Garrett Mc Auliffe is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked in various roles at JPMorgan Chase Bank and Georgetown University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Mitchell Hailey is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Prior to that, he was with Citigroup Global Markets for 16 years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates various analytical tools and investment committee insights.

Christopher Caskin is a financial advisor at J.P. Morgan Securities in Washington, DC, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Securities as well as JPMorgan Chase & Co. prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening with qualitative research and may incorporate an ESG eligibility framework.

Carlos Velasco II is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has previously worked at Capital One Bank, SunTrust Bank, and Dulles Drywall Inc. Outside of his advisory role, he is a general partner and managing member of Brasileirei, a limited liability company in Woodbridge, Virginia, where he assists with inventory, business management, and finance. Merrill, together 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, and various institutional accounts.

Michael Kirvan is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He leads the Kirvan Pierce Sweeney Group, a team of dedicated professionals focused on providing comprehensive wealth management services. Michael works closely with his team and leveraging the extensive resources of Merrill and Bank of America to offer clients a holistic approach to financial planning, investment management, and estate planning tailored to their immediate needs and long-term goals. With over 35 years of experience in the financial services industry, Michael specializes in working with multi-generational families, business owners, and retirees. His expertise includes wealth preservation, legacy creation, liquidity event management, and retirement planning. Michael holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned a Bachelor's Degree from Loyola University Maryland. He is involved in his community through organizations such as Gonzaga College High School, where he serves as Chair of the National Day of Service campaign, and the Boy Scouts of America/Scouts BSA.

Richard Didden Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and Cetera Wealth Services, LLC since 2013. He also serves as Executive Vice President at National Capital Bank, where he oversees retail non-deposit investment products, and is a board member of the bank. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various program options, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Catherine Slocum is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Her background includes roles at JP Morgan Chase Bank and previous employment outside the financial sector, including at Gails Seafood and Westwood Pharmacy. 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 within a non-discretionary program.

George Seals Jr. is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Washington, DC. Since 2000, he has provided financial advice to individuals, families, business owners, and corporate executives. He specializes in guiding clients through liquidity events, executive compensation, retirement planning, charitable giving, and multigenerational wealth transfer. Additionally, as a designated Merrill Sports & Entertainment Advisor, George works with athletes, entertainers, coaches, agents, and industry executives to address the unique financial considerations in their careers. George earned both his Bachelor's and Master's degrees from the University of Virginia and completed advanced financial coursework at Georgetown University. He holds the CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Retirement Planning Counselor (CRPC™), and Certified Plan Fiduciary Advisor (CPFA®) designations. He is also affiliated with the Virginia Athletic Foundation. Residing in Arlington, Virginia, George is involved in his community through coaching youth sports and volunteering with scouting programs. He and his wife, Laura, have four children.

Justin Wasfy is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2006 after completing an internship during college. Justin offers financial strategies to high net-worth individuals and business owners, focusing on understanding their financial priorities and creating customized strategies to pursue their financial and life goals. Justin's approach is grounded in a goals-based wealth management process that incorporates time-tested investment principles while allowing flexibility to adapt to changing economic conditions. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor’s degree in Economics from Trinity College. Beyond his professional role, Justin has been involved in community activities such as volunteering for Big Brothers Big Sisters and coaching youth lacrosse teams. He serves as an alumni board member of his high school and conducts an annual financial literacy seminar at a local high school. Justin resides in Great Falls, Virginia with his wife, children, and their dog.

Sheldon Ray Jr. is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining UBS in 2026, he spent 11 years at Raymond James & Associates. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad platform that includes proprietary research, capital markets services, and affiliated banking programs.

Denny Goforth Jr. is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and 27 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he serves on the board of directors for Our Lady of Good Counsel High School and the Olney Community Baseball Team, where he is involved in governance, strategic planning, and community engagement. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and services through its extensive network of advisors.

Alisa Loutsik is a Senior Financial Advisor with Merrill Lynch Wealth Management in Washington, DC. She works with high net worth families to help preserve, grow, and transfer wealth through a holistic approach to financial life management. Her client focus areas include executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management, tax minimization, retirement income, and serving women and wealth. Before joining Merrill, Alisa was a Senior Vice President and Private Banker with Citi Law Firm Group in Washington, DC, where she supported law firms and senior partners in financial and retirement planning, financing, and cash flow management. She holds the designation of Personal Investment Advisor (PIA) and earned a bachelor's degree from James Madison University. Residing in Vienna, VA with her husband and two children, Alisa speaks three languages. Outside of work, she enjoys biking, hiking, traveling, and spending time with her family.

Laurie Hughes is a financial advisor at Robert Baird & Co. with 25 years of industry experience. Her prior work includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied Company, L.P. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services.

Julie Bradsher is a CFP® certificant with 19 years of experience in the financial services industry. She is currently with Cetera and has prior experience with Avantax and 1st Global Advisors. Outside of her primary advisory role, she serves as Vice President of Sales and Marketing at Bay Business Group, a financial services firm she has been involved with since 2004. Cetera Investment Advisers LLC is an SEC-registered advisor supporting a large network of independent advisors and serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment program options, including discretionary and non-discretionary portfolio management and access to third-party money managers.

Steve Kavgioulas is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he is a portfolio manager at GBB LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Adam Mac Leod is a financial advisor at UBS Financial Services with Series 63 and Series 66 credentials and two years of industry experience. He previously worked at T Rowe Price for two years and has held multiple positions in education and service roles prior to his current advisory career. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines wealth management and institutional trading capabilities, providing a broad range of financial services.

Jaron Dandridge Jr. is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at The Hamilton, Eli Lilly, Johnson & Johnson, and served at Howard University and in secondary education. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Cheyenne Ostrander is a financial advisor with LPL Enterprise and holds a Series 66 designation. Ostrander began their advisory career in 2024 and has prior work experience spanning various roles, including positions in athletics and business administration at Doane University. Outside of finance, Ostrander has worked in transportation and retail sectors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Diane Schaefer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. She has been with RBC Capital Markets since 2009 and concurrently worked at City National Bank since 2017. Outside of her advisory role, she serves as President of the Founders Auxiliary Board of Children’s National Hospital and sits on the Board of Directors for The Choral Arts Society of Washington. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management strategies and access to in-house and third-party investment managers.

Brian Powell is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions with research-driven investment selection and a range of financial products distributed through affiliated bank and insurance entities.