Ariel Christopher is a financial advisor at Morgan Stanley with six years of industry experience. He has worked at multiple firms including Merrill, Wells Fargo Clearing Services, Truist Advisory Services, and First NBC Bank. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.

Luc Sebrechts is a financial advisor with Morgan Stanley in Reston, VA, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley in 2017, he worked at Edward Jones for one year. Outside of his advisory role, Sebrechts coaches high school baseball players through the Bradley Baseball Academy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Melissa St. Louis is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been employed since 2003. She serves as a Financial Advisor with The Baker - Ellis - Pappert Group based in Bethesda, Maryland. Her approach focuses on delivering a robust planning process and developing customized strategies tailored to individual client needs to help pursue their financial goals. With over 25 years of experience in the financial services industry, Melissa holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's Degree from George Mason University. A native of Northern Virginia, Melissa lives in Rockville, Maryland with her family. She participates in community volunteer activities and enjoys personal interests such as cooking, music, traveling, and yoga.

Dennis Peacock Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked for UBS Financial Services from 2000 to 2012 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Boggio is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at MassMutual Life Insurance Co and Citigroup Global Markets. 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 relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset, model portfolio investment approach supported by centralized custody and operational infrastructure.

Mayank Bhanot is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of Baroda Limited, Aditya Birla Capital, Yes Bank Limited, and HDFC Bank Limited. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and incorporates an ESG eligibility framework in its process.

David Weinstein is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Devonte Gordon is a financial advisor with LPL Financial, holding the Series 66 designation and beginning his advisory career in 2025. He previously worked at Highlander Financial Group and is involved with Next Game Project LLC. His background includes experience at Wake Forest University in fan experience and sales. 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 access to third-party asset management programs, supported by extensive operational and research tools.

Denise Daley is a financial advisor with MassMutual Investors Services and holds Series 66 and Series 63 licenses. She has 23 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, and Wells Fargo Clearing Services. Outside of her advisory work, she is active in her local church, serving as an administrator, bookkeeper, and youth ministry leader, and also owns an eCommerce business focused on pallet liquidations and merchandise sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, goal-oriented planning supported by proprietary software and educational seminars.

Matthew Davis is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Olney, MD, and has 26 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, NA. He is a majority owner and active in operations at Davis Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels.

Claire Volke is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has worked with The Meakem Group since 2020. Prior to her advisory roles, she was employed at several organizations including VIPKid and SMS Law Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses risk profiling and analytical tools to tailor recommendations and supports advisory programs and institutional portfolio management through a large advisor network.

Norris Brodsky is a financial advisor with LPL Enterprise LLC, holding the CFP® and PFS™ designations and possessing 29 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He serves as a board member of the Baltimore Estates Planning Council. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of services including financial planning, consulting, and insurance product sales through affiliated entities.

Allison McCarty is a CFP® with 19 years of industry experience, currently advising at Cetera in Rockville, MD. Her prior roles include positions at Minnesota Life, Securian Financial Services, and Financial Advantage Associates. She also teaches a retirement planning class at Montgomery College’s Lifelong Learning Institute. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and oversees more than $256 billion in assets.

Joshua Remmele is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior work experience across multiple sectors including film production and advertising. His background includes roles at firms such as Apogee Financial and various media and creative companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with distinctive activities such as commodity pool operation and advisory services to registered investment companies.

Kristina Hanniford is a financial advisor at Wells Fargo Advisors with three years of industry experience. She previously worked at Merrill and SunTrust Bank. She has a Series 66 designation. Outside of her advisory role, she has a rental property business co-owned with her spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services, and integrates advisory services with other financial products and referral channels.

Morgan Hatten is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of his advisory work, Hatten is the founder and president of Love Inspires Friendship and Triumph Corporation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools to support client goals.

Richard Leishman is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for 11 years. 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 planning menu and uses Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries.

Christopher Venit is a CFP® professional with 19 years of industry experience, currently affiliated with Wells Fargo Advisors. He has been with Wells Fargo Clearing and Advisors for a combined 11 years. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm utilizes proprietary research and planning tools to deliver tailored recommendations, with clients deciding how to implement them through brokerage or advisory programs.

Leonard Lupica II is a Series 66-licensed financial advisor with Ameriprise in Clarksburg, MD, and has 21 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. Outside of advising, he owns a business managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to develop tailored written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Fidel Carreon is a Series 66-credentialed financial advisor with 25 years of industry experience, currently affiliated with LPL Financial since 2009. His prior roles include positions at Mutual Service Corporation, FSC Securities Corporation, and Capitol Wealth Management. In addition to his advisory work, he operates Fidel Carreon Accounting Services, providing tax preparation and planning. 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, model portfolios, third-party asset management, and institutional platforms.