Craig Mccune is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 designations and 41 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and structured processes in its financial planning services.

Raul Jimenez Ramirez is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. His career includes multiple roles at Bank of America, N.A. and Merrill since 2015, as well as brief positions at Lyft and Uber in 2017. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Fitzpatrick is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney throughout her career since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling to support its financial planning process.

Chester Wortham is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he has been serving since 2021. He collaborates closely with clients to develop comprehensive wealth plans, leveraging over 25 years of experience working with high net worth individuals and their families. His career includes various roles within Fidelity Investments, such as Wealth Management Advisor since 2021, Financial Consultant from 2013 to 2021, and Investment Consultant in 2013. Prior to Fidelity, Chester held positions at several financial services firms, including MetLife, Liberty Mutual, AXA Advisors, Waddell & Reed, and T. Rowe Price, gaining extensive experience in financial consulting and advisory services. Outside of his professional work, Chester enjoys baseball, family activities, fitness, football, running, and table tennis.

Lance Cox is a financial advisor at Edward Jones in Edgewater, MD, holding a Series 66 designation. He has been with Edward Jones since 2025 and has prior experience with Planet Depos and the Baltimore Orioles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial products through a nationwide network of more than 23,700 advisors.

Brian Mcnew is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and models developed by its Global Investment Committee.

Sean Stone is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Silicon Valley Bank, First Citizens Bancshares, Inc., and Capital Advisors Group, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Jacob Telleria is a CFP® designated financial advisor with ten years of industry experience, currently associated with Cetera since 2023. His prior experience includes roles at firms such as LPL Financial, Merrill, and Bank of America. He is also involved as a financial professional with IDB Global Federal Credit Union and operates Telleria Financial Services as a DBA focused on financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party investment solutions.

Sydney Johnson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Johnson held roles in information technology and other sectors including Washington Gas and the University of Maryland. 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 institutional investors.

Kojo Gyabaah is a CFP®-designated financial advisor with Ameriprise, based in Kensington, MD, and has 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Kojo serves as secretary on the board of directors for Decatur Building Condominium Inc. and is involved with St. Andrew's Episcopal Church in College Park, addressing parish budget matters. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning and income strategies supported by proprietary research and third-party data.

Song Yi is a financial advisor with RBC Capital Markets in Washington, DC, holding Series 63 and Series 65 licenses and 39 years of industry experience. Yi has been with RBC Capital Markets since 2012 and also works with City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies delivered through both in-house and third-party managers, supported by extensive capital-markets capabilities.

John Talbott is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo since 2009, initially with Wells Fargo Advisors LLC and currently with Wells Fargo Clearing. Outside of finance, he owns and operates Jay Talbott Photography, specializing in wedding photography. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets through a network of over 14,000 advisors.

Thomas Johnson is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, discretionary and non-discretionary portfolio management, and leverages research from its Chief Investment Office and UBS Global Research to tailor client strategies.

Joseph Kelly is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and four years of industry experience. Before joining Morgan Stanley in 2019, his career included roles at Oracle, Symbiont Group, the United States Congress House of Representatives, and the University of Dallas. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Evelyn Velasco is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She works closely with clients and their families to develop tailored financial plans that address both short- and long-term goals. Her professional experience includes several positions at Fidelity Investments, where she served as Planning Consultant, Relationship Manager, and Financial Representative between 2022 and 2025. Prior to joining Fidelity, she worked at Deloitte as a Tax Consultant II and Tax Intern, as well as a Tax Intern at BDO. Evelyn holds a California Insurance License. Outside of her professional work, she enjoys golf and running.

Charles Kunda is a financial advisor with Morgan Stanley Wealth Management in Washington, DC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and institutional research to support its advisory process.

David Gough is a CFP® professional with 43 years of experience in the financial services industry. He has worked at LPL Financial since 2011, following roles at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He operates a business under the name Compass Wealth Strategies, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sheila Cheek is a financial advisor at Edward Jones with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering various advisory strategies and affiliated investment products through a large nationwide network of financial advisors.

Jose Rodriguez is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping professionals, business owners, executives, and families navigate the complexities of wealth management by integrating investment management, retirement planning, wealth transfer, and banking and lending strategies into coordinated financial plans. Fluent in English and Spanish, Jose takes a comprehensive approach to understand clients' goals, values, and long-term priorities. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jose earned his bachelor's degree from American University and completed his high school education at Carol Morgan School. He is a member of Sigma Chi Fraternity. Raised in the Dominican Republic by parents with careers in banking, Jose developed an appreciation for guiding clients beyond transactions toward meaningful financial goals. He currently resides in Washington, DC, with his Standard Schnauzer, Mangu. Outside of work, he enjoys fishing, horseback riding, skiing, spending time with his family, and traveling.

Timothy Veith is a Senior Financial Advisor with the VBC Group, affiliated with Merrill Lynch Wealth Management. He works with ultra-high-net-worth clients to develop customized financial strategies and long-term initiatives aimed at growing and preserving their wealth. Timothy focuses on understanding clients' goals, concerns, and aspirations to create personalized wealth strategies that address the distinctive needs of multiple generations. He also contributes to portfolio management within the VBC Group by conducting research and implementing trading. Timothy began his financial services career in 2006 as a Registered Client Associate with Smith Barney and joined Merrill Lynch Wealth Management in 2008. He holds a Bachelor's degree in Business Administration from James Madison University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He specializes in areas such as corporate executive services, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and individual and corporate investment strategy. Timothy resides in Rockville, Maryland, with his wife and their three children.