Jeanette Barrett is Vice President and Executive Planning Consultant at Fidelity Investments, where she has worked since 2006. She has held roles of increasing responsibility including Vice President Financial Planning Consultant before her current position. With nineteen years of experience working with high-net-worth families, Jeanette specializes in integrating workplace benefits into comprehensive wealth plans. She prioritizes client engagement and education, ensuring clients understand and participate in the creation of their financial strategies. Jeanette holds an Arkansas Insurance License. Outside of work, she enjoys concerts, family activities, fitness, football, social events with friends, and traveling.

Michael Mann is a CFP®-certified financial advisor with nine years of industry experience, currently associated with Raymond James Financial. He has previously worked at R.W. Baird & Co. and maintains a role at Gentian Financial, Inc., where he is involved in financial planning, investment research, and internal operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional consulting.

Lawrence Raigrodski is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes long-term roles at Avantax, spanning from 1999 to 2025, before joining Cetera in 2025. He is also a CPA and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a variety of portfolio management options, financial planning services, and access to third-party managers.

Mary Mathias is a financial advisor with RBC Capital Markets in Washington, DC, holding the CFP® designation and Series 63 and 65 licenses. She has 39 years of industry experience, including five years at City National Bank and 17 years with RBC Capital Markets. Outside of her advisory role, she occasionally rents condominiums and a beach house to friends and family. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through multiple wrap fee programs. The firm integrates in-house and third-party investment managers with a variety of investment options and features a notable capital-markets presence.

Adele Kates is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has previously worked at firms including D.A. Davidson & Co., MissionSquare Retirement, and Manning & Napier Investor Services. Prior to her financial services career, she held roles with the U.S. House of Representatives and Monroe County Office of Probation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Tracy Mc Crory is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC Capital Markets, Mc Crory worked at a private family office and Fairway Insurance Agency. 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 various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Hayley Glantz is a financial advisor with Raymond James & Associates in Chevy Chase, MD, holding a Series 66 credential and four years of industry experience. Her work history includes roles at Raymond James Financial Services, Inc., Agency One, and The Capital Grille. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Irene Tata is a financial advisor with Ameriprise in Rockville, MD, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she serves as an agent named in health care directives and as a standby trustee and executor. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Daniel Yeakel is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he provides CPA services including tax, accounting, and non-attest services through Yeakel & Associates and operates a marketing business focused on precision contest and sweepstakes participation. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through more than 10,000 advisors.

Philip Doyle is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with a diverse clientele that includes corporate executives, business owners, and multi-generational families. His approach emphasizes a service-first model with careful consideration of risk, fees, and taxes to enhance client experience. Engagements often begin with a client's cash flow analysis to assess factors such as single stock concentration, liability management, and healthcare costs. Philip has expertise in corporate executive services, executive and equity compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, philanthropic planning, tax minimization, and retirement income. He is part of Merrill Lynch's Corporate Advisory Services Group, which focuses on integrating customized wealth management strategies for corporate insiders and high net-worth families. Philip holds a Bachelor's Degree from the University of South Carolina and an International diploma from Gonzaga College High School. He has earned the professional designations of Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA).

Denis Mc Groddy is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade, Inc., and Scottsdale Securities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by centralized custody and operational infrastructure.

Donald Irwin IV is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2002. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering 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 affiliated brokerage and investment management capabilities.

So Myong Kim is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, HSBC Securities, HSBC Bank USA, and MB Financial Bank. His current role is based in Bethesda, MD. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Oettinger is a CFP®-designated financial advisor with LPL Financial, based in Rockville, MD, with 27 years of industry experience. He has worked at LPL Financial since 2007 and previously spent five years with Stratos Wealth Partners, Ltd (doing business as Vintage Financial Partners). Outside of his advisory role, he is a part-owner of Vintage Insurance Partners and participates in an online book referral business as an Amazon Associate. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various specialized strategies.

Brandon Cigna is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2011, working closely with clients to develop personalized financial strategies aligned with their long-term goals. Brandon’s approach emphasizes understanding each client’s priorities by asking detailed questions, listening carefully, and designing customized wealth management plans that help clients pursue their financial objectives while managing investment risk. Brandon’s expertise spans education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and liquidity management, among other areas. His mission is to help clients use their wealth to turn goals into reality. He holds a Bachelor's Degree from Michigan State University, where he was a member of the Men's Golf team and a former professional golfer. Brandon holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Brandon participates in community service through organizations such as First Tee of Greater Washington, DC. He is also active in the Michigan State Varsity S Club/DC Alumni. Outside of work, Brandon enjoys cooking, golfing, music, spending time with his family, traveling, and watching movies.

Alan Dana is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His career includes over 18 years of experience with Wells Fargo entities prior to his current role. Outside of his advisory work, he owns a room rental business in Arlington, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds, using Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.

Carl Wojcik is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in property maintenance for a sole proprietorship related to real estate in Wayland, MA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Eugene Mc Vey is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. His prior employment includes roles at Merrill, TD Bank, MassMutual, and TIAA-CREF. He is based in Kensington, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, incorporating both discretionary and non-discretionary management alongside research and model portfolios.

Kristina Bakis is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with UBS Financial Services since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Parker Wiseman is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held positions at Bank of America and has worked in various roles across several industries including aviation, fitness, and education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.