Nicole Dresner is a financial advisor with Merrill and holds a Series 66 credential. She has three years of industry experience, including roles at Bank of America and Merrill since 2023. Outside of her advisory work, Nicole is involved in community activities as a part-time instructor for children’s gymnastics and cheerleading. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

Stella Alaba is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for eight years before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics alongside a mix of brokerage and advisory solutions.

Katherine Mcsween is a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she provides integrated strategy, implementation, and service to a select group of clients nationwide. She works with a diverse clientele, including small-business owners, executives, and multi-generational families, with a particular sensitivity to the financial needs of women through all life stages. Katherine's expertise encompasses investment management, trust and estate planning services, credit and banking through Bank of America, retirement planning strategy, and philanthropy. As a Portfolio Manager, she manages personalized or defined strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She began her wealth management career in 2007 and holds the Personal Investment Advisor (PIA) designation. Katherine earned her Bachelor's Degree from James Madison University. Outside of work, she enjoys fitness and embraces it as a way of life, pursuing new adventures and physical challenges often with her family and friends. Her personal interests include cooking, interior decorating, reading, running, swimming, tennis, and writing.

Yonatan Ruffin is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America N.A., Kenmos Structural Engineering, Asham Trade & Industry PLC, and Unity 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Francis Hawkins IV is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and has been with Mass Mutual and its affiliates since 2025. Prior to entering the financial advisory field, he gained experience in various roles including at Earls Kitchen + Bar and Audio Visual Systems LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures financial planning as collaborative, ongoing relationships and offers specialized programs such as divorce planning and employer-sponsored planning.

Patrick Kamfolt is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Johnny Yun is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at UBS Financial Services and City National Bank. Yun serves on the boards of several nonprofit organizations, including the Central Union Mission, Bridges Global Mission, and Trinity Christian School. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and wealth management services to a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, integrating both in-house and third-party managers along with tax management and responsible investing options.

Jenny Lira is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2015, with a brief period of unemployment in 2020-2021. Based in Washington, DC, she is part of a large firm network. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning that includes structured discovery conversations and approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Patrick Robertson is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with AXA Advisors. Outside of advising, he is involved in presenting retirement planning seminars and provides group benefits through general agency appointments. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm employs a network of Investment Adviser Representatives and utilizes both firm-offered and third-party advisory models to tailor investment solutions to client needs.

Tyler Jones is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at various entities within the J.P. Morgan organization since 2018. Outside of his advisory role, he officiates high school and NCAA basketball games. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling and centralized due diligence, with a focus on ESG criteria and non-discretionary client decision-making.

Carlos Ruiz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at M&T Securities for eight years and has been associated with M&T Bank since 2000. Outside of his advisory role, he is involved in residential property ownership. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Sandra Guerrant is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to support its clients' financial goals.

Jeffrey Schweighoffer is a CFP® with 10 years of industry experience, currently serving at UBS Financial Services since 2015. He holds a Series 66 license and is based in Bethesda, MD. Outside of his advisory role, he works as an adjunct professor with the Financial Educators Network. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Edward Peabody is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. Prior to his current role, he held various positions including educational roles at The Potomac School and McLean High School, as well as involvement with youth soccer organizations. 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 offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and provides centralized custody, brokerage, and advisory services at scale.

Dywane Hall is a financial advisor with LPL Financial in Springfield, VA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with LPL Financial since 1985. Hall volunteers as a financial literacy presenter for college students at historically Black universities through the Society for Financial Development. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Patrick Long is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the CFA® designation as well as Series 65 and Series 66 licenses. Prior to joining Mass Mutual in 2026, he worked at Amazon for eleven years and at Emerson Investment Management LLC for five years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various specialized planning programs.

Mark Gillen is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside of his advisory work, he pursues oil painting and sells his artwork. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, relying on proprietary research, model-based asset allocations, and a broad platform of capital markets functions.

John Hasenberg is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. He leads an eight-person team serving a diverse clientele that includes dentists, business owners, and non-profit organizations. His areas of focus include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, and personal retirement planning. John holds multiple professional designations, including Chartered Retirement Planning Counselor™, Accredited Asset Management Specialist™, Certified Plan Fiduciary Advisor®, Personal Investment Advisor, and Retirement Benefits Consultant. He earned a bachelor's degree in journalism from Northwestern University. Prior to his career in financial services, John worked as a television reporter and producer specializing in business and political news. He is active in several business and civic organizations such as Leadership Greater Washington, where he was a member of the class of 2007, and the Avalon Foundation Board of Trustees. John has served on the boards of the Milton Jewish Day School (formerly JPDS) and the Network for Teaching Entrepreneurship, where he was a past chair, as well as Jubilee Housing and Levine Music. A native Washingtonian and graduate of DC Public Schools, John resides with his wife Kimberly and two labradoodles in Bethesda and St. Michaels, Maryland. His personal interests include boating, cooking, pickleball, traveling, and spending time with his two children, Ellie and Benny.

Thomas Natoli is a CFP® and ChFC® with 32 years of industry experience, currently serving with Equitable Advisors since 1999. Prior to Equitable Advisors, he was affiliated with AXA Advisors, LLC, where he worked for 21 years. He is also involved in an outside insurance brokerage business. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Michael Hartary is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate advanced modeling techniques.