Janet Otersen is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Jeffrey Corvin is a financial advisor with Charles Schwab based in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSb since 2017. Outside of finance, he creates and sells mixed media art and photography through Dane Fine Art.com and works as a florist sales processor and rideshare driver. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options. The firm provides integrated advisory, brokerage, custody, and financial planning services supported by strategic asset allocation models and a centralized operational structure.

Theodore Hart is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and its affiliates since 1997, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Prior to this, he spent two years at Citigroup Global Markets. 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 a structured financial planning approach supported by firm-approved tools and modeling techniques.

Shannon O'Sullivan is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses with eight years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she has performed with the American Ballet Theater as an independent contractor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs for individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Matthew Miller is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles and employs both in-house and third-party investment managers to implement portfolio strategies.

Catherine Landon is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and having 35 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she serves as Secretary of K4 Enterprises Inc., assisting with company administration. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to estate planning and corporate financial planning agreements.

Walter Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and Prudential Equity Group. Outside of advisory work, he co-operates a family farm in partnership with his spouse. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and also offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nicole Floyd is a financial advisor with Equitable Advisors in Washington, DC, holding a Series 66 designation and six years of industry experience. She previously worked at Bank of America, Merrill, and Wells Fargo Bank. Floyd serves as the board treasurer for Soles for Souls, a community organization supporting women who have experienced pregnancy loss due to miscarriage. Equitable Advisors provides financial planning, retirement consulting, and asset-management programs to individuals, institutions, and charitable organizations. The firm offers a range of advisory models through a network of Investment Adviser Representatives, utilizing third-party asset managers and sponsored advisory programs.

John Rohe III is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. He has worked at Equitable Advisors since 2014 and was previously with Axa Advisors LLC. He also operates under the DBA Phoenix Private Wealth. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party advisory models and programs to tailor solutions for clients.

Silvia Stazio is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with LPL Financial since 2024. She previously worked for 25 years at Lincoln Financial Advisors. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeffrey Laborde is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2010. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and state and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, employing a range of portfolio management styles and municipal advisory services.

James Brockett II is a Series 66-registered financial advisor at Wells Fargo Advisors with nine years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he owns Brockett Capital LLC, an investment-related business based in Silver Spring, MD. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

Angela Peterson is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Bank of America and Merrill. Peterson serves on the Finance Committee of the Congressional School, providing financial oversight to support the school's long-term sustainability. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor strategies to clients’ goals and risk tolerances.

Uka Saran is currently a Planning Consultant at Fidelity Investments, a role held since 2022. In this position, Uka focuses on simplifying financial planning and developing personalized strategies that align with clients' goals using Fidelity's tools and resources. Uka has been in the financial services industry since 2014, beginning as a Client Services Specialist at TD Ameritrade. Over the years, Uka advanced through roles including Business Development Specialist, Financial Consultant, and Senior Financial Consultant at TD Ameritrade before joining Fidelity Investments. Specific details regarding Uka's education, credentials, personal interests, or community involvement were not provided.

Patrick Langevin is a Series 66-licensed financial advisor with Morgan Stanley in Bethesda, MD, and has four years of industry experience. He previously worked at UBS Financial Services and has been with Morgan Stanley since 2023. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers financial plans both directly and through employer partnerships.

Stefan Nicholas is a financial advisor at Merrill with 13 years of industry experience and a Series 66 credential. He has worked at Merrill since 2017 and previously spent one year at Wells Fargo Clearing. Outside of his advisory role, he serves as an advisory board member for the Community Foundation for Montgomery County, a charitable organization. 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 various institutional entities.

Aiden Mowry is a financial advisor with Primerica Advisors holding Series 63 and Series 65 designations. He has been with Primerica and its affiliate PFS Investments Inc. since 2026. Outside of finance, he is involved with The Healing and Wellness Center, where he has participated for five years. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and operates at a large scale with approximately 3,964 advisors and $15.5 billion in assets under management.

Steven Ganan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. His previous roles include positions at RBC Capital Markets, UBS Financial Services, BB&T Investment Services, Harrisdirect, and Truist Investment Services. 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 provides both brokerage and advisory solutions backed by research and analytics from Wells Fargo Investment Institute.

Xander Bauguess is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of industry experience. His background includes roles at Tri-M Group LLC, Wagner College, Hofstra University, and several entrepreneurial ventures such as an auto detailing business and a fishing charter. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party sponsors.

Kevin Brewer is a financial advisor with RBC Capital Markets in Washington, DC, holding a Series 66 credential and two years of industry experience. Prior to joining RBC Capital Markets in 2022, he worked at the Department of Defense from 2020 to 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a blend of in-house and third-party investment managers.