Michael Robinson is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley and its predecessor firms since 2007. Robinson serves on the Pamplin Finance Advisory Board at Virginia Tech, participating in mentoring and educational initiatives. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by its Global Investment Committee and a broad range of investment and financial services.

Seth Wernick is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Woodmont, Deutsche Bank Securities Inc., and Citigroup Global Markets. He serves as 1st Vice President at Woodmont in an unpaid capacity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Christopher Regan is a Series 66-licensed financial advisor at Equitable Advisors with 12 years of industry experience. He has worked at Equitable Advisors since 2014, including its predecessor Axa Advisors, LLC, from 2014 to 2020. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party and proprietary advisory models and provides ERISA fiduciary services through credentialed Investment Adviser Representatives.

Connor Schultz is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 designation and six years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Robert Taylor Jr. is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2020. Prior to this, he spent a decade at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Samuel Courtney is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is a partner and advisor at The College Funding Coach, a college consulting business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting through non-discretionary services and offers municipal advisory roles, supporting clients with a wide range of portfolio management styles and affiliated research.

Colin Mattingly is a Senior Financial Advisor and Partner at the Coliton Mattingly Group, affiliated with Merrill Lynch Wealth Management. He works closely with a select group of individuals and families to develop and execute tailored wealth strategies. Colin specializes in advising corporate executives, venture capitalists, investment bankers, and private equity professionals, focusing on managing equity compensation, liquidity events, and complex financial planning. Colin's expertise includes navigating stock bonus plans, concentrated positions, private placements, deferred compensation plans, QSBS and Section 1202 planning, pre-IPO and secondary market liquidity, concentration risk management, and structuring assets for liquidity and long-term protection. He collaborates with sell-side M&A teams, attorneys, CPAs, and bankers to provide comprehensive financial guidance during personal liquidity events and complex transactions. He holds a Bachelor's degree from the University of Maryland's Smith School of Business and holds professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Colin enjoys playing tennis, cooking, supporting local sports teams, traveling, and participating in community charities.

Jonathan Sowanick is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Marla Bosset is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo since 2016, following a role at Citigroup Global Markets from 2000 to 2004. Outside of her advisory work, she is involved with Limelife Inc., a skincare and cosmetics business. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.

Katharine Finley is a financial advisor with Merrill in Washington, DC, holding a Series 66 designation and over 22 years of industry experience. She has worked at Merrill since 2009 and previously at Bank of America. Outside of her advisory role, she is involved in family businesses including wire jewelry making and also serves on the endowment board and finance committee of St. Paul’s Episcopal Church in Waldorf, Maryland. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, employing both model-based and discretionary investment strategies.

Chad Sigmon is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has experience working with local government as a commissioner of revenue and has been involved in managing a private club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Paula Scali is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, she provides financial, investment, and trusts and estates advice to individuals and their companies. Paula focuses on developing personalized wealth management strategies that aim to help clients meet their long-term objectives with careful attention to risk management. With over thirty-five years of experience in the financial services industry, Paula has held management positions in corporate and multinational banking, capital markets, and private banking and investments at several major New York money-center banks including Chemical Bank, Irving Trust/The Bank of New York, and Chase Manhattan Bank. From 1990 to 1997, she directed a high net worth group in Private Banking at Chase, specializing in credit and lending products as well as traditional and alternative investment strategies for individuals, businesses, and not-for-profit companies. Since returning to her hometown of Washington, DC in 1997 to join Merrill Lynch, she has maintained long-term relationships with many clients, some spanning over twenty-five years. Paula holds a Master’s Degree (MBA) from Simmons College and a Bachelor’s Degree from Wells College. She has earned the Personal Investment Advisor (PIA) designation. Beyond her professional responsibilities, Paula participates in community volunteering in alignment with the Merrill tradition of serving local communities.

Priscilla Woo is a Series 66-licensed advisor at J.P. Morgan Securities with two years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Darschaun Snuffer is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, serving in various roles including Planning Consultant, Fixed Income Specialist, Trading Execution III, High Net Worth Services, and High Opportunity Services. With over 13 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional, Darschaun collaborates with clients to understand their unique financial goals and concerns. He develops financial plans designed to provide confidence and strategies to help clients work towards their objectives. He also focuses on educating clients to empower them in making informed financial decisions. Outside of his professional work, Darschaun's personal interests include spending time at the beach, cars, parenthood, tennis, and traveling.

Daniel Ward is a financial advisor at Osaic Wealth with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Advisors, TD Ameritrade, Fidelity, and Ameriprise. Outside of his advisory role, he is an insurance agent offering fixed and fixed-indexed annuities, long-term care, traditional life insurance, and group benefits through Mylestone Plans. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and access to third-party managers and proprietary investment strategies.

Lawrence Berberian Jr. is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2013 and served at Morgan Stanley Private Bank, National Association since 2015. He has 12 years of industry experience based in Alexandria, VA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through corporate financial planning agreements.

Nader Tamadon serves as a Resident Director and Wealth Management Advisor at Merrill Lynch. He leads a team comprising six advisors and three support associates, dedicated to providing comprehensive financial planning and wealth management services. His client base includes business owners, executives, retirees, entertainers, athletes, and their families. The advisory approach focuses on guiding clients through various financial stages with an emphasis on minimizing costs, taxes, and volatility. Mr. Tamadon holds a Bachelor's Degree from Towson University and a Master's Degree from Hofstra University. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations. He and his family are active in their community, including involvement with the Tahirih Justice Center. Outside of his professional role, Mr. Tamadon speaks English and Persian and enjoys baseball, basketball, football, golfing, and spending time with his family.

Peter Kenny is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he assists individuals, families, and organizations in identifying their financial priorities and setting strategies to address them, managing investment capital to help attain their goals. His client focus areas include corporate executive services, services for endowments, foundations and non-profits, services for defined benefit plans, investment consulting for defined contribution plans, personal retirement planning, socially responsible and values-based investing, women and wealth, and retirement income. Peter has over 20 years of experience standing alongside clients to navigate the financial world and address concerns that are important to them. He has received recognition as a Forbes "Best-in-State Wealth Advisor" from 2018 to 2026 and has been named to Barron's Top 250 Private Wealth Management Teams for 2024 through 2026, as well as Forbes Americas Top 100 Wealth Management Teams - High Net Worth from 2022 through 2025. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Peter earned a Bachelor's Degree from Lehigh University in 1995. Outside of his professional work, he enjoys football, golfing, and spending time with his family.

Raul Jimenez Ramirez is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. His career includes multiple roles at Bank of America, N.A. and Merrill since 2015, as well as brief positions at Lyft and Uber in 2017. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Fitzpatrick is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney throughout her career since 2011. Morgan Stanley Wealth Management serves both individual 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 utilizes structured planning tools and scenario modeling to support its financial planning process.