Suhaydi N Reyes is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Bank of America from 2016 to 2022 before joining Merrill. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Courtland Brown Jr. is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America and J.P. Morgan Securities. Outside of his advisory role, he owns and manages a limited liability company that rents vehicles through the TURO platform. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Winik is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2004 after graduating from the University of Maryland, College Park, with a bachelor's degree in finance. Evan holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered Retirement Planning Counselor (CRPC). Evan brings an analytical, outcome-focused perspective to his client relationships, concentrating on serving a select group of investors by placing their unique goals at the center of his work. His expertise spans college education planning, employee benefits, executive compensation, family wealth management, retirement income strategies, portfolio management, and small business strategies. Evan's approach emphasizes understanding each family's financial life to tailor support reflecting their most important needs. He also shares his knowledge through adult education programs for associations, organizations, and Fortune 500 companies in the Greater Washington, D.C. area. Originally from Long Island, New York, Evan resides in Bethesda, Maryland, with his wife and two children. Outside of his professional work, he spends time with his family and enjoys activities such as fishing, attending his children's sporting events, and traveling.

Warren Bischoff is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has been with RBC Capital Markets since 2008. He serves on the boards of two youth-focused charities, Super Leaders and the Cal Ripken Sr. Foundation, where he participates in fundraising efforts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies through a combination of in-house and third-party managers, providing services such as portfolio management, financial planning, and custody.

Shannon McSkimming is the Vice President and Financial Consultant at Fidelity Investments, where she currently partners with clients and their families to develop customized financial plans. She emphasizes building strong, long-term relationships as she strives to become a trusted advisor. Shannon has been with Fidelity Investments since 2012, progressing through roles from Financial Representative to Financial Consultant and now Vice President. Prior to joining Fidelity, she worked at T. Rowe Price from 2007 to 2012 in roles including Investor Center Specialist and Participant Service Center Specialist. Her experience spans financial consulting and investment services, focusing on adapting financial plans to clients' evolving needs and priorities.

Peter Mangano is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds a Series 66 designation and has worked previously at City National Bank and Jason's Deli. He serves on the board of directors at Turf Valley, where he helps organize events and develop membership strategies for the golf club. 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 in-house and third-party managers.

Paul Grambsch is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Raymond James in 2019. Outside of his advisory role, he serves as an International Exchange Coordinator for the EF Foundation for Foreign Study, arranging placements of foreign exchange students with local host families. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, emphasizing non-discretionary advice supported by extensive research and affiliated sub-advisers.

David Stewart is a Series 66-credentialed financial advisor with Merrill, based in Columbia, MD. He has 4 years of industry experience and has worked at Bank of America and DoorDash since 2021. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rithwik Basavaraju is a financial advisor at Merrill holding a Series 66 designation. He has one year of industry experience and has previously worked at Bank of America, N.A., Archesys, and participated in advisory roles including the Summer Camp Advising Team. 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.

Scott Ensor is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools with modeling techniques to support its financial planning process.

Nicholas Shealy is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2017. Prior to his advisory role, he worked at the University of Maryland from 2013 to 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using Wells Fargo research and planning tools, with a range of services that include retirement, education, risk, and wealth-transfer planning.

Kimberly Kirk is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her financial services career with JP Morgan Chase and joined Merrill Lynch in 2015. Kimberly specializes in providing personalized guidance to clients, helping them meet their financial goals and objectives by developing financial roadmaps and implementing appropriate investment strategies. Her expertise covers a range of areas including college education planning, corporate executive services, executive and equity compensation services, family wealth management strategies, legacy and personal retirement planning, as well as socially responsible and ESG investing. Kimberly holds a bachelor's degree in finance from the University of Delaware and is a CERTIFIED FINANCIAL PLANNER™ certificant awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Personal Investment Advisor (PIA) designation. Kimberly is a member of the NAWBO Greater DC professional organization. When not working, she enjoys gardening, hiking, interior decorating, photography, pickleball, pottery, running, skiing, and spending time with her family. She resides in Olney, Maryland with her husband, Justin.

Eric Hanson is a financial advisor at Raymond James & Associates with 27 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Raymond James, where he has been since 2023. Outside of his advisory role, Hanson serves as the board chairman of Aspen Hill Christian Church, coordinating various church ministries. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles, supported by affiliated research and model managers.

Michael Brown is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Compass Group USA, Inc. and Avendra, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Shannon Rozner is a financial advisor at Raymond James Financial with four years of industry experience and holds a Series 66 designation. Her career includes multiple roles at Raymond James Financial Services Advisors, Inc. and related entities, as well as a six-year tenure at the Chautauqua Institution. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public finance work through a unique municipal advisor affiliation.

Tanmika Hysmith is a Series 66–licensed financial advisor with 15 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2011. 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 offers model-based and discretionary investment strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Desi Berry is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. Berry has 11 years of industry experience and previously worked at Morgan Stanley and Northern Trust Securities. Outside of advising, Berry operates a home-based travel agency and works as an Uber driver. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing, collaborative financial planning engagements supported by firm-approved tools and educational seminars.

Olufemi Millar is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Allianz Life Financial Services, Allianz Life Insurance Company of North America, T Rowe Price, and MBSC Securities Corporation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.

Gerald Horn is a financial advisor at UBS Financial Services with six years of industry experience and holds a Series 66 designation. He has worked at UBS since 2026 and previously spent eight years at Morgan Stanley, including time with Morgan Stanley Private Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of services including financial planning, portfolio management, and capital markets solutions.

Husnain Bashir is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience before joining the firm. His work history includes service in the United States Marine Corps from 2019 to 2025 and roles at E-ISG Asset Intelligence and Pizza Bolis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.