Christian Barrett is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2010. He brings 27 years of experience in the financial services industry, working with various organizations to support clients in their financial planning and investment needs. His career includes roles such as Relationship Officer at Fidelity Brokerage Services and positions with firms including Northwestern Mutual Investment Services, Citigroup Global Markets, and Robert W. Baird Co. Throughout his career, Christian has held multiple financial advisory and representative positions, gaining expertise in equity advising and client relationship management. He emphasizes a client-focused approach that aligns with his core beliefs and values, working with Fidelity's resources to assist families in achieving better financial outcomes. Outside of his professional life, Christian has interests in fitness, football, music, pets, and tennis.

Liam Sweet is a financial advisor with LPL Financial in Rockville, MD. He holds a Series 66 designation and joined the industry in 2025. Prior to his current role, he worked in various positions including at Clark Construction and has volunteer experience with Holy Spirit Catholic Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with a range of discretionary and non-discretionary investment strategies.

Louis Wilson is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Morgan Stanley and has previously held roles at OSAIC, Lincoln Financial Advisors Corporation, Equitable Advisors, AXA Advisors, LLC, and Falcon Square Capital. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Lourdes Mc Michael is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she held positions at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Petya Balevska is a Series 66-licensed financial advisor with Ameriprise in Washington, DC, bringing 18 years of industry experience. She has been with Ameriprise and its related entities since 2010. Outside of her advisory role, she owns inherited commercial real estate properties with active tenants in Varna, Bulgaria. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized retirement recommendations, supported by a centralized consulting team.

Jean Adewale Tompihe is a financial advisor at Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 credentials. He has experience at several firms including Merrill and Sea Cap Inc., with a background that notably includes roles in health and wellness industries. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs supported by structured planning tools and broad retail and institutional offerings.

Mindy Hendawi is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing a mix of in-house and third-party investment managers.

Ronald Rickert is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Woodmac, Inc. and other firms. Outside of his advisory role, he is also an insurance agent involved in fixed insurance sales and service. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers diverse portfolio management and planning services with a multi-manager platform that includes affiliated and third-party managers and a range of program structures.

John Hanson is a CFP® professional affiliated with Wells Fargo Clearing, with 45 years of experience in the financial industry. His prior experience includes roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. Outside of his advisory work, Hanson serves on the finance committee of the First Church of Christ, Scientist, and holds trustee roles related to family trusts and a family foundation. 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 utilizes research and analytics to guide investment decisions and provides both brokerage and advisory solutions.

Michael Svec is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a member of the Green Committee at Columbia Country Club in Chevy Chase, Maryland. Morgan Stanley Wealth Management offers a broad range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate agreements.

Reza Khadiri is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1999 in the Washington, D.C. metro area. He focuses on establishing strong relationships with a select group of high-net-worth families, providing comprehensive financial planning services that include tax-efficient strategies for concentrated stock positions, retirement and education planning, and the development of wealth management plans tailored to grow and preserve clients' assets. Reza collaborates closely with clients' tax and legal advisors and conducts regular plan reviews to ensure alignment with clients' evolving financial goals and market conditions. Reza holds a Bachelor's degree from George Mason University and has earned several professional designations including Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®). His expertise spans areas such as divorce transition planning, education planning, employee benefits, family wealth management strategies, philanthropic planning, portfolio management services, and retirement income. Outside of his professional role, Reza enjoys a variety of outdoor activities, photography, live music, and theater. He is also involved in community initiatives including Jill's House and The Last Well. Additionally, he is a member of the Christian Business Men's Connection (CBMC) and regularly attends McLean Bible Church.

Shane Seaberry is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior experience at Babson College and The Maret School. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Joshua Thatcher is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendations and annual planning focused on retirement income, tax-aware withdrawals, and Social Security options.

Timothy Sprague II is a financial advisor at Osaic Wealth, holding a Series 65 designation. He has been with Osaic Wealth since 2026 and serves while also maintaining a career in the United States Navy that began in 2005. Osaic Wealth serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers and offers varied investment solutions including portfolios comprised of stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Naj Altaf is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Capital One Investment Services, and Chevy Chase Financial Services. Outside of his advisory role, Naj is a partner at Capital Harvest Wealth Partners, an LLC providing investment advisory services. OSAIC serves a diverse range of clients, including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across various asset classes.

Mara Bralove is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 credentials with 22 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she owns a real estate rental business in Fairfax, VA. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kevin Forkin is a CFP® professional with five years of industry experience, currently affiliated with Charles Schwab in Gaithersburg, MD. His work history includes positions at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as prior roles at Bankers Life Advisory Services, Inc., Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and a decade of service in the US Army. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence from its Center for Financial Research.

James Skorupski is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Capital One Investment Services, and Chevy Chase Financial Services. In addition to his advisory role, he serves as a trustee for an irrevocable trust. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers comprehensive brokerage and advisory services with a focus on diversified portfolios using proprietary asset-allocation tools and third-party managed account solutions.

Ryan Stille is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Northwestern Mutual from 1996 to 2019. He is also the founder of Flowerstone Financial and owner of Stille Group LLC, both independent insurance-related businesses. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through a network of independent professionals using multiple custody platforms and proprietary model strategies.

James Polcaro II is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.