Peter Gwynn Sackson is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation. Prior to joining Oppenheimer, he worked at Mighty Dog Roofing of Arlington and Compass Real Estate, and spent time at Boston Consulting Group earlier in his career. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, utilizing a range of asset allocation and investment strategies.

Aaron Lucash is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, and NYLIFE Securities LLC. His background also includes roles at several hospitality establishments. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Jeffrey Conn is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Goldman Sachs in 2021, he spent 11 years at The McLean Group and Mclean Securities, LLC. He serves as a board member at Avantalytics Corporation, a software and consultancy firm based in Arlington, VA. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services through integrated teams and affiliated entities.

Solmaz Azar is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. She has worked previously at Wells Fargo Clearing and Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm is notable for its large institutional scale, in-house research capabilities, and roles as a swap dealer and futures commission merchant.

Dexter Walker is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of his advisory role, he is a 40% owner of Washington DC Inferno, LLC, a professional women's squash franchise. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and firm-approved tools but does not provide individual security recommendations as part of standalone planning.

Terry Reinhart is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 29 years of industry experience. His career includes roles at Grove Point Investments, H. Beck, Inc., Calhoun & Ward, LLC, and ownership of Reinhart & Associates, PC, a tax preparation and accounting firm he has operated since 1971. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technology-driven strategies.

Brian Henry is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to develop financial plans aimed at achieving their financial goals. He joined Fidelity Investments in 2022 and has held several roles within the company, including Financial Representative and Relationship Manager, before assuming his current position in 2024. His experience spans various aspects of financial planning and client relationship management.

Margi Coutinho-Betancourt is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2015. She has been with Fidelity Investments since 2012, progressing through roles including Investment Consultant and Financial Consultant. Prior to joining Fidelity, she worked at First Command Financial Planning Services from 1991 to 2012, starting as an Administrative Assistant and later becoming a Financial Advisor. Her expertise includes retirement planning, income planning, and wealth planning, working closely with clients to develop customized financial plans that align with their short- and long-term goals. Margi emphasizes building strong relationships with clients based on trust throughout the financial planning process. Outside of her professional work, Margi has interests in cooking and baking, football, golf, theater, traveling, and volunteering.

Annmarie Bilger is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, including her current role at Morgan Stanley Private Bank, N.A. since 2017. She serves as a board member of the Howard County Chamber of Commerce. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm provides advisory programs to individuals and institutions with a financial planning process that utilizes firm-approved tools and modeling techniques to tailor plans for clients.

Matthew Steward is a Series 66 licensed financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan, he worked at UBS Financial and Morgan Stanley. His earlier background includes roles at the University of Maryland and ChristianaCare Union Hospital. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers non-discretionary services with clients retaining final decision-making authority.

Suzanne Spano is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as a trustee for an investment-related trust in Vienna, Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety 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 utilizes structured planning tools and modeling techniques to support its services.

Brian Waak is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including 18 years at Cuso Financial Services and ongoing service at NASA Federal Credit Union. Waak also offers investment products and services through NASA Federal Investment Services, a trade name used in connection with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services with access to model portfolios, third-party subadvisors, and advanced technologies.

Cristina Gabalda is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for seven years before joining Ameriprise in 2022. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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 11 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Morgan Stanley and E*TRADE, including roles at Morgan Stanley Private Bank. Outside of his advisory work, he serves as an officer for BDC Capital, where he assists with real estate investment research and property operations. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, with an emphasis on advisory services rather than specific security recommendations.

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.

Matthew Brudniak is a financial advisor at RBC Capital Markets in Washington, DC, with 41 years of industry experience. He has been with RBC Capital Markets since 2009 and previously worked at City National Bank from 2019 to 2025. Outside of his advisory role, he was a passive owner of an antiques business that sold to private collectors and museums. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

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.

Helen Mc Call is a financial advisor at Charles Schwab in Reston, VA, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior experience includes roles at Fidelity Investments and Meriwether Godsey, as well as work in education and alumnae relations at Sweet Briar College. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary portfolio management, combining strategic asset allocation with access to alternative investments and centralized operational support.

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.