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.

Katrina Hawkins is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. Her work history includes roles at PFS Investments Inc., Peraton, and Northrop Grumman. She is the owner of Katrina Hawkins LLC, a business consulting firm focused on IT services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, managing approximately $15.5 billion in assets with a network of nearly 3,700 advisors.

Shawn Roberts is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His career includes roles at Truist Advisory Services, BB&T Investments, and their affiliated entities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program supported by an in-house manager solutions team and a centralized due-diligence framework.

Matthew Zaft is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Morgan Stanley since 2012, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Zaft serves as President of the Baltimore Phi Kappa Psi Alumni Association and is a board member of The Great Talk. He is also the chair of the Town of Somerset pool committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes financial planning through structured discovery conversations and proprietary planning tools while managing approximately $2.74 trillion in client assets.

James O'Sullivan is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. He leads the O'Sullivan Group, which offers customized investment services to domestic and international individual clients as well as various institutional clients. In his role, he is responsible for the overall investment process and portfolio construction. James began his career in Washington, D.C. in 1978 as a Registered Representative. From 2000 to 2001, he was a Senior Vice President at Morgan Stanley DW Inc. in Alexandria, Virginia, and he returned to Merrill Lynch in 2011. His FINRA registrations include series 5, 7, 8, 31, 63, and 65. James holds the Personal Investment Advisor (PIA) professional designation. He graduated from Lafayette College in 1977 with a Bachelor of Arts degree in Government and Law. James has been an active member of the Alexandria, Virginia community for over 30 years, serving as Chairman of the Board of Zoning Appeals and Chair of the Arlington/Alexandria Private Industry Council. He is also a member of the Federalist Society, the Alexander Hamilton Society, and a supporting contributor to the Center for New American Security.

Conor Mccusker is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials with three years of industry experience. His work history includes multiple roles at Bucknell University and Morgan Stanley, as well as engagements with Nfluence Partners and ADVNC Lacrosse. 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 supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Catesby Palmer is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, he worked at Fiduciary Investment Management International and BB&T Investment Services. Palmer serves as a board member for the Northern Virginia Estate Planning Council and VHC Health, a nonprofit hospital system. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Lori Polonsky is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked within various Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a comprehensive range of areas, including retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and summary letters, with implementation options offered through brokerage or advisory programs.

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.

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 with 22 years of industry experience, currently serving at J.P. Morgan Securities since 2003. She has been affiliated with Jpmorgan Chase Bank, N.A. since 1998. Outside of her advisory role, she is the owner and investor in Grace the Musical LLC, a production company for a play debuting at Ford’s Theater, and serves as Treasurer for the Middleburg Film Festival, acting as an ambassador for the event. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model.

Michael Weeks is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Citigroup Global Markets, and Legg Mason Wood Walker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

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.

Christopher Sabia is a financial advisor with Wells Fargo Advisors in Annapolis, MD, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Hartford Funds Distributors, LLC for six years. Outside of finance, Sabia is a professional lacrosse player with the Premier Lacrosse League, a role he has held since 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Robert Wilson is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his work at Wells Fargo, he has a 20% ownership in Private Wealth Partners LLC, a financial practice based in Annapolis, Maryland, where he dedicates significant time monthly. 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 investment and fee-based financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Roger Moore is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James Financial and its affiliate firm since 2009. Outside of his advisory work, Moore is an owner of a rental real estate property. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services with a focus on risk profiling and analytical modeling, and supports municipal and public finance work uncommon among large institutional advisors.