Lori Polonsky is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Citigroup Global Markets. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Peter Schaefer is a financial advisor with RBC Capital Markets in Washington, DC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Dunn Lewis LLC since 2016 and RBC Capital Markets LLC since 2014. Outside of finance, he is involved in motorcycle retail and repair businesses, serving as a minority owner and instructor at Dunn Lewis LLC and operating Street Spirit Cycles LLC, a motorcycle repair and customization shop. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies using both in-house and third-party managers, offering features such as tax management and responsible-investing options.

Sheri Swackhamer is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of her advisory role, she rents a basement bedroom in her home on a month-to-month basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial and estate planning without discretionary portfolio management. The firm offers integrated planning and managed-account services through its WealthPlan option while maintaining separate billing and review processes.

Salman Alsaeede is a Financial Advisor associated with Merrill Lynch Wealth Management. In his role, he works with high net worth individuals, families, and business entities to assess and evaluate their financial circumstances. He provides advice and makes recommendations tailored to their unique goals through customized solutions on a one-on-one basis. Salman focuses on executive compensation, equity compensation services, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, managing new wealth, portfolio management services, and individual and corporate investment strategy. He prioritizes understanding clients' perspectives to develop personalized strategies addressing short-, mid-, and long-term financial goals. He also connects clients to Bank of America specialists for additional banking, credit, home financing, and small business solutions. He holds a Master's Degree from the University of Cambridge and a Bachelor's Degree from Queen Mary University of London. Salman is a Personal Investment Advisor (PIA) and communicates fluently in English and Arabic. Outside his professional work, his personal interests include camping, chess, scuba diving, soccer, spending time with family, and traveling.

Courtney Straus is a CFA® charterholder and licensed securities professional with 23 years of experience. She has been with J.P. Morgan Securities since 2003 and also holds a long-standing role at JPMorgan Chase Bank, N.A. Outside of her advisory work, Straus is a partner and investor in Grace the Musical LLC and serves as treasurer of the Middleburg Film Festival, contributing to the local arts community. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that emphasizes written asset allocation advice, manager research, and customized reporting. The firm integrates quantitative and qualitative due diligence with a broad set of investment capabilities, including derivatives and commodities.

Robert Davis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include extensive tenure at Avantax Advisory Services and Avantax Insurance Agency, along with operating Davis Financial Services LLC since 2024. Outside of his advisory work, he is involved with From The Heart Church Ministries and provides tax preparation and business consulting services through his CPA firm. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large nationwide network of advisors and utilizes a multi-manager platform with various program and custodial options.

Krishna Gall is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Swiss Re Management, Tradition Securities and Derivatives, Weiss Asset Management, and served as a lecturer at Columbia University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management strategies. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Caitlin Jolley is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked at Honeywell and Brigham Young University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Anne Raghu is a Series 66 credentialed financial advisor with 27 years of industry experience. She has been with Ameriprise since 2005, currently serving at their Fort Washington, MD office. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients nearing or in retirement, focusing on written recommendations and ongoing income planning guided by proprietary research and third-party data.

Justin O'Connell is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety 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.

William Jeffery is a Senior Financial Advisor with Merrill Lynch Wealth Management in Washington, D.C. As a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor, he focuses on developing strategies and recommendations tailored to high-net-worth individuals, their families, and their businesses to help them meet both short- and long-term financial goals. His areas of expertise include executive compensation, family wealth management strategies, legacy planning, retirement income, portfolio management services, tax minimization, and services for endowments, foundations, and non-profits. William holds a Bachelor's degree from the College of Charleston and completed an Accredited Certificate Program at North Carolina State University. Beyond his professional work, William is involved in community service, volunteering with organizations such as "A Place to Stand." His personal interests include adventure sports, billiards, boating, cooking, football, hunting, and watching movies.

Fulton Bridges is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has previously worked at Navy Federal Investment Services and PNC Investments. In addition to his advisory role, Bridges is president of Nirvana Wealth Management, LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Michael Fazio is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he assists clients in creating financial goals for themselves and their families by developing tailored financial plans. He emphasizes trust, reliability, and communication in his client relationships. Prior to his current position, Michael held several roles at Fidelity Investments, including Relationship Manager from 2025 to 2026, Financial Representative from 2024 to 2025, and Financial Service Representative from 2023 to 2024. This progression reflects his experience within the financial services industry. Outside of his professional responsibilities, Michael has interests in cars, fitness, food, military service, motorcycles, and swimming.

Gary Cundall is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and RBC Capital Markets, among other firms. Outside of advising, he writes history and humor books and serves as president and director of a family ranching operation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor portfolios. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and market-making activities.

Don Morton is a CFP® professional with five years of industry experience, currently with Edward Jones since 2021. Prior to joining Edward Jones, he worked at Fidelity Brokerage Services LLC and operated a business called Don's Mix LLC d.b.a. Shrub District from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Bruce Tanous is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2006 and worked at Neuberger Berman BD LLC from 2001 to 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.

Matthew Carroccio is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Citigroup Global Markets from 2002 to 2009. Outside of his advisory role, he serves on the finance committees of the Washington Jesuit Academy and the Safe Shores DC Advocacy Center. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate managers and investment options while providing a range of brokerage and advisory solutions.

Todd Ihrig is a financial advisor with Cetera based in Arlington, VA, holding a Series 66 designation and 27 years of industry experience. He previously spent 23 years at Avantax Advisory Services and Avantax Investment Services before joining Cetera in 2025. He operates his practice under the DBA name Invest With a Plan Position. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Wanda Rhim is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. She worked at Merrill for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Zyon Jenkins is a financial advisor at Morgan Stanley in Washington, DC, holding Series 65 and Series 66 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Foreside Fund Services, Harborside Sales Group, Kestra Advisory, and Kestra Investment Services, as well as in roles outside finance including at Chewy and First National Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements.