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 holds Series 66 and Series 63 licenses and previously worked at Goldman Sachs & Co. LLC. He serves as a board member and treasurer for the Oak Hill Cemetery Historic Preservation Foundation, a nonprofit organization in Washington, D.C. 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 applying an ESG eligibility framework in its recommendations.

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 roles within J.P. Morgan firms since 2008. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

John Rusciolelli is a financial advisor with LPL Financial in Washington, DC, holding the ChFC® designation along with Series 63 and Series 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 Community Foundation of Northern Virginia and the Player Progression Academy, a girls' soccer nonprofit. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide, offering a range of financial planning and advisory programs with discretionary and non-discretionary management supported by research and model portfolios.

Albana Droboniku is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill, Bank of America, N.A., and UBS before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services. The firm provides a broad range of planning options, including niche services like business-owner transition and special-needs analysis, utilizing its own research and planning tools to develop tailored client recommendations.

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 with Merrill holding Series 66 and Series 63 licenses and 15 years of industry experience. Prior to joining Merrill in 2025, he worked at PNC Investments and PNC Bank starting in 2015, and has been associated with Hechts since 2000. 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, offering model-based and discretionary strategies for a range of individual and institutional investors.

Dwight Ferguson is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. In addition to his advisory role, he is involved in mortgage lending facilitation, insurance agency leadership, and business exit planning strategies through his firm, Ferguson Financial Group. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and retirement plan consulting through a large network of affiliated advisors and multiple advisory platforms.

Kevin Anderson is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Anderson serves as a trustee and executor overseeing family estates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Crystal Cleare is a financial advisor at UBS Financial Services with a Series 66 designation and eight years of experience in the industry. Her career includes roles at UBS Financial Services since 2017, as well as positions with the Palm Beach School Board, Lowe's, and Florida A&M University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Sue Van Der Linden is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she is the author of the book *Financial Custody: You Your Money, and Divorce*. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Bernard Tomasky II is a financial advisor with Ameriprise in Washington, DC, holding a Series 65 designation and 1 year of industry experience. He has been with Ameriprise since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Janet Otersen is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney 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 variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Shannon O'Sullivan is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses with eight years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she has performed with the American Ballet Theater as an independent contractor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs for individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Elizabeth Mc Kie is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Ropes & Gray LLP and Cambridge Associates LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Catherine Landon is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and having 35 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she serves as Secretary of K4 Enterprises Inc., assisting with company administration. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to estate planning and corporate financial planning agreements.

Nicole Floyd is a financial advisor at Equitable Advisors with six years of industry experience. She previously worked at Bank of America, Merrill, and Wells Fargo Bank. Floyd serves as the treasurer on the board of Soles for Souls, a community-based organization supporting women who have experienced pregnancy loss. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm uses a hybrid referral and implementation model, offering advisory and brokerage channels through LPL and third-party asset managers.

Kyle Toulouse is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he focuses on building, implementing, and monitoring comprehensive wealth planning strategies tailored to clients' lifestyle and financial goals. Prior to his current position, Kyle gained experience as a Regional Advisor Consultant at Columbia Threadneedle Investments from 2016 to 2022. He also worked as a Regional Marketing Associate at Putnam Investments from 2014 to 2016. These roles have contributed to his expertise in financial consulting and investment management.

Jeffrey Laborde is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2010. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and state and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, employing a range of portfolio management styles and municipal advisory services.

Angela Peterson is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Bank of America and Merrill. Peterson serves on the Finance Committee of the Congressional School, providing financial oversight to support the school's long-term sustainability. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor strategies to clients’ goals and risk tolerances.