Thomas Fleury is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of his advisory work, Fleury serves as co-chair of the finance and enrollment committee on the advisory board of Holy Redeemer Catholic School in Kensington, MD. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Connor Kannapell is a Financial Advisor at Merrill Lynch Wealth Management, where he joined in 2020. He specializes in counseling families and business owners through periods of transition, complexity, and uncertainty, addressing sophisticated planning needs such as the sale of closely held businesses, equity award vesting, initial public offerings, inheritance, and retirement. Connor focuses on providing straightforward counsel to help clients organize and simplify their financial affairs and work towards an intentional wealth strategy. He holds the Certified Exit Planning Advisor (CEPA) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, along with Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. Connor has expertise in advanced retirement planning, exit planning for small business owners, 401(k) and employer-sponsored plans, portfolio management, equity compensation planning, and tax minimization. He earned his Bachelor's Degree from the College of Charleston. Connor lives in Washington, D.C., and enjoys traveling, golfing, waterfowl hunting, and volunteering for his alumni association. He supports community organizations including A Wider Circle, Alzheimer's Association, Miracle League of the Triangle, and the Chesapeake Bay Foundation.

Aaron Clem is a financial advisor at Merrill based in Washington, DC, holding a Series 66 designation. He has been with Merrill since 2025 and previously worked at Bank of America, ADP, and the Washington Commanders, with additional experience at the University of Maryland. Clem has no prior years of industry experience outside his current roles. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Rodney Miller is a financial advisor with Primerica Advisors in Fort Washington, MD, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked at PFS Investments Inc. since 2011 and has been affiliated with Primerica Financial Services since 1999. Miller also has a background with the US Census Bureau spanning over two decades. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as some corporate and charitable clients. The firm manages wrap-fee asset management programs using model-delivery strategies and offers various portfolio options supported by third-party managers and custodians.

Stacey Stein is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and an ongoing tenure at Wachovia Bank, N.A. since 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Rishi Vyas is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at PNC Investments and PNC Bank for ten years. Outside of his advisory role, he is a passive investor and lender in a vending machine business with approximately 100 machines across 50 locations. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Christopher Talbert is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial since 2012. He holds the Series 66 designation and is based in Falls Church, VA. In addition to his advisory role, Talbert serves as trustee and co-trustee for several family trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Noah Gick is a financial advisor at LPL Enterprise with Series 66 credentials and one year of industry experience. His prior roles include positions at Pruco Securities LLC, Capital One, and Financial Designs. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services that utilize model portfolios, third-party management, and a range of financial products through its integrated platform.

Corey Lyles is a financial advisor at Edward Jones in Washington, DC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at PricewaterhouseCoopers and Bloomberg Industry Group, as well as involvement with Project Hope - The People-to-People Foundation. Edward Jones is a full-service wealth management firm serving individuals and institutions with a range of advisory programs and maintains one of the largest retail advisor networks in the industry.

Gamal Aburdene Marcos is a Series 66-credentialed financial advisor with six years of industry experience, currently with J.P. Morgan Securities in Washington, DC. His prior roles include positions at Merrill and Bank of America, along with experience at Bull Run Financial Group and JP Morgan Chase Bank. Outside of his advisory work, he is involved in a family real estate business focused on house flipping. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework. The firm delivers its services through a select group of Wealth Advisors on a non-discretionary basis.

Douglas Bayer is a financial advisor at Stifel with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Bruce Vaughn is a CFP® professional affiliated with Cetera, with 42 years of industry experience. He has been with Cetera and its related entities since 2013 and serves as a regional director, recruiting new representatives for the Cetera Advisor Networks. Vaughn is also a part-owner and financial planner at VLP Financial Advisors and maintains licensed activities in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment advisory services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning solutions across multiple program structures.

Joel Maeda is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has previous experience with Wells Fargo Bank NA and Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with both discretionary and non-discretionary options, including insurance-related vehicles and bank deposit sweep options.

Grace Borger is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, Wells Fargo Bank, and Baen Publishing Enterprises. She has also held positions in retail and publishing sectors, as well as experience in academia. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Olaoluwakitan Shonibare is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has four years of industry experience, including prior roles at Morgan Stanley, Merrill, and Bank of America. His background also includes non-financial roles at the University of Maryland and UMBC Police Department. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional and charitable organizations, offering tailored investment strategies and a variety of advisory programs that combine in-house and third-party portfolio management with options for tax management and responsible investing.

Ari Ville Uusimaki is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, with 16 years of industry experience. He has worked with Avantax Advisory Services and currently assists businesses and individuals with insurance plan selection and implementation. Uusimaki also serves as a board member of a homeowners association, where he reviews financial statements and community matters. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm offers a multi-manager platform featuring both affiliated and unaffiliated investment options, serving over 10,000 advisors and managing more than $256 billion in assets.

Michael Johns is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served as a Financial Advisor since 2004. He specializes in developing personalized financial strategies tailored to each client's unique goals, leveraging insights from Merrill and banking solutions from Bank of America to address a broad range of financial needs. Michael’s expertise encompasses family wealth management, legacy planning, retirement income, portfolio management, and strategies for both individual and corporate investments. Prior to his advisory role, he spent 22 years in financial and accounting positions at Lockheed Martin. He holds a bachelor's degree from Shepherd University and the Personal Investment Advisor (PIA) professional designation. Outside of his professional responsibilities, Michael enjoys sports such as baseball, football, golf, and ice hockey, as well as scuba diving, traveling, and spending time with his family. He is married with two adult children.

Benjamin Echeverri is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include work at Virtue Feed & Grain and positions related to education at James Madison University and Universidad de Salamanca. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

William Korby is a financial advisor with Ameriprise in Leesburg, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily through a centralized consulting team.

Armand Minasian is a CFP®-designated financial advisor with LPL Financial, based in Alexandria, VA, and has 42 years of industry experience. He has been with LPL Financial since 2009. 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 financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.