John Robertson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining LPL Financial in 2025, he worked with Grove Point Investments and Securities Service Network, LLC, and has been involved with Safe Money Concepts LLC since 2011. He is also connected with Medallion Financial Strategies, a business entity focused on tax and investment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

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 financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Nestle Nespresso USA and Starbucks, Inc. 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 strategies for individuals, high-net-worth clients, and institutions.

Sean Ford is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior work experience at The Catholic University of America and JumpStart. Outside of finance, he was involved with Tazza Cafe from 2019 to 2022. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves a broad client base with discretionary and non-discretionary advisory services.

Thomas Palazzo is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds the CFP® and Series 66 credentials and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also owns and operates The Palazzo Company LLC, an investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, and integrates advisory services with various financial products and referral channels.

Brant Watson is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and use of AI-driven research methodologies.

William Price is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. Prior to this, he spent a decade at Spire Investment Partners and has operated his own CPA and CFP practice since 1981, providing tax preparation, tax planning, estate planning, and related services. Outside of his advisory work, he has a woodworking business selling wooden products and serves as treasurer and volunteer for Friends of Great Falls Tavern. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services delivered through a network of independent professionals, utilizing a range of portfolio management strategies, platform arrangements, and access to both proprietary and third-party investment models.

Joe Altschuler is a Financial Consultant currently working at Fidelity Investments since 2024. He assists individuals and families in creating financial plans that focus on their priorities, helping them make decisions to protect, grow, and manage their wealth while working toward their financial goals. Joe has experience in various roles within the financial industry. Prior to his current position, he served as a Relationship Manager at E*TRADE from Morgan Stanley in 2023, and as a Financial Consultant at E*TRADE from Morgan Stanley from 2021 to 2023. He also worked as a Financial Consultant at T. Rowe Price between 2019 and 2021, and as an Investment Consultant at Merrill Lynch from 2018 to 2019. Outside of his professional work, Joe enjoys attending concerts, participating in family activities, and engaging in sports such as football and golf. He also spends time on outdoor adventures and traveling.

Anne Marie Guevarra is a financial advisor at Merrill with a Series 66 credential and 15 years of experience at the firm. She has three years of industry experience overall. Outside of her advisory role, she serves as a board member for her condo association in Washington, D.C. 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 strategies for a range of client types including individuals, high-net-worth clients, and institutional investors.

Megan Kessler is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and in medical and veterinary clinics. She is involved with the DC Alumni Chapter for Fairfield University, participating in event planning for local alumni. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by offering a range of wrap fee advisory programs. The firm provides customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Eric Ashmont is a financial advisor with Edward Jones in North Bethesda, MD, holding CFP® and Series 66 credentials and eight years of industry experience. He has worked at Edward Jones since 2018, with prior experience at Lowes Home Improvement and in broadcasting with KFMA-FM / Arizona Lotus Broadcasting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Christopher Valle is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Olney, MD. He has been with Ameriprise and its related entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Mark Mueller is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and its affiliated investment management firm since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers retirement, tax, estate, business continuation, divorce, and special needs topics, with clients able to combine planning with managed-account services under a consolidated billing option.

Moni Engineer is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has prior work experience with Bank of America and Capital One Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristin Rodriguez is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. She has been with Cambridge Investment Research Advisors since 2013 and also serves as president of Andes Financial Group Inc. Additionally, Rodriguez volunteers as a speaker for the National Endowment for Financial Education. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies with both discretionary and non-discretionary investment options.

Winslow Hayward is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked previously at CUNA Brokerage Services, Inc., CUNA Mutual Group, and Axa Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios.

Paul Tronilo is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He brings a focused approach to supporting clients in achieving their financial goals by providing personalized, goals-based advice tailored to individual needs. His areas of expertise include legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. A native of New York, Paul holds a Bachelor's Degree from Queens College and has earned the Personal Investment Advisor (PIA) designation. He communicates fluently in English and Spanish, allowing him to serve a diverse client base effectively. His professional experience is informed by his own family's financial challenges, motivating him to establish a caring and dedicated team to assist clients and their families. Outside of his professional work, Paul is involved in community organizations such as Handcrafting Justice Inc. and the Leukemia & Lymphoma Society. He enjoys a variety of personal interests including basketball, biking, billiards, cooking, football, music, spending time with his family, table tennis, traveling, and watching movies.

Beau Vangilder is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and several other firms. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and Corporate Financial Planning agreements.