Andrew Paulson is a financial advisor with Ameriprise in Washington, DC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, Paulson serves on the Board of Directors for Capitol Hill Little League. 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 recommendations and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security claiming options.

Justin Dean is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2006. He has 19 years of industry experience. Outside of his advisory role, he is involved in financial education for federal employees through the National Institute of Transition Planning and participates in his church’s parish choir and investment committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a nationwide network of over 23,700 advisors.

James Molloy IV is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at R&R Mechanical Inc. and multiple positions related to education and sports camps. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Monica Brown is a ChFC® credentialed financial advisor with 34 years of industry experience. She has worked at OSAIC since 2023 and previously spent 14 years at Fsc Securities Corporation. Outside of her advisory role, she teaches group exercise classes at the YMCA of Central Maryland. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with various investment platforms, utilizing asset-allocation tools and third-party managers to construct portfolios tailored to client needs.

Susan Dove is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has prior work experience with KS Admissions Strategies LLC and the University of Virginia School of Law. She also served with the Combined Cathedral Crews Rowing Club in 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Aaron Burleson is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including eight years at M&T Securities prior to joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research from LPL and third-party subadvisors, and various investment technologies.

Lance Slaughter is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing. Outside of his advisory role, he serves on the finance and investment committees at Hood College, where he reviews financial data and investment consultant reports. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Morris Clarke is a financial advisor at Merrill with 20 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at JPMorgan Chase and J.P. Morgan Securities Inc. for 10 years before joining Merrill and Bank of America in 2019. Clarke is an owner of Atwell Clarke Collective LLC, a company holding a piece of art, and serves on the advisory board for Howard University School of Business. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Steven Whittaker is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as treasurer for the Kanawha Youth Football & Cheerleading Association, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies using in-house and third-party managers, focusing on client-specific risk profiles.

Prem Bajaj is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prem completed an Accredited Certificate Program from the University of Pennsylvania.

Joanne Ferland is a financial advisor at UBS Financial Services with nine years of industry experience. She previously worked at DG Wealth Partners and Goldman Sachs. She is a passive partner in Sky One Aviation, a company that provides air charter services and manages aviation assets. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management to tailor investment plans based on proprietary research and model-based asset allocations.

Rebecca Staed is a financial advisor at UBS Financial Services in Washington, DC, holding a Series 66 designation with 12 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing clients access to a broad range of financial products and research.

David Powell is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in financial services. He specializes in assisting individuals, families, business owners, and corporate clients with personal retirement planning, philanthropic planning, portfolio management, tax minimization, and socially responsible investment strategies, including ESG investing. David also supports corporations, non-profits, endowments, and associations in managing retirement plans and business financial needs. David holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His education includes a high school diploma from St Josephs High School and attendance at the University of California Davis. In addition to his professional work, David enjoys adventure sports, antiquing, golfing, and music. He is also a collector and restorer of classic cars, a hobby that informs his patient and detail-oriented approach to wealth management. David works closely with clients and their trusted advisors to deliver customized financial strategies aimed at meeting their long-term goals.

David Butler is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. He serves as co-trustee of a family trust. 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 IPS-driven advisory process includes investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Katherine Gallo is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and bringing eight years of industry experience. She has been with Morgan Stanley since 2017, following her time at Gettysburg College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Sean Dorsey is a financial advisor with Wells Fargo Clearing in Washington, DC, holding a Series 66 designation and four years of industry experience. Before joining Wells Fargo in 2021, he worked at HSBC Bank and also has experience in the restaurant industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Elizabeth Nolan is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, National Association since 2015, also working at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates in its financial planning process.

Brandon Myers is a CFP® with eight years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Wells Fargo and Merrill Lynch. Outside of finance, his background includes work in the hospitality and restaurant industries. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Guillermo Garcia is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 13-year tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide array of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

William Martin Jr. is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including Triad Advisors Inc., The Prosperity Consulting Group, and UHY Advisors Mid-Atlantic MD, where he serves as a principal consulting on tax matters. In addition to his advisory roles, he writes life insurance policies and fixed annuities. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services utilizing asset-allocation tools, risk assessments, automated rebalancing, and access to third-party money managers and wrap programs.