Brooke Smith is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at Primerica Financial Services, PFS Investment Inc., DiGi Financial, and the State of Maryland. In addition to advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Benjamin Tener is a financial advisor with RBC Capital Markets in Washington, DC, holding a Series 66 designation and having eight years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as a committee member for a homeowners association. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Teresa Clasby is a CFP® professional with 20 years of industry experience. She has been a financial advisor at Morgan Stanley since 2018 and previously worked at Thrivent Financial and Thrivent Investment Management from 2013 to 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, combining tailored financial planning with access to extensive investment resources and firm-approved planning tools.

Ryan Quigg is a financial advisor with RBC Capital Markets in Annapolis, MD, holding a Series 66 designation and five years of industry experience. His work history includes positions at RBC Wealth Management and RBC Capital Markets, as well as time spent in education and at the Baltimore County Revenue Authority. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Noah Sekowski is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. 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. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis while clients retain final decision-making authority.

Robert Keefer is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Securities LLC since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Beatriz Salvat is a financial advisor with J.P. Morgan Securities in Arlington, VA, holding Series 63 and Series 66 credentials and having 21 years of industry experience. Her prior roles include positions at Franklin Templeton Financial Services, Bank of America, and Merrill. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Mark Wardzinski is a financial advisor with Raymond James & Associates in Washington, DC. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including over three decades at Raymond James & Associates. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with more than $500 billion in assets under management and over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, with notable capabilities in municipal and public finance.

Gabriela Marchante is a financial advisor at Merrill with a Series 66 credential and seven years of industry experience. Her work history includes positions at Bank of America, N.A., DoorDash, Navy Federal Credit Union, Uber, and Wells Fargo. Merrill provides managed account services through the Select Portfolio Solutions program for a diverse client base, including individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Sirak Teodros is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. Prior to this role, he worked as a Financial Advisor at Morgan Stanley Smith Barney from 2008 to 2012. His professional focus is on educating clients to develop tailored financial plans that align with their personal and family goals. Sirak holds a California Insurance License, supporting his advisory capabilities. Outside of his professional life, he has interests in golf and traveling.

Kenneth Barkman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Barkman serves as a trustee for family trusts, dedicating time to managing investment-related matters. 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 advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Robert Faller III is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and in hospitality at Morton's The Steakhouse. Outside of finance, he continues to work part-time at Morton's The Steakhouse. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, serves multiple registered investment companies, and utilizes systematic methodologies and long-term asset allocation benchmarks.

Neil Schmerling is a CFP® and PFS™ professional with 26 years of experience in financial advising. He is currently with Cetera and has previously worked with Avantax Advisory Services and led his own firms, including Schmerling Financial Group and The Schmerling Group. Outside of his advisory work, he serves as president of Rodef Sholom Congregation, overseeing its operations alongside volunteers and staff. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Drew Weinberger serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with high-achieving professionals, including law firm partners, corporate executives, and business owners, focusing on the wealth accumulation and retirement phases of their careers. His expertise encompasses tailored financial strategies addressing retirement planning aligned with complex career trajectories, tax-efficient investment approaches, cash flow management during fluctuating income cycles, and estate and legacy planning. Drew and his team assist clients in navigating unique financial dynamics associated with leadership roles, aiming to provide personalized guidance for retirement preparation, liquidity events, and strategic financial management. Drew holds a Bachelor's Degree from the University of Maryland and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is bilingual in English and Spanish and is involved with the West Windsor Volunteer Fire Company No. 1 Station 43. In his personal time, he enjoys activities such as fishing, football, hunting, music, skiing, soccer, and traveling.

Fay Brownlow is a financial advisor at Stifel with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Hanna Scali is a financial advisor at UBS Financial Services in Washington, DC, holding a Series 66 designation with one year of industry experience. Her prior work includes roles outside of finance in athletics and hospitality, such as positions at Brookland Pint and The Catholic University of America. 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 aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Donald Metzger is a financial advisor at Morgan Stanley with 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Metzger is involved outside of his advisory role as the owner of a horse racing and breeding operation in Baltimore and serves as a director of the Safety Council of Maryland. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, supporting clients with tailored planning without providing individual security recommendations in standalone programs.

Anibal Drelichman Jr. is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank, RBC Capital Markets, and Oppenheimer. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through offerings such as discretionary portfolio management, market-making, and proprietary research.

Robert Farrell II is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Steven Hrones is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Stifel Nicolaus & Co. He serves as a co-trustee of a private trust arrangement. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.