Alistair Faghani is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Equinox, Spotluck, Capital Teas, and the University of Maryland, College Park. Outside of his advisory role, he instructs kendo, a martial art, to children and adults on a part-time basis. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

John Randall is a financial advisor at UBS Financial Services in Washington, DC, holding a Series 66 designation. He began his career in the financial services industry in 2025 and has experience in various non-financial roles, including positions at Valet Living, Bowa Construction, and entrepreneurial ventures such as Party Bounce House Rentals of Knoxville and Inferno Pizzeria. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Silvia Henric is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In her role, she focuses on delivering an outstanding experience for clients by assisting them in making well-informed financial decisions. She utilizes the resources and technology provided by Fidelity to support her clients' financial planning needs. Outside of her professional work, Silvia has personal interests that include soccer, swimming, and traveling.

Lanie Nikes is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Charles Schwab in Bethesda, MD. Her prior work includes roles at Mercer Global Advisors Inc. and McLaughlin Ryder Investments, Inc. She has previously operated her own advisory business, Nikes Advisory. Charles Schwab serves a large client base predominantly composed of high- and ultra-high-net-worth individuals, offering wealth advisory services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advice with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by its Center for Financial Research.

Ellie Yazdeli is a financial advisor with Wells Fargo Clearing in Arlington, VA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo, she held roles at Santander Securities and Santander Bank, as well as several positions at The Home Depot. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Joseph Miro is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee of a family trust. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and serves a broad client base through brokerage and advisory solutions.

Patrick Boehk is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. His prior roles include positions within JPMorgan Chase Bank, N.A., as well as leadership roles at HBGT LLC and HBLH LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.

Adam Brinkley is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2024. Outside of his advisory role, he serves as power of attorney for his mother through a family trust arrangement. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm employs structured planning tools and investment models to assist clients and manages approximately $2.74 trillion in client assets.

Anthony Perrino is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to his advisory role, he was employed at Georgetown University for four years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and broad investment resources.

Jordan Kraus is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at LPL Financial in Rockville, MD. He has worked at LPL Financial since 2007 and previously held positions at Stratos Wealth Partners, Ltd and Uvest Financial Services Group, Inc. Outside of his advisory role, Kraus is involved with MedicarePhD, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, supported by extensive advisor tools and a broad platform that includes institutional and retirement-focused services.

Nathaniel Massey Jr. is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related entities since 2005. Massey serves on the Board of Directors for the Ingleside Foundation and several affiliated organizations. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team in partnership with its financial advisors and integrates algorithmic tools alongside human review.

Charles Lewandowski is a financial advisor with LPL Financial, holding CFP® and ChFC® designations, and has 46 years of industry experience. He previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Principal Financial Services. Outside of his advisory role, he is a business owner of Artisan Movers, Inc. 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, utilizing various investment strategies and technology tools to support advisors.

Marilyn Mc Kinnon is a financial advisor at Morgan Stanley with 26 years of industry experience. She previously worked at Citigroup Global Markets and City National Securities before joining Morgan Stanley Smith Barney LLC in 2025. Mc Kinnon holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Christie Tran is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at the Applied Research Laboratory for Intelligence and Security and was involved with University of Maryland Athletics and the university itself for three years. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jasmine Isreal is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for eight years before joining Morgan Stanley in 2024. Based in Washington, DC, she currently serves clients through Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support its advisory services.

Lara Kien is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Jimmy Lourenco is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He is dedicated to providing clients with an exceptional experience and assisting them in making confident financial decisions by leveraging the insight, resources, and technology offered by Fidelity. Jimmy's professional experience includes roles such as Investment Consultant at Fidelity Investments from 2023 to 2024, Managing Director at BlueRook from 2022 to 2023, Wealth Management Advisor at MassMutual from 2022 to 2023, Financial Advisor at Morgan Stanley from 2018 to 2021, and Vice President Financial Advisor at Capital One Investing from 2014 to 2018. Outside of his professional career, Jimmy enjoys beach activities, family time, sailing, soccer, surfing, and traveling.

Tyghe Carstens is a Financial Consultant at Fidelity, a role he has held since 2025. In this position, he works with individuals and families to help them navigate their financial lives in a holistic manner, assisting them in planning for futures that align with their goals. He utilizes interactive software and Fidelity's robust offerings to help clients clarify their priorities and act with confidence. Prior to joining Fidelity, Carstens gained experience as a Financial Advisor at CW Advisors from 2024 to 2025, a Financial Planning Specialist at Citibank from 2022 to 2024, and as a Private Client Advisor at BMO from 2019 to 2022. His professional experience includes working domestically and abroad, exposing him to a wide array of clients and financial strategies. Outside of his professional work, Carstens has interests in family activities, outdoor adventures, scuba diving, tennis, traveling, and writing.

Eric Rosner is a financial advisor at UBS Financial Services in Washington, DC, holding a Series 66 designation with 22 years of industry experience. He worked at Kaplan Financial Group from 2004 to 2017 before joining UBS in 2017. UBS Financial Services offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with personalized wealth management solutions. The firm provides a range of services including fee-based financial planning, portfolio management, and access to proprietary research and capital markets products.

Jeffrey Sheats is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2013, previously serving as a Financial Consultant. His career in financial advising spans over three decades, beginning in 1985 at Merrill Lynch. He has held various roles including Financial Advisor positions at First Montauk Securities, H&R Block Financial, Lincoln Financial, and UVest, as well as Branch Manager at H&R Block Financial from 1997 to 2008. Throughout his career, Jeffrey has developed extensive experience in financial planning and consulting. He applies his long-term industry knowledge to assist clients with important financial decisions and help them execute their financial visions.