Susan Harrington is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as a trustee in a trust based in McLean, Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Laurie Hughes is a financial advisor at Robert Baird & Co. with 25 years of industry experience. Her prior work includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied Company, L.P. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services.

Julie Bradsher is a CFP® certificant with 19 years of experience in the financial services industry. She is currently with Cetera and has prior experience with Avantax and 1st Global Advisors. Outside of her primary advisory role, she serves as Vice President of Sales and Marketing at Bay Business Group, a financial services firm she has been involved with since 2004. Cetera Investment Advisers LLC is an SEC-registered advisor supporting a large network of independent advisors and serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment program options, including discretionary and non-discretionary portfolio management and access to third-party money managers.

Samuel Taylor is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through various roles including Financial Consultant, Investment Consultant, and positions in Retirement and Investment Solutions. Prior to joining Fidelity, he worked as a Gold Representative at E*trade. As a Certified Financial Planner®, Samuel focuses on financial planning with an emphasis on educating clients to help them understand the big picture before making decisions. He holds a California Insurance License, which supports his work in financial consulting. Outside of his professional duties, Samuel's personal interests include attending concerts, riding motorcycles, and playing tennis.

Steve Kavgioulas is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he is a portfolio manager at GBB LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Margarita Reyes is a Series 66 licensed financial advisor with four years of industry experience. She has worked at Ameriprise Financial Services LLC since 2022 and previously held roles at LPL Financial LLC and State Farm Bank. Reyes’s background also includes experience in insurance and retail sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Adam Mac Leod is a financial advisor at UBS Financial Services with Series 63 and Series 66 credentials and two years of industry experience. He previously worked at T Rowe Price for two years and has held multiple positions in education and service roles prior to his current advisory career. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines wealth management and institutional trading capabilities, providing a broad range of financial services.

Rebecca Parker is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with RBC Capital Markets since 2009. Outside of her advisory role, she is a passive owner of a beach house in Nagshead, NC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients, including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Frank Barkanic is a CFP®-designated financial advisor at Edelman Financial Engines with 10 years of industry experience. His previous roles include positions at Fidelity Investments and EF Legacy Securities. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Jaron Dandridge Jr. is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at The Hamilton, Eli Lilly, Johnson & Johnson, and served at Howard University and in secondary education. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Cheyenne Ostrander is a financial advisor with LPL Enterprise and holds a Series 66 designation. Ostrander began their advisory career in 2024 and has prior work experience spanning various roles, including positions in athletics and business administration at Doane University. Outside of finance, Ostrander has worked in transportation and retail sectors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

David Yeakel Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and has 35 years of industry experience. He has been associated with Cetera and its affiliates since 2013 and has operated Yeakel And Associates, a CPA firm, since 1989. In addition to his advisory work, he owns and manages a financial services DBA and a CPA firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Elizabeth Updike is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has worked at Wells Fargo Clearing, BB&T Investment Services, and Merrill. Outside of her advisory role, she serves as the recording secretary for the Greater McLean Republican Women’s Club, a nonprofit organization. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Fawzi Beidas is a Financial Consultant currently working at Fidelity Investments since 2025. He has been engaged in the financial services industry since 2020, beginning his career as a Client Service Associate at Global Advisor Group. He advanced to the role of Financial Advisor at Global Advisor Group before joining Fidelity Investments as an Investment Consultant in 2023, and subsequently becoming a Financial Consultant in 2025. Fawzi focuses on understanding his clients' needs and desired outcomes to develop customized financial plans that address both expected and unexpected events. His professional experience spans client service, investment consultation, and financial advisory roles, providing a comprehensive foundation in financial planning and client partnership. Outside of his professional work, Fawzi enjoys attending concerts, watching football and soccer, and viewing movies.

Diane Schaefer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. She has been with RBC Capital Markets since 2009 and concurrently worked at City National Bank since 2017. Outside of her advisory role, she serves as President of the Founders Auxiliary Board of Children’s National Hospital and sits on the Board of Directors for The Choral Arts Society of Washington. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management strategies and access to in-house and third-party investment managers.

Brian Powell is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions with research-driven investment selection and a range of financial products distributed through affiliated bank and insurance entities.

Dianne Scott is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2020, following eight years at UBS Financial Services Inc. Outside of her advisory role, she is involved as an independent distributor for two network marketing companies focused on nutrigenomics and clean beauty products. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Petro Zouzoulas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients since beginning his wealth management career in 1988 and brings extensive experience in helping individuals and families navigate their financial journeys. As part of the Dismore Petro Conner Wealth Management Group, Petro was named to the 2024 Forbes “Best in State Wealth Management Teams” list. His expertise encompasses a broad range of client focus areas including college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. Petro emphasizes a personalized approach aligned with six key life priorities: family, philanthropy, finance, home, health, and work. He holds the Personal Investment Advisor (PIA) designation and has earned his Bachelor’s degree from Ball State University. Petro resides in Northwest Indiana with his wife, Lisa, and their two daughters. Outside of his professional role, he enjoys golfing, reading, running, skiing, swimming, and spending time with his family.

Gregory Popera is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in guiding families through significant financial transitions, particularly those involving the sale of private family businesses. He works closely with successful families to help them prepare for liquidity events and to thrive in the subsequent phases of their lives. His approach emphasizes careful listening to understand each family’s unique goals and defining their “Purpose of Wealth” to provide tailored coaching and wealth management strategies. With over three decades of experience, Gregory focuses on family wealth management strategies, legacy planning, liquidity management, philanthropic planning, and small business strategies. He has designed initiatives such as a Unit Budgeting Process and Paycheck Replacement Program to support clients’ financial goals. Gregory holds the Certified Private Wealth Advisor® (CPWA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA) designations. He earned a bachelor’s degree from the University of Dayton and has been recognized consistently in industry rankings, including Barron’s Top 1,200 Advisors (2009–2019) and Forbes Best-in-State Wealth Advisors (2018–2022). Outside of his professional work, Gregory is involved in youth sports, having coached girls' softball and boys' football, served as a swim team representative, and currently acts as a swim meet official. He resides in Bethesda, Maryland with his wife Lisa and their four children and enjoys cooking, football, reading, softball, swimming, and spending time with his family.

Babyalice Slopow is a financial advisor with Morgan Stanley in Washington, DC, holding Series 65 and Series 63 licenses and has three years of industry experience. Her prior work includes roles at TD Bank and engagements outside finance, such as positions at Top Golf and Regal Entertainment Group. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and uses proprietary tools and models, serving clients through both direct and corporate financial planning programs.