James Dunn is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Morgan Stanley earlier in his career. Outside of his advisory work, he manages a rental property in Annapolis, MD. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, supporting planning needs such as retirement, education, risk management, and specialized areas like business-owner transition and special-needs planning.

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 with 25 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors LLC. 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 provides both brokerage and advisory solutions.

Petro Zouzoulas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients since beginning his wealth management career in 1988 and brings extensive experience in helping individuals and families navigate their financial journeys. As part of the Dismore Petro Conner Wealth Management Group, Petro was named to the 2024 Forbes “Best in State Wealth Management Teams” list. His expertise encompasses a broad range of client focus areas including college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. Petro emphasizes a personalized approach aligned with six key life priorities: family, philanthropy, finance, home, health, and work. He holds the Personal Investment Advisor (PIA) designation and has earned his Bachelor’s degree from Ball State University. Petro resides in Northwest Indiana with his wife, Lisa, and their two daughters. Outside of his professional role, he enjoys golfing, reading, running, skiing, swimming, and spending time with his family.

Babyalice Slopow is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2022, Slopow worked at TD Bank for one year and has experience in various other roles including at Top Golf and Regal Entertainment Group. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to support customized financial plans.

Roland Laryea is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held various roles across several companies including Encora, Bytes, and Ocado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Ashley Amirsakis is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2021, she held positions at Wee Burn Country Club, J.Crew, and The Catholic University of America, among others. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor portfolios. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and fiduciary services.

Robert Tigani serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he partners with associates to understand clients' financial goals and assist in developing customized plans tailored to their current and future needs. He prioritizes working closely with associates and their clients to build long-lasting professional relationships. Robert has been with Fidelity Investments since 2019, undertaking various roles including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects his experience across different facets of financial advising and client relationship management. No additional information regarding his education, credentials, personal interests, or community involvement was provided.

Joseph DiGiovanni is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been in the financial services industry for over 20 years, during which he has worked with a diverse range of clients. His work centers on financial planning and assisting clients in pursuing their financial goals. Joseph's professional experience includes roles at Fidelity Investments as a Financial Consultant from 2011 to 2020, and as a Service Specialist from 2001 to 2005. He also served as a Senior Investment Counselor at T. Rowe Price from 2005 to 2011. Throughout his career, he has developed expertise in financial consulting and investment counseling. Joseph emphasizes a process and business philosophy focused on creating financial plans tailored to clients' needs. Further details about his education, credentials, personal interests, or community involvement were not provided.

John Ingram is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across multiple Schwab entities since 2011. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Richard Tanis is a financial advisor with Edward Jones in Alexandria, VA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Climb On / Mitchell Bernstein and has experience in education with Alexandria City Public Schools and Bishop O'Connell High School. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers various investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Tammy Haygood is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Edward Jones, and City National Bank. Outside of her advisory role, she participates in writing a book on impact investing and serves as a professional mentor to a CEO for an impact investing membership organization. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and investment options designed to meet varied client risk profiles.

Robert Frantz is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling techniques as part of its advisory services.

Robert Barbuto is a financial advisor with Merrill in Washington, DC, holding Series 63 and Series 65 licenses and over 53 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith since 1975 and also has a tenure at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal and third-party managers.

Conor Porter is a financial advisor with Edward Jones in Crofton, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Brett Anthony is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone planning services.

Michael Gottschalk is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Prior to that, he worked at Citigroup Global Markets from 2006 to 2009. Outside of his advisory role, he serves as a regional event judge for USA Gymnastics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Ann Jackson is a Series 66-licensed financial advisor at Morgan Stanley in Washington, DC, with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Georgetown University from 2011 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery processes and advanced modeling tools to support client decision-making.

Nicholas Marchio is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Equitable Advisors. He is based in Washington, DC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s advisory risk profile.