Jaclyn Bellini is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at UBS and Segal Waters Consulting. She has held multiple roles in academia and consulting early in her career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm‑approved planning tools and modeling techniques.

Laura Torres is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2005. Outside of her advisory role, she is involved part-time with BroCo Vending Ltd, a corporation that sells concert merchandise. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Hilliard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 17 years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, he is an author of several books and serves on the board of the Linstead Community HOA in Severna Park, MD. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and tailors recommendations using Wells Fargo research and tools, delivering them through meetings and written summaries.

Kamuzu Ngwazi Saunders is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at various J.P. Morgan entities since 2004 and currently serves as a board member and treasurer for Rocketship Public Charter Schools, where he has been nominated to become the next board chairman. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and delivers services on a non-discretionary basis.

Brian Cruz is a financial advisor with Merrill in Washington, DC, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2022, he worked in academic roles at George Mason University and Northern Virginia Community College. Outside of finance, he has been employed as a waiter at Chuy's Restaurants for over seven years. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Stephen Brady is a financial advisor at Wells Fargo Clearing with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016. 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 operates on a large scale with over 14,000 financial advisors and $671 billion in assets under management, offering both brokerage and advisory solutions.

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.

Susan Dove is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and previously worked at KS Admissions Strategies LLC and the University of Virginia School of Law. 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, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with due diligence and applies an ESG eligibility framework when recommending strategies.

Aaron Burleson is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at M&T Securities, Ameriprise, and Truist Investment Services. Burleson is based in Severna Park, MD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

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 with Merrill and holds Series 65 and Series 66 licenses. He has 20 years of industry experience, including roles at Bank of America, JPMorgan Chase, and Barclays Capital. Clarke serves on the advisory board for Howard University’s School of Business, providing guidance on employment preparation for students. He is also the owner of Atwell Clarke Collective LLC, a holding company for a piece of art purchased jointly with his brother. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, delivering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Michael Calandruccio is a financial advisor with LPL Financial in Suitland, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at firms such as CUNA Mutual Group, Kestra Financial Services, and Securities America Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, combining advanced technology tools with a broad platform of advisory and non-advisory financial products.

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.

Calvin Heinle is a Series 66-credentialed advisor at Edward Jones with one year of industry experience. His background includes roles at Edward Jones and prior employment at West Virginia University and River Forest Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

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. Outside of financial services, 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 through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including discretionary portfolio management and a broad range of capital markets activities.

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.