning, family wealth management strategies, small business strategies, tax minimization, and individual and corporate investment strategy. Briana holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She completed an Accredited Certificate Program from the University of Arkansas System. Outside of her professional work, Briana enjoys spending time with her family and traveling. Her personal interests also include adventure sports, basketball, cooking, dancing, football, music, swimming, and tennis.

Passant Abbas is an Investment Consultant at Fidelity Investments, a position held since 2026. Prior to this role, Passant worked as a Planning Consultant at Fidelity Investments from 2025 to 2026. Before joining Fidelity, Passant served as an ADP Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2023 to 2025, and was a Registration Candidate in the same role from 2022 to 2023. Passant focuses on partnering with clients to develop financial plans that align with their values, goals, and lifestyle. Their approach involves listening and understanding what matters most to clients, aiming to educate, support, and guide them in making confident financial decisions, whether they are working toward retirement, pursuing a legacy, or planning for the future. Outside of professional responsibilities, Passant enjoys family activities, traveling, and volunteering.

Diego Dominguez is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the North Bethesda Financial Center in Maryland. He focuses on providing goal-based wealth management services to affluent families, accomplished professionals, and successful business owners. His work includes developing flexible, short- and long-term financial strategies that organize clients' personal and business finances. Diego specializes in a range of areas including investment management, defined contribution plans, commercial banking, private business sales, credit and lending, retirement planning, wealth transfer planning, and executive compensation plan management. He has expertise in Corporate Executive Services, Divorce Transition Planning, Employee Benefits Planning, Executive Compensation, Equity Compensation Services, Family Wealth Management Strategies, Institutional and Corporate Benefit Services, and Services for Defined Benefit Plans. Diego holds a High School Diploma from Reservoir High and a Bachelor's Degree from the University of Maryland Global Campus. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Diego engages in biking, fishing, hiking, rock climbing, running, and scuba diving.

Keilan Mathews is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nolan Walchko is a Series 66-licensed financial advisor at OSAIC with two years of industry experience. He has held prior roles at Lincoln Financial Advisors, StoneBridge Advisors, and Harborside Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Michael Ellis is a Wealth Management Advisor and Senior Vice President with the Baker - Ellis Group at Merrill Lynch Wealth Management in Bethesda, Maryland. He provides personalized wealth management strategies tailored to clients' long-term goals, drawing on investment insights from Merrill and banking solutions from Bank of America. His client focus includes college education planning, family wealth management, legacy planning, managing new wealth, portfolio management services, individual and corporate investment strategies, and retirement income. With 17 years of experience in the securities industry, Michael holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor’s degree in finance from Salisbury University, an Associate’s degree from Frederick Community College, and a high school diploma from Linganore High School. Michael also volunteers with community organizations, reflecting his commitment to the Merrill tradition of community participation.

Cormac Foran 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, he worked at PF Changs and Struxured Solutions, LLC, and was employed by Clemson University. 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 and integrates advisory services with various financial products and referral channels.

Alexander Johnson is a CFP®-certified financial advisor with nine years of industry experience, currently with UBS Financial Services since 2021. He previously worked at The Vanguard Group, Inc. for four years and Dakota Funds Group for one year. Johnson also attended Saint Joseph's University from 2013 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and capital markets operations.

Colin Kimpel is a financial advisor with Mass Mutual Investors Services in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Mass Mutual since 2004. Outside of his advisory role, he is involved as an agent in individual and group life and health insurance through his own LLC and is a member of an LLC focused on wealth management administration. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved analytical tools for goal-based planning and offers a range of programs including wrap and money-manager options.

Deirdre Mc Elroy is a CFP® certificant affiliated with LPL Financial, with 25 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she engages in reselling activities as a hobby. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning, advisory programs, and retirement consulting services supported by in-house and third-party research.

Michael Stadnik is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley and its predecessor since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Giselle Colavita is a financial advisor with Charles Schwab in Bethesda, MD, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2006. Outside of her advisory role, she serves as a member of the Board of Trustees for the Connelly School of the Holy Child. Charles Schwab serves a large client base, 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’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal process for alternative investment offerings.

Christopher Mc Allister is a CFP® professional with eight years of industry experience, currently serving as an advisor at LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm’s platform integrates adviser programs with a range of financial products and utilizes both proprietary and third-party portfolio management resources.

Ryan Henry is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked in educational roles at St. Mary's College of Maryland, McDaniel College, Mount St. Mary’s University, and River Hill High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Gerard Caswell is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a platform offering custody, underwriting, and capital markets services.

Kenneth Sprague is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee and power of attorney for family and friends’ investment-related trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Katherine Muscatello is a financial advisor with J.P. Morgan Securities in Baltimore, MD, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she has worked in various roles including at Navient Solutions, Wake Forest University, and Redeemer Presbyterian Church Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Jonathan Arledge is a financial advisor with Merrill and holds a Series 66 designation. He has one year of industry experience and previously played professional basketball for various international teams, including FC Porto Basket and the Lebanon National Team. 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 both model-based and discretionary investment strategies for a range of individuals and institutional clients.

Andrew Shifter is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory role, Shifter serves as president of the Saint John the Baptist Athletic Ministry board. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various third-party and affiliated investment strategies.

Ilian Li is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has held positions at JPMorgan Chase, Raymond James Financial Services, Atlantic Union Bank, Middleburg Financial, and PNC. 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 maintains a large, integrated operational structure.