Brian Bink is a Financial Consultant at Fidelity Investments, where he works with clients to develop customized financial plans tailored to their specific objectives. He emphasizes building strong, collaborative relationships with clients and adapting strategies as their needs evolve. Prior to joining Fidelity Investments in 2024, Brian held the position of Manager at Bain & Company from 2021 to 2024. He also served as an Investment Advisor for the Yale Advisory Committee on Investor Responsibility between 2018 and 2020. Outside of his professional work, Brian engages in activities such as cars, family activities, outdoor adventures, pets, traveling, and volunteering.

Nicole Borger is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC before joining J.P. Morgan in 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Kylie Jenkins is a CFA® charterholder and financial advisor with J.P. Morgan Securities, based in Washington, DC. She has six years of experience with JPMorgan Chase and its affiliated entities, including roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Prior to her current position, she held various roles at the University of Richmond. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a comprehensive range of investment services.

Elisebeth Driscoll is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. Prior to that, she has held a long-term role at Bank of America. She is also an owner of a family investment business. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Adam Entin is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has also worked at Wells Fargo Bank, NA since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Benjamin Eisemann is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Timothy Vessell is a CFP® with 29 years of industry experience, currently serving at LPL Financial since 2009. He holds Series 63 and Series 65 licenses and operates out of Woodbridge, VA. In addition to his advisory role, he is involved in insurance brokerage, including sales of term life, universal life, LTC insurance, disability insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with a variety of model portfolios and research resources.

Erkan Hajric is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2020 after accumulating 11 years of experience in the financial services industry. Erkan focuses on developing tailored strategies to assist a select group of high-net-worth individuals, their families, and businesses in pursuing both short- and long-term financial goals. His approach involves leveraging Merrill's investment insights and the banking services of Bank of America, collaborating closely with clients' other trusted advisors. Erkan's expertise spans corporate executive services, divorce transition planning, legacy planning, managing new wealth, and personal retirement planning. He emphasizes a consultative and collaborative method, prioritizing understanding each client's financial situation, preferences, and objectives to design strategies aimed at income and growth. He holds a Bachelor's degree from George Mason University, where he majored in Integrative Studies, and maintains several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Born and raised in the Northern Virginia Metro Area, Erkan enjoys spending time with family and participating in various sports such as basketball, soccer, football, golfing, kickball, and dodgeball through adult leagues in Northern Virginia and the District of Columbia. He is married and has two pets.

Samah Adem is a financial advisor at Wells Fargo Clearing with two years of industry experience. Prior to joining Wells Fargo, Samah worked at HSBC Securities and HSBC Bank, and has also been employed with Uber, where they continue to work as a driver. Samah is a part owner of a childcare business that is not yet operational. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Chelsi Dildine is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2017, she worked for the Department of State for seven years. She serves as Community Service Chair for the Arlington Rotary Club, organizing events and service projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Stephen Stewart is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for 25 years and has been affiliated with Sagemark Consulting since 2000. Osaic serves a diverse range of retail and institutional clients through a large network of advisers and multiple platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Jack Lvovsky is a financial advisor with Merrill based in Washington, DC. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Merrill Lynch, Trustar Bank, and employment at Penn State University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Garrett Mc Auliffe is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 designation and two years of industry experience. His background includes roles at JPMorgan Chase Bank and positions at Georgetown University, Alteryx Inc, Turnto Networks, and Automatic Data Processing (ADP). 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 applying an ESG eligibility framework in its investment recommendations.

Samantha Millick is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Cetera and affiliated firms since 2023 and previously held roles at The Vanguard Group and Amazon. Millick also serves as a Client Service Associate with Egan, Berger and Weiner LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including both discretionary and non-discretionary services.

Richard Haye is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in McLean, VA. He has 19 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory work, he has worked as a theatrical stagehand and as a rideshare driver for Uber and Lyft. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Kaitlyn Powell is a financial advisor with Robert Baird & Co. She holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Baird in 2024, she worked for Financial Engines Advisors L.L.C. from 2020 to 2024 and Wegmans Food Markets from 2015 to 2020. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and advisory strategies supported by internal research and tools, managing approximately $394 billion in regulatory assets as of December 2025.

Mitchell Hailey is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, and serves clients through both direct and corporate financial planning agreements.

Anthony Westerfield is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among investment choices.

Carlos Velasco II is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 credential and previously worked at Capital One Bank and SunTrust Bank. Outside of his advisory role, he is a general partner and managing member of Brasileirei, a limited liability company involved in inventory management and finance. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Patrick Huge is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, he was employed at Bank of America, N.A. from 2010 to 2020 and Merrill from 1997 to 2020. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and models.