Adam Proger is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 21 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Raymond James in 2019. Outside of his advisory role, he serves as Treasurer and Board Member of the Jewish Foundation for Group Homes, where he is also part of the Finance and Investment Committee. Raymond James & Associates 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, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and municipal advisory services.

Hayley Davis is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients, providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Jaclyn Bellini is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at UBS and Segal Waters Consulting. She has held multiple roles in academia and consulting early in her career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm‑approved planning tools and modeling techniques.

Laura Torres is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2005. Outside of her advisory role, she is involved part-time with BroCo Vending Ltd, a corporation that sells concert merchandise. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Duane Rollins is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Capital One, Seed Spot, and 18F. Outside of his advisory work, he is a co-producer involved in fundraising for theater, film, and TV productions through Score 3 Partners. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative, annual financial planning engagements using firm-approved software tools, with implementation of recommendations requiring separate arrangements.

Michael Brodnik is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Securities Company, LLC, Bank of America, N.A., and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Olivia Carson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, Merrill Lynch Wealth Management, and NewDay USA, among other roles. 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.

Brian Cruz is a financial advisor with Merrill in Washington, DC, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2022, he worked in academic roles at George Mason University and Northern Virginia Community College. Outside of finance, he has been employed as a waiter at Chuy's Restaurants for over seven years. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Ryan Shuler is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked at Bank of America and Merrill Lynch before joining UBS in 2022. He serves as an advisory board member for Make-A-Wish® Mid-Atlantic, a nonprofit organization focused on granting wishes to children with life-threatening medical conditions. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering a range of products including fee-based financial planning, discretionary portfolio management, and alternative investments.

Stephen Brady is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 licenses and 47 years of industry experience. He worked at Deutsche Bank Securities Inc. for 15 years prior to joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research and analytics with diversification principles and modern portfolio theory in its investment approach.

Kara Fransted is a Series 66-credentialed financial advisor with LPL Financial, based in Bethesda, MD, and has 8 years of industry experience. She has been with LPL Financial and its affiliated KMH Financial Services, LLC since 2015. Outside of advising, she owns a bakery in Rockville, MD, and conducts talks on leadership and productivity skills linked to her military background through Fransted Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Andrew Paulson is a financial advisor with Ameriprise in Washington, DC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, Paulson serves on the Board of Directors for Capitol Hill Little League. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security claiming options.

Justin Dean is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2006. He has 19 years of industry experience. Outside of his advisory role, he is involved in financial education for federal employees through the National Institute of Transition Planning and participates in his church’s parish choir and investment committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a nationwide network of over 23,700 advisors.

James Molloy IV is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at R&R Mechanical Inc. and multiple positions related to education and sports camps. 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 tailored financial planning supported by firm-approved tools and modeling techniques.

Gregory Wagner is a CFP® and ChFC® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He is involved in teaching retirement planning through the National Institution of Transition Planning, working with government agencies to assist federal employees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs, investment strategies, and affiliated financial services with approximately $1.01 trillion in assets under management.

Susan Dove is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at KS Admissions Strategies LLC and the University of Virginia School of Law. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, customized asset allocation advice, investment manager searches, and performance reporting. The firm combines quantitative and qualitative research supported by a centralized due diligence process and incorporates ESG eligibility frameworks in its recommendations.

Lance Slaughter is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 1995 to 2005. He serves on the finance and investment committees at Hood College, overseeing budgeting, financial data review, and adherence to investment policies. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bridget O'Carroll is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. Her prior roles include positions at The Meakem Group, Folger Nolan Fleming Douglas Inc., and Capital Village Public Charter School. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs, with a noted affiliation supporting municipal and public-finance work.

Rodney Gillespie is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Charles Schwab Bank since 2023 and Charles Schwab and Co., Inc. since 2022, with prior experience at TD Ameritrade from 2013 to 2022. 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 combined advisory and brokerage platform with both non‑discretionary and discretionary investment options, supported by centralized operations and a formal process for alternative investments.

Morris Clarke is a financial advisor at Merrill with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Bank of America, JPMorgan Chase, and Barclays Capital. Clarke serves on the Howard University School of Business Advisory Board and is an owner of Atwell Clarke Collective LLC, a single asset holding company for a piece of art. 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.