Michael Phillips is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to client goals.

Mark Mc Mullen is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017 and at Bank of America, N.A. since 2024. He also has prior experience with Nationwide Insurance and Salisbury University. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, combining internal Chief Investment Office models and third-party managers.

Deborah Harris is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 63 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Bryan Condra is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2017, including time at Morgan Stanley Private Bank. Outside of his advisory role, he serves as an officer at BDC Capital, a real estate company involved in property acquisition and leasing. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

James Johnston is a financial advisor with Merrill based in Washington, DC. He holds a Series 66 designation and has two years of industry experience. His prior work includes positions at University at Boulder, Space4Good, and Eldora Ski & Ride School. 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.

Mark Cunniff is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, and Kenwood Country Club. He has also been involved with Wake Forest University and worked with CaddieMaster. 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 a variety of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Howe is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he develops customized investment plans for both corporate retirement plan clients and individual private wealth management clients. Before joining Merrill Lynch in 2016, he served as a Vice President at the Money Management Institute, a nationally recognized trade association focused on investment solutions. Robert works closely with business owners, plan sponsors, and participants to prepare for retirement, assisting with 401k plan improvements, employee education, fiduciary duties, and executive compensation and Non-Qualified retirement programs. Robert holds a Bachelor's Degree from the University of Maryland and an MBA from George Mason University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a graduate of Phillips Andover and also attended Clarkson University. Outside of his professional work, Robert enjoys adventure sports such as biking, boating, camping, ice hockey, scuba diving, and skiing. He spends time with his family and pursues reading and watching movies. Robert participates in community organizations including DC Lucky Dog and is involved with the Phillips Andover Alumni Association. His approach emphasizes working one-on-one with clients to develop personalized financial strategies aimed at pursuing long-term goals.

Danielle Newman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by in-house research and third-party analytics.

Todd Batty is the Vice President Private Wealth Management Advisor. In this role, he assists multiple generations of families in developing personalized wealth strategies focused on growth, preservation, and transfer of their assets. He collaborates with a team that includes an Investment Manager, a Senior Wealth Planner, and a Trust Officer to provide comprehensive wealth planning services. Todd has been with Fidelity Investments since 2008, initially serving as Vice President, Financial Consultant until 2015, and then advancing to his current position. Prior to that, he worked as an Account Coordinator at T. Rowe Price from 2002 to 2007.

Akeem Williams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at JPMorgan Chase Bank N.A. and J.P. Morgan Securities LLC since 2019. Outside of his advisory role, he is an owner and partner of Islanders Properties Managements LLC, a real estate business. 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 focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jonathan Sade is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients and their families to understand their financial situations and priorities, developing customized strategies to address their investing and fiduciary responsibilities. Jonathan focuses on both institutional and individual wealth management needs. Jonathan holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a high school diploma from St Albans School and a bachelor's degree from Princeton University. Jonathan has been recognized in Forbes "Best-in-State Wealth Advisors" consecutively from 2019 through 2024.

Jonathan Legg is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2007. He serves on the advisory board of Wealth Strategies Journal. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning processes supported by proprietary tools and serves clients through both direct relationships and corporate agreements.

Richard Haskin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides comprehensive financial planning services to individuals and families, aiming to deliver personalized advice and client service. Richard has over 25 years of experience in the financial industry. He studied business at the University of Miami and earned the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. This credential equips him to address the unique opportunities and challenges faced by entrepreneurs from business launch through exit. Richard also holds the Personal Investment Advisor (PIA) designation. Richard serves on the board of directors of the Jewish Social Services Agency, which supports families in the DC metro area. He is a member of the Amity Club of Washington, an organization focused on philanthropic and social activities. He and his wife, Tamara, have lived in Washington for over 30 years and have two grown sons.

Kenton Mennie is a financial advisor at Raymond James & Associates with a Series 66 designation. He has held positions at several firms, including BNP Paribas, Standish Management, Janus Henderson Investors, and The Doyle Group. Mennie is based in Annapolis, MD, and has been in the industry since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jennifer Franco Dias is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior roles include positions at BOFA Securities, Inc., Merrill Lynch Professional Clearing Corp., and JPMorgan Securities, LLC. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

William Moss is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America, N.A. and Merrill. Outside of his advisory role, Moss serves on the boards of The Heights School and DC Accelerator, and is a professor at Catholic University of America. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured tools and modeling techniques, serving clients through a combination of advisory and brokerage services.

Chidozie Obidegwu is a CFP® professional at Fidelity with 16 years of industry experience. He has worked at various Fidelity entities since 2011, including Fidelity Brokerage Service LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Crystal Davis is a CFP® professional with 15 years of industry experience, currently with Cetera. She has held roles at Avantax and operates Davis Financial Services LLC, where she prepares tax returns for individuals, businesses, and estates. She also serves as a director at Davis & Ritter CPA's LLC and is involved in editorial work for various publications. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform, combining affiliated and third-party managers across discretionary and non-discretionary programs.

Timothy Ernst is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 25 years. Outside of his advisory role, he coaches middle school soccer in an after-school program. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to multiple investment programs through an extensive multi-advisor platform.

Kennan Low is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining J.P. Morgan, he worked at UBS Financial Services from 2013 to 2019. Outside of his advisory role, he is involved with USA Hockey as a Level 1 hockey referee alongside his son. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.