Robert Barcellona Jr. is a financial advisor at Stifel with 16 years of industry experience and holds the Series 66 designation. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services such as fee-based financial planning and third-party adviser recommendations. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

Stefen Main is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer and Equitable Advisors. Outside of his advisory role, he is involved with Waypoint Group LLC in a capacity related to his financial advisory activities. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate non-discretionary recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Harrison Howard is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Credit Suisse before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager searches, and customized performance reporting using a combination of quantitative modeling and centralized due diligence.

Jessica Sellars is a financial advisor with LPL Financial in Annapolis, MD, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked with M&T Securities and M&T Bank since 1998 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios from various sources.

Bryon Vincent is a financial advisor with Ameriprise in Washington, DC. He holds a Series 66 designation and has recent experience at Juniper Consulting, LLC, in addition to a nine-year career at the Federal Bureau of Investigation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning focused on reliable income sources and tax-aware withdrawal strategies.

James Hartman is a Private Wealth Advisor at Merrill Private Wealth Management. He provides financial advisory services focused on areas including corporate executive services, divorce transition planning, equity compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, investment strategy, and tax minimization. Jim began his career in the financial services industry in 1990 within the Audit and Business Advisory Division of Arthur Andersen & Co. He earned his Certified Public Accountant designation in 1993 and subsequently joined Legg Mason's Private Client Group. In 2007, he joined Merrill, and in 2011 attained the Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute. Additionally, he holds the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor (CPFA) designations. His credentials include Series 7 and 66 FINRA registrations. Jim graduated with a Bachelor of Science degree in accounting from the Robert H. Smith School of Business at the University of Maryland at College Park. Outside of his professional work, Jim resides in Annapolis with his wife Kristin and their three children. He enjoys activities including windsurfing, racing sailboats, boating, adventure sports, basketball, football, golfing, scuba diving, skiing, and traveling. Jim is also involved in his community through coaching youth sports for lacrosse and basketball and has served on several finance boards. He is a member of the Annapolis Yacht Club.

Ross Wilkinson is a financial advisor at UBS Financial Services with 30 years of industry experience. He previously worked at Morgan Stanley for nine years before joining UBS in 2024. Wilkinson holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Steven Filo is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has held positions at Lincoln Financial Advisors, Agia, VALIC Financial Advisors, and Wells Fargo. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches.

Christopher Saba is a Financial Advisor with Merrill Lynch Wealth Management and a member of The Farcosky Group. He provides strategic financial guidance to individuals, families, and business owners, focusing on areas such as family wealth management, legacy planning, personal retirement planning, and tax minimization. Christopher emphasizes understanding clients' life priorities to create personalized financial plans tailored to their goals and aspirations. Christopher holds a Bachelor's Degree in Economics from the University of Maryland. He possesses multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Bilingual in English and Arabic, he collaborates closely with tax and legal professionals to develop tax-efficient strategies that support long-term wealth building. Committed to community involvement, Christopher serves as a chapter advisor for the Theta Chi Fraternity, mentoring college students in leadership and financial literacy. Outside of his professional and community activities, he enjoys boating, cooking, football, golfing, scuba diving, soccer, spending time with family, table tennis, and watching movies.

Scott Wallace is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at PYXERA Global and Population Services International. Outside of his advisory role, he is a program manager with the Vassar Broermann Group of Compass Real Estate in Washington, DC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, separately managed accounts, and affiliated investment products, supported by a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.

Stephen Owen III is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Juliana Park is a financial advisor at UBS Financial Services with 23 years of industry experience. She held a position at Merrill from 2006 to 2016 before joining UBS in 2016. In addition to her advisory role, she is the owner of a sole proprietorship focused on writing, speaking, and coaching individuals on creating abundant lives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.

Suzanne Sweeney is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. She has held roles at RBC Capital Markets since 2013, with a three-year period at Raymond James & Associates. Outside of her advisory work, she serves as power of attorney for her mother. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management options, employing both in-house and third-party investment managers and providing a range of services including financial planning, custody, and brokerage.

Abd El Kareem Hamad is a Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Washington D.C. area. In his role, he works closely with individuals and families to develop personalized investment strategies aimed at achieving their financial goals. He provides ongoing investing advice and connects clients with banking and lending services offered by Bank of America. Kareem's areas of expertise include education planning, equity compensation services, family wealth management strategies, employee financial health, legacy planning, personal retirement planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Kareem earned a Bachelor's Degree from George Mason University and is fluent in Arabic and English. Outside of his professional work, Kareem is involved with the community organization 703 Warriors and enjoys music, pickleball, soccer, and watching movies.

Douglas Beckner is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at The Vanguard Group for nine years. His background also includes experience at Wofford College. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including estate planning and investment strategies.

Beatriz Luna Vida is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley since 2014. Outside her advisory role, she serves on the nominating committee of the United States Tennis Association and is a board member of the finance and investment committees at Universidad Sagrado Corazon in Puerto Rico. Morgan Stanley Wealth Management offers a broad range of advisory programs serving both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies.

Robyn Wicks is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and having 10 years of industry experience. She has been with UBS Private Wealth Management since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Joe Emerusabe is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Washington, D.C. He serves high-net-worth individuals, families, and nonprofit organizations across the country, including corporate executives with equity compensation, business owners, attorneys, physicians, government officials, and professionals in private equity and venture capital. Joe offers a wealth management experience that connects all aspects of clients’ financial lives, providing guidance on retirement planning, wealth preservation, education funding, estate and philanthropic planning, and portfolio management. With a focus on a goals-based approach, Joe develops tailored financial strategies by understanding clients’ investment objectives, risk tolerance, time horizon, liquidity needs, and implementation costs. He emphasizes minimizing risk, reducing fees, and managing taxes efficiently. Joe holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned a dual degree in International Affairs and Organizational Management from Gettysburg College, where he also captained the men's basketball team. Outside of his professional work, Joe enjoys spending time with his family, playing basketball with friends, and attending sporting events in Washington, D.C. He previously served as Director of The LiftEd Project, Washington DC Chapter from 2017 to 2020.

Jay Niebuhr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 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, he serves as a trustee for a family irrevocable trust and holds power of attorney responsibilities related to his children's education expenses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach 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.

Cassandra Hudley is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Her work history includes roles at Fidelity Brokerage Services, Bank of America, Merrill, and other firms. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.