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.

Alexis Lecouras is a CFP® and holds a Series 66 license, with 18 years of experience in the financial industry. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

John Krimigis is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2015. Based in Washington, DC, his career includes over a decade at the firm. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Jennifer Landgraff is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Morgan Stanley, PNC Bank, and Caliber Home Loans. Outside of her advisory work, she manages rental properties in Washington, DC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm‑approved tools and modeling techniques to support client decision-making.

Peter Ocasio IV is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He previously served seven years in the U.S. Army with the Department of Defense at TSC Central MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.

Trissa Monaghan is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Morgan Stanley before joining Stifel in 2019. Outside of her advisory role, Monaghan is a database specialist for technology solutions providers AMS.NET and MGT, where she transcribes data for record keeping. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Matthew Carney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional who focuses on a planning-first approach to personalized wealth management, advising clients in areas including executive and equity compensation, family wealth management, retirement planning, socially responsible investing, and trust and estate planning services. Matthew works closely with his clients to help them understand their current financial positions and to plan effectively for their long-term goals. Since joining Merrill Lynch Wealth Management in 2017, Matthew has developed expertise in a broad range of financial services such as investment management, banking and cash management, insurance services, long-term care planning, and customized lending through Bank of America, N.A. He holds a Bachelor's Degree in Economics and American Public Policy from St. Mary's College of Maryland, where he graduated magna cum laude. During college, he was a member of the men's varsity lacrosse team. Matthew maintains active involvement with several professional and alumni organizations including the College for Financial Planning, St. Mary's College of Maryland Alumni Association, and The Potomac School Alumni Association. He has participated in community events such as the St. Mary's College of Maryland men's lacrosse fundraising game for The Wounded Warrior Project. Outside of his professional life, Matthew enjoys basketball, golfing, music, spending time with his family, and traveling.

Colleen Shemer is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, 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 structured planning tools and models to support financial planning services.

Christopher Swatta is a financial advisor at RBC Capital Markets with 13 years of industry experience and holds a Series 66 credential. He has been with RBC Capital Markets since 2012 and also works with City National Bank. Outside of his advisory role, he is an active partner in an investment farm operation in Annapolis, Maryland. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm provides customized portfolio management and financial planning services through a variety of advisory programs that utilize both in-house and third-party investment managers.

Sallie Thompson is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. She is currently with Cetera and has prior experience with Avantax Advisory Services and operated her own accounting and business consulting firm, Sallie Mullins Thompson, CPA PLLC, from 2006 to 2021. In addition to her advisory work, she provides tax preparation, planning, and business consulting through her accounting practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and serves over 800,000 clients through more than 10,000 advisors.

William Mason is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Pruco Securities LLC. He also previously worked at J.P. Morgan Chase Bank NA and JPMorgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Michael Byrne is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a variety of fee-based advisory programs with tailored portfolio management strategies implemented through both in-house and third-party managers.

David Johnson is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and three years of industry experience. His previous roles include positions at Deutsche Bank and Allegro Securities, and he has operated as a self-employed advisor. Outside of finance, he is a general contractor and owner of a construction business, GR Nelson, where he is involved part-time. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and access to a broad range of investment products through its affiliations within the J.P. Morgan organization.

Phillip Shubinsky is a financial advisor at Raymond James & Associates with three years of industry experience. He previously held roles at Morgan Stanley, Bank of America, Merrill, and several other firms. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

Anuj Singh is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several major firms, including Wells Fargo Bank, Bank of America, and JPMorgan Chase Bank, N.A. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.

Leland Penno is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009 and 2016, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning conducted 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 that incorporates firm-approved tools and market outcome modeling.

Jordan Lewis is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Goldman Sachs and Bloomberg and holds Series 65 and Series 63 licenses. 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 applying an ESG eligibility framework in its recommendations.

Daniel Shannahan is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Merrill and Bank of America prior to joining UBS in 2022. 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 utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Ryan Stuart is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Washington, DC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its process.