Randall Brown is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was employed at Urbanland Company and Bluwater Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Andres Vitalis is a financial advisor with Charles Schwab in Alexandria, VA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at TD Ameritrade, AMA LLC, and Wells Fargo in various capacities. Outside of advising, he is involved with Vitalis Ventures LLC, managing a non-investment real estate rental property through an LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of brokerage, advisory, custody, and financial planning services. The firm’s approach integrates non-discretionary advice with access to discretionary managed accounts and alternative investments through centralized operational and supervisory structures.

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.

Debra Chandler is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Her prior roles include positions at Signator Investors, H.D. Banker & Company, and ongoing affiliations with Time Insurance, Lincoln Benefit Life, the Republican National Committee, and American Medical Securities United Ws. She is the founder of K F Enterprises, a social media network representation business. OSAIC serves a diverse client base that includes retail and institutional investors such as high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory platforms and asset-allocation tools to manage portfolios with multiple investment types, supporting both discretionary and non-discretionary management.

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.

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.

Pablo Morantes Saa is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and develop personalized portfolio strategies designed to help them achieve long-term objectives. His approach involves ongoing advice and portfolio adjustments as clients' situations change. Pablo specializes in education planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Originally from Colombia, he is fluent in English and Spanish, allowing him to serve a diverse client base. He holds a Bachelor's Degree from Purdue University and a High School Diploma from Paul VI Catholic High School. Pablo is a Personal Investment Advisor (PIA) and is a member of the Country Club of Fairfax. Outside of his professional work, he enjoys football, golfing, and tennis.

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.

Daniel Reid is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2003, also serving at JPMorgan Chase Bank, N.A. since 1999. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ally Pugh is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this position, she collaborates with clients to understand their goals and priorities, working together to develop tailored financial plans. Her tenure at Fidelity Investments includes experience as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2024 to 2025. This progression reflects her ongoing commitment to supporting clients in their financial planning and investment needs.

Desmond Morrison is a Financial Consultant currently working at Fidelity Investments since 2022. He serves as a resource for high net worth households, curating pathways towards their financial goals and providing support during periods of financial turbulence. As a CERTIFIED FINANCIAL PLANNER™ professional, he is committed to putting clients' interests first throughout the planning process. Prior to his current role, Desmond held positions including Investment Consultant at Fidelity Investments from 2021 to 2022, and various roles at Vanguard from 2018 to 2021, such as Sales Consultant, Senior High Net Worth Client Consultant, and High Net Worth Client Solutions Specialist. He holds an Arkansas Insurance License. Outside of his professional work, Desmond's personal interests include board games, cars, concerts, social events with friends, music, and writing.

Joel Patierno is a financial advisor at Edward Jones in Alexandria, VA, with 13 years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 66 license. He has worked at Edward Jones since 2013 and is also involved with Girasole 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 through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Lauren Holmes is a Financial Advisor at Merrill Lynch Wealth Management. In her role as a Merrill Financial Solutions Advisor, she works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. She provides guidance on various financial matters including investing, retirement planning, and saving for unforeseen expenses, and can connect clients with Bank of America specialists for additional services such as banking, credit, home financing, and small business solutions. Lauren's expertise centers on helping clients manage competing financial priorities such as home purchases, education funding, elder care, and healthcare planning. She collaborates one-on-one with clients to define their goals and select portfolio strategies designed to meet those objectives, offering ongoing advice and adapting plans as clients' situations evolve. She holds a Bachelor's Degree from James Madison University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA).

Vishal Patel is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with professionals, executives, business owners, and families to navigate important financial decisions with clarity and confidence. Vishal works closely with the Evolve Wealth Management Group in Washington, DC, providing personalized wealth management strategies that align with clients' life priorities and goals. His expertise includes divorce transition planning, equity compensation services, family wealth management strategies, international wealth management, liquidity management, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Vishal emphasizes understanding the full financial picture and addressing both obvious and less apparent financial risks through thoughtful questions and strategic planning. Vishal holds a Bachelor's Degree from the University of Central Florida and is a Personal Investment Advisor (PIA). He is fluent in English and Gujarati. Outside of his professional role, he participates in community volunteering through Merrill's tradition of service. His personal interests include basketball, cooking, football, golfing, music, photography, reading, spending time with his family, traveling, and watching movies.

Gregory Porter is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Daniel Kim is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Prudential Insurance Company of America since 2002 and joined LPL Enterprise in 2024. Kim is also involved in non-variable health insurance and property and casualty insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining advisor programs with active product sales.

Zachary Garlitos is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Think Food Group. He has also been affiliated with George Washington University. Merrill, together 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.