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.

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.

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.

Harrison Howard is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Credit Suisse before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018. 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, delivering asset-allocation advice, investment manager searches, and customized performance reporting using a combination of quantitative modeling and centralized due diligence.

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.

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.

Juliana Park is a financial advisor at UBS Financial Services with 23 years of industry experience. She held a position at Merrill from 2006 to 2016 before joining UBS in 2016. In addition to her advisory role, she is the owner of a sole proprietorship focused on writing, speaking, and coaching individuals on creating abundant lives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.

Jeffrey Callan is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL since 2025 and previously spent a decade with CUSO Financial Services and over 11 years at Apple Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory and brokerage services supported by model portfolios, research, and various program offerings.

Colleen Gormley is a CFP® with 11 years of industry experience, currently affiliated with RBC Capital Markets since 2024. She previously worked at Morgan Stanley Private Bank and Raymond James & Associates. Gormley serves as Chair of the Investment Committee at Georgetown Visitation Preparatory School, overseeing the school’s endowment investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs and integrates both in-house and third-party investment managers.

Suzanne Sweeney is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. She has held roles at RBC Capital Markets since 2013, with a three-year period at Raymond James & Associates. Outside of her advisory work, she serves as power of attorney for her mother. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management options, employing both in-house and third-party investment managers and providing a range of services including financial planning, custody, and brokerage.

Abd El Kareem Hamad is a Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Washington D.C. area. In his role, he works closely with individuals and families to develop personalized investment strategies aimed at achieving their financial goals. He provides ongoing investing advice and connects clients with banking and lending services offered by Bank of America. Kareem's areas of expertise include education planning, equity compensation services, family wealth management strategies, employee financial health, legacy planning, personal retirement planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Kareem earned a Bachelor's Degree from George Mason University and is fluent in Arabic and English. Outside of his professional work, Kareem is involved with the community organization 703 Warriors and enjoys music, pickleball, soccer, and watching movies.

Douglas Beckner is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at The Vanguard Group for nine years. His background also includes experience at Wofford College. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including estate planning and investment strategies.

Jonathan Greenwich is a financial advisor with Osaic Wealth, Inc. in Alexandria, VA, holding a Series 66 license and seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, Royal Alliance, and Capitol Financial Group. Outside of his advisory work, he serves as president of ThinkFast Sports, a sports and performance training company, and holds an unpaid board position providing strategic business advice to a third-party administrator. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage, investment advisory, and financial planning services. The firm utilizes firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management across a wide range of investment products.

Beatriz Luna Vida is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley since 2014. Outside her advisory role, she serves on the nominating committee of the United States Tennis Association and is a board member of the finance and investment committees at Universidad Sagrado Corazon in Puerto Rico. Morgan Stanley Wealth Management offers a broad range of advisory programs serving both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies.