Kristen Largay is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Before joining Merrill in 2022, she held roles at Ernst & Young and in athletics at American University. Outside of finance, she works part-time at Jaco Juice and Taco Bar in Washington, DC, where she prepares juices and smoothies. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Branthover is a CFP® certificant with 10 years of industry experience, currently affiliated with LPL Financial. He has been with LPL Financial since 2016 and was previously with Hergenroeder Financial Advisors, Inc. He is also a Notary Public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Paul Mcgeary is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 63 designation and 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the Permanent Endowment Finance Committee of Mt. Tamalpais United Methodist Church in Mill Valley, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Brenden Price is a financial advisor at Morgan Stanley in Washington, DC, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Janus Management Holdings Corp. and Janus Henderson Distributors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages trillions in client assets and offers services ranging from financial planning to investment products and institutional solutions.

Paul Capodanno is a financial advisor at Morgan Stanley in Washington, DC, with 27 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, American General Life Insurance, AIG Capital Services, and Ohio National Equities. Capodanno serves on the board of the Soccer Association of Columbia and is an advisory board member for the nonprofit Casey Cares. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that incorporates firm-approved tools and modeling techniques, offering services primarily in an advisory capacity.

Robert Moreland is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors, LLC since 2012. Outside of his advisory role, he is a passive owner of Indiantown Farm Inc., involved in farming activities in Chaptico, MD. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment selection, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Julia Myers is a Series 66-licensed financial advisor with Morgan Stanley in Washington, DC, with 11 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a variety 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 a structured planning process using firm-approved tools and analytical models.

Hanah Rumpler is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo, she worked in education and currently assists with bookkeeping for Food Directions, a food policy consulting company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory.

Angela Beckham is a CFP® and CFA® with 15 years of industry experience, currently affiliated with Cetera in Washington, DC. She has held roles at Cetera and Jacqueline Griffin E.A., and also serves as a financial professional at National Capital Bank of Washington. Outside of her advisory work, she owns a tax preparation business and sits on the boards of two local nonprofit organizations, Capitol Hill Village and the Washington School for Girls. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Timothy Keffer is a CFP® professional affiliated with LPL Financial, based in Annapolis, MD, with 12 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Raymond James & Associates for 12 years. He is the owner of Harpoon Investments, LLC, where he handles general accounting duties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from various sources.

Homer Garrison III is a financial advisor with Raymond James & Associates. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to joining Raymond James, he worked at Merrill and has a background that includes roles outside the financial sector. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

Julia Mcintire is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jeffrey Shapiro is a financial advisor at Edward Jones in Pasadena, MD, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he was involved with Spindle Fitness LLC for nine years. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Kevin Nee is a financial advisor with Morgan Stanley, holding a Series 66 credential and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Based in Washington, DC, his career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and modeling techniques.

Kevin Olswfski is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with two years of industry experience. Before joining Morgan Stanley in 2024, he worked at Aldi, Genesis 50:20 LLC dba Linda Krisko Insurance and Financial, and several other firms. Outside finance, he operated a personal training business for ten years. 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 planning process supported by firm-approved tools and modeling techniques.

Joyce Ward is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked with J.P. Morgan Securities since 2001 and JPMorgan Chase Bank, N.A. since 2016. Outside of her advisory role, she has ownership interests in several residential real estate properties in New York and Washington, DC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Grantham Myers is a CFP® with 24 years of industry experience, currently affiliated with Morgan Stanley in Washington, DC. Prior to joining Morgan Stanley in 2026, he spent 18 years at UBS Financial Services. He serves as managing member of Grantham Investment Partners, a partnership involved in a single investment in a natural foods company. 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 customized financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Sean Brennan is a Series 66-licensed financial advisor at Morgan Stanley in Washington, DC. He has been with Morgan Stanley since 2025. Prior to his financial advisory role, he held positions at Shoes Cup and Cork and Raspberry Falls Golf and Hunt Club, and he studied at the University of Kentucky. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Richard Millner is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. The firm provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven process grounded in modern portfolio theory. Wells Fargo Clearing offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Ohmke is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she is involved with a family-owned business in furniture restoration where she handles customer service, administrative tasks, and serves as secretary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension funds, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.