John Ingram is a financial advisor at Charles Schwab in Washington, DC, holding Series 63 and 66 licenses with 15 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2011, including roles at Charles Schwab Bank, SSB and Charles Schwab Premier Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management alongside brokerage, custody, and financial planning services. The firm is notable for its integrated structure and large scale, combining multiple advisory wrap programs with centralized supervision and execution.

Tammy Haygood is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Edward Jones, and City National Bank. Outside of her advisory role, she participates in writing a book on impact investing and serves as a professional mentor to a CEO for an impact investing membership organization. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and investment options designed to meet varied client risk profiles.

Robert Frantz is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling techniques as part of its advisory services.

Robert Barbuto is a financial advisor with Merrill in Washington, DC, holding Series 63 and Series 65 licenses and over 53 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith since 1975 and also has a tenure at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal and third-party managers.

Ryan Fischer is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 63 designation and four years of industry experience. His career includes roles at Wells Fargo Clearing Services and Red Ventures, as well as work with Body Armor Sports Drink. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, using proprietary research and tools, with optional implementation through various brokerage and advisory programs.

Aaron Shapo is a Series 66 licensed financial advisor with Equitable Advisors in Columbia, MD. He joined the firm in 2025 and has prior experience working with Communities First Inc. and the Bender JCC of Greater Washington. He also held various roles during his time at Michigan State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

John Lasheski is a financial advisor at Morgan Stanley with 22 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. In addition to his advisory role, he serves as an executor for an estate in Brookeville, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and models.

Gordon Romans is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2023. Prior to that, he was with Equitable Advisors from 2020 to 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models as part of its process.

Brandon Mong is a CFP® and holds a Series 66 license, with 11 years of experience in the financial services industry. He is currently with J.P. Morgan Securities in Bethesda, MD, where he has worked since 2019. His prior experience includes roles at United Brokerage Services, Inc. and United Bank. 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 firm’s advisory process combines quantitative screens and qualitative research to build customized asset allocations, focusing on non-discretionary written advice and client decision-making.

Conor Porter is a financial advisor with Edward Jones in Crofton, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Brett Anthony is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone planning services.

David Giulieri is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following a 15-year tenure at Citigroup Global Markets. Outside of his advisory role, he is involved with Lake Sunapee Partnership LLC, a real estate venture in Sunapee, NH. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Timothy Calabrese is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Merrill since 2008 and concurrently at Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional investors.

Michael Gottschalk is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Prior to that, he worked at Citigroup Global Markets from 2006 to 2009. Outside of his advisory role, he serves as a regional event judge for USA Gymnastics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Karla Calcano Jimenez is a Series 66-licensed financial advisor with Merrill, based in Arlington, VA, with one year of industry experience. Her prior roles include positions at Bank of America, Amazon, and Stone Street Capital. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Ann Jackson is a Series 66-licensed financial advisor at Morgan Stanley in Washington, DC, with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Georgetown University from 2011 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery processes and advanced modeling tools to support client decision-making.

Nicholas Marchio is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Equitable Advisors. He is based in Washington, DC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s advisory risk profile.

Connor Whitcomb is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Connor partners with clients to help them work toward both their short-term and long-term financial goals using Fidelity's technology and investment platform. He prioritizes developing quality, lasting relationships with clients and their families to ensure the effective use of Fidelity's resources tailored to individual needs. His experience spans comprehensive financial planning and client relationship management within Fidelity Investments.

Kelly Foley is a financial advisor at Merrill with Series 66 credentials and five years of industry experience. She has worked at Merrill and its predecessor firms since 2018 and is currently based in Washington, DC. Outside of her advisory role, Foley teaches group fitness classes at Equinox and serves as a board member of the Catholic Business Network of Montgomery County. 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 a range of model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vladislav Romanov is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Romanov is also involved with Metro Financial & Benefits. 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 financial planning and portfolio management services, utilizing various investment strategies and advisor-support tools.