Daniel Reid is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2003 and associated with JPMorgan Chase Bank, N.A. since 1999. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and incorporates ESG criteria within its eligible strategies.

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 with Edward Jones in Alexandria, VA, holding CFP®, ChFC®, and Series 66 credentials and having 14 years of industry experience. He has been with Edward Jones since 2013 and previously worked at Merrill in 2012. In addition to his advisory role, Patierno is involved with Girasole LLC, a business he has been associated with since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of household types and organizations. The firm offers a variety of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the country.

Lauren Holmes is a Financial Advisor at Merrill Lynch Wealth Management. In her role as a Merrill Financial Solutions Advisor, she collaborates with clients to understand their financial priorities and develop strategies to pursue their short-, mid-, and long-term financial goals. She provides resources and guidance covering a broad range of financial topics including investing, retirement planning, and education planning. She also connects clients to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Lauren's expertise spans areas such as college education planning, employee benefits planning, family wealth management strategies, philanthropic planning, retirement income, and services for endowments, foundations, and non-profits. She works closely with clients to define goals and create portfolio strategies designed to meet their needs, offering ongoing advice and adjustments as circumstances change. She holds a Bachelor's Degree from James Madison University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of her professional work, Lauren enjoys activities such as boating, cooking, dancing, ice hockey, pickleball, skiing, watching movies, writing, and yoga.

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 licenses and possessing 23 years of industry experience. He has worked at Prudential Insurance Company of America since 2002 and has been with LPL Enterprise since 2024. In addition to his advisory role, he is involved in property and casualty insurance as well as health insurance activities related to Medicare. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers a range of financial planning and consulting services along with access to third-party asset managers and insurance products.

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 credentials and has previously worked at Wells Fargo Clearing and UBS Financial Services. He operates under the DBA Flanigan Wealth Management Group for his LPL business. 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 advisory and brokerage services with a variety of investment strategies and employs technology tools to support advisors, managing over $819 billion in discretionary assets through a large network of professionals.

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.

Greg Wells is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His work history includes roles at City National Bank, Wells Fargo Clearing, and Truist Investment Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs that offer portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Jonathan Swerdloff is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has operated his own firm, Jonathan D. Swerdloff, PA, since 1996, providing tax preparation and accounting services alongside investment advisory. Prior to joining LPL Financial in 2022, he worked for Avantax Investment Services, Inc. for 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services supported by proprietary research and technology, with oversight of more than $819 billion in discretionary assets and a network of over 22,800 advisors.

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.

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.

Marc Kim is a financial advisor with RBC Capital Markets in Washington, DC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Morgan Stanley and Wells Fargo Clearing. Outside of his advisory work, he is involved in a small business making pet leashes and accessories and operates a horse therapy and massage business focused on equine care. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

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 31 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining UBS in 2024, he worked at Morgan Stanley for multiple periods totaling over a decade, as well as at Raymond James Financial and Kestra Private Wealth Services. 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, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Juliana Park is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and bringing 24 years of industry experience. She previously worked at Merrill and Morgan Stanley before joining UBS in 2016. Outside of her advisory role, Park is an author, speaker, and life coach, leading workshops and coaching individuals on creating an abundant life. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.