Scott Sweitzer is a financial advisor with LPL Financial in Bethesda, MD. He holds a Series 65 designation and has experience in legal and settlement services through prior roles at Prime Settlement, Inc. and his own law practice, Scott T. Sweitzer Esq. PC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory services, including financial planning and access to third-party asset management, supported by extensive operational tools and a wide network of investment adviser representatives.

Celina Abouzeid is a Series 66 licensed advisor with Merrill in Columbia, MD, where she has worked since 2008, totaling 18 years at the firm and 3 years as a financial advisor. She is a co-owner of a rental property with her husband. 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 for individuals, high-net-worth clients, and institutional investors.

Ana Cortez Molina is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses. She has experience working at Wells Fargo Bank and Advance Auto Parts, among other roles, with a total industry experience of less than one year. Molina has also been involved in work at Auroras Hair Design and the Pittsburg Institute of Aeronautics. 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.

William Barrett is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has worked with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and economic modeling in its financial planning process.

Samuel Emery is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and several medical device companies. LPL Enterprise, LLC serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions, offering investment advisory and brokerage services through a network of investment adviser representatives. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal research and third-party strategists, and it provides access to various financial planning and asset management solutions.

Adhanom Yohannes is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has extensive experience in the financial services industry, having previously worked as a Financial Advisor at Merrill Lynch in 2020, as a Senior Financial Consultant at TIAA from 2008 to 2020, as an Individual Consultant at TIAA from 2006 to 2008, and as a Financial Representative at First Investors from 2005 to 2006. He holds a California Insurance License, enabling him to provide comprehensive financial planning and insurance services to his clients. Adhanom focuses on creating personalized financial plans that align with his clients' priorities, utilizing resources at Fidelity to help grow and protect their assets while fostering long-term relationships based on trust and collaboration. Outside of his professional work, Adhanom enjoys family activities, fitness, outdoor adventures, parenthood, photography, and soccer.

Robert Boies is a financial advisor with Charles Schwab in Bethesda, MD, holding Series 63 and Series 66 licenses and four years of industry experience. His previous roles include positions at Charles Schwab Bank and the University of Maryland-Smith Business School. 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 discretionary separately managed accounts, offering clients multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Joseph Hanney is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior work includes eight years at Wells Fargo Clearing and a year at Quick & Reilly, Inc. He is also involved with HANNEY GP, LLC, a private entity engaged in investment-related activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized offerings such as business-owner transition and sports and entertainment planning. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, delivering planning engagements that are generally discrete and customized to client needs.

Elmer Garcia is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work history includes positions at Bank of America, Weis Markets, PetSmart, and Silver Diner. 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 for individuals, high-net-worth clients, and institutions.

Tyler Thomas is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has experience working in various roles including at Macky's Grill and in educational settings such as Salisbury University and AACPS. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of proprietary and third-party advisory models and investment options.

Daniel Slacter is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds a Series 66 credential and has been with RBC Capital Markets since 2008. Outside of his advisory work, he serves as an officer providing general oversight for I STREET NANNY SHARE, LLC, a nonprofit shared nanny service. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs and customizes investment strategies based on each client's risk profile using a mix of in-house and third-party managers.

Erick Quiroz is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. Erick provides guidance on general investing, retirement planning, and preparing for unexpected expenses. Additionally, he facilitates access to Bank of America specialists in areas such as banking, credit, home financing, and small business solutions. Erick's experience encompasses managing diverse financial needs, including saving for education, caring for elderly parents, and addressing healthcare requirements. He approaches financial advising by collaborating one-on-one with clients to define their goals and tailor portfolio strategies accordingly. He provides ongoing advice and adapts strategies as clients' situations evolve. He holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Sherwood High School. Erick is proficient in both English and Spanish.

Daniel Gomes is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in helping individuals, business owners, and entrepreneurs build, preserve, and grow their wealth through personalized financial strategies. Daniel's expertise encompasses areas such as corporate benefits, executive compensation, institutional investment consulting, portfolio management, and small business strategies. Daniel holds a bachelor's degree in Accounting from Universidad Católica Andrés Bello in Caracas, Venezuela, and an MBA from San Francisco State University. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and also holds designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional background includes roles at Morgan Stanley, KPMG, and leadership positions in private companies, providing him with a comprehensive perspective on financial planning and management. Active in the community, Daniel serves on the Board of Directors of the Greater Washington Hispanic Chamber of Commerce and has been involved with the National Association of Hispanic Real Estate Professionals (NAHREP) in the Washington, DC area. He volunteers with organizations including Catholic Charities USA and the Knights of Columbus. Daniel resides in Rockville, Maryland, with his wife and three daughters, and speaks Spanish, Portuguese, and English.

Bobby Harris is a financial advisor at Ameriprise with 25 years of industry experience and holds a Series 66 designation. He has been with Ameriprise in various capacities since 2009. Outside of his advisory work, he is involved in several business ventures including co-ownership in retail ice cream establishments and participation in a film-related company, as well as contributing to The Art of Living Foundation, which offers yoga and meditation programs. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It provides a specialized Premier Retirement Income service that delivers tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Grubb is a Series 66-licensed financial advisor with Morgan Stanley, based in Bethesda, MD, and has 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through both direct engagements and corporate agreements.

Patrick Kavanaugh is a financial advisor with Merrill in North Bethesda, MD. He holds a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, he held roles at institutions including The Catholic University of America and the Colorado School of Mines Foundation. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Sims is a Vice President and Financial Consultant at Fidelity Investments. He collaborates with high net worth clients to prioritize relationship-building and comprehensive planning, utilizing Fidelity's resources, technology, tools, and specialists to support clients' financial goals. Kevin's career at Fidelity Investments began in 2015, progressing through roles such as Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current position. Prior to joining Fidelity, he worked as an Account Representative at State Farm Insurance & Financial Services. Outside of his professional work, Kevin has interests in fitness, golf, and outdoor adventures.

Marie Joy Lomibao is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Wells Fargo Advisors in 2016. Outside of her advisory role, she is fully involved in 72JOYS LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with various financial product sales and referral channels.

Ethan Wittner is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has prior experience at PRUCO Securities, LLC. Outside of advisory work, he has been involved with Rite Way Valet since 2021. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors and institutional clients. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Ryan Tillery is a financial advisor with LPL Financial in Rockville, MD, holding the Series 66 designation and has three years of industry experience. He has previously worked with Private Advisor Group and Global Advisor Group and has a background that includes graduate and undergraduate education. Tillery provides administrative support to independent investment advisory firms in addition to his advisory role. 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 broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.