Edward Duffy Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining J.P. Morgan in 2023. In addition to his advisory role, he is employed by JPMorgan Bank, where he can offer bank products including deposit and credit services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Stephen Thomsen is a CFP®-certified financial advisor with 18 years of industry experience, currently with Stifel since 2018. He previously worked at Bank of America and Merrill, with overlapping tenures between 2009 and 2018. Outside of his advisory role, Thomsen serves on the Leadership Committee for the Mid-Atlantic Division of Autism Speaks and hosts an annual charity golf tournament fundraiser. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing forward-looking analyses and asset allocation guidance intended as a basis for client decisions.

Ryan Kelly is a financial advisor with Merrill in Washington, DC, holding a Series 66 designation and 20 years of industry experience. His work history includes tenures at Merrill and J.P. Morgan Securities. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Maria Naranjo is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016. Outside of her advisory role, she serves as a board member for the Charlotte Ballet, supporting its arts, education, and community engagement programs. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Olivia Eckstein is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has worked at UBS since 2020. Prior to her career in finance, she was employed by the Corporation for National and Community Service OIG and participated in the Better Make Room Campaign. She also operates a notary service through the Office of Notary Commissions and Authentications. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets services.

Carlos Talamante Romo is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, JPMORGAN Securities LLC, and Goldman Sachs. He serves on the boards of several nonprofit organizations focused on Latino communities and educational initiatives in the Washington, DC area. 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.

Terrance Mcgowan is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Goldman, Sachs & Co. from 2005 to 2017 before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including 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 planning process that incorporates advanced modeling tools.

Malik Waleed is a Financial Advisor at Merrill Lynch Wealth Management with a focus on tailoring investment strategies to meet the personal and professional financial goals of his clients. He specializes in family wealth management strategies, services for endowments, foundations, non-profits, personal retirement planning, and sports and entertainment sectors. His approach emphasizes building lasting relationships based on trust, transparency, and results. Mr. Waleed holds a Bachelor's Degree in Economics from the University of Maryland and has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Born and raised in the Washington DC Metro area, he brings deep knowledge of the region's financial landscape to his client work. He maintains active involvement in community initiatives by partnering with non-profit organizations to support their financial growth and impact. Outside of his advisory role, Mr. Waleed volunteers as a girls' basketball coach and trainer in the DMV area. He is a member of Kappa Alpha Psi Fraternity Incorporated. In his personal time, he enjoys reading, attending sporting events, playing tennis, and spending quality time with his fiancée and their daughter.

James Gray III is a financial advisor with Merrill in Washington, DC, holding a Series 66 credential and eight years of industry experience. He has worked with Merrill since 2017 and Bank of America since 2018. Outside of advising, Gray is involved in several business ventures, including ownership of multiple companies related to real estate holdings and rental properties. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and monitoring, tax-efficient investment capabilities, and integration with Bank of America’s broader banking and capital-markets platform.

Ronn Nuger is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds a Series 63 designation and has worked in various roles including insurance and accounting. Outside of his advisory work, he is also a musician, performing as a singer, entertainer, and dancer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary solutions supported by advanced analytical tools.

Carrie Stringfellow is a Series 66-licensed financial advisor with Morgan Stanley in Washington, DC, bringing 19 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2012. Outside of her advisory role, she is involved as a partner in a real estate venture and owns a private investment business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets and utilizing structured planning tools and modeling techniques as part of its process.

Casey Cooper is a financial advisor with Charles Schwab in Washington, DC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Charles Schwab, Cooper worked in various roles including at Future Medical Group and Great American Restaurants. Outside of advising, Cooper has bartended at events for the Irish Embassy. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with a distinctive operational structure and integrated custody and brokerage services.

Evan Downey is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets LLC since 2011. Outside of his advisory role, he serves on the board of directors for Athletes Serving Athletes, a charitable foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Natalie Meehan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has previously worked at Citibank and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Renzi is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Marguerite Hodgkins is a CFP®-certified financial advisor at UBS Financial Services with 13 years of industry experience. She has been with UBS Wealth Management since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary research and model-based asset allocations tailored to clients' goals and risk tolerances.

David Jennings is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill Lynch, Pierce, Fenner & Smith since 2007 and at Bank of America since 2009. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, by providing managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America affiliates.

Jean Cuadra is a financial advisor with Merrill in Hyattsville, MD, holding a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America 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 a range of clients including individuals, high-net-worth clients, and institutions.

Michael Hill is a Series 66-licensed financial advisor with Morgan Stanley Wealth Management in Washington, DC, where he has worked since 2014. He has 12 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model outcomes without providing individual security recommendations.

Matthew Teems is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a range of products supported by proprietary research and affiliated banking and lending programs.