Tommie Roberson III is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America since 2016. Outside of finance, he manages the wait and kitchen staff at Bobby McKeys Dueling Piano Bar, a business he has been involved with since 2012. 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 institutional investors.

Jordan Ibrahimi is a financial advisor at Fidelity with a Series 66 designation and one year of experience. Prior to joining Fidelity, he worked at Riptydz and Gentlemen Jim's Restaurant and attended Coastal Carolina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

David Voorhees is a Series 66 registered advisor with 15 years of industry experience. He is currently with LPL Financial, where he has worked since 2024. His prior experience includes roles at Grove Point Investments and Grove Point Advisors, as well as earlier positions at H. Beck, Inc. and Ameriprise. Voorhees also co-owned and operated Mintwood Place Restaurant from 2015 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, model portfolio programs, third-party asset management, and retirement advice to individuals, institutions, and plan participants. The firm supports its extensive network of over 22,800 advisors through a range of advisory and non-advisory financial services and leverages various operational and research tools to assist investment adviser representatives.

Christine Nawrot is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than many large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Vanessa Echeverria is a CFP® professional with nine years of experience in the financial services industry. She is currently with LPL Enterprise and previously worked at Ameriprise Financial LLC and Stoneford Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various non-securities products and services through affiliated entities.

Jennifer Smith is a CFP® with nine years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior roles include positions at UBS Financial Services and Convergent Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutional clients through a large network of investment adviser representatives. The firm offers a range of solutions, including financial planning, model portfolio programs, and institutional platforms, supporting both discretionary and non-discretionary investment strategies.

William Frogale is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2013, initially serving as an Investments Representative before his current role. Prior to joining Fidelity, he worked as a Financial Planner at PRUCO Securities, LLC from 2010 to 2013, a Financial Advisor at VALIC Financial Advisors, Inc from 2006 to 2009, and as a Registered Marketing Associate at Citigroup Global Markets Inc from 2005 to 2006. With over 20 years of experience in financial services, William has worked with a diverse range of investors and client families. He focuses on wealth planning and helping clients work toward their financial goals. He holds a California Insurance License.

Joyce Amadi is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent one year at Bank of America. Morgan Stanley Wealth Management is an 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 employs structured planning tools and investment models developed by its Global Investment Committee.

Paul Arbo is a financial advisor with Cambridge Investment Research Advisors in Great Falls, VA, holding the ChFC® designation and Series 63 and 66 licenses. He has 45 years of industry experience, including prior roles at Four Points Capital Partners LLC, MHA Financial Corp., and Financial Brokerage Services, Inc., where he serves as president and independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a range of portfolio management and model-based solutions.

Gordon Stier is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Stier serves as Vice President of the University of Bridgeport Alumni Association board. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Kate Okusa is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. She previously worked at FSC Securities Corp for seven years before joining Osaic in 2023. In addition to her advisory role, she is a licensed life insurance broker who provides life insurance solutions to clients as part of comprehensive financial planning. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated portfolio rebalancing across various investment types, supported by multiple third-party platforms and complex corporate structures.

Alexander Neishell is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Herc Rentals and Temp Power Generator Rental. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Ross Hamilton is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes positions at The Miner Group and Steward Partners Investment Advisory, LLC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Eugene Suk is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 designations and has held positions at Morgan Stanley and Morgan Stanley Private Bank since 2009 before joining UBS in 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with proprietary research to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Bratati Mukherjee is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Maryland Financial Group, PNC Investments, M&T Securities, Banc of America Investment Services, and Truist Investment Services. 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.

Samuel Winkler is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Thrivent, he served in the United States Army for 24 years. Outside of his advisory role, he owns a business that produces custom patriotic apparel for military organizations and occasionally works as a food delivery driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers planning on a range of topics and allows clients to combine planning with managed accounts under a consolidated billing option while keeping the services separate.

Levi Brandriss is a financial advisor with Ameriprise in Bethesda, MD, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Brandriss serves on the board of directors for Upcounty Community Resources and acts as a FINRA arbitrator. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Camden Butler is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior professional background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Northwestern Mutual Insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s approach emphasizes model-driven investment implementation, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.

Lisa Hammond is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015 and 2016, respectively. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers its services through both direct engagements and Corporate Financial Planning agreements.

Ilene Brostrom is a CFP® with 28 years of industry experience, currently affiliated with Ameriprise where she has worked since 2005. She holds Series 63 and 65 licenses and is based in Bethesda, MD. Outside of her advisory role, she serves on the Board of Directors for Capital Speakers Club and is involved in managing office space and staff operations through related business entities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides detailed retirement planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.