Amanda Thome is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Outside of her advisory role, she is a partner in Elite Sports Athletic Association LLC, which organizes sports leagues and tournaments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Jason Gulosh is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His career includes roles at USAA Financial Planning Services and Bogart Wealth, with multiple positions within Edelman Financial Engines and its predecessor firms. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Basil Herzstein is a CFP® with 34 years of experience in the financial industry. He has been with Equitable Advisors since 2005, following roles at AXA Advisors and Mony Securities Corporation. Outside of advisory work, he serves as president of Gallers Financial Group Inc., a tax preparation business. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, institutional clients, and organizations. The firm’s approach involves assessing client risk tolerance and employing a range of advisory models, including third-party asset managers and discretionary portfolio management.

Jeffrey Kaufman is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Mercy Wambari is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank, N.A. and Citibank N.A. Kenya. Outside of her advisory role, she is an independent personal trainer and nutrition coach. 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 and financial planning services that incorporate advanced modeling tools and tailored strategies.

Jeffrey White is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual Wealth Management Company and Joseph Greenwald and Laake. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses across various planning topics, delivered as one-time or ongoing engagements, without discretionary trading authority or institutional portfolio management.

Sharon Chapman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Raymond James Financial Services, Inc. since 1996 and has been involved with Capital Wealth Management Group LLC since 2011. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning and supports municipal and public-finance work through its affiliation with a municipal advisor.

Douglas Ulrich is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is based in Rockville, MD. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques within its advisory process.

Richard Vert Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, with prior roles at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Jennifer Ford is a financial advisor at Edward Jones in Ashburn, VA, holding a Series 66 designation with one year of industry experience. Her prior career includes over two decades at the Department of Veterans Affairs and ongoing work at George Washington University since 2014. She is also the owner of Whole Health Coaching, LLC, a consulting and coaching business based in Arlington, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard, with approximately $1.01 trillion in assets under management.

Kelly Kreis is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. She has worked with Thrivent Financial and Wells Fargo in various capacities since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial analyses and planning without discretionary trading authority. The firm integrates planning with managed-account programs through its WealthPlan option while maintaining separate services.

Nicholas Mamakos is currently serving as a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team that prioritizes building relationships and assisting clients, reflecting his longstanding focus in the financial services industry. Prior to his current role, Nicholas was a Registered Team Manager at Merrill from 2018 to 2025. His career has been centered on fostering strong client relationships and supporting his team in delivering financial services aligned with these values.

Rebecca Blaschak is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She previously worked at Buttonwood Financial Advisors, Inc. for five years and has experience in a small business setting with Sofi's Crepes. In addition to her advisory role, she holds relationship management positions at Lee, Sipe and Associates and Serving Those Who Serve. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a tailored, non-discretionary approach supported by analytical tools and offers specialized programs such as municipal and public finance advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Donald Burklo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Cambridge since 2015 and is also involved with Bauer & Burklo Enterprises. Outside of his advisory role, he operates as an independent insurance agent and serves as an advisory representative for multiple firms. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management approaches and platform arrangements.

Cheng Zhao is a financial advisor at Ameriprise in Alexandria, VA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Ameriprise in 2025, Zhao worked for Capital One N.A. for 16 years. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brady Allen is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Before joining Equitable Advisors, he participated in The Fulbright Program and has a varied background including roles in education and environmental research. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes personalized advice through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and offering ERISA fiduciary services for qualified plans.

Tamana Nawroozzada is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. Her work history includes roles at Bank of America, the University of Maryland Global Campus, Macy's, and Best Buy. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

John Ferguson is a financial advisor with Cambridge Investment Research Advisors in Ashburn, VA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and serves as treasurer and scholarship committee member for GW Community School, a private high school in Springfield, VA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of discretionary and non-discretionary strategies across multiple custody platforms.

Sean Connolly is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2026. Prior to this role, he worked at Financial Engines Advisors L.L.C. for seven years and has held positions at Raymond James Financial Services, TIAA, and several firms focused on federal employee benefits. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process alongside planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Ye Zang is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Cetera in 2025, Ye was associated with Avantax Advisory Services and Avantax Investment Services. She is also the owner and sole proprietor of Elizabeth Ye Zang, CPA, LLC, which provides tax preparation and accounting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.