William Mason is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2022, with prior roles at Wells Fargo Clearing Services LLC and Pruco Securities LLC. 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 searches, and customized performance reporting within a non-discretionary framework.

Charles Markson is a financial advisor with Wells Fargo Advisors based in Alexandria, VA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. His career includes 11 years at Raymond James & Associates and nine years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2025. He is also the owner of CBM Holdings, LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo’s research and tools to develop tailored recommendations.

Joshua Johnson Journet is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial guidance and support to clients, focusing on wealth management strategies. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his expertise in investment advisory services.

Alexandra Nolan Jamros is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds the Series 66 designation and has worked previously at Stifel Nicolaus & Co Inc and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

David Johnson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Deutsche Bank and Allegro Securities, as well as self-employed financial work. Outside of his advisory role, he is involved as an owner and partner in a general contracting business. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative and qualitative due diligence to develop model asset allocations and includes capabilities in derivatives and commodities.

Sean Cable is a financial advisor at LPL Financial with a Series 66 designation and 21 years of industry experience. His prior roles include positions at Graham Holdings Company, Grove Point Investments, H Beck, CITIGROUP, PNC Wealth Management, United Brokerage Services, and A.G. Edwards & Sons. Outside of his advisory work, he volunteers as an elections officer with the Prince William County Elections Board and works as a bartender. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Leland Penno is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009 and 2016, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning conducted 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 firm-approved tools and market outcome modeling.

Jordan Lewis is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Goldman Sachs and Bloomberg before joining J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Carson Knight is a financial advisor at Merrill Lynch Wealth Management. He serves the unique wealth management needs of executives, business owners, and entrepreneurs, focusing on helping clients navigate complex financial situations related to family wealth management, personal retirement planning, philanthropic planning, and tax minimization. Carson collaborates with attorneys, CPAs, and family stakeholders to develop and execute tailored strategies for clients experiencing significant liquidity events or transition planning. Carson began his advisory career at Morgan Stanley and has prior experience in investment banking. He graduated cum laude from the University of Maryland's Robert H. Smith School of Business with a Bachelor of Science in Finance. He holds professional designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Carson is affiliated with professional organizations such as the Alliance of Merger & Acquisition Advisors, Association for Corporate Growth, and the Exit Planning Institute. A Maryland native, Carson resides in Rockville with his wife, Maggie. He enjoys golfing, traveling, and spending time with family.

Daniel Shannahan is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. He is based in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

Mark Skibbie is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Grove Point Advisors, Grove Point Investments, Research Financial Strategies, Wells Fargo Advisors, Merrill, and CUSO Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Stuart is a financial advisor with Morgan Stanley, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets from 2005 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that do not include individual security recommendations as part of standalone programs.

Rachel Marker is a financial advisor at UBS Financial Services with 12 years of industry experience. She has been with UBS since 2015 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations to tailor financial plans. The firm also provides institutional trading capabilities alongside wealth management services.

Hizikiel Holloman is a financial advisor at Fidelity with Series 66 and Series 63 licenses and less than one year of industry experience. Prior to joining Fidelity, Holloman held various roles including positions at Starcenter Multisport and LISC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Anna Squier is a Series 66-licensed financial advisor with LPL Financial, based in Rockville, MD, and has one year of industry experience. Her career includes roles at Vintage Financial Partners, Babbington Inc, Gallagher Kies & Company, Keller Williams, and Carmen Schools for Science and Technology. Outside of advising, she is a licensed notary and owns Sharp Turn Products, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of investment options and platforms, combining extensive resources with a broad range of financial services.

Dileep Nair is an International Wealth Advisor with Merrill Lynch Wealth Management, specializing in serving the planning and investment implementation needs of both international and U.S. wealth management clients. With over 20 years of experience, he provides personalized wealth management strategies tailored to clients' long-term financial goals. Dileep leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to develop flexible strategies responsive to changing market conditions. He holds a Master's degree from the University of Maryland, a Bachelor's degree from Concordia University, and completed his secondary education at Selwyn House School. Dileep’s professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in both French and English. In addition to his advisory role, Dileep is engaged in community service, volunteering with local organizations in line with Merrill’s tradition of community participation. His personal philosophy emphasizes working one-on-one with clients to develop individualized financial strategies.

Peter Glassman is a financial advisor with MassMutual Investors Services in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with MassMutual Investors Services since 1989 and also serves with MassMutual Life Insurance Company since 1987. Glassman is a board member of the Helping Hands Society of Greater Washington, a nonprofit organization. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and related services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars with planning engagements structured as annual, collaborative relationships.

Mark Stoll is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for eight years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools.

Jeremiah Fitzgibbons is a CFP® and ChFC® with 34 years of experience in the financial services industry. He is currently with Raymond James & Associates, where he has worked since 2025. Prior to this, he spent eight years at Northwestern Mutual Wealth Management Company and eleven years at its affiliated entities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Nathalie Leclef is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Goldman Sachs. Outside of her advisory role, she is a co-owner of DN Hospitality LLC, an LLC formed to invest in commercial real estate. 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 screens and qualitative research, incorporating ESG criteria and supported by affiliates for implementation and portfolio services.