Todd Cole is a financial advisor with Ameriprise in Kensington, MD, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, Cole serves as Treasurer on the Board of Directors for the Oakland Terrace PTA. Ameriprise is a large institutional firm that offers retirement-income planning services designed for individuals with significant investable assets. Its approach combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Cody Monarch is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to his current role at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, he worked at Insight Enterprises and Marriott International. He also has experience in the hospitality sector, having worked at Mussel Bar and Grille. 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, and manages approximately $2.74 trillion in client assets.

Lindsay Owens is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with J.P. Morgan entities since 2011, including JPMorgan Chase Bank NA and JPMorgan Securities LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team.

Soo Jeong Heo is a Series 66–licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Her prior roles include positions at Barings and Stride Inc, as well as entrepreneurial experience running Doma Korean Kitchen. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Greg Roemer is a financial advisor with Thrivent Investment Management in Washington, DC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Thrivent and its affiliated entities since 2002. Outside of his advisory work, Roemer serves on the Advancement Advisory Committee for Rockbridge Academy, a private K-12 religious school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s approach separates planning from managed-account services and does not include institutional portfolio management.

Jack Fechter is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with one year of industry experience. His work history includes roles at Morgan Stanley since 2022 and prior positions at Hampden-Sydney College, Durham University, Trustar Bank, and Bullis School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory and financial planning programs supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services ranging from tailored financial plans to broader investment and trading activities.

Richard Harrison is a Financial Consultant currently working with Fidelity Investments. In his role, he collaborates with clients to develop personalized financial strategies that align with their individual goals and priorities. He emphasizes building relationships based on trust and transparency to support clients in making informed financial decisions. Prior to his current position, Richard served as a Regional Director at Fidelity Investments from 2021 to 2023, and before that, he worked as a Regional Investment Consultant at the same firm from 2009 to 2021. His experience spans over a decade in various capacities within Fidelity Investments, focusing on investment consultation and regional leadership.

Richard Hogan is a CFP® and PFS™ credentialed financial advisor with 18 years of industry experience. He is currently with Cetera Wealth Services, LLC and Cetera, having previously worked at Avantax Investment Services and 1st Global Advisors. Hogan has maintained a long-standing role as a shareholder at Hogan & Reed P.C. CPA's since 1992. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with options spanning discretionary and non-discretionary authorities and various program structures.

Matthew Slook is a Financial Consultant at Fidelity Investments, where he helps clients plan for their financial goals and ensures their investment strategies align with their objectives and risk preferences. He has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Managed Account Support Specialist, and Investment Consultant before becoming a Financial Consultant in 2023. Throughout his tenure at Fidelity Investments, Matthew has gained experience working with a variety of client needs and investment strategies, focusing on providing dedicated advisory support. His career path reflects a commitment to understanding client relationships and investment management within the firm.

Franklin Rinko is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Outside of his financial advisory role, he is an independent contractor with Vector Marketing, where he places orders for Cutco kitchen knives on a limited, infrequent basis. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jarrett Brant is a financial advisor at UBS Financial Services with four years of industry experience. Prior to joining UBS in 2026, he worked at Wells Fargo for four years and served seven years in the United States Marine Corps. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Daniel Straub is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2017, he has worked alongside his mother, Elizabeth Shepard, to serve multiple generations of families, accomplished entrepreneurs, and professionals. Daniel's advisory approach focuses on addressing the complex financial issues faced by the career-building generation, emphasizing risk management, diversification, and personalized investment strategies. Daniel's expertise includes education planning, equity compensation services, family wealth management strategies, legacy planning, and socially responsible investing. He employs a systematic investment process that prioritizes quality investments and long-term planning. His commitment to outstanding client service is reflected in his goal to be the primary point of contact for all clients' wealth management needs. He earned dual bachelor's degrees in Psychology and Politics from Brandeis University. Outside of his professional work, Daniel is involved with Fizz Apparel. His personal interests include cooking, gardening, golfing, hiking, knitting and crocheting, music, singing, skydiving, traveling, and woodworking.

David Hurwitz is a financial advisor with Ameriprise in Bethesda, MD, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Vice President on the Board of Directors at Imagination Stage, a community arts organization. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized retirement-income consulting team.

Kristen Largay is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Before joining Merrill in 2022, she held roles at Ernst & Young and in athletics at American University. Outside of finance, she works part-time at Jaco Juice and Taco Bar in Washington, DC, where she prepares juices and smoothies. Merrill, along 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.

Adam Janowitz is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 63 designation and has previously worked at Morgan Stanley Smith Barney LLC and Artemis Real Estate Partners. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Zachariah Melcher is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at ID.me and the Museum of the Bible. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies and use of systematic methodologies in model portfolio development.

Paul Mcgeary is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 63 designation and 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the Permanent Endowment Finance Committee of Mt. Tamalpais United Methodist Church in Mill Valley, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Leandro Falleiros Rodrigues Carva is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Fincapital Financas e Investimentos S.A., and in various roles including with the UK Foreign Office and the Brazil State Government of Mato Grosso. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Brenden Price is a financial advisor at Morgan Stanley in Washington, DC, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Janus Management Holdings Corp. and Janus Henderson Distributors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages trillions in client assets and offers services ranging from financial planning to investment products and institutional solutions.

Paul Capodanno is a financial advisor at Morgan Stanley in Washington, DC, with 27 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, American General Life Insurance, AIG Capital Services, and Ohio National Equities. Capodanno serves on the board of the Soccer Association of Columbia and is an advisory board member for the nonprofit Casey Cares. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that incorporates firm-approved tools and modeling techniques, offering services primarily in an advisory capacity.