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.

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.

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.

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.

William Flanigan III is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Wells Fargo Clearing and Wells Fargo Advisors. Flanigan operates under the DBA Flanigan Wealth Management Group within his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management and access to model portfolios and research.

Amit Shashidharan is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the CFP® and Series 66 designations and has been with RBC Capital Markets since 2009. Outside of his advisory role, he is an owner of a condominium association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Ally Harrison is the Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2018. She has been with Fidelity Investments since 2012, progressing through various positions including Financial Representative, Premium Services Associate, Investment Solutions Representative, Investment Consultant, and Financial Consultant. Her experience spans multiple facets of wealth planning, allowing her to work with clients and families in diverse financial situations to co-create personalized financial plans. Ally's approach is informed by her extensive tenure at Fidelity and her focus on understanding each client's unique circumstances. Outside of her professional role, Ally enjoys activities such as spending time at the beach, cooking and baking, football, golf, and traveling.

Greg Wells is a financial advisor with RBC Capital Markets in Washington, DC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management services and leverages both in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Jonathan Swerdloff is a financial advisor with LPL Financial in Davidsonville, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes over 30 years at Avantax Investment Services, Inc., and he operates a tax preparation and accounting business as a CPA. He has been managing his own practice, Jonathan D. Swerdloff, PA, since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, financial institutions, and corporations. The firm offers various advisory programs and financial planning services supported by both discretionary and non-discretionary management approaches, as well as research and model portfolios from multiple sources.

Adam Geffner is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He currently works at Morgan Stanley, where he has been since 2022. His prior roles include positions at Geffner Capital Management, The MacArthur Company, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by comprehensive tools and resources, offering both retail and institutional investment solutions.

Robert Digsby is a Series 66-licensed financial advisor with Edward Jones in Odenton, MD, where he has worked for 13 years. He has 12 years of industry experience. Outside of his advisory role, he owns one rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Ryan Maki is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently affiliated with Morgan Stanley, where he has worked since 2015 across various roles, including Morgan Stanley & Co. LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory responsibilities, he is involved as a sole proprietor in a rental property business. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering 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 and modeling techniques as part of its financial planning process.

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.

Marc Kim is a financial advisor at RBC Capital Markets with 17 years of industry experience. His prior roles include positions at Morgan Stanley and Wells Fargo Advisors. Outside of finance, he is involved in two entrepreneurial ventures: a business making pet leashes sold on eBay and a horse therapy massage service. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

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.

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.