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.

David Edwards Jr. is a financial advisor with Wells Fargo Clearing, holding the CFP® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His prior roles include positions at Morgan Stanley, Charles Schwab, NYLIFE Securities, and Eagle Strategies. Outside of his advisory work, he serves as a durable power of attorney for his mother’s financial affairs. 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 provides both brokerage and advisory solutions supported by extensive research and analytics.

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 been with J.P. Morgan Securities, J.P. Morgan Chase Bank, N.A., and J.P. Morgan Trust Company since 2006. Tanous holds Series 65 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers a range of approved funds and strategies through its Institutional Consulting Services program.

Matthew Carroccio is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory work, Carroccio serves as a finance committee member for both the Washington Jesuit Academy and the Safe Shores DC Advocacy Center. 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 advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

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 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Zyon Jenkins is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Foreside Fund Services, Harborside Sales Group, Kestra Advisory, and Kestra Investment Services. His background also includes roles outside the financial sector, such as positions at Chewy, First National Bank, Dickinson College, Starbucks, and St. Paul’s School for Boys. Morgan Stanley Wealth Management provides advisory services and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and research from its Global Investment Committee, offering a range of advisory programs without providing specific security recommendations within standalone planning services.

Kevin Ramos is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked previously at Raymond James & Associates and Morgan Stanley. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stefan Shrivastava is a financial advisor with J.P. Morgan Securities who holds Series 63, 65, and 66 licenses and has 12 years of industry experience. He has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2017 and previously spent two years at Yale University. J.P. Morgan Securities LLC 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 when recommending investment strategies.

Keith Apton is a Series 66-registered financial advisor with UBS Financial Services in Washington, DC, where he has worked since 2009. He has 24 years of industry experience. Outside of his advisory role, Apton serves on the boards of several organizations, including a pharmaceutical distribution company and a farming nonprofit, and is involved in employee ownership education through The ESOP Association and the National Center for Employee Ownership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and capital market assumptions to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services through a broad platform of investment, custody, and capital markets solutions.

Atleena Jino is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2023. Prior to her current roles, she was associated with Aces In Motion and the University of Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Jake Sodeman is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. UBS Financial Services 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 provides a broad range of capital markets and research resources.

Adam Bellacicco is a CFP® and Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Cordoba Corporation, Gap Inc., and Calypso Technology. Outside of his advisory role, he is the owner of a beach house rental property managed through a third party. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Rick Starr is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2023, following six years at Bank of America and Merrill. Outside of his advisory role, Starr serves as a board member at George Mason University, contributing approximately five hours weekly. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Steven Pilkerton is a CFP® professional with 21 years of industry experience, currently affiliated with Charles Schwab in Washington, DC. His prior experience includes a 12-year tenure at TD Ameritrade and roles within Charles Schwab Bank and Charles Schwab & Co., Inc. He is also an owner of a residential condo in Alexandria, Virginia. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervision and alternative investment due diligence.

Ronald Everett is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Washington, D.C. He specializes in advising corporate retirement plans, professional firms, closely held corporations, and business owners, focusing on structuring and managing plans that maximize tax benefits for owners while enhancing employee benefits. Ron’s expertise includes implementing and optimizing tax-advantaged retirement plans such as 401(k), profit-sharing, and pension plans. He also advises on existing plans to identify opportunities for improved tax benefits and contribution strategies, develops tax-sheltering strategies for wealth accumulation, and coordinates plan administration to ensure compliance with ERISA and DOL regulations. Ron joined Merrill Lynch Wealth Management in 2018 and holds a Bachelor's degree from the University of Michigan – Ann Arbor. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Ron enjoys hiking, spending time with his family, and traveling.

Maximilian Gleason is a Series 66 credentialed financial advisor with Morgan Stanley in Washington, DC. He has been with Morgan Stanley since 2024 and has prior experience at Rohr's and several roles connected to the University of Notre Dame. Outside of finance, he has been involved with youth camps and sports programs, including The Heights School’s summer camps and soccer camp. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

John Cruikshank is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with J.P. Morgan Securities and JP Morgan Chase since 2006. Outside of his advisory role, he is a passive investor in Takoda Navy Yard, a bar and restaurant concept in Washington, DC. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Droozong Hon is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2011. 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 provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and quantitative models to support its advisory services.