Katherine Kohler is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds the Series 66 credential and has been with Thrivent and its affiliated entities since 2006. Outside of her advisory role, she serves as an adjunct faculty member at the University of Maryland Baltimore County, teaching an undergraduate course on Intercultural Communication. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a broad range of topics and integrates with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management services separate.

Robert Keller is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Wells Fargo Clearing, SolarCity, Road Runner Sports, Waddell & Reed, Woodbury Financial Services, Merrill, and Morgan Stanley Dw Inc. Keller operates Keller Wealth Advisory, LLC as a business related to his work at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of advisors using LPL research, third-party subadvisors, and customized strategies.

Annalise Haywood is a financial advisor with LPL Financial in Rockville, MD. She holds the Series 66 designation and has one year of industry experience. Her previous roles include positions at Mission Group and Cardinal Group Companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Lembo is a financial advisor with Mass Mutual Investors Services in Rockville, MD, holding Series 63 and Series 65 licenses and 39 years of industry experience. His career includes longstanding roles at Guardian Life Insurance Co. of America, National Life, MetLife Securities, and Massachusetts Mutual Life Insurance Company. He also works as an independent insurance agent specializing in dental and group disability income, fixed annuities, long-term care, life, accident, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved analytical tools and offers asset management, wrap and money-manager programs, and educational seminars.

Nicholas Garcia is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2018, following five years at Scottrade, Inc. He also spent a year at the Robert H. Smith School of Business at the University of Maryland. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s model includes both non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset portfolios and a centralized operational structure.

Michael Williams is a financial advisor with Merrill in North Bethesda, MD, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2012. Outside of his advisory role, he holds power of attorney for an entity based in Doylestown, Pennsylvania. 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 and profit-sharing plans, corporations, and charitable organizations.

Tara Tucker is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Anne Benson is a financial advisor at Wells Fargo Advisors with a Series 66 designation and three years of industry experience. Her prior work history includes roles at Wells Fargo Clearing, J.P. Morgan Securities, Northwestern Mutual Investment Services, Merrill Lynch Wealth Management, and a position with the United States Senate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

Ross Charkatz is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2009 and Morgan Stanley Private Bank in 2015. He serves on the board of the University of Maryland Hillel, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and trading activities.

Cynthia Schollard is a financial advisor at Cetera with a Series 65 credential and three years of industry experience. She has worked at Cetera since 2025 and previously held roles at OSAIC and American Portfolios Advisors, Inc. Schollard is also the co-founder of Wexya LLC, where she provides financial education to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Ari Strait is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the CFP® and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2008. 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 combines non-discretionary advisory services with access to discretionary separately managed accounts, offering a multi-asset investment approach supported by centralized custodial and operational infrastructure.

Russell Rifkin is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Rifkin is involved with Montgomery College, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, providing a broad range of services supported by research and proprietary asset allocation models.

Nicholas Garcia is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Before joining Wells Fargo Advisors in 2025, he held positions at OTC Markets Group and Northland Controls. He also has a background in education, including roles at American University and Glen Ridge High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with clients able to implement recommendations through various brokerage and advisory programs.

Jiali Chen is a Financial Consultant currently serving at Fidelity Investments since 2023. In this role, Jiali focuses on understanding clients' unique financial situations to provide tailored guidance in areas such as investments, retirement, and wealth planning. Prior to joining Fidelity Investments, Jiali held positions at prominent financial institutions, including Vice President and Private Client Advisor at J.P. Morgan Securities LLC from 2021 to 2023, and Assistant Vice President and Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2018 to 2021. These roles have contributed to a comprehensive background in financial advisory services. Outside of work, Jiali enjoys activities such as barre, board games, family activities, singing, traveling, and exploring food.

Colleen Campbell is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley since 2015 and has been with Morgan Stanley Private Bank, National Association since 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

John Robertson is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Grove Point Investments, Securities Service Network, Safe Money Concepts LLC, and T. Rowe Price Advisory Services. Outside of his advisory role, he is involved with Safe Money Concepts LLC and has longstanding affiliations with Medallion Financial Strategies and Medallion Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services supported by advanced tools and a large network of investment adviser representatives.

Frank Alexander is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He provides comprehensive financial planning services, focusing on coordinating clients' entire financial picture, including investment management, tax minimization, estate planning services, and banking. Frank works with clients through difficult financial transitions and decisions, helping them maintain their goals and adjust their investment approach as life and market conditions change. He begins his process by understanding clients' families, financial situations, risk tolerance, time horizons, liquidity needs, goals, and priorities to design customized investment strategies. His areas of client focus include executive compensation, equity compensation services, legacy planning, personal retirement planning, portfolio management services, and tax minimization. Frank holds a Bachelor's Degree from The Catholic University of America, an Associate's Degree from Dutchess Community College, and a High School Diploma from John Jay Senior High School. He has earned professional designations including Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). When not working with clients, Frank enjoys spending time with his family, playing with his dog Nala, and attending Washington DC sporting events such as baseball, golfing, and ice hockey.

Sophia Hurrell is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and has previously worked at Canaan Investment Management and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and integrated financial services.

Erin Mcmillian is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Andrew Hall is a Series 66-credentialed financial advisor with Merrill, based in North Bethesda, MD. He has four years of experience with Merrill and two years with Bank of America, N.A., and previously worked in corporate roles at Nestle Nespresso USA and Starbucks, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth investors, and institutional accounts, utilizing model-based and discretionary investment strategies developed by internal and third-party managers.