Charles Burguieres is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. Outside of his advisory work, he is involved in property and casualty financial planning through Platinum Point Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, and access to third-party asset management, combining advisory programs with brokerage and insurance product sales through an integrated platform.

Yeena Liu is a financial advisor at Morgan Stanley with 24 years of industry experience. She has held positions at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Liu holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

William Koren Jr. is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds his Series 63 and Series 65 designations and has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Eric Robles is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His previous work includes roles at Bank of America, Georgetown Events Hospitality Group, and Arlington Public School, as well as entrepreneurial involvement with 1 Sparks Avenue LLC. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adriana Munoz is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo and Truist Bank. 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 its recommendations.

Joshua Schwartz is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2006 and Bank of America, N.A. since 2011. Schwartz serves as a power of attorney in fiduciary roles for family members. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anish Gupta is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to his advisory career, he worked at the University of Maryland College Park from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Brian Sander is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His previous roles include positions at Fidelity Investments, LPL Financial, and Hudson Valley Credit Union. Outside of financial services, he owns Shea Soleil, a business that produces and sells hand-made body butter products. Charles Schwab & Co., Inc. serves a large client base consisting mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services integrated with custody and brokerage functions.

Joseph Robinson is a financial advisor with Merrill in Reston, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2008 and with Bank of America since 2009. Merrill serves a diverse client base including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services, supported by extensive platform integration with Bank of America affiliates.

Stanley Chronowski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials, and has 28 years of industry experience. He previously worked at M&T Securities for 15 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Elizabeth Rahn is a financial advisor with Fidelity Investments in Bethesda, MD, holding the CFP® designation along with Series 66 and Series 63 licenses. She has 20 years of industry experience and has been with Fidelity since 2011. Outside of her advisory role, she co-consults on a skin care business with her husband and participates as a research subject in marketing studies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

William Pappert is a CFP® with 29 years of experience in the financial services industry. He is currently with Morgan Stanley, having previously worked at Bank of America and Merrill. Outside of his advisory role, he is the managing partner of Fourtunits LLC, an investment-related real estate and finance business based in Rockville, Maryland. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm offers diverse investment services alongside its extensive financial planning capabilities.

Riley Clark is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo firms since 2016, including a year at Wells Fargo Advisors LLC. 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.

Kelly Dimaggio is a financial advisor at UBS Financial Services with 13 years of industry experience and a Series 66 designation. She has been with UBS since 2012. In addition to her advisory role, she works as a Patient Care Technician III at Baltimore Washington Medical Center. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Mark Kramer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients, including executives, business owners, and families, to provide personalized financial advice and guidance tailored to their unique needs and goals. His approach emphasizes forming meaningful relationships that extend beyond investment transactions and supporting clients through various personal and financial milestones. Mark holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from Yeshiva University. Mark values understanding clients as both individuals and investors to develop financial strategies that align with their long-term objectives. In addition to his advisory role, Mark engages with the community by volunteering with local organizations, continuing the Merrill tradition of community participation.

William Fort is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2009. Fort serves on the board of the Mario St. George Foundation, which focuses on empowering youth through academics and athletics. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering tailored portfolio management and advisory programs through a variety of in-house and third-party investment managers.

Donald Dearie is a financial advisor with Wells Fargo Advisors based in Bethesda, MD, holding CFP® and Series 66 designations and bringing 15 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. He is also the owner of 3RD KNIGHT, LLC, an investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Nicolas Ulvert is a Series 66-licensed financial advisor with Morgan Stanley in Potomac, MD, where he has worked since 2015. He has 15 years of experience in the financial industry. Outside of his advisory role, he has been involved with DC Brau Brewing and provided local task outsourcing services through TaskRabbit. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment models.

Halida Sher is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, Truist Bank, and SunTrust Bank. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal and third-party managers.

Nic Altenburger is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He focuses on understanding clients' priorities and developing tailored investment strategies to support their financial goals. Prior to this role, he worked in Workplace Planning & Advice at Fidelity from 2013 to 2018 and in Brokerage & Trading from 2008 to 2013. Nic holds a California Insurance License, enabling him to provide comprehensive financial services to clients. His experience spans various aspects of investment planning and advice within Fidelity Investments. Outside of his professional work, Nic enjoys spending time at the beach, fishing, participating in social events with friends, hiking, engaging in parenthood activities, and playing soccer.