Warren Brockett is a Series 66-licensed financial advisor with 21 years of industry experience, currently working with Cambridge Investment Research Advisors since 2024. He previously worked at MML Investors Services and MassMutual from 2018 to 2024, and AXA Advisors LLC from 2013 to 2018. He serves as a board member for both BWMC Next Generation Board and WoodSwise. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management strategies and platform options.

Brandon Cigna is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2011, working closely with clients to develop personalized financial strategies aligned with their long-term goals. Brandon’s approach emphasizes understanding each client’s priorities by asking detailed questions, listening carefully, and designing customized wealth management plans that help clients pursue their financial objectives while managing investment risk. Brandon’s expertise spans education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and liquidity management, among other areas. His mission is to help clients use their wealth to turn goals into reality. He holds a Bachelor's Degree from Michigan State University, where he was a member of the Men's Golf team and a former professional golfer. Brandon holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Brandon participates in community service through organizations such as First Tee of Greater Washington, DC. He is also active in the Michigan State Varsity S Club/DC Alumni. Outside of work, Brandon enjoys cooking, golfing, music, spending time with his family, traveling, and watching movies.

Carl Wojcik is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in property maintenance for a sole proprietorship related to real estate in Wayland, MA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Kristina Bakis is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with UBS Financial Services since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Christopher Dillon Sr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cetera since 2013 and has worked with affiliated firms since 2002. In addition to his advisory role, he owns and manages a tax and accounting business, Christopher Dillon CPA, which he has operated since 1994. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party strategies, managing over $256 billion in assets across more than 10,000 advisors.

Cory Gertz is a financial advisor at Edward Jones in Dunkirk, MD, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Baker Tilly from 2020 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of advisors and branches.

Parker Wiseman is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held positions at Bank of America and has worked in various roles across several industries including aviation, fitness, and education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Sherod Malik Davis is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Northwestern Mutual and The Home Depot. 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.

Ryan Wiebe is a Financial Advisor at MKBH & Associates within Merrill Lynch Wealth Management. In his role, he is responsible for business development, investment management, and multigenerational wealth planning for clients. He employs a customized approach to wealth management that adapts to clients' goals and changing market conditions. Ryan provides access to Merrill's investment insights and the banking services of Bank of America to help address various aspects of clients' financial lives. Ryan focuses on areas including college education planning, family wealth management strategies, managing new wealth, portfolio management services, and serves clients in the sports and entertainment sectors. He views his role as a consultant assisting clients in navigating their financial lives, creating personalized plans designed around their family, goals, and aspirations. A native of Melbourne, Florida, Ryan holds a Bachelor's Degree from the University of Central Florida and the Personal Investment Advisor (PIA) designation. He currently resides in the Logan Circle neighborhood of Washington D.C. with his wife, Lauren. Outside of work, Ryan enjoys engaging with the offerings of the nation's capital, playing and watching various sports including baseball, basketball, and golf, as well as traveling to destinations such as South Africa, Switzerland, and the Caribbean Islands.

Daniel Syvret is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at The Vanguard Group and positions in music education and performance, including at the University of Texas at Austin Butler School of Music and Bachus Conservatory. Outside of finance, he is a band member and owner of Dropkick The Bear, a music group based in Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and models.

Christine Mantich is a financial advisor with Wells Fargo Clearing in Annapolis, MD, holding Series 63 and Series 65 credentials and 20 years of industry experience. Her prior roles include positions at Merrill, Raymond James & Associates, Premier Planning Group, and Cetera Advisor Networks. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options including insurance-related products and bank deposit sweep programs.

James Garrity is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliate entities since 2015. Garrity is based in Washington, DC. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in standalone planning services.

Michael Brown is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2024. In this capacity, he partners with his associates to support their professional development and assist them in achieving their career goals. Prior to his current position, Michael served as Branch Leader from 2022 to 2024. He has been with Fidelity Investments since 2015, holding various roles including Team Leader of the Client Services Help Desk, Manager of Participant Services, and Senior Trading Specialist. Michael's professional experience reflects a progression through leadership and specialist positions within Fidelity Investments, demonstrating a focus on client services and team management. His background encompasses managing participant services and leading client support teams, contributing to his expertise in operational and client service aspects of the financial sector. Outside of his professional commitments, Michael enjoys biking, camping, and snowboarding.

Marvin Mc Wright III is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, Delta Global Services, County Grill & Smokehouse, and Houlihans Inc. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Freddie Moultrie is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Washington, DC. With 25 years of experience, he specializes in assisting individuals and institutions in addressing their financial needs through a holistic, consultative approach. Freddie is a senior advisor with the Moultrie Pojani Group, where he leverages expertise in both asset management and balance sheet strategies to support client goals in areas including family wealth management, retirement planning, institutional investment consulting, and liquidity management. Prior to joining Merrill, Freddie served as a Director at Citi Law Firm Group in Washington, DC, where he spent eight years advising senior attorneys on banking, investments, cash flow, and trust and estate planning. His educational background includes a Bachelor's degree with a double major in Finance and Logistics from the University of Maryland at College Park and an MBA from the University System of Maryland. Freddie holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Freddie is involved in his church community and spends his free time enjoying sports such as basketball and football, reading, and family activities.

Apu Patel is currently a Vice President and Financial Consultant at Fidelity Investments, a position held since 2015. He specializes in partnering with clients to construct and implement personalized financial plans designed to work toward their goals. His approach involves understanding clients' priorities to create plans that clients comprehend and feel comfortable with, regardless of life changes. Mr. Patel has over a decade of experience in the financial industry, having held various roles at Fidelity Investments since 2011, including Investment Consultant and Relationship Manager. Prior to that, he worked as an Investor Center Specialist at T. Rowe Price from 2009 to 2011. He holds an Arkansas Insurance License. Outside of his professional career, Mr. Patel has personal interests that include cooking and baking, family activities, swimming, traveling, and yoga.

Kristin Dubinski is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Dubinski serves on the Board of Directors and acts as Treasurer for the Naval Academy Women's Golf Association in Annapolis, MD. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Michael Feeley is a financial advisor at Raymond James & Associates in Washington, DC, holding Series 65 and Series 63 licenses with 11 years of industry experience. His career includes roles at LMI, Retirement Wealth Advisors, Inc., and Monumental Financial Group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Urandari Naranbat is a Series 66 licensed financial advisor with 8 years of industry experience, currently with Wells Fargo Clearing Services, LLC, where she has worked since 2010. She is based in Washington, DC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Maria Clarke is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, and previously at Bank of America N.A. and Merrill Lynch from 2014 to 2021. Clarke serves on the Finance and Investment Subcommittee as a board member of Rosalind Franklin University of Medicine and Science, a nonprofit medical school. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and uses an ESG eligibility framework in its recommendations.