Eric Bailey is a financial advisor at OSAIC with 41 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company for nearly three decades before joining OSAIC. Bailey is a board member of George B. Thomas Learning Academy, a nonprofit focused on educational programs for underserved youth. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk tolerance assessments, and third-party money managers to construct and manage portfolios tailored to client needs.

Vittorio Altavas is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting both discretionary and non-discretionary portfolio management.

Hannah Brooks is a financial advisor with Ameriprise in Washington, DC, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2017 and previously worked at East West Partners Club Management from 2014 to 2017. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Artur Durro is a financial advisor at Merrill with 11 years at the firm and 4 years of industry experience. He holds the Series 66 designation and is based in North Bethesda, MD. Outside of his advisory role, he is the sole owner of a rental property business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal and third-party managers.

Michael Schwartz is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 credential and three years of industry experience. He previously worked at First Republic Bank for ten years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Olivia Indelicato is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and four years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and centralized due diligence to deliver customized advice on a non-discretionary basis.

Brandin Peters is a financial advisor at Morgan Stanley in Washington, DC, with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at T. Rowe Price and M&T Bank. Outside of finance, Peters is employed by DoorDash in a service role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Lawrence Feldmesser is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2008. Stifel serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, employing a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Caroline Dangel is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. Her work history includes multiple roles at Ameriprise as well as positions in the food service and academic sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Robert Stachura is a CFP® with 37 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked at Lincoln Financial Advisors Corp for 19 years. In addition to his advisory role, he is an agent offering disability insurance, annuities, and life insurance, and he owns a legal entity related to warehousing and property purchases. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Matthew Ramsdell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He worked at Merrill from 2005 to 2019 before joining Wells Fargo Clearing in 2019. 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.

Eric Dennett is a financial advisor with Stifel in Washington, DC, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

James Woodrum is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Ameriprise Financial Services, Transamerica Investors Securities Corporation, and Transamerica Life Insurance Company. He also has experience with Revolution Events and Production. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Kevin Rowe is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1995. Prior to joining Merrill Lynch, he spent two years at Morgan Stanley. Kevin focuses on providing clients with full transparency, clear communication, and education to build strong advisor-client relationships. He holds the Chartered Retirement Planning Counselor (CRPC™) designation from the College for Financial Planning Institutes Corp and a Bachelor’s degree in History from the University of Vermont. Kevin’s areas of expertise include college education planning, divorce transition planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. Kevin grew up in Rockville, Maryland, where he currently lives with his wife, Joanie, and their four children. He is an avid Washington Commanders football and University of Maryland Terrapins basketball fan. Outside of his professional work, Kevin enjoys spending time with his family—especially at the beach—coaching youth sports, playing golf, and serving on the boards of his community, church, children's schools, and the Lilabean Foundation.

George Adams is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized financial strategies tailored to clients' individual goals and current market conditions. He also provides access to investment insights from Merrill and the banking and lending solutions offered by Bank of America. George holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from James Madison University. He is engaged in community activities and spends time volunteering with local organizations, reflecting Merrill’s tradition of community involvement.

Neal Baron is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses with 53 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and integrates both direct individual plans and corporate financial planning agreements.

Kayvon Sarmadi is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Outside of his advisory role, he is involved in developing software for state and local contractors and is the founder and CEO of an online high-end men’s clothing business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and services.

Gerald Britton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been advising clients in the financial services industry for over 20 years, focusing on areas such as institutional consulting, legacy planning, personal retirement planning, and services tailored for endowments, foundations, non-profits, and defined benefit plans. Mr. Britton holds a Bachelor's Degree from Long Island University and is a Personal Investment Advisor (PIA). He is a member of the NAACP and maintains active community involvement through this organization. Outside of his professional commitments, Gerald Britton has personal interests in basketball, music, and swimming.

Alexander Eljdid is a CFP® professional with 16 years of industry experience, currently advising at Wells Fargo Advisors. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He is also involved in private investment activities through ownership in Compound Capital Wealth Management LLC and Edjdid GP LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory recommendations with a variety of banking and investment products.

Stefan Maric is a Planning Consultant at Fidelity Investments, where he provides guidance on investment strategies, retirement planning, and wealth planning. He works closely with clients to support them in making informed financial decisions aligned with their unique goals. Stefan has held various roles at Fidelity Investments, progressing from Financial Representative in 2024 to Relationship Manager in 2025, before becoming a Planning Consultant in 2026. This experience has given him insight into different facets of financial advising and client relationship management. Outside of his professional responsibilities, Stefan has interests that include cars, football, social events, golf, movies, and traveling.