Danni Shen is a financial advisor at LPL Enterprise with two years of industry experience. She holds a Series 66 designation and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, BOC International (China) Co., Ltd., and Bank of China. Shen serves as treasurer and board member of the Tsinghua Alumni Association in Greater Washington DC and as treasurer for Hua Sports, both nonprofit organizations. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Gregory Hills is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he serves as Treasurer and Director on the Board of The Milligan-Hills Farm Company in Cedar Rapids, Iowa. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jordan Bonanno is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to joining Charles Schwab and Charles Schwab Bank SSB, Bonanno worked at Ameriprise Financial Services and Fidelity Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment advisory services supported by multi-asset model portfolios and centralized operational infrastructure.

Jessica Robles is a financial advisor with Edward Jones in Herndon, VA, holding a Series 66 designation. She has been with Edward Jones since 2005, accumulating 21 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Garrett Frye is a financial advisor with Morgan Stanley in Potomac, MD, holding a Series 66 license and nine years of industry experience. He has been with Morgan Stanley since 2016, including time at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and modeling techniques but typically acts in an advisory capacity without providing individual security recommendations.

Michael Zisko is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Thrivent, he worked at Wells Fargo Bank for 17 years. Outside of his advisory role, he owns MZ Inspections, a sole proprietorship conducting home occupancy inspections. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary portfolio management. The firm offers services through a large network of advisors and allows clients to combine planning with managed-account programs under a consolidated billing option.

John Gracyalny is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 35 years of industry experience. His prior roles include long-term positions at Financial Advantage Associates, Inc., and Securian Financial Services. He is also a partner at Financial Advantage Tax LLC, an accounting firm. Cetera Investment Advisers LLC is a national SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform featuring affiliated and third-party managers.

Andrew Lenich is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Cambridge since 2011. Outside of his advisory role, he owns a tax preparation business and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent professionals using a range of portfolio management and model-based solutions.

Brian Thoms is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns BWT Operations LLC, a business entity that employs staff supporting his practice. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, tailored recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

David Precourt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at The Vanguard Group and held various roles in both the finance and retail sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Mark Jutkowitz is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing Services LLC for eight years and Commonwealth Financial Network for two years. Outside of his advisory role, he coaches youth lacrosse in the Bethesda and Kensington, MD areas. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by proprietary research and tools, serving clients who meet a net-worth threshold with tailored recommendations delivered through meetings and written summaries.

Andrew Murphy is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and 21 years of industry experience. Prior to joining UBS in 2024, he spent 15 years at Morgan Stanley and its affiliated private banking entities. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

David Powell is a financial advisor at Ameriprise Financial Services with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Ameriprise, he worked at Wells Fargo Clearing and operated Djp Consulting, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes written recommendations and ongoing tax-aware withdrawal strategies.

Timothy Bishoff Jr. is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2008 and has also worked at Bank of America, N.A. since 2023. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Lawson is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has been with UBS 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 and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Alan Golden is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fsc Securities Corporation for 17 years. Outside of advising, he owns a sole proprietorship involved in insurance marketing and sales, as well as a business overseeing payroll and internal tax preparation. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of asset classes on both discretionary and non-discretionary bases.

Kelli Waclawski is a financial advisor at Charles Schwab with 10 years of industry experience and holds Series 63 and Series 66 licenses. Her prior roles include positions at BancWest Investment Services, Bank of the West, and TD Ameritrade. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Charles Olson is a financial advisor with Morgan Stanley in Potomac, MD, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include broad retail and institutional offerings as well as relationships with investment companies and private funds.

David Clark is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 12 years, followed by four years at XML Securities, LLC and XML Financial Group. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Stephanie Yoingco is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Mass Mutual Investors Services and Waterford Wealth Management. Outside of her advisory role, she is also employed as a server at HHM Hospitality. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services supported by research and diversified investment strategies.