Charles Snyder is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2023. His prior experience includes roles at SunTrust Advisory Services and SunTrust Bank, where he was employed for a combined ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Fredrick Jones is a financial advisor at Morgan Stanley with nine years of industry experience, including 14 years at Merrill before joining Morgan Stanley in 2025. He holds the Series 66 designation. Outside of finance, Jones is a freelance musician who receives royalties from sync licensing placements for music used in television and advertisements. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

James Giaccia serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he helps clients develop personalized and durable financial strategies tailored to their unique goals and life circumstances. His approach emphasizes deep listening, thoughtful planning, and disciplined execution to support busy, high-achieving individuals and families with comprehensive wealth management. He advises clients across a broad range of financial needs including banking and cash management, corporate executive services, portfolio construction, investment management, insurance and risk management, and trust and estate planning coordination. James has experience working with equity compensation, retirement planning, major life transitions, and liquidity management. Originally from Palo Alto, California, James attended American University in Washington, DC, where he competed as a varsity wrestler. He holds a Bachelor's degree from American University and carries professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). James participates in the American University Alumni Association and is involved with the Eagle Regional Training Center in his community. His personal interests include boating, cooking, football, golfing, music, reading, running, and spending time with his family.

Matthew Cunnane is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he worked as an Investment Consultant with Fidelity Investments from 2020 to 2022 and held a similar position at BNY Mellon Investment Management from 2013 to 2019. His approach focuses on building partnerships with clients based on trust and open communication, working collaboratively to develop financial plans tailored to their needs and priorities. He utilizes the resources and services offered by Fidelity to assist clients in achieving their goals. Matthew holds an Arkansas Insurance License. Outside of his professional work, he has interests that include baseball, cooking and baking, movies, parenthood, reading, and traveling.

Charlotte Mcghee is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. 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 supported by structured discovery conversations and firm-approved tools.

Jesse Kahn is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in comprehensive wealth management plans for individuals, families, and businesses. He focuses on areas such as college education planning, personal retirement planning, investment consulting for defined contribution plans, portfolio management services, tax minimization, and retirement income. With over 10 years of experience in financial markets, Jesse and his team utilize a comprehensive approach to financial planning that includes cash flow analysis, risk management, investment and retirement income planning, and estate services. He aims to provide a level of service consistent with that of a small, neighborhood business while leveraging the resources of one of Wall Street's largest firms. Jesse's diverse background—born in California, raised in the DC area, and educated in South Carolina—enables him to work effectively with clients from varied backgrounds, particularly those facing the distinctive financial challenges common in the DMV region. Jesse holds a Bachelor's Degree from the University of South Carolina and the Personal Investment Advisor (PIA) professional designation. He resides in the Navy Yard area of Washington, DC, with his wife. Outside of work, Jesse enjoys baseball, music, and spending time with his family.

John Mongold is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 credential and bringing 13 years of industry experience. His prior experience includes ten years at Wilmington Trust before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the George Mason University Honors College Advisory Board and acts as Treasurer for the Belvoir Chapter of AFCEA. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers advisory services both directly and through Corporate Financial Planning agreements.

Haider Khokhar is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and Towson University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Venetta Macaluso is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Patrick Martin is a Series 66-licensed financial advisor at UBS Financial Services with 21 years of industry experience. He previously worked at Bank of America and Merrill before joining UBS in 2022. Outside of his advisory role, he owns and manages a rental property. 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, delivering advisory work supported by proprietary research and model-based asset allocations.

Christopher Reese is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with UBS Financial Services and previously worked at Raymond James & Associates, Morgan Stanley, and Morgan Stanley Services Group. Outside of his advisory career, he manages Reese Holdings, LLC, a real estate holding company. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Benjamin Rodgers is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and nine years of industry experience. He previously worked at BNY Mellon before joining Morgan Stanley in 2020. Rodgers serves as a board member and finance committee member for Army Emergency Relief, an organization focused on hardship assistance, education, and disaster relief. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with a broad range of investment and financial products available through its extensive platform.

Thomas Fleury is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo since 2016. Fleury serves as Finance and Enrollment Committee Co-Chair on the Holy Redeemer Catholic School Advisory Board in Kensington, MD. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Connor Kannapell is a Financial Advisor at Merrill Lynch Wealth Management, where he joined in 2020. He specializes in counseling families and business owners through periods of transition, complexity, and uncertainty, addressing sophisticated planning needs such as the sale of closely held businesses, equity award vesting, initial public offerings, inheritance, and retirement. Connor focuses on providing straightforward counsel to help clients organize and simplify their financial affairs and work towards an intentional wealth strategy. He holds the Certified Exit Planning Advisor (CEPA) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, along with Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. Connor has expertise in advanced retirement planning, exit planning for small business owners, 401(k) and employer-sponsored plans, portfolio management, equity compensation planning, and tax minimization. He earned his Bachelor's Degree from the College of Charleston. Connor lives in Washington, D.C., and enjoys traveling, golfing, waterfowl hunting, and volunteering for his alumni association. He supports community organizations including A Wider Circle, Alzheimer's Association, Miracle League of the Triangle, and the Chesapeake Bay Foundation.

Aaron Clem is a financial advisor at Merrill based in Washington, DC, holding a Series 66 designation. He has been with Merrill since 2025 and previously worked at Bank of America, ADP, and the Washington Commanders, with additional experience at the University of Maryland. Clem has no prior years of industry experience outside his current roles. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Rodney Miller is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 18 years of industry experience. He has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 1999, alongside a long tenure at the US Census Bureau. His activities include the sale of non-investment related products such as home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies managed by third-party asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Rishi Vyas is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63, 65, and 66 credentials and 13 years of industry experience. Prior to joining J.P. Morgan in 2024, he worked for PNC Investments and PNC Bank for 10 years and BB&T Investment Services for 6 years. Outside of his advisory role, he is a passive investor and partner in Zenith Vending, LLC, a vending machine business with approximately 100 machines, and also owns residential investment properties with his wife. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research, and it maintains broader regulatory registrations reflecting derivatives and commodities capabilities.

Christopher Talbert is a CFP® professional with 22 years of experience in the financial services industry. He has been with LPL Financial since 2012, following prior roles at Capital One Financial Advisors and Chevy Chase Financial Services. Talbert serves as a trustee for several family trusts, including the William L. Talbert 2012 Irrevocable Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Corey Lyles is a financial advisor at Edward Jones in Washington, DC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at PricewaterhouseCoopers and Bloomberg Industry Group, as well as involvement with Project Hope - The People-to-People Foundation. Edward Jones is a full-service wealth management firm serving individuals and institutions with a range of advisory programs and maintains one of the largest retail advisor networks in the industry.

Gamal Aburdene Marcos is a Series 66-licensed financial advisor with seven years of industry experience, currently with J.P. Morgan Securities in Washington, DC. His prior experience includes roles at Merrill and Bank of America, N.A. Additionally, he is involved in a family business focused on real estate house flipping through Aburdene LLC. 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 advisory program.