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.

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.

Thomas Palazzo is a CFP® professional with 21 years of industry experience. He has worked at Wells Fargo Advisors since 2022 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 17 years, as well as Ameriprise for six years. Palazzo also owns a financial advisory firm, The Palazzo Company LLC, based in Fairfax, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Brant Watson is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Morgan Stanley, and various Fidelity entities since 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a range of funds and ETFs.

Charles Fuller Jr. is a financial advisor with LPL Financial in Catonsville, MD, holding a Series 66 designation and bringing 20 years of industry experience. His prior firms include Raymond James Financial Services and SunTrust Advisory Services. Outside of his advisory work, he has a longstanding association with Uber spanning over a decade. 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 supported by technology tools and oversight of over $819 billion in discretionary assets.

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.

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.

Daniel Rooner is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked with Equitable Advisors since 2008, including its predecessor AXA Advisors LLC. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both in-house and third-party advisory models.

David Saffran is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at LPL Financial since 2019 and concurrently at M&T Securities since 2016, following prior experience at M&T Bank. 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Victoria Cucina is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, Bank of America, N.A., and PLC Hardware. 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, relying on research and analytics from Wells Fargo Investment Institute and third-party sources.

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.

Steven Deboy Jr. is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Janney Montgomery Scott. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports advisory programs through a large network of advisors.

Candida Sampson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her work history includes roles at Merrill and multiple dental-related organizations before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, applying proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Sonya Logan is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2023, she worked at Spire Investment Partners, TD Ameritrade, Scottrade, and Ameriprise. Outside of her advisory work, she has owned a candle making and sales business, Lydon's Creative Concepts, though it is currently inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Jeffrey Adams is a financial advisor at Merrill with 35 years of industry experience, including 32 years with Merrill since 1994. He holds Series 63 and Series 65 credentials. Outside of his advisory role, Adams is a co-owner of Adams Audiology, a medical audiology practice he operates with his wife. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gretchen Bolton is a financial advisor with Equitable Advisors in Bethesda, MD, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has worked at Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of her advisory role, she serves in leadership positions on several local community boards, including as secretary of the Old Georgetown Office Park Condominium Owners' Association and vice president of the Waterside Reserve Property Owners Association. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of investment models and third-party asset managers, providing services that span mutual funds, ETFs, separately managed accounts, and select alternative investments.

Charles Hanley IV is a financial advisor with Equitable Advisors holding a Series 66 certification and two years of industry experience. His prior work includes roles at Homeside Financial and The Conafay Group. Outside of advising, he is a partner in Hanley-Hanes LLC, involved in house flipping and managing investment activities related to that business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement consulting, and various asset management programs. The firm’s approach includes matching clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Sharon Peters is a financial advisor with LPL Financial in Silver Spring, MD, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at Avantax Insurance Services and Advance Financial Inc. Peters is involved in business activities related to tax and investment purposes through entities under her management. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individual and institutional clients. The firm offers a range of financial planning and asset management solutions, combining advisory services with extensive non-advisory financial offerings and support tools.

Benjamin James is a financial advisor at Ameriprise with 26 years of industry experience. He holds CFP® and Series 66 designations and has worked at Ameriprise since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.