Jacob Wood is a Series 66 licensed financial advisor with Edward Jones in Washington, DC, where he has worked since 2021. He has four years of industry experience, including prior roles at Splashtacular LLC and Water Technology Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Erin Turner is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with 17 years of industry experience. She worked at Goldman, Sachs & Co. for 10 years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Edward Railey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both non-discretionary and discretionary investment management options.

Parul Verma is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. She has been with Merrill and Bank of America since 2019, having previously worked at Commerce Bank and Capital One Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kate Mbonu is currently an Investment Solutions Representative III at Fidelity Investments, a role she has held since 2022. She partners with clients to understand their financial goals and helps build customized plans to meet their unique needs, emphasizing strong client relationships based on trust and reliability. Prior to this, she served as an Investment Consultant at Fidelity Investments from 2021 to 2022 and was a Financial Advisor at Cetera Investment Services LLC from 2019 to 2021. From 1998 to 2016, she was Branch Manager at Chevy Chase Bank LLC. Kate holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys cooking and baking, family activities, fitness, social events with friends, music, and singing.

Ryan Troxell is a financial advisor with LPL Financial in Rockville, MD, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, T. Rowe Price, and Fidelity Investments. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Barry Shapiro is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He co-founded the Sorkin Shapiro Unikel Group, overseeing a team of six professionals dedicated to serving the diverse financial goals of their clients. Barry began his career in financial services in 1996 and joined Merrill Lynch in 2008. He works primarily with corporate retirement plans and high-net-worth families to enhance their financial well-being. Barry specializes in a range of services including retirement income planning strategies, wealth transfer, insurance services, and philanthropic strategies. As a Retirement Benefits Consultant, he is part of an elite group of advisors qualified to address complex retirement investing challenges, assisting corporations with retirement plan enhancement, needs assessments, investment analysis, menu selection, and employee education. He holds a bachelor's degree in business from the University of Maryland College Park and holds the Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE) designations. Barry emphasizes personal service and objective advice, aiming to build enduring relationships with clients through disciplined investment management and comprehensive financial guidance.

Donald Glab is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 39 years of industry experience. His prior roles include positions at UBS Financial Services and Citigroup Global Markets. Outside of his advisory work, he is involved with Evergreen Christian School’s finance committee and his spouse owns a retail household store called The Family Room. 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 utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its offerings.

Jason Martin is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Prior to this, he was employed at UBS Financial Services for one year. Outside of his advisory work, he volunteers with the CFA Institute by reviewing examination content and assisting with standards and grading. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning approach involves structured discovery conversations and advanced modeling tools, focusing on advisory support without individual security recommendations as part of standalone planning.

Seena Ghavami is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client's unique goals, risk tolerance, time horizon, and liquidity needs. Seena employs a goals-based wealth management process aimed at fostering collaborative client relationships characterized by transparency and purpose. With expertise in utilizing global resources and innovative web technology, Seena helps families pursue financial lifestyles that align with their long-term objectives. He provides personalized advice and access to specialized investment services, ensuring clients receive service designed to meet their specific needs. Seena holds a Bachelor's Degree from George Mason University and is a Personal Investment Advisor (PIA). He is fluent in English and Persian.

Stephen Hlibok is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in 1987, he has concentrated on developing wealth management strategies tailored to individual client needs. Stephen’s expertise encompasses services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, socially responsible and values-based investing, special needs planning strategies, and retirement income. A key focus of his practice is serving deaf investors, offering direct communication in American Sign Language without third-party interpretation to ensure clear understanding of opportunities, risk tolerance, and investment tax efficiency. Stephen holds a Master’s degree in Vocational Rehabilitation from New York University and a Bachelor’s degree in Business Administration from Gallaudet University. He has earned the Personal Investment Advisor (PIA) designation and is affiliated with the National Association of the Deaf and the Gallaudet University Alumni Association. His work advancing financial services for the deaf community has received national media coverage. Outside of his professional role, Stephen is involved with the United States Deaf Ski and Snowboard Association and enjoys outdoor activities such as skiing, biking, hiking, boating, fishing, genealogy, and traveling.

Molly Shaughnessy is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals, families, and businesses to help build, preserve, and manage wealth through personalized financial strategies. Her expertise includes investment planning, retirement solutions, and risk management, focusing on long-term client relationships based on trust and transparency. She leverages the global resources of Bank of America and Merrill to provide tailored financial guidance aligned with each client's goals and values. Molly holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her Bachelor's degree from Saint John's University and is a member of the St. John's University Alumni association. Her client focus areas include personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Molly enjoys golfing, painting, pickleball, and yoga.

Dominic Lo Piccolo 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 Smith Barney LLC since 2017, with a break during which he served on the investment committee of the Zeta Psi Educational Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools.

Kwaku Dompere is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with offerings that include discretionary portfolio management and fund advisory. The firm employs a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies and long-term asset allocation benchmarks.

Katherine Clark is a financial advisor at RBC Capital Markets with 48 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at City National Bank. Clark has served on the boards of The Excel Institute, a training program for underprivileged young adults, and the National Park Trust, a nonprofit focused on land acquisitions near U.S. national parks and children’s educational programs. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning through a variety of advisory programs, leveraging both in-house and third-party investment managers.

Kurt Schwartz is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Schwartz serves as an arbitrator for both the National Association of Securities Dealers and the National Futures Association and holds minority management roles in family investment entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory services to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Casey Coffman is a financial advisor with UBS Financial Services, holding the Series 66 designation and eight years of industry experience. Prior to joining UBS in 2024, he worked at Morgan Stanley for seven years, as well as at PenFed Credit Union and Energy Federal Credit Union. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research to tailor investment strategies.

Deandre Cammarata serves as a Resident Director and Wealth Management Advisor at Merrill Lynch. Since joining Merrill Lynch Wealth Management in 2011 after earning his bachelor's degree from Miami University in Oxford, Ohio, Deandre has focused on providing concierge-level wealth management services. He works closely with clients and their families, overseeing and coordinating financial affairs to simplify their financial lives while collaborating with a team of professionals on estate planning, banking, home financing, securities lending, and other financial matters. Deandre specializes in corporate executive services, executive and equity compensation, family wealth management, international wealth management, liquidity management, portfolio management, sports and entertainment, and tax minimization. His expertise has been recognized with inclusion on Forbes' "America's Top Next-Generation Wealth Advisors Best-in-State" and "Best-in-State Wealth Advisors" lists in 2025. He holds professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Sports & Entertainment (SE), and maintains an active role within the community through involvement with organizations such as Project C.U.R.E. and Ronan's Reel. Residing in Chicago's North Shore with his wife and son, Deandre enjoys playing tennis, traveling, and following soccer, specifically supporting Manchester United. He dedicates time outside of work as a board member of Ronan's Reel, an organization focused on addiction recovery. His commitment to delivering personalized, attentive service underpins his role at The Murphy Group, where he aims to provide the best value to his clients.

Fredric Walls II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018 and previously at SunTrust Bank from 2011 to 2018. He serves as a board member of the Williams-Franklin Foundation, where he is involved in scholarships, career counseling, and mentorship for HBCU students. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments, supported by a centralized due diligence process and broader derivatives and commodities capabilities.

Michelle Owens is a financial advisor with Ameriprise in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, Owens serves on the Board of Directors for a nonprofit community development corporation in Washington, DC, and is Treasurer for Utility Advisory, Inc. She also oversees the investment advisor and portfolio for the United Religions Initiative. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research-driven modeling and tax-efficiency analysis to support client income strategies, while emphasizing the use of Ameriprise-managed accounts and affiliated investment products.