Aaron Scissors is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022 and Morgan Stanley Smith Barney LLC since 2021. Prior to his advisory roles, he was employed at the University of Maryland from 2012 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Scott Sweitzer is a financial advisor at LPL Financial with a Series 65 credential and experience in financial services since 2013. Prior to joining LPL Financial in 2026, he worked at Prime Settlement, Inc. for nine years and has operated Scott T. Sweitzer Esq. PC since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Celina Abouzeid is a financial advisor at Merrill with 18 years of experience at the firm and holds a Series 66 designation. She is based in Columbia, MD. Merrill, in conjunction 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, pensions, profit-sharing plans, corporations, and charitable organizations.

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.

Tambria Thacker is a financial advisor with Primerica Advisors in Gaithersburg, MD, holding Series 65 and Series 63 licenses and 13 years of industry experience. She has worked at Primerica Financial Services since 2011 and PFS Investments Inc. since 2013. Outside of advisory work, she operates a business affiliated with Primerica and works as an Uber driver. Primerica Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-driven strategies and discretionary management, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Asagai Brevil is a financial advisor at Merrill with a Series 66 designation and five years of experience at the firm. Prior to Merrill, he worked at Wells Fargo Bank for eight years. Brevil is a co-owner of two holding companies unrelated to investments. 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, pension plans, corporations, and charitable organizations.

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 at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Hanney also owns a majority interest in HANNEY GP, LLC, a business formed to sell a minority stake to 72 Growth Partners LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with planning engagements typically structured as discrete projects covering diverse areas such as retirement, education, and business-owner transition planning.

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 at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. His prior work includes roles in education and hospitality. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Erick Quiroz is a Financial Advisor at Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works closely with clients to understand their financial priorities and develop strategies to pursue their short-, mid-, and long-term goals. Erick provides guidance on a wide range of financial topics, including general investing, retirement planning, and saving for unexpected expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Erick's expertise lies in helping clients manage their finances amidst competing demands such as buying a home, funding education, eldercare, and healthcare planning. He collaborates with clients to define their financial goals and design portfolio strategies tailored to their needs, offering ongoing advice and adjusting plans as their situations evolve. He holds the designation of Personal Investment Advisor (PIA) and is proficient in English and Spanish. Erick earned his High School Diploma from Sherwood High School.

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.

Daniel Twomey is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client decision-making.

Patrick Kavanaugh is a Financial Advisor with Merrill Lynch Wealth Management. He brings over 20 years of experience in the financial industry, focusing on providing personalized wealth management strategies tailored to the unique financial goals of his clients. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Patrick holds a Bachelor's Degree from the University of Connecticut and a Master's Degree from the University of Denver. He has earned several professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His advisory approach centers on connecting all aspects of a client's financial life to prioritize and pursue the goals that matter most. In addition to his professional work, Patrick is involved in community service, aligning with the Merrill tradition of participation in the communities they serve. Outside of work, he enjoys biking, hiking, and reading.

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.