John Marshall is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as Treasurer for Friends of Ballou, a nonprofit organization that raises funds for college scholarships for graduates of Ballou High School in Washington, D.C. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Day Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 1996. Day also works as an instructor and is involved in selling disability, health insurance, fixed annuities, long-term care, and life insurance. 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 range of financial planning and investment management services through a large network of advisors using diverse portfolio strategies and advanced operational tools.

Colin Mckay is a financial advisor at UBS Financial Services with 21 years of industry experience. He previously worked at Goldman, Sachs & Co for 10 years before joining UBS in 2020. He holds Series 63 and Series 66 designations and serves on the local regional board of Woodberry Forest School. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm provides tailored financial planning and portfolio management supported by proprietary research and operates as a broker-dealer, investment adviser, and futures commission merchant.

Sharon Lewis is a financial advisor with Primerica Advisors in Millersville, MD, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked with Primerica Advisors since 2016 and has been involved with the firm and its affiliates in various capacities since 1996. Outside of financial advising, she is the owner of Fiscal Pink, LLC, a business focused on selling children's books. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Madelyn Simmons is a financial advisor at RBC Capital Markets with Series 65 and Series 63 credentials and one year of industry experience. She has held positions at Rothschild Capital Partners, GGM Wealth Advisors, and MAI Capital Management. Outside of finance, she has worked in the food service industry and education. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Maria Vitullo is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Before joining UBS in 2026, she had roles at Reunion Brewery and Bread Garden Market, as well as eight years at Butterfield Country Club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients' goals and risk tolerances.

Nicholas Burda is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, E*TRADE Capital Management, and The Vanguard Group. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate both retail and institutional investment solutions.

Christopher Pifer is a financial advisor at RBC Capital Markets with two years of industry experience. He previously worked at T. Rowe Price and has experience outside finance with Baltimore Tent Company and the Dulaney Swim Club. RBC Wealth Management serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs a tailored investment approach using in-house and third-party managers and offers integrated capital markets and lending capabilities.

Thomas Perna Jr. is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017, following a three-year tenure at CPT Capital LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized reporting through a non-discretionary program. The firm's advisory process integrates quantitative and qualitative research with a focus on eligible strategies and may include ESG criteria.

Taylor Ayers is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds the Series 66 designation. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, Taylor worked at Bank of America and Merrill from 2021 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities not commonly found in similar institutional programs.

Edward Sturtevant is a financial advisor with RBC Capital Markets in Washington, DC, holding a Series 66 designation and six years of industry experience. His work history includes roles at City National Bank and Super A-OK Inc. from 2016 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ advisory risk profiles using in-house and third-party investment managers.

Leif Springer is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018. His prior experience includes roles at Transamerica Capital, Inc., Transamerica Investors Securities Corporation, and Transamerica Retirement Solutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. Advisors at UBS use proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Myah Bales is a Series 66 licensed financial advisor with Morgan Stanley in Washington, DC, and has two years of industry experience. Prior to joining Morgan Stanley, she held roles at Costar Group, Keller Williams, and Greenfield Companies. She is also a partner in Myah Bales Properties LLC, a real estate property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning solutions. The firm employs structured planning tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.

Jonathan Feldman is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He previously worked at Goldman Sachs & Co. LLC and holds Series 63 and Series 66 licenses. Feldman serves as a board member and treasurer for the Oak Hill Cemetery Historic Preservation Foundation in Washington, D.C. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible strategies and may incorporate ESG criteria.

Michael Pagliuco is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various capacities at J.P. Morgan firms since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, including an ESG eligibility framework, supported by affiliates for implementation and portfolio services.

John Rusciolelli is a financial advisor with LPL Financial in Washington, DC, holding a ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including prior roles at Grove Point Advisors, Grove Point Investments, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he volunteers with The Player Progression Academy, a girls’ soccer nonprofit, and the Community Foundation of Northern Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

John Burkhardt is a financial advisor with Raymond James Financial in Severna Park, MD, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with Raymond James Financial since 2009 and affiliated with Raymond James Financial Services since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses non-discretionary planning tailored to client goals, employing risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Janette Goudy is a Series 66 licensed financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley since 2019 and has prior experience at Wells Fargo Clearing, Wells Fargo Bank, N.A., and Bank of the West. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenarios to model outcomes and offers various investment and advisory services through its broad platform.

Chito Okoye is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 and Series 63 designations. His career includes prior work at PNC Investments, PNC Bank, and Hechts. 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 with model-based and discretionary investment strategies.

Neyci Sued is a financial advisor with Wells Fargo Clearing based in Bowie, MD. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior work includes positions at Wells Fargo Bank, Sandy Spring Bank, and Capital One Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.