Collin Doyle is an Investment Consultant at Fidelity Investments. In his current role, he collaborates with clients to support their financial planning journeys, focusing on retirement and other life goals. He works closely with his team to assist clients in achieving their objectives. Collin has been with Fidelity Investments since 2016, progressing through various positions. Prior to his current role, he served as a Planning Consultant from 2021 to 2026, a Relationship Manager from 2020 to 2021, and as a High Net Worth Representative from 2016 to 2020.

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.

Xiaoxiao Lou is a CFA charterholder and holds Series 63 and Series 66 licenses, with six years of industry experience. She has worked at Edward Jones since 2011, with a four-year period at NISA Investment Advisors from 2017 to 2021 before returning to Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Mario Gabalda is a financial advisor with Ameriprise in Alexandria, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of advising, he owns a small business related to managing his Ameriprise practice. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

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 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.

Dwight Ferguson is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Questar Asset Management. Ferguson also owns Ferguson Financial Group, where he provides mortgage lending facilitation, tax planning recommendations, and insurance services, including life, health, disability, and long-term care insurance. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Kevin Anderson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 19 years before joining Wells Fargo in 2016. Anderson serves as a trustee and executor for family estates, overseeing investment-related matters. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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 Series 65-licensed financial advisor with Ameriprise in Washington, D.C., where he has worked since 2015. He has 11 years of experience in the industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable 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.